Pega Academy Virtual Machine User Guide

VM User Guide

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DOCUMENT: VM User Guide SOFTWARE VERSION: Pega 7.2 UPDATED: 08 2016

CONTENTS Introducing the Pega Academy Virtual Machine System Requirements

1 1

Hardware

1

Operating Systems (64-bit only)

2

Virtualization software

2

Other applications Downloading a Pega Academy VM Installing virtualization software Using VirtualBox to run the VM Using VMware Player Workstation to run the VM Using VMware Fusion to run the VM Logging into Pega 7 Shutting Down the VM Getting Help

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2 2 4 5 8 10 11 12 13

Introducing the Pega Academy Virtual Machine This course provides a virtual machine (VM) you can download and use on your computer to complete the exercises that accompany the course. A VM is a program that acts as a virtual computer so you can run another operating system in a window on your computer. The virtual machine — the guest — runs on your computer — the host — just like any other software program. The VM allows you to practice using Pega’s software and solutions on either Windows or macOS, without having to install or configure the Pega 7 software. The VM runs on your computer — under your control — making it a great environment for learning how to build Pega applications on your own time, offline, and at your convenience.

Exercise VM archive The exercise VM is made available as an OVA (Open Virtualization Archive) file that contains a compressed, installable version of a virtual machine. Use your virtualization software program to open/import and extract the OVA file.

System Requirements The following are required for completing Pega Academy exercises using the VM:

Hardware l

64-bit capable CPU, with virtualization enabled in the BIOS

l

Minimum 4 GB RAM

l

At least 25 GB of free disk space

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Note: If your computer has a 64-bit capable CPU and you receive an error message when you try to run the virtual machine that reads: This kernel requires an x86-64 CPU, but only detected an i686 CPU, the BIOS setting for virtualization is most likely not enabled on your computer., you must enable virtualization in the BIOS setting to continue. Perform a Google search to find instructions specific to your computer.

Operating Systems (64-bit only) l

Microsoft Windows: 7, 8, 10

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Apple OS X, macOS

Virtualization software l

Microsoft Windows: VirtualBox or VMware Workstation Player

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OS X or macOS: VirtualBox or VMware Fusion

Other applications Browser: Microsoft Internet Explorer (9–11), Microsoft Edge, Chrome, Safari, or Firefox Some courses on Pega Acadamy require Microsoft Office. Beginning in version 7.1.8, Pega 7 supports any version of Microsoft Office that can read and interpret .docx, .xlsx, and .csv files.

Downloading a Pega Academy VM Pega Academy provides a link to download the VM in the Completing the Exercises topic. Depending on the course, you may see one of two options for downloading the VM.

Note: The average size of a Pega Academy VM is 5GB. Depending on your internet connection, the time it takes to download a Pega Academy VM will vary.

Downloading the VM from the link in the main lesson page In some courses, the VM is made available for download via a button at the bottom of the page.

Follow these steps to download the exercise system using the button at the bottom of the page.

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1. Click the Download Exercise System button. A dialog displays a Download Token ID.

2. Right-click on the Download Token ID. l

Using Chrome or Firefox — Select Save Link As to initiate the download of the VM.

l

Using IE — Select Save target as to initiate the download of the VM.

3. If you are using Microsoft Internet Explorer, Microsoft Edge, or Google Chrome, you must correct the file type extension. These browsers will change the file type extension to .tar — you must change the file type extension to .ova before you initiate the download.

4. Save the file to a preferred location on your local drive. Once the download begins, you can close the Download Token dialog window.

Downloading the VM from the link in the Related Content section In some courses, the VM is made available for download via a link in the Related Content section.

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Click the link for the exercise system in the Related Content section. The exercise system archive downloads to the default download folder on your computer.

Installing virtualization software Virtualization software is used to emulate a complete computer system, allowing a guest operating system to be run on a host operating system. Install the virtualization software of your choice. You can accept the default installation options, or customize the installation according to your preferences. The Pega Academy VM is known to work with the following virtualization software: l

VirtualBox — https://www.virtualbox.org/wiki/Downloads VirtualBox is available as Open Source Software under the terms of the GNU General Public License (GPL) version 2.

l

VMware — https://my.vmware.com/en/web/vmware/downloads Workstation Player (Windows only). Paid license required; free for personal use. Fusion (OS X and macOS only). Paid license required; free trial.

After installing the virtualization software of your choice, proceed to the appropriate section in this document to learn how to run the VM. To use: l

VirtualBox to run the VM, go to page 5.

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VMware Workstation Player to run the VM, go to page 7.

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VMware Fusion to run the VM, go to page 9.

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Using VirtualBox to run the VM Follow these steps to run the VM using VirtualBox. Launch VirtualBox.

1. From the menu bar, select File > Import Appliance.

2. On the bottom right, click the Folder icon to browse to the OVA you downloaded.

3. Select the OVA you want to import into VirtualBox, and then click Open . 4. Click Next. 5. Click Import to import the OVA. The OVA is preconfigured with the necessary settings.

