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Published Release Notes

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

New JWT access token format: Authorized Access Token

Valid from Pega Version 8.5

Pega Platform™ is changing from using opaque tokens to using JSON Web (JWT) tokens and the JWT access token format: Authorized Access Token (AAT). An AAT enables a client application to validate the server for user permissions and authorizes a specific application to access specific parts of a user’s data.

The major benefits to using the JWT format are:

  • The JWT is a self-contained token that has authentication information, expire time information, and other user-defined claims digitally signed.
  • A single token can be used with multiple applications.
  • The tokens are short-lived and can minimize damage if transport security is compromised, as the token signature is verified.
  • As the token is verified with the signature, there is no need to verify against a database, thus reducing latency (usually important for Web APIs).

For more information, see Understanding authorized access tokens.

Improvements to OAuth 2.0 Services with Token Introspection Service and Token Denylist Service

Valid from Pega Version 8.5

Increase the security of user sessions by using the newly supported Token Introspection and Denylist services for OAuth 2.0.

Token Introspection service

Use the Token Introspection service to validate JSON Web Tokens (JWT). The Token Introspection service requires authentication. 

Pega now uses OAuth 2.0 access tokens called Authorized Access Tokens (AAT). 

Token Introspection service endpoint

The Token Introspection service endpoint provides the information about the status of access token and refresh token. Token introspection can be used to validate if a given token is still active or inactive. The token introspection endpoint determines whether the token is valid. The status indicates whether an access token or refresh token is valid or invalid: 

  • Valid tokens have the “active”:true status
  • Invalid tokens have the “active” :false status.

The inactive status can also be due to revocation. 

Token Denylist service

You can add tokens to the deny list in cases where suspicious activity might have occurred. The Token Denylist service provides a method for denying user access to the application by revoking the user's access token. This service can prevent a token from being used more than the specified number of times, which can be helpful in preventing replay attacks. Stolen tokens should be revoked using this service. A GET API is also available to get the list of denied tokens.

Keys endpoint

Pega Platform™ is changing from using opaque tokens to JSON Web (JWT) tokens. If this JWT is used by any other system, the public key is needed for signature verification. A new endpoint is exposed to provide these public keys in JWK format: https://host:port/prweb/api/oauth2/v1/token/keys.

 

For more information, see OAuth 2.0 Management Services.

Enhanced refresh token strategy

Valid from Pega Version 8.5

You now have more precise control over your refresh token expiration strategy. When a refresh token is enabled, you can choose to set its initial expiration based on the value provided by the IDP. The refresh token expiry can be derived from IDP’s session timeout when SSO is used with external IDP for user authentication in the authorization code grant flow. You can also specify a separate refresh token expiration strategy based on your use-case. 

These can be configured in the OAuth2 Client registration rule form.

For more information, see Enhanced refresh token strategy.

Enhancements to token lifetime limits

Valid from Pega Version 8.5

Pega Platform™ uses OAuth 2.0 authorization codes, access tokens, and refresh tokens to provide flexible token-based security for applications. Expiration settings for these codes and tokens now adhere to certain strict value range based on industry leading practices. For example, the lifetime specified for the authorization code must be in the range 1-600 seconds.

These can be configured in the OAuth2 Client registration rule form.

For more information, see OAuth 2.0 Management Services.

Improving basic access control

Valid from Pega Version 8.5

Pega Platform™ has implemented a new basic access control (BAC) to protect your application from unauthorized server calls from otherwise authenticated users.

For more information, see Access Control Checks.

Upgrade impact

After you upgrade to Pega 8.5, all the functionality in the model configurations that use auto-generated controls and actions continues to work as before. However, you must secure any customized JavaScript in your application layer that makes AJAX (server) calls  by using registration or encryption mechanisms.

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

After upgrade, to migrate custom JavaScript functionality, see Access Control Checks.

Descendant class instances now included in reports

Valid from Pega Version 7.2

The Report on descendant class instances option on the Data Access tab of the Report Definition rule has a new option to now include data from all descendant classes of the report's primary class. If descendant classes are mapped to multiple class tables, the generated SQL query performs UNIONs to include this data. Previously, only a single class was included in the report.

You can select a subset of descendant classes to include or exclude by adding a filter condition on pxObjClass.

Existing reports retain the older behavior for this option after an upgrade or update. To use the new option, you must set it for each existing report. New reports created in Designer Studio and out-of-the-box Pega 7 Platform template reports from which new reports are created in the Report Browser (pyDefaultReport and pyDefaultSummaryReport) default to the new option. If you have created custom template reports for some application classes, you must change them to enable the new option in reports that are created in the Report Browser for these classes.

See Reporting on data in multiple class tables.

Report Definition query filters can search embedded properties

Valid from Pega Version 7.2

Filter conditions on Report Definition rules that query the Elasticsearch indexes can now reference embedded properties. Previously, filter conditions could reference only the top-level properties of a class. To reference an embedded property within a filter condition, specify indexes for embedded page lists and page groups, for example, Customers(1).Addresses(1).City = Boston OR Customers(1).Addresses(1).State = MA.

These indexes are ignored in the generated query, and so can potentially match any value in a page list or group. However, filter conditions that reference multiple embedded properties in the same page list or page group, as displayed above, might not be satisfied on the same page.

BIX extracts can be scheduled and run from the Pega 7 Platform by using agents

Valid from Pega Version 7.2

You can create an agent that periodically invokes the new pxExtractDataWithArgs activity to run a BIX Extract rule. The activity takes the class and extract rule name, as well as an additional input string with a list of BIX command-line parameters, as input parameters to use for the run.

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.

Chrome support for editing specification descriptions in Word

Valid from Pega Version 7.2

If you use Google Chrome 42 and later, you can now create, save, and update specification descriptions even if you are not using the Microsoft Silverlight NPAPI plug-in.

The new Upload Word document as description option provides you with the functionality to upload a Word document that contains the specification description. In addition, you can use the Export to Word option to export the description that you entered in the rich text editor to a Word document.

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