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Question

 Ratan Balaji (Ratan) Areteans Technology Solutions Architect
Areteans Technology Solutions
AU
Ratan Member since 2015 64 posts
Areteans Technology Solutions
Posted: Jul 14, 2020
Last activity: Jul 16, 2020
Posted: 14 Jul 2020 8:51 EDT
Last activity: 16 Jul 2020 2:29 EDT
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Pega Customer Service Application Stack

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Pega CRM Application Stack

 

 

The installation guide recommends that the Pega Customer Service Application stack should be as above.

1) What is the necessity of having a Pega Marketing application in the stack?

2) If I have an existing Pega Marketing application with which I am expecting Pega CS to integrate via Container APIs, is it still necessary to have a dummy Pega Marketing application in the stack on which I create my Pega CS application?

 

Thanks in advance,

Ratan Balaji.

Pega Customer Service 8.4 DevOps Decision Management Communications and Media Lead System Architect Next-Best-Action Analyst

Accepted Solution

Posted: 3 years ago
Updated: 3 years ago
Posted: 14 Jul 2020 10:12 EDT
Updated: 16 Jul 2020 2:29 EDT
Seth Robinson (SethRobinson) PEGA Director, Product Management, Next Best Action
Pegasystems Inc.
US
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Hi Ratan,

This is a logical diagram for reference only.  You do not need to install Customer Decision Hub (CDH) or Pega Marketing unless you are licensed and intend to implement this capability.  If you do intend to take advantage of this and already have Pega Marketing installed, you can configure Pega Customer Service to connect to your existing instance.

 

Ratan Balaji
Posted: 3 years ago
Posted: 14 Jul 2020 23:27 EDT
Ratan Balaji (Ratan) Areteans Technology Solutions Architect
Areteans Technology Solutions
AU
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Hey SethRobinson,

Thanks for the quick response. When you say that one can configure the Pega CS application to connect to the existing Pega Marketing instance, do you mean to make use of the OoTB web services (Two separate installations with different rule bases) or you are recommending that these two applications share the same rule base.

Thanks,

Ratan Balaji.
Posted: 3 years ago
Posted: 15 Jul 2020 12:09 EDT
Saleem Abdelsayed (Saleem_A) PEGA Senior Director, Product Management, 1:1 Customer Engagement
Pegasystems Inc.
US
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It is recommended that they are separated and connected via OOTB services.

Ratan Balaji
Posted: 3 years ago
Updated: 3 years ago
Posted: 14 Jul 2020 10:14 EDT
Updated: 17 Jul 2020 9:22 EDT
Praveen Palagani (palas3) Pegasystems Inc. Principal Technical Solutions Engineer
Pegasystems Inc.
IN
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Hi Ratan,

Thanks for posting the query.

Please refer to the article (https://community.pega.com/knowledgebase/articles/pega-customer-service/84/optional-configuring-your-pega-applications-support-crm) which helps to know much information in this case.

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