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Published Release Notes

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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.

Data synchronization does not resume after mobile app restart

Valid from Pega Version 8.3

If an offline-enabled mobile app that you build with Pega Infinity Mobile Client is stopped during an initial data synchronization session, the data synchronization does not resume when the mobile app is restarted. Users must not stop the mobile app before initial data synchronization finishes.

For more information about data synchronization, see Offline capability and Guidelines for creating an offline-enabled application.

BIX ruleset is now included with Pega Platform

Valid from Pega Version 8.3

The Pega Business Intelligence Exchange™ (BIX) ruleset is now included with Pega Platform™, which eliminates the need for additional provisioning for Pega Cloud customers and for a separate BIX installation for on-premises customers. To add BIX to your application, add the Pega-BIX:<version> ruleset to your application rulesets.

For more information, see Data extraction.

Upgrade impact

After a successful upgrade, the BIX ruleset is available within Pega Platform. You should synchronize the BIX ruleset and Pega rules to avoid extraction errors.

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

After the upgrade is complete, change the ruleset version for Pega Platform and BIX to use the same, latest version.

Improved performance for work ID generation

Valid from Pega Version 8.3

Work IDs are now generated in batches and managed with dynamic system settings. Batch-based ID generation improves performance and scalability, which reduces the time that it takes to migrate data to a Pega Platform™ application.

For more information, see Default dynamic system settings data instances.

Upgrade impact

In a multi-node environment, the new ID generation method can assign IDs that are not as sequential as in the previous method.

For example, in a 2-node cluster, the IDs could come in from each node in batches of 1000, resulting in successive Work objects having IDs that differ by 1000 (such as 1, 1001, 2,1002, 3, 1003). As more Work objects are created the gaps can get filled. However, there might still be gaps left in the generated IDs.  For example, if a node crashes or shuts down, some IDs would be missing, or if a node has given out 600 IDs from a batch of 1000 IDs, then 400 IDs would remain unused. In most situations, this should not be an issue. 

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

If you must have nearly sequential IDs or cannot accept gaps in IDs (and do not need the performance improvement), then you can change the dynamic system setting to disable the new ID generation method. 

The dynamic system setting for this feature is idGenerator/defaultBatchSize. The feature is enabled by default with a defaultBatchSize of 1000. To disable the feature, set the value to 1.

Improved control of case locking and retry mechanisms

Valid from Pega Version 8.3

The Delay factor, Initial delay in minutes, and Max retry attempts fields have been added to queue processors, and the Timeout to acquire lock field has been added to the Queue-For-Processing method. Using these fields, you can quickly configure background processes that require you to lock cases or retry case processing.

For more information, see Creating a Queue Processor rule.

Upgrade impact

After a successful upgrade, the new fields contain their default values.

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

To customize the functionality of this feature (and the new fields), open the Queue-For-Processing definition and modify the values for the new properties or fields.

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