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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.

Use Page-Change-Class method to change a Page class

Valid from Pega Version 8.3

With the release of Pega Platform™ 8.3, using the Property-Set method to change the Page class shows a guardrail warning. Use the Page-Change-Class method to change the Page class instead.

For more information about the Page-Change-Class method, see Changing the class of a page and Page-Change-Class method.

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.

 

Changes to URL format for Pega Web Mashup

Valid from Pega Version 8.3

The format of Pega Web Mashup URLs now supports multiple mashups on a single web page. The new URL format prevents a mashup from sharing cookies with another mashup.

If you want to include multiple mashups on a single web page and one of the mashups was created before 8.3, you must regenerate the mashup to reflect the new URL format.

For more information, see <link to help topic>.

Change tracking tab removed from declare expressions

Valid from Pega Version 8.3

To simplify the configuration of a declare expression, the Change tracking tab has been removed from the declare expression rule form. To use the Change tracking tab, on the declare expression rule form, click Actions > Use legacy expression.

For more information, see Supported and unsupported configurations in simplified declare expressions.

Upgrade impact

The declare expression rules have been moved from the pr4_rule table to the new pr4_rule_declare_expression table.

The upgrade can fail if you customize the pr4_rule table, such as increasing the length of an existing column.

After a successful upgrade, the declare expression rule form is simplified and lightweight pages support declare expressions.

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

Read-only data pages by default are lightweight. You could also enable lightweight pages for:

Only simplified declare expressions are supported in lightweight pages. In simplified declare expressions, context-bound rules are not supported. However, a page context could be specified on the New or Save As form of declare expressions. For more information, see Declare Expression rules - Completing the New or Save As form.

Redirectguests mashup configuration has been removed

Valid from Pega Version 8.3

The authentication/redirectguests server configuration and data-pega-redirectguests attribute have been removed and are no longer required when you configure a mashup. This prevents you from needing to maintain multiple nodes to support some use cases that require the configuration value to be true and other uses cases that require the configuration value to be false.

For more information, see Configuring the Mashup channel.

Support for the JSON Web Token Bearer grant type for accessing external APIs

Valid from Pega Version 8.4

You can now access external APIs by using the new OAuth 2.0 JSON Web Token (JWT) Bearer grant type, in an OAuth 2.0 authentication profile. To use the JWT Bearer grant type as a client assertion, source the JWT from an active SSO session, a token profile, or a property reference. You can use JWTs that you obtain during an OpenID Connect SSO in connectors, to achieve user impersonation flows, such as the On-Behalf-Of (OBO) flow. The OAuth 2.0 type authentication profile now also supports authentication of client applications by using Private Key JWTs.

Instances of the OAuth 2.0 provider are now deprecated. As a best practice, use the new, unified authentication profile configuration instead.

For more information, see Configuring an OAuth 2.0 authentication profile.

Upgrade impact

After an upgrade to Pega Platform 8.4 and later, Authentication Profiles can take advantage of the new JWT based OAuth 2.0 grant type and client authentication features. To take advantage of this and other new security features, you must update any existing Authentication Profiles formats must to use those in Pega Platform 8.4 and later.

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

Since these features are available only for profiles created in Pega Platform 8.4 and later, clients must open and then save existing 'Authentication Profile' instances to ensure that the configuration is compatible with the latest authentication formats.

Rules can no longer access Pega internal Java packages

Valid from Pega Version 8.4

You can no longer create rules that access Java packages that reference internal APIs (syntax com.pega.platform.*.internal*). This change does not affect rules that access Pega public API packages.

If you encounter issues when running existing rules that reference internal Pega APIs, contact Pega Support.

Upgrade impact

After an upgrade to 8.4 and later, clients can no longer save new or modified rules that access Pega internal APIs; existing rules that reference internal APIs can still be run but cannot be modified. 

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

Following a software upgrade to 8.4 or later, clients can refactor existing rules into guardrail compliant rules. To find rules to refactor, run the validation tool from designer studio (Application > Tools > Validation) to identify what rules fail validation; failed rules that include the message "Test compilation failed : Illegal internal class reference : com.pega.internal.XYZ" can updated to reference appropriate APIs.

Custom application URL alias in the application definition

Valid from Pega Version 8.4

Create application URL aliases that support your ability to launch multiple Pega applications simultaneously in a single browser. This feature makes it easier for clients and your customers to log into multiple applications using the same browser and access them simultaneously. You configure your application URL alias in the application definition. For details, see Adding an application URL alias.

For more information, see Simplify access with an Application URL alias (8.4)

Upgrade impact

After an upgrade to Pega Platform™ 8.4 and later, review to determine if and how you must update your application rules to reflect the current URL aliasing format. As part of these application rule updates, Pega also updated the URL format and value components of the clipboard property, pxRequestor.pxReqServletNameReal, which you can use to discover a servlet name. If your application uses this property to discover a servlet name, update the pxRequestor.pxReqServlet property in the application rule to use the new, required URL and value formats.

For details steps, see the section, Upgrading from Pega 8.3 or earlier: Guidelines for any required changes in your application URL aliasing, in the appropriate Pega Platform Upgrade Guide available at Deploy Pega Platform

What steps should the customer take to update their application?

After upgrading, you must update your JMeter test scripts. For detailed steps, see Updating JMeter test scripts after migrating to Pega 8.4.

Add the security checklist to applications created before 7.3.1

Valid from Pega Version 7.3.1

The security checklist is now automatically added to applications. You can manually add the security checklist to applications that were created in earlier versions.

You can improve the security of your application by completing the tasks on the checklist.

The following task reflects the procedure on how to manually add the security checklists to Designer Studio prior to 7.3.1:

  1. In the header of Designer Studio, click the name of the application, and then click Definition.
  2. Click the Documentation tab.
  3. In the Application guides section, click Add guide.
  4. In the Application guide& field, enter pxApplicationSecurityChecklist.
  5. Click the Configure icon in the Available in column and select the portals (App Studio and Dev Studio) that you want to add the security checklist to.
  6. Click Save.

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