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

Cassandra 3.11.3 support for Pega Platform

Valid from Pega Version 8.3

Increase your system's reliability and reduce its memory footprint by upgrading the internal Cassandra database to version 3.11.3.

For on-premises Pega Platform™ users, after you upgrade to Pega 8.3, it is recommended that you manually upgrade to Cassandra 3.11.3. You can upgrade to Cassandra 3.11.3 on all operating systems except IBM AIX. If you do not want to upgrade to Cassandra 3.11.3, you can continue to use Cassandra 2.1.20, which is still supported.

For Pega Cloud Services 2.13 and later versions, Cassandra automatically upgrades to version 3.11.3 after your environment is upgraded to Pega Platform 8.3.

For information on how to manually upgrade to Cassandra 3.11.3, see the Pega Platform 8.3 Upgrade Guide for your server and database at Deploy Pega Platform.

Upgrade impact

After an on-premises Pega Platform upgrade, you still have the older version of Cassandra and must manually upgrade.

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

To upgrade Cassandra, you must create a prconfig setting or a dynamic system setting with the new Cassandra version and then do a rolling restart of all the Decision Data Store nodes to upgrade them to the latest version of Cassandra.

 

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.

 

Text analytics models editing and versioning

Valid from Pega Version 8.3

Pega Platform™ now supports editing and updating training data for text analytics models.

Pega Platform also supports the versioning of text analytics models. When you update the model, Prediction Studio creates an updated model version. You can then switch between the model versions.

Upgrade impact

In versions of Pega Platform earlier than 8.3, the training data for text models was stored in the database. In Pega Platform version 8.3 and later, the training data for text models is stored in Pega Repository. You cannot build new models without setting the repository. After the repository is set, all text models are automatically upgraded and will work normally.

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

After a successful upgrade, set the repository in Prediction Studio before building or updating any Natural Language Processing (NLP) models.  In Prediction Studio, click Settings > Text Model Data Repository.

 

For more information, see:

 

Text analytics models migration

Valid from Pega Version 8.3

Pega Platform™ now supports the exporting and importing of text analytics models. For example, you can export a model to a production system so that it can gather feedback data. You can then update the model with the collected feedback data to increase the model's accuracy.

Upgrade impact

In versions of Pega Platform earlier than 8.3, the training data for text models was stored in the database. In Pega Platform version 8.3 and later, the training data for text models is stored in Pega Repository. You cannot build new models without setting the repository. After the repository is set, all text models are automatically upgraded and will work normally.

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

After a successful upgrade, set the repository in Prediction Studio before building or updating any Natural Language Processing (NLP) models.  In Prediction Studio, click Settings > Text Model Data Repository.

 

For more information, see:

Addition of Servlet Management

Valid from Pega Version 8.6

Pega Platform™ now has Servlet Management in Pega Cloud® Services, which provides a simple and secure way to make changes to Pega Platform servlet definitions.

Servlet Management provides Pega Cloud Service clients with solutions to manage servlet configurations with self-service options. This reduces the cycle time for delivering configuration changes in Pega Cloud Service installations while also improving upgrade reliability

For more information, see Servlet management.

Upgrade impact

Clients with no application servlet customizations will not experience an impact. If you upgrade from Pega Platform version 8.5 or earlier and, prior to the upgrade, the Pega Cloud team provided your application servlet customizations, then following the upgrade, you must manually add, remove, or modify your servlet customizations in your upgraded application using this servlet management landing page in Pega Platform.

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

To manually move your pre-upgrade servlet customizations as appropriate or add new ones to your upgraded application using the new servlet management landing page, follow the steps in Adding a servlet.

Text predictions simplify the configuration of text analytics for conversational channels

Valid from Pega Version 8.6

Enable text analytics for your conversational channels, such as email and chatbot, by configuring text predictions that manage the text models for your channels. This new type of prediction in Prediction Studio consolidates the AI for analyzing the messages in your conversational channels in one place and replaces the text analyzer rule in Dev Studio.

Through text predictions, you can efficiently configure the outcomes that you want to predict by analyzing the text in your channels:

  • Topics (ticket booking, subscription cancellation, support request)
  • Sentiments (positive, neutral, negative)
  • Entities (people, organizations, airport codes)
  • Languages

You can train and build the models that predict these outcomes through an intuitive process, and then monitor the outcomes through user-friendly charts.

For more information, see Predict customer needs and behaviors by using text predictions in your conversational channels.

Upgrade impact

Channels that you configured with text analyzers in the previous version of your system continue to work in the same manner after the upgrade to the current version. When you edit and save the configuration of an existing channel, the text analyzer rule is automatically upgraded to a text prediction. The associated text prediction is now an object where you can manage and monitor the text analytics for your channel. When you create a new channel in the upgraded system, the system automatically creates a text prediction for that channel.

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

  1. Enable the asynchronous model building and reporting in text predictions through job schedulers that use the System Runtime Context (SRC) by adding your application to the SRC.
    For more information, see Automating the runtime context management of background processes.
  2. Enable model building in text predictions by configuring background processing nodes.
    For more information, see Assigning decision management node types to Pega Platform nodes.

External data flow rules are removed

Valid from Pega Version 8.6

In previous versions of Pega Platform™, you could configure data flows to run in an external Hadoop environment. The external data flows functionality was deprecated and hidden from view in Pega Platform 8.5. The functionality has been now removed and is no longer available in Pega Platform 8.6.

For more information, see External data flow rules are deprecated.

Insights from 8.5 require additional configuration after upgrade

Valid from Pega Version 8.6

Upgrade impact

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.

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.

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