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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.

Split schema upgrade instructions missing properties

Valid from Pega Version 7.1.3

If you upgraded from 5.x, 6.x, or 7.x using the instructions in previous versions of the upgrade guide, you may have neglected to set the properties below in your migrateSystem.properties file when you migrated your upgraded schema to the source system:

 

pega.rules.objects.generate=true

pega.rules.objects.apply=true

 

If these properties were not set during an upgrade that splits the schema, your environment does not have the indexes, triggers, and primary keys on the rules tables.

 

To check for this issue, see if the pr4_base and pr4_rule rules tables in your existing rules schema are missing primary keys. If they are, use the SQL scripts in the ResourceKit\MigrationRecoveryScripts directory of the release to cleanup duplicate rules that were created due to this issue. Follow the steps below to run the scripts.

To run the scripts on Microsoft SQL, Oracle, or PostgreSLQ

  1. Take down any app servers using the affected schema.
  2. Backup your database.
  3. Replace all instances of @RULES_SCHEMA in <database>_cleanDups.sql with the name of the schema that contains the pr4_base table.
  4. Run the <database>_cleanDups.sql script on the database with vendor tools (sqlPlus, SQL Server Management Studio, etc).
  5. Replace all instances of @RULES_SCHEMA in <database>_fix_vw_table.sql with the name of the schema that contains the pr4_base table.
  6. Run the <database>_fix_vw_table.sql script on the database with vendor tools (sqlPlus, SQL Server Management Studio, etc).
  7. Generate and apply the ddl using the command line generateDDL command. Check the installation guide for your database or the upgrade guide for details about how to use the generateDDL command line script.
  8. Rebuild the indexes for the tables in your rules schema using vendor tools. This is necessary so that your system runs at an optimum speed.
  9. Optionally upgrade to the latest release, at this point your database is ready to be upgraded or used depending on your needs.

      

To run the scripts on DB2 for LUW or z/OS

  1. Take down any app servers using the affected schema.
  2. Backup your database.
  3. Run the <database>_cleanDups.sql script on the database with vendor tools (UDB CLP, Data Studio, etc) to create the CLEANSE_RULES_DUPS stored procedure.
  4. Run the query Call CLEANSE_RULES_DUPS(‘<rulesSchema>’); where <rulesSchema> is the name of schema that contains the pr4_base table.
  5. After the previous step is complete drop the CLEANSE_RULES_DUPS procedure.
  6. Replace all instances of @RULES_SCHEMA in <database>_fix_vw_table.sql with the name of the schema that contains the pr4_base table.
  7. Run the <database>_fix_vw_table.sql script on the database with vendor tools (UDB CLP, Data Studio, etc).
  8. Generate and apply the ddl using the command line generateDDL command. Check the installation guide for your database or the upgrade guide for details about how to use the generateDDL command line script.
  9. Rebuild the indexes for the tables in your rules schema using vendor tools. This is necessary so that your system runs at an optimum speed.
  10. Optionally upgrade to the latest release. At this point your database is ready to be upgraded or used depending on your needs.

Data schema error on z/OS split schema upgrades from versions before Pega 7.1.8

Valid from Pega Version 4.1

When upgrading to a split schema on Pega 7.x with IBM DB2 for z/OS, you see an error during the data schema upgrade when the system tries to drop the PRPC_Updatescache procedure. Because triggers on rules tables use PRPC_Updatescache, you must use the ZOSDisableTriggerScripts to disable these triggers before you update the data schema.

  1. Follow the instructions in the Pega 7 Platform Upgrade Guide to upgrade the rules schema, but stop immediately before you upgrade the data schema with the upgrade.bat or upgrade.sh script. The Pega 7 Platform Upgrade Guide is on the Support > Deployment Guides page.
  2. Copy the contents of the <distribution>\ResourceKit\ZOSDisableTriggerScripts directory into the <distribution>\scripts\ directory.
  3. Run fixZosTriggers.bat or fixZosTriggers.sh with the following arguments:
    --action preupgrade
    --dataschema <data schema name>
    --oldrulesschema <old rules schema name. If you are upgrading from a single-schema system, this is the data schema name.>
    --newrulesschema <new rules schema name>
    --automaticddl <Optional. Set to true to automatically apply the disable trigger SQL scripts.>

    For example:
    fixZosTriggers --action preupgrade --dataschema pegadata --oldrulesschema pegarules --newrulesschema newrules --automaticddl false

  4. If you did not set --automaticddl to true in the previous step, run the <distribution>\schema/disable.sql script to manually disable the trigger SQL scripts.
  5. Run the data schema upgrade as described in the Pega 7 Platform Upgrade Guide.

