Saptarshi Member since 2011 4 posts
Sopra Steria Group
Posted: November 20, 2017
Last activity: February 28, 2019

Getting a CLM (Client Lifecycle Management) environment up and running . .

Hi Folks,

I have an urgent requirement to install CLM on a base (vanilla) Pega 7.3 instance.

I have a few questions -
based on the installation guide for CLM :
I see that to install CLM we need to install the following sequencially on Pega base 7.3 version ---

1. Install Pega 7.3 or later - already present base Pega 7.3 instance
2. Install and verify Pega Foundation for Financial Services 7.31 --> Need to Install
3. Install and verify Product Designer for Financial Services 7.31 --> Need to Install
4. Install and verify Pega Know Your Customer for Financial Services 7.31. --> Need to Install
5. Install Pega Know Your Customer Regulatory Compliance for Financial Services 17.1 --> Need to Install
6. Finally Install Pega-client-lifecycle-management-731 --> Need to Install

Is this understanding correct ?

Or installing Pega-client-lifecycle-management-731 alone is sufficient on top of Vanilla Pega 7.3.
Is Pega-client-lifecycle-management-731 built on the above mentioned frameworks automatically or we need to install them seperately in the order I mentioned above --> To have a CLM ready environment.

Based on prior experience on CLM any idea / feedbacks would be really welcome and highly appreciated.

Thanks and Regards, Saptarshi

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