This document provides instructions for installing Pega Knowledge 8.6, including completing prerequisite tasks, importing the application file and optional sample data, and enabling the search function. The prerequisites include installing Pega Platform 8.6 and applying any required hotfixes. The application file is imported using the Distribution tool. Optional sample data includes articles, categories, posts and troubleshooters. Operators included in the sample data can also be enabled for testing. The search function is configured to index all application content to support search and suggested content features.

1. Pega Knowledge
Installation Guide
8.6

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Document: Pega Knowledge Installation Guide
Publication date: May 11, 2021
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ii | Pega Knowledge Installation Guide

3. Contents
Contents
Pega Knowledge 8.6 Installation Guide.................................................................................................................................................. 4
Completing the prerequisite tasks........................................................................................................................................................... 4
Installing the application............................................................................................................................................................................4
Importing the application file..................................................................................................................................................... 4
Optional: Importing the sample data and operators..............................................................................................................5
Optional: Enabling sample operator accounts.........................................................................................................................5
Enabling the search function.................................................................................................................................................................... 5
Pega Knowledge Installation Guide | iii

4. Pega Knowledge 8.6 Installation Guide
Pega Knowledge 8.6 Installation Guide
This document describes how to install Pega Knowledge 8.6.
This document applies only to Pega customers who are running the applications on the premises or in a
third-party cloud installation.
• Completing the prerequisite tasks
• Installing the application
• Enabling the search function
Completing the prerequisite tasks
Before you install your application, ensure that you complete all of the following tasks.
Note: This document applies only to Pega customers who are running the applications on
premises or on a third-party cloud installation.
1. Install the latest version of Pega Platform 8.6, and ensure that you can log in as an administrator.
For more information, see the Pega Platform Install Guide for your environment on the Deploy Pega
Platform page.
2. Determine which language packs are applicable to your product and check for availability. For
additional information, see Pega Marketplace.
3. Apply any required hotfixes by using the Hotfix Manager. For more information, see Applying hotfixes.
Installing the application
To install Pega Knowledge, complete the procedures in this section.
Before you begin: Complete the prerequisites for this installation.
1. Importing the application file
2. Optional: Importing the sample data and operators
3. Optional: Enabling sample operator accounts
Importing the application file
The system data and rulesets for Pega Knowledge are loaded during this task.
1. Log in to Pega Platform (https://<hostname>:<port>/prweb) by entering the administrator ID,
for example, administrator@pega.com and the password that you used during Pega Platform
installation.
2. In the header of Dev Studio, click Configure > Application > Distribution > Import.
3. Select the Rules/PegaKM.jar file from your distribution media, and then follow the wizard
instructions.
4 | Pega Knowledge Installation Guide

5. Pega Knowledge 8.6 Installation Guide
4. When the import is complete, click Done.
5. Apply the required hotfixes by using Hotfix Manager. For more information about applying hotfixes,
see Applying the latest on-premises patch.
6. Optional: Verify the application rules.
a. In the navigation pane of Dev Studio, click Records > Application Definition > Application.
b. Confirm that the following application rule is displayed in the list:
• PegaKM 8
What to do next:
Optionally, import the sample data.
Optional: Importing the sample data and operators
The Pega Knowledge application includes some sample articles, taxonomy categories, community posts,
and troubleshooters that you can use to verify the installation.
1. In the header of Dev Studio, click Configure > Application > Distribution > Import.
2. Click Browse and select the Rules/KMSampledata.jar file to upload it from your distribution media,
click Next, and then follow the wizard instructions.
Optional: Enabling sample operator accounts
You can enable the operators that are included in the sample data and then use them for initial testing
and application installation verification. For additional information about enabling operator accounts, see
Enabling operators.
1. In the header of Dev Studio, click Configure > Org & Security > Authentication > Operator Access.
2. In the Disabled operators section, select the check box next to each Pega-provided sample operator
that you want to enable, and click Enable selected.
3. In the confirmation dialog that is displayed, click Submit.
4. In the Enable Operator window, copy the sample operators' temporary passwords and communicate
them to those who will be using them, following your organization's security best practices and click
OK.
When you subsequently log on with this sample operator role the first time, use the temporary
password that you recorded. You will be prompted to reset your password.
5. Click OK.
Enabling the search function
The content in Pega Knowledge should be indexed to support suggested content and search functions.
1. In the header of Dev Studio, click Configure > System > Settings > Search.
2. In the Search indexing section, select the All work check box.
Pega Knowledge Installation Guide | 5

6. Pega Knowledge 8.6 Installation Guide
3. Select the Index work attachments check box if you want to include file attachments in the search.
4. In the Security section, select the Customize full-text search check box.
Ensure that the For specified properties check box is not selected.
5. In the Default indexes section, in the All work index row, click Re-Index.
6. Click Save Settings.
7. Click Dedicated on the Search indexing landing page.
8. In the list of dedicated indexes, verify that the status of work-pegafw-km-work-content and work-pegafw-
km-work is Available.
9. Re-index work-pegafw-km-work-content and work-pegafw-km-work by clicking Re-index to the right of
each index row.
10. If the indexes do not display after the installation, restart the server, verify the indexes, and then re-
index.
6 | Pega Knowledge Installation Guide