Custom database (DB) triggers are dropped during upgrade

Valid from Pega Version 7.1.8

The latest version of Pega 7 improves performance by no longer using database triggers to assist with System Pulse and Data-Rule-Summary processing, which is now done within the Pega 7 engine. As a result, DB triggers are no longer installed on either the pr_sys_updatescache or pr4_rule_vw tables.

When upgrading to the latest version of Pega 7, if you had previously implemented a custom database (DB) trigger on these tables, or a custom DB trigger that refers to these tables, it is removed during the upgrade process. No custom triggers are removed unless they reference these tables.

If you have custom DB triggers that reference the pr_sys_updatescache or pr4_rule_vw tables and perform other processing, those triggers must be reimplemented. When doing so, you must be careful to not modify the pr_sys_updatescache or pr4_rule_vw tables.

For more information, see Startup check removes custom DB triggers.

Identify, install, and manage hotfixes with the Hotfix Manager

Valid from Pega Version 7.1.8

Hotfixes are packages of files that address issues in Pega 7 and in participating Industry Applications. With Hotfix Manager, you can:

  • Scan your system for installed and missing critical hotfixes and create a report that you can provide to Pegasystems Support for diagnostic purposes.
  • Review the descriptions and contents of hotfixes.
  • Install, rollback, and commit hotfixes.
  • Manage hotfixes that include schema changes or require other special handling.

The Hotfix Manager replaces the Update Manager Hotfix Installer and System Scanner, both of which are deprecated. For more information, see Hotfix Manager identifies, installs, and manages hotfixes to Pega 7 and participating Industry Applications.

Enhanced product rule form for easy application packaging

Valid from Pega Version 7.1.8

The enhanced product rule form allows you to add applications in Delta mode, which includes only the patch version of the rulesets that comprise the application rule. You can also use Global exclusions to exclude one or more rules that are not associated with a ruleset version.

These enhancements allow easy packaging of non-versioned rules that are often deployed separately and reduce the need to manually add them later.

For more information, see Product rules - Completing the Contents tab.

Delegate rules and data types

Valid from Pega Version 7.1.8

You can delegate business-facing application assets, such as paragraphs, decision tables, and data types, to your business line by using a new delegation process. Delegated records are displayed in the new Configuration dashboard on the Case Manager portal.

Enhanced text-editing experience

Valid from Pega Version 7.1.8

The enhanced text editor simplifies your text-editing tasks inside Designer Studio. It includes support for:

  • Color coding and syntax highlighting
  • Tag and bracket matching
  • Auto-indent
  • Search

You can use the new editor to edit a variety of rules, including basic text files and utility functions.

New context menu in the ruleform header

Valid from Pega Version 7.1.8

A new context menu has been added to the Applies To class in the ruleform header. This menu provides the following links that are related to the current rule:

  • Show in App Explorer – switches the Application Explorer to the Applies To class of the current rule.
  • Open in class record – opens the Applies To class definition.
  • View in data designer – opens the Data Designer for the Applies To class.
  • View inheritance – opens the inheritance display for the Applies To class.

Merge multiple branches at the same time

Valid from Pega Version 7.1.8

Enhancements to the Merge Branches wizard provide support for the merging of multiple branches at the same time. Additionally, the Merge Branches wizard now uses the latest user interface design.

Enhanced Expression Builder

Valid from Pega Version 7.1.8

Several enhancements have been made to the Expression Builder. The Expression Builder is displayed in multiple locations and guides you when creating construct arithmetic and logical expressions in your application.

Enhancements to the Expression Builder include:

  • An updated text editor
  • A navigational pane that displays functions in available libraries and properties within a selected page
  • The ability to drag functions and properties into the text editor
  • The ability to search for properties and non-internal functions
  • The ability to select properties and functions from prompts in the text editor
  • Automatic bracket-matching
  • Syntax highlighting

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