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Confirming network adapter settings The Pega Academy VM is configured to use a Bridged Adapter for network access. When using bridged networking, the VM is a full participant in the network. This gives the VM access to other machines on the network, including your computer (the host). The VM can be contacted by other machines on the network as if the VM were a physical computer on the network. Because network adapters vary from computer to computer, a final step in setting up the Pega Academy VM to run on VirtualBox is to confirm the correct network adapter for your computer is selected. After the import of the OVA is complete, follow these steps to confirm the network adapter setting: From the Oracle VM VirtualBox Manager main window, confirm the VM you just imported is highlighted.

1. Click Settings.

2. From the Settings panel, click Network.

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3. Confirm the Enable Network Adapter check box is selected and the Name is set to an available network adapter on your computer.

4. Click OK.

Starting the VM Make sure the VM is selected in the Library panel, and then click the Start icon.

The VM opens in a new application window. After the VM starts, a console screen displays with information regarding the URL to access the Pega 7 application.

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Once you see the console screen, you can minimize the VM window to your Taskbar or Dock. When you are ready to complete an exercise, go to the Logging into Pega 7 section on page 11.

Using VMware Player Workstation to run the VM Follow these steps to run the VM using VMware Workstation Player.

1. Launch VMware Workstation Player. 2. Select Player > Open .

3. Browse to and select the downloaded OVA file, and then click Open . 4. Optionally, rename the VM, and then click Import. 5. If a message box displays indicating an issue with “OVF specification conformance,” click Retry.

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6. Click either the Green start arrow in the menu bar or click Play virtual machine.

The VM runs in the same application window. After the VM starts, a console screen displays with information regarding the URL to access the Pega 7 application.

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Once you see the console screen, you can minimize the VM window to your Taskbar or Dock. When you are ready to complete an exercise, go to the Logging into Pega 7 section on page 11.

Using VMware Fusion to run the VM Follow these steps to run the VM using VMware Fusion.

1. Launch VMware Fusion. 2. From the menu bar, click File > Import. 3. Click Choose File to browse to the OVA you downloaded. 4. Select the OVA file and click Open . 5. Click Continue. 6. Change the name of the VM if desired and click Save.

7. If a message box displays indicating an issue with “OVF specification conformance,” click Retry.

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8. Click Finish . If you are prompted to upgrade the VM, you may do so, but upgrading is not required. The VM runs in a new window. After the VM starts, a console screen displays with information regarding the URL to access the Pega 7 application.

Once you see the console screen, you can minimize the VM window to your Taskbar or Dock. When you are ready to complete an exercise, go to the Logging into Pega 7 section on page 11.

Logging into Pega 7 After you start the VM, wait approximately 3-4 minutes, and then open a browser of your choice on your computer and enter the URL shown in the VM console screen.

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IMPORTANT: The IP address shown in the image above is not a real IP address. The IP address displayed in the VM console screen will be complete, and is different for each VM. The home page provides information about the course and a link to access Pega 7.

IMPORTANT: The IP address shown in the image above is an example only. The IP address displayed in your browser will most likely be different and is the one you should use. To login to Pega 7 and complete the exercises, enter the user name and password found in the course materials.

Shutting Down the VM Pega Academy recommends shutting down the VM when you are finished using it. Follow the procedures for your player.

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VirtualBox 1. Log out of Pega 7. 2. From the VirtualBox Manager, right click on the virtual machine you want to shut down and select Close > ACPI Shutdown . Alternatively, from the Machine menu item, select ACPI Shutdown .

3. Click the ACPI Shutdown button to confirm the shutdown request.

VMware Workstation Player 1. Log out of Pega 7. 2. From the VM window, click Player > Power > Shutdown guest. 3. Click Yes to confirm you want to shut down the VM. Power User Tip: VMware Workstation Player does not support the ACPI (Advanced Configuration and Power Interface) specification on a guest virtual machine. You may hear that powering off the VM corrupts the virtual machine, but this is not the case. If you have logged out of Pega 7, there are no I/O (Input/Output) operations running, so there is no risk of corrupting the VM. If you have logged out of Pega 7, you can safely use the Shutdown guest option in VMware Workstation Player.

VMware Fusion 1. Log out of Pega 7. 2. From the menu bar, select Virtual Machine > Shut Down . 3. Click the Shut Down button to confirm the shutdown request.

Getting Help Technical support for the VM is available to all students who are enrolled in Pega Academy courses that use the VM. If you experience technical difficulties with the VM, visit the Pega Academy Exercise System forum page at http://pdn.pega.com/forums/pega-academy/exercise-system-pvs. If you do not find an answer to your problem after searching this forum, post a message and we will assist you.

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If you need support for the virtualization software you are using, contact the appropriate software provider.

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