White Paper Pega Cloud How to Create and Manage Your PCM Instances 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 2 How to Create and Manage Your PCM Instances How to Create Pega Cloud Instances Do the following: 1. 2. Open http://pcm.pegacloud.com/prweb/PRServlet 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 Instance in the New toggle list. The following form displays: Use this form to define the request properties. 3 How to Create and Manage Your PCM Instances 4. 5. 6. 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 bound email management) o Project End Data - used as a reminder and auto awake of instance o Requested Vanity URL – Requested 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 field o Instance Name o * Image Type – Drop down values Default Framework Images or Custom Images o * Software o * Software Version o * Database server o * Application Server Here is an example of a completed form: Click Create. A work object is created using the requestor’s organization prefix and is routed to the approver’s work basket for approval. The system sends an email similar to the one below to the approving parties: 4 How to Create and Manage Your PCM Instances 7. The items “Pending-Approval” will appears on the approver’s portal under the “Instance Pending Approval” Header 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 is Approve this selection. Approvers have the ability to update the request as needed along. 5 How to Create and Manage Your PCM Instances 9. Click Submit. The system initializes the creation process. The item's work status changes to Pending-External. The item is routed to the PegaAgent, which requests an instance from the cloud provider. When processing is complete and the instance is running, an email is sent to the requestor and email contact, which contains the link to the new Pega Cloud instance. The requestor clicks the link to open the developer application. Along with a link to manage your Instance please see “Pega Cloud Instance Management Console” documentation to learn more around this topic 6 How to Create and Manage Your PCM Instances The request appears on the manager's worklist with a status of Running. The Instance Information section 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):   Hibernate — the instance no longer runs but its data remains within the application server and database volumes. When in hibernation, you are not charged for the instance. This option is useful when you plan to pause and resume project development. The data is intact and available when the instance is restarted. Restart — Restarts a hibernating instance. Typically, it resumes operating status within a few minutes. 7 How to Create and Manage Your PCM Instances   Drop — Terminates and deletes an instance. No further charges are incurred. All data stored on the application database is deleted. Run Command — Gives Cloud user the ability to self-manage their cloud instance. Include Restart application server, Clear Cache and stop application server. To Run a Command 1. 2. 3. Open Instance Request work object within PCM Select in the Other Action drop down. (this is the default flow action as well) Select the Command in which you would like to run. Screen print below 4. 5. Work object will update status to Pending Externals 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. 2. Open Instance Request work object within PCM. Select HibernateInstance in the Other Action pull-down list and click Submit. The item's status changes to Hibernate and RestartInstance appears in the Take Action pull-down list. How to Restart a Hibernated Instance 1. 2. Open Instance Request work object within PCM. Select RestartInstance in the Other Action pull-down list and click Submit. Processing takes a few minutes. When finished, the status changes to Open and the Take Action value changes to Hibernate Instance. 8 How to Create and Manage Your PCM Instances How to Drop an Instance 1. 2. 3. Open Instance Request work object within PCM Select Drop Instance in the Other Action pull-down list and click Submit. In the work form, enter a note describing the reason 4. Click Submit. The instance is terminated and the item is resolved. 9 How to Create and Manage Your PCM Instances About Pegasystems (Heading 3) Pegasystems (NASDAQ: PEGA), the leader in Business Process Management, provides software to drive revenue growth, productivity and agility for the world’s ® most sophisticated organizations. Customers use our award-winning SmartBPM suite to improve customer service, reach new markets and boost operational effectiveness. ® Our patented SmartBPM technology makes enterprise applications easy to build and change by directly capturing business objectives and eliminating manual ® programming. 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 at www.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. 10