Installation (Agents Accelerator)
The Agents capability has to be enabled by an Accelerator package deployment which is available from PlatformManager. It activates the Agents capability, adds the required Business Roles, User Groups and it adds supported types of Agents 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
Get access to PlatformManager and target partition, as described in common installation prerequisites.
Access PlatformManager at https://platform.pricefx.com/ and log in.
Go to Marketplace and find the Agents Accelerator package.
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.
After the deployment is finished, you can log in to the Pricefx application.
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 Agent at all.
Post-Deployment
Log in to the Pricefx application.
Go to Administration > Access Admin > User Admin.
Assign any of these Business Roles to corresponding users:
[Agents] Analyst
[Agents] Contributor
[Agents] Manager
For details on these roles see Business Roles.
Reload the application by refreshing the browser (
F5orCmd+R) or by clicking on the header logo to go to the Home screen.You can see that the Agents capability is enabled under the app menu: Modules > Agents.
Review created Agents.