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Crucial update information for Pega Customer Relationship Management

Suggest edit Updated on January 18, 2022
Important: Before an update, always run the Pega Customer Service Upgrade Checker. In addition, you can optionally run the Pega Sales Automation Upgrade Checker. For information, see the Update Guide for the version to which you are updating.

If updating to a new minor version (for example, 8.N), you must first update Pega Platform to the same minor version. For information, see Pega Platform version support for Pega-supplied applications. For information about patch releases and compatibility with Pega Platform patch releases, see Pega Infinity patch calendarPega Customer Service and Pega Call Patch Release Notes and Pega Sales Automation Patch Release Notes.

Before updating any Pega Customer Relationship Management applications, you must review important information about product changes for each release. Some product changes require user action before updating to ensure a successful update.

This article summarizes important information related to product changes for each version. It does not replace the update guide and release notes for each version. Review the update guide and the release notes for all versions later than the one that you are updating. For example, if you are updating from Pega Customer Relationship Management version 8.2 to version 8.6, ensure that you review the update guides and release notes for versions 8.3 through 8.6. For more information about the update process, review both the update guide and release notes for each version on the Pega Customer Service product page and the Pega Sales Automation product page.

Examples of changes with update impacts include:

  • Legacy CPM portals are no longer supported
  • Legacy Pega Chat (version 8.1 and earlier) is removed
  • Legacy Social Engagement portal and stand-alone application are removed

Starting with the earliest update that applies to your environment, click the appropriate links below to review the product changes in each version. For example, if you are updating from version 7.1.3, review the update impacts of version 7.1.4 and later.

8.7

8.6

8.5

8.4

8.3

8.2

8.1

7.4

7.31

7.22

7.21

7.1.4.1

7.1.4

7.1.3

7.1.2 ML

7.1.2 ML1

7.1.2

7.1

 

Some older sections of this article use the legacy name of the App Studio workspace, Pega Express. In the current release, Pega Express is a delivery approach and not a workspace.

  • Next topic 8.7 product changes with update impacts
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