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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.

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.

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.

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.

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