how to create and manage your pcm instances

8/11/2019 How to Create and Manage Your PCM Instances

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White Paper

Pega Cloud

How to Create and Manage Your PCM

Instances


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How to Create and Manage Your PCM Instances

Table of Contents

How to Create Pega Cloud Instances ............................................................................ 3

How to Manage Your Pega Cloud Instances .................................................................. 7

How to Hibernate an Instance .................................................................................... 8

How to Restart a Hibernated Instance ........................................................................ 8

How to Drop an Instance ............................................................................................ 9


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How to Create Pega Cloud Instances

Do the following:

1. Open http://pcm.pegacloud.com/prweb/PRServlet2. Log on using your credentials. Depending upon your configuration, either a User Portal , Manager or

approver portal displays (User portal shown below).

3. Start a request by selecting Request Instancein the New toggle list.

The following form displays:

Use this form to define the request properties.


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4. Enter values in the following fields (required are noted by * below):o * Contact Email Address(person will be added as an Email contact for the instance. This

does not need to be the current PCM request. The request is also include on all out boundemail management)

o Project End Data - used as a reminder and auto awake of instanceo Requested Vanity URLRequested Vanity URL record will default to work object ID if left

blank. Also note that if the record already exist you will be asked to change this fieldo Instance Nameo * Image Type Drop down values Default Framework Images or Custom Imageso * Softwareo * Software Versiono * Database servero * Application Server

5. Here is an example of a completed form:

6. Click Create. A work object is created using the requestors organization prefix and is routed to theapprovers work basketfor approval.

The system sends an email similar to the one below to the approving parties:


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7. The items Pending-Approvalwill appears on the approvers portal under the Instance PendingApprovalHeader as shown in Figure A and B.

Figure A

Figure B

8. Open the item. The request appears in a work form. The default action isApprove this selection.Approvers have the ability to update the request as needed along.


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9. Click Submit. The system initializes the creation process. The item's work status changes toPending-External. The item is routed to the PegaAgent, which requests an instance from the cloudprovider.

When processing is complete and the instance is running, an email is sent to the requestor and emailcontact, which contains the link to the new Pega Cloud instance. The requestor clicks the link to openthe developer application. Along with a link to manage your Instance please see Pega CloudInstance Management Console documentation to learn more around this topic


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The request appears on the manager's worklist with a status of Running. The Instance Informationsection on the request form is filled in as shown in this example:

How to Manage Your Pega Cloud Instances

You can perform the following maintenance tasks in Pega Cloud Instance Manager (PCM):

Hibernatethe instance no longer runs but its data remains within the application server anddatabase volumes. When in hibernation, you are not charged for the instance. This option is usefulwhen you plan to pause and resume project development. The data is intact and available when theinstance is restarted.

RestartRestarts a hibernating instance. Typically, it resumes operating status within a fewminutes.


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DropTerminates and deletes an instance. No further charges are incurred. All data stored on theapplication database is deleted.

Run CommandGives Cloud user the ability to self-manage their cloud instance. Include Restartapplication server, Clear Cache and stop application server.

To Run a Command

1. Open Instance Request work object within PCM2. Select in the Other Action drop down. (this is the default flow action as well)3. Select the Command in which you would like to run. Screen print below

4. Work object will update status to Pending Externals5. PCM Agent will update status back to Open and Email the Notification Party once the command has

been completed

How to Hibernate an Instance

1. Open Instance Request work object within PCM.2. Select HibernateInstancein the Other Action pull-down list and click Submit.

The item's status changes to Hibernate and RestartInstanceappears in the Take Action pull-downlist.

How to Restart a Hibernated Instance

1. Open Instance Request work object within PCM.2. Select RestartInstancein the Other Action pull-down list and click Submit.

Processing takes a few minutes. When finished, the status changes to Open and the Take Actionvalue changes to Hibernate Instance.


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How to Drop an Instance

1. Open Instance Request work object within PCM2. Select Drop Instancein the Other Action pull-down list and click Submit.3. In the work form, enter a note describing the reason

4. Click Submit. The instance is terminated and the item is resolved.


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About Pegasystems (Heading 3)

Pegasystems (NASDAQ: PEGA), the leader in Business Process Management,

provides software to drive revenue growth, productivity and agility for the worlds

most sophisticated organizations. Customers use our award-winning SmartBPM

suite to improve customer service, reach new markets and boost operational

effectiveness.

Our patented SmartBPMtechnology makes enterprise applications easy to build

and change by directly capturing business objectives and eliminating manualprogramming. SmartBPM

unifies business rules and processes into composite

applications that leverage existing systems empowering businesspeople and

IT staff to Build for Change, deliver value quickly and outperform their

competitors.

Pegasystems suite is complemented by best-practice frameworks designed for

leaders in financial services, insurance, healthcare, government, life sciences,

communications, manufacturing and other industries.

Headquartered in Cambridge, MA, Pegasystems has offices in North America,

Europe and Asia. Visit us atwww.pega.com.

Copyright 2010 Pegasystems Inc. All rights reserved. PegaRULESs, Process Commander, SmartBPM and the

Pegasystems logo are trademarks or registered trademarks of Pegasystems Inc. All other product names, logos and

symbols may be registered trademarks of their respective owners.
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