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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.

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.

 

DCO

Valid from Pega Version 7.1.4

This release focused on improving the user experience of creating new rules and tightening up the use of specifications in the Case Designer.  The layout of the New and Save As forms were made more intuitive and intelligent.  Specification actions were made to be more consistent across various aspects of the Case Designer.

  • After removing specification references, users can create and save a new specification.
  • Developers may now choose either an existing specification or create a new one for subflows and Split-For-Each shapes.
  • If a specification is not associated with flow shapes such as sub flows, Utilities, or Split-For-Each, it is possible to import speciications with the same names, and the flow shapes will default to using those imported specs.
  • In the outline view, specification changes will be preserved when switching from tab to tab.
  • The View Full Details functionality from either Configure Step or the Outline View will display all details, including the specification requirement links.

Reporting & Data

Valid from Pega Version 7.1.4

This release fixed many existing unlocalizable elements in 7.1 reporting interfaces (The Report Viewer, Report Editor, Chart Editor, and the Report Browser) and now they are fully localizable. Changes were made to make Listview, summaryview,  and report viewer display possible WCAG 2.0 level A and AA support.

  • Parameters may now be used in a sub-report join condition.
  • Report Definition localization has been enhanced.
  • Standalone ListViews with embedded SmartInfo have been improved to resize appropriately when the SmartInfo section is expanded.
  • The data section of a report will now display in all of the available space when a fixed header option is selected.
  • When localizing a listview with filters, tool tips are translated.

BIX performance improvements for CSV output in the Pega Cloud

Valid from Pega Version 7.2.1

BIX performance has been enhanced to download up to 25 GB of data per hour for extracts from a BLOB-less class table for CSV output. This high-throughput option is available only for Pega Cloud instances that use a Postgres database. This option is used automatically for these types of extracts.

When this option is used, the –x and –c command-line options for BIX are not supported, and the checkSum field in the manifest summary is not populated. If you need these options, you can revert to the previous implementation by using a setting in the prconfig.xml file.

For more information, see BIX high-throughput data downloads in the Pega Cloud.

Improvements to the Document Application tool

Valid from Pega Version 7.2.1

Application profile documents and application documents generated by the Document Application tool have been improved to present information in a more logical order based on how the application was built (for example, by case life-cycle management). Also, these types of documents now include all specifications linked with an implementation rule, presented in logical order under the implementation rule.

In addition, to help you more efficiently drive decisions by stakeholders, you can specify whether to include related built-on application layer assets in application profile documents and application documents. For specification documents, you can specify whether to include specifications from the built-on application layer.

For more information, see Document Application tool.

Associate specifications on implementation rule forms

Valid from Pega Version 7.2.1

You can now view, add, and delete the specifications that are associated with a rule on the new Specifications tab of most rule forms. The Specifications tab is available for almost all implementation rules, except for administrative and deprecated rule types. By associating specifications with the rules that implement them, you improve the end-to-end traceability of your specifications.

For more information, see Associating specifications on implementation rule forms.

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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