Insights from 8.5 require additional configuration after upgrade
Valid from Pega Version 8.6
After you upgrade Pega Platform™ version 8.5 to 8.6, the Explore Data landing page might not include insights that come from the earlier version of the product.
What steps are required to update the application to be compatible with this change?
Run the pxUpgrade85Insights activity to make all insights from version 8.5 accessible for you in 8.6. By running this activity, you upgrade insights with new metadata that is required in version 8.6. For example, the pxUpgrade85Insights activity provides you with the option to set the visibility of insights to private, public or shared.
For more information about insights, see Visualizing data with insights.
Discontinued support for list view and summary view rules
Valid from Pega Version 7.2
The list view rule and the summary view rule are deprecated, and support for these rules has been discontinued. Existing list view and summary view reports will continue to work on supported browsers. However, the last version of Internet Explorer that list view and summary view rules support is Internet Explorer 11.
You cannot create new list view or summary view reports. Instead, create list reports and summarized reports by using the report definition rule. To prevent display issues, re-create the custom list view and summary view reports that you need as report definition reports.
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.