Deployment and Installation (Strategy Designer)

Strategy Designer is deployed as part of the Price Setting Package from the Pricefx PlatformManager Marketplace. This is the preferred way because it also creates the necessary business role.

If you deploy it manually, make sure you have the Price Setting Package version 2.1.3 or newer installed on your partition.

Manual Deployment

To manually deploy Strategy Designer, follow these steps:

  1. Find the number of the latest release of the Strategy Designer. You can find it at the home of this guide.

  2. Go to Configuration > Advanced Configuration Options.

  3. Create a new entry named pfxExternalApp_visual_configuration_strategy_designer.
    The important part is the prefix pfxExternalApp_, the rest is up to you.

  4. Copy and paste the following JSON as the entry’s value:

    { "name": "strategy-designer", "label": "Strategy Designer", "url": "https://apps.pricefx.com/visual-configuration/1-0-0/#/strategy-designer", "businessRole": "StrategyDesigner", "configuration": { } }

    Notice the url parameter and the version number 1-0-0 in the URL. Replace this number with the latest version, only use dashes instead of dots. For example, 1.0.1 becomes 1-0-1.
    This creates a default configuration for Strategy Designer. It can be further adjusted via the configuration options.

  5. Create a new business role called StrategyDesigner and assign it the following permissions:

    • Master Data > Administer Company Parameters

    • Price Setting > Manage Calculation Logics

    • Price Setting > View LPG

    • Price Setting > View Price Lists

    • Administration > Data Integration

  6. Assign this business role to the users who should be able to use Strategy Designer.

  7. Refresh your browser.

After these steps, Strategy Designer should appear in the main menu under External Applications.

Make sure your JSON is syntactically correct. No trailing commas are allowed.

The StrategyDesigner role will give the users access to certain Pricefx features, which they otherwise might not have access to. This is the current limitation. Be careful who you give access to.