Installation (Actionable Insights)

The Actionable Insights capability has to be enabled by an Accelerator package deployment which is available from PlatformManager. It activates the Actionable Insights capability, adds the required Business Roles, User Groups and it adds supported types of Watchers and Actions that are pre-configured for you. The next thing that you will need is your existing Pricefx partition with your analytical data in Datamarts and you are ready to go.

Deployment

  1. Get access to PlatformManager and target partition, as described in common installation prerequisites.

  2. Access PlatformManager at https://platform.pricefx.com/ and log in.

  3. Go to Marketplace and find the Actionable Insights package.

  4. Click the accelerator package tile, select the partition where you want to deploy the package and confirm the deployment dialog to start.
    For detailed description of all deployment options, see PlatformManager documentation.

  5. After the deployment is finished, you can log in to the Pricefx application.

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The accelerator can be deployed without Sales Insights and Customer Insights but with significant limitations: you cannot add Dashboards to any Action and you cannot use the Dashboard Watcher at all.

Post-Deployment

  1. Log in to the Pricefx application.

  2. Go to Administration > Access Admin > User Admin.

  3. Assign any of these Business Roles to corresponding users:

  4. Reload the application by refreshing the browser (F5 or Cmd+R) or by clicking on the header logo to go to the Home screen.

  5. You can see that the Actionable Insights capability is enabled under the app menu: Analytics > Actionable Insights.

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  6. Create new Watchers.