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

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.

 

Deprecation of EAR deployments in Pega Platform 8.6

Valid from Pega Version 8.6

Starting with Pega Platform 8.6, EAR deployments of Pega Platform are deprecated. In the upcoming 8.7 release, EAR deployments will not be supported. The following rules that require EAR deployments will also be deprecated and no longer supported in Pega Platform 8.7:

  • Connect EJB
  • Connect JCA
  • JCA Resource Adapter
  • JMS MDB Listener
  • Service EJB

With this deprecation, you can use the latest tools and keep your application up to date. 

Upgrade impact

In Pega Platform 8.6, you can still create rules that require EAR deployments and update existing rules. However, after an upgrade to Pega Platform 8.7, rules that require EAR deployments are no longer supported.

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

To prepare your application for this change well in advance of the Pega Platform 8.7 release, see the following table for a list of alternative rules and for guidance on modernizing your application.

Deprecated rule typeAlternative rule typeRecommended configuration
Connect EJBConnect RESTSubstitute legacy EJB resources with a REST API, and use REST connectors to interact with them.
Connect JCAConnect RESTSubstitute legacy JCA resources with a REST API, and use REST connectors to interact with them.
JCA Resource AdapterJCA resource adapters are data records that are used within the scope of a Connect JCA rule. If you replaced Connect JCA rules in your application with Connect REST rules, JCA resource adapters are no longer relevant.No further configuration is necessary.
JMS MDB ListenerJMS ListenerReplace JMS MDB Listener configurations with standard JMS Listener configurations.
Service EJBService RESTRedefine your EJB services as a set of RESTful service APIs, and invoke them over HTTP/HTTPS.

For information on the supported platforms that are affected by this deprecation, see Pega Platform 8.6 Support Guide.

Legacy Parse XML rule configurations must be upgraded to edit them

Valid from Pega Version 8.6

If your application has Parse XML rules that use the legacy configuration from Pega Platform 5.x, you cannot edit these rules after you upgrade to Pega Platform 8.6 until after you upgrade them to use tree-based parse rule configuration.

You must upgrade a Parse XML rule that you want to edit if it shows the following warning when you open it in Dev Studio.

This type of Parse XML rule is deprecated. An upgrade should be performed.

An option to upgrade also displays below the message.

Upgrade impact

Parse XML rules with the legacy configuration do not map data to the clipboard, and the rule definition is empty. After you upgrade to Pega Platform 8.6, you cannot edit Parse XML rules that you created in Pega Platform 5.x or earlier until you upgrade them to use tree-based parse rule configuration.

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

Update legacy Parse XML rules to use tree-based parse rule configuration before you edit them in Pega Platform 8.6. Using tree-based parse rules is considered a best practice.

  1. Open the legacy Parse XML rule.
  2. On the Mapping tab, click Upgrade.
    Result: The Allow tree editing? check box is displayed and is automatically selected. You can add attributes and elements to the tree structure, or delete them.
  3. Save the upgraded rule configuration.

For more information, see Parse XML rules.

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.

Connect MQ rules configured with alias queue do not work after upgrade

Valid from Pega Version 8.6

Connect MQ rules that you defined with an alias queue in earlier versions of Pega Platform do not work after an upgrade to Pega Platform 8.6.

Upgrade impact

If you defined an alias queue in Connect MQ rules, after an upgrade to Pega Platform 8.6, those Connect MQ rules do not work.

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

In the Pega-IntegrationEngine ruleset, create the following dynamic system settings and their default values:

  • "mq/pmo" = 0
  • "mq/gmo" = 0
  • "mq/oo_request" = 1040
  • "mq/oo_response" = 16

For more information, see Creating a dynamic system setting.

Derby databases are no longer supported

Valid from Pega Version 7.1.8

Previously, an embedded Derby database could be used as a file system. This setup was configured by setting storage/class/<<filesystem>>/type to "embedded" in the prconfig file.

After upgrading, storage types that are specified as "embedded" now default to the local file system.

Configuration required for data operations on external schema when using a Postgres database

Valid from Pega Version 7.1.8

When you use the API for data operations on external schema in the Postgres database, you must update the prconfig.xml file. No other platform requires a prconfig.xml update.

To update the prconfig.xml file:

  1. Stop the server and add the following entry to the prconfig.xml file:
    env name="database/databases/postgres_ext/defaultSchema"
    value="externalschema"
    where postgres_ext is the external database that uses the external schema “externalschema”.
  2. Restart the server.

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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