Before upgrading your application to 8.1, run the Pre-Upgrade Checker to identify and fix critical rules that have been overridden in your application. In release 8.1, the application has locked 300+ critical rules that you should not override. For more information about the rules, see Rules that have been updated in Pega Customer Service 8.1.
If you have overridden any of those rules in your current version of the application, the Pre-Upgrade Checker lists those rules and provides an interface to fix the rules. Fixing the overridden rules improves the success of your upgrade and reduces post-upgrade manual steps.
For information about how to download and run the Pre-Upgrade Checker, see the Pega Customer Relationship Management 8.1 Upgrade Guide on the Pega Customer Service product page.
Version compatibility updates
In this release, the support policy for versions of Pega Customer Service and the related Pega Platform version has changed. Prior to the major 8.1 release, we supported and tested multiple combinations of application releases and Pega Platform versions. In moving to version 8.1, we have a number of fairly significant architectural changes to accommodate, including the division of Dev Studio into four separate studio components. For that reason, Pega cannot support Customer Service 7.x product versions on Pega Platform 8.x versions. As a result, if you are upgrading to Pega Platform 8.1, only Pega Customer Service 8.1 is supported.
For more information about upgrading your application, see the Pega Customer Relationship Management Upgrade Guide on the Pega Customer Service product page.
Klout integration for Twitter connectors removed
You can no longer use the Klout integration for Twitter connectors because the Klout services are now shut down.
Pega Social Engagement as a standalone applicationremoved
The Pega Social Engagement application that was deprecated in the 7.31 release is now deleted, including the Pega Social Engagement portal. You can continue to use the social channel capabilities that are now integrated in the Pega Customer Service application.
Pega Customer Service
You must use the Interaction Portal that was introduced in Pega Customer Service 7. CPM/CSR legacy portals are no longer supported and do not function in this version.
Because SQL database triggers are no longer supported, before you upgrade the application, have your database administrator check for and drop triggers.
Pega Sales Automation
Optional: If any ABAC policies are overridden in the implementation layer, update them with corresponding classes.