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Published Release Notes

Find release notes for the selected Pega Version and Capability

Browse resolved issues for Platform releases.

This documentation is for non-current versions of Pega Platform. For current release notes, go here.

Simple associations for quickly joining classes

Valid from Pega Version 8.3

Associations now have a simple mode. Use a simple association to quickly and easily join a class to another class. The simple association defines a left join, using a foreign key in the source class and the class key in the target class. Use an advanced association for all other conditions. In addition, simple associations are drawn in the Visual data model reporting mode to visualize the relationships that are available for reporting.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another.

What steps are required to update the application to be compatible with this change?

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

 

For more information, see Exploring the data model.

Association changes after upgrade

Valid from Pega Version 8.3

Associations now have a simple mode. Simple associations are those that join to only one class, use a left join, and have one filter condition to a class key in the target class. Existing associations that define a simple foreign key relationship are upgraded to simple associations when opened; all others are treated as advanced associations. All associations continue to work in reporting.

Making an association simple changes only one piece of metadata; all other data on the association rule is not affected.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another. 

What steps are required to update the application to be compatible with this change?

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

 

For more information, see Associations.

 

Privilege required for Recent Explorer

Valid from Pega Version 7.1.1

Users with custom roles defined must add the pxUpdateRecents privilege to see work in the Recent Items Explorer. 

Use standard Developer portal

Valid from Pega Version 7.1.1

Customized versions of the Developer portal rely on legacy components and are not supported.

To avoid backwards compatibility issues, update your access group to point to the standard Developer portal prior to upgrade.

Top-level (named) pages may no longer be classless

Valid from Pega Version 7.1.1

Newly created top-level (named) pages may no longer be classless or have a blank pxObjClass property. This change can affect applications upgrading from versions prior to Pega 7 to the latest version, especially when:

  • Application logic relies on a blank value in the pxObjClass property.
  • An activity assumes a new top-level page is classless and explicitly sets pxObjClass in a Property-Set step.
  • A data transform assumes a new top-level page is classless and explicitly sets pxObjClass using a Set action.

To avoid application failures, remove or update any logic that expects a blank pxObjClass. Where possible, use the new engine API that finds a page by both name and class:

findPageWithException(PageName, ClassName);

Activities and data transforms continue to create a top-level page when one does not exist. The class name is now derived from the Pages and Classes tab.

All tabs are accessible on delegated rule forms

Valid from Pega Version 7.1.1

Delegates can now access all tabs in a delegated rule form.

You can continue to customize the development experience for delegated users, such as line managers, who may not require the full set of rule form options. For example, you can prevent users from adding new nodes on the Decision Tree form or using the expression builder on the Map Value form. All users, including delegated users, can remove these restrictions if they hold a rule-editing privilege.

For more details on this process and a list of commonly delegated rules, see How to delegate a rule.

Customizations to the prlogging.xml file must be manually ported after upgrade

Valid from Pega Version 7.3

As a result of the upgrade from the Apache Log4j 1 logging service to the Apache Log4j 2 logging service, the name of the logging configuration file has changed from prlogging.xml to prlog4j2.xml and the format of the file has changed considerably. If you customized your prlogging.xml file, port the customizations to the new prlog4j2.xml file. If you do not port the changes, the Pega® Platform uses the default prlog4j2.xml file and disregards your customized prlogging.xml file.

For more information about customizing your log files, see the Apache Log4j 2 documentation.

Socket server has changed for remote logging

Valid from Pega Version 7.3

As a result of the upgrade from the Apache Log4j 1 logging service to the Apache Log4j 2 logging service, the socket server that is used for remote logging has changed from the Log4j remote logging package with the LogFactor5 log analysis tool to TcpSocketServer. If you use remote logging, update your socket server to TcpSocketServer. For more information, see Installing and using remote logging.

New process for Pega Cloud customers to obtain BIX extract files

Valid from Pega Version 7.3

The process for obtaining Business Intelligence Exchange (BIX) extract and manifest files for Pega® Cloud customers has changed as a result of data security enhancements for HIPAA compliance. By default, after upgrading to Pega 7.3, you must obtain the BIX extract and manifest files from the Pega SFTP server. From within Designer Studio, you can configure the BIX extract and manifest files to be sent to a remote SFTP server by a file listener. For Pega Cloud customers who have purchased a Pega Cloud SFTP Server subscription, you can configure BIX to send the BIX extract and manifest files to the SFTP server's folders for remote SFTP client download.

For more information about obtaining files from the Pega SFTP server, see Obtaining BIX extract files from the Pega SFTP server.

For more information about having files sent to your SFTP server, see Defining SFTP-related data instances.

Requestor Management landing page access privileges

Valid from Pega Version 7.3

To access the Requestor Management landing page after upgrading to Pega® Platform 7.3, you need to add the appropriate privileges to the @baseclass and Pega-Landing access classes in the access roles. Apply these privileges to any application in which you want the operator to be able use the requestor management feature.

For more information, see the Requestor Management landing page and the appropriate Deployment Guide.

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