Upgrading to the secure threading mechanism for email bots
Valid from Pega Version 8.1
In Pega Platform™ version 8.6, Pega Email Bot™ includes a more secure threading mechanism to help track emails from customers and other stakeholders in separate threads for an email triage case.
If you upgrade from Pega Platform version 8.5 or earlier, in which you configured an Email channel, perform the following steps to ensure that your system uses the new secure threading mechanism:
- Update the service email rule that the system uses to send an email reply as the initial acknowledgment.
- Update the email reply template in the data transform rule that the system uses when a customer service representative (CSR) sends the reply.
For more information about creating an initial acknowledgment email and email reply template, see Creating outbound email templates. For more information about the secure threading mechanism, see Use a secure threading mechanism in emails.
What steps are required to update the application to be compatible with this change?
For the initial acknowledgment email used by your email bot, update the service method for your email listener rule. On the Response tab for this service email rule, expand the Message contents section. In the Message data section, you specify the rule that defines the structure of the content of the email body. In Pega Platform version 8.6, you use for this purpose the pyEmailAcknowledgement correspondence rule that takes into account the selected built-in template. This template includes the security code tag that the system uses for the secure threading mechanism. If your application uses a different rule in the Message data section, update this definition to match one of the built-in correspondence template rules, for example, EmailAckTemplate_Clear.
The pySetEmailBotReplyTemplate data transform rule sets the name of the email correspondence rule that the system uses as the email reply template. If you do not want to use the default approach using the Classic, Cobalt, or Clear outbound email template themes, override this data transform rule to set the email correspondence rule name for the Param.ReplyTemplate target in the Source column field.
For more information about how to update the service email rule and the data transform rule to ensure that your system uses the secure threading mechanism, see Upgrading to the threading mechanism available in the 8.6 version.
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.
Behavior changes when reporting on descendant classes
Valid from Pega Version 7.3.1
Report Definitions that use the Report on descendant class instances option with the Include all descendant classes option apply only to the Applies to Class. Join classes are not included as they were in previous Pega® Platform versions. The following example shows what happens for each possible scenario for Report on descendant class instances when the report is defined on ClassA with a class join with Work-.
- If Report on descendant class instances is disabled, the report runs against ClassA and the join happens with Work-. The behavior is the same in Pega 7.3.1 as it is in previous Pega Platform versions.
- If Report on descendant class instances is enabled, and Include single implementation class is selected, the report runs against ClassA and the join happens with the MySampleClass implementation class. The behavior is the same in Pega 7.3.1 as it is in previous Pega Platform versions.
- If Report on descendant class instances is enabled, and Include all descendant classes is selected, the report runs against ClassA and its descendants and the join happens with Work-. In previous Pega Platform versions, the join happened with the MySampleClass implementation class.