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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.

Word merge support with Microsoft Silverlight plug-in

Valid from Pega Version 7.1.3

PRPC features that integrate with the Word merge capability are now cross-browser. ActiveX controls (which are only compatible with IE) have been replaced with Microsoft Silverlight. This plug-in must be downloaded separately from Microsoft, as it is not shipped with PRPC.

Some common PRPC features affected by this change include the Application Document Wizard, App Profile, Specifications Landing Page, Specification form, and Case Type Landing Page.

Prior to using these features, Users of PRPC 7.1.3 need to set up their client system(s) as follows:

1. Install Silverlight plug-in

Follow the PRPC prompt to install Silverlight when you attempt to use the Word merge feature:

Silverlight1.jpg

Or download package directly: www.microsoft.com/silverlight/

2. Install PRPC prerequisites

Microsoft Internet Explorer (IE) browsers automatically detect the need for PRPC prerequisites and will prompt for install:

Silverlight2.jpg

Non-IE browsers will load a pop-up window when the user attempts to use the Word merge feature.  Use the link to manually download PRPC prerequisites:

Silverlight3.jpg

Extract the .zip file, execute setup.exe and follow the install wizard:

Silverlight4.jpg

Administrators setting up multiple clients at once may refer to the pzSLpreReqs.cab available in the PRPC 7.1.3 resource kit.

3. Restart browser

Log out of PRPC, close all open sessions and restart your browser.

The PRPC feature integrated with Word merge is now ready for use; Silverlight prompts are no longer displayed.

4. Troubleshooting

Silverlight installation requires access to your file system and a registry setting update to “trust” the associated Verisign certificate.  Contact your administrator if you encounter any security or permission errors during this process.

While Silverlight is cross-browser, it is not fully cross-platform.  Mac users may use Word merge features in Chrome via Parallels.

See the PRPC Developer Help for more information on browser setup requirements.

Organization Setup superseded by New Application Wizard

Valid from Pega Version 7.1.3

The Organization Setup Wizard has been retired in PRPC 7.1.3.  This feature was previously launched from the Designer Studio > Org & Security > Organization > Organization Setup menu. Users are encouraged to run the New Application Wizard (also known as Application Express) instead:

NewAppWizard.jpg

This tool quickly generates an application along with all of the artifacts previously offered by the Organization Setup Wizard. This includes, but is not limited to, the class hierarchy, application rule, organization/division/unit rules, and all relevant data instances.

See the following PDN article for more details on the New Application Wizard:

Create new applications quickly and easily with Application Express

Updated Word merge support with Microsoft Silverlight plug-in

Valid from Pega Version 7.1.3

Starting in this release, Pega 7 features that integrate with the Word merge capability are now cross-browser. ActiveX controls (which are only compatible with Internet Explorer) have been replaced with Microsoft Silverlight. This plug-in must be downloaded separately from Microsoft because it is not shipped with Pega 7.

Common features that are affected by this change include the Specification form and Case Type landing page.

Prior to using these features, see the release note Word merge support with Microsoft Silverlight plug-in for more information about setting up their client systems.

Show multiple views of data in your application

Valid from Pega Version 7.2.2

You can now show multiple views of data in your application by adding the record editor (pxRecordsEditor) section to a layout, another section, or a cell in a layout. You can configure the section to customize the display and enable the search, import, and export capabilities of the record editor.

For more information, see Multiple views of data in the record editor section.

Support for additional rule types for PegaUnit test cases

Valid from Pega Version 7.2.2

To compare the expected results with the results that are returned by running a rule, you can now create PegaUnit test cases for the following rule types:

  • Activities
  • Data transforms
  • Strategies
  • Decision trees
  • Decision tables

After you unit test these rules, you can convert them to test cases and configure assertions on the test cases. You can also set up the clipboard with data before tests are run, and clean up the clipboard after tests are run.

For more information, see PegaUnit testing.

Page assertions are supported for PegaUnit test cases

Valid from Pega Version 7.2.2

You can now create page assertions for PegaUnit test cases. Because data transforms and activities can create or remove pages, you can configure page assertions to determine whether a page exists after you run PegaUnit test cases.

For more information, see Configuring page assertions.

Authenticate REST data sources by using OAuth 2.0

Valid from Pega Version 7.2.2

You can now authenticate the data sources that are created from your REST integration by configuring OAuth 2.0 authentication in the New REST Integration wizard. You can specify or create an OAuth 2.0 authentication profile in the wizard by using the client credentials or authorization code grant type.

For more information, see OAuth 2.0 in REST integration.

Robotic Desktop Automation (RDA) support for Pega 7 applications

Valid from Pega Version 7.2.2

You can use Robotic Desktop Automation (RDA) to integrate and unify processes that run on a user's desktop to streamline work and free your staff to focus on higher-value, customer-oriented tasks. You can use automations to retrieve information from applications that run on the desktop and send them to your Pega 7 application, and you can also use automations to send information from your application to applications that run on the desktop.

In an example Call Center application, you can use an automation to retrieve information from a legacy application running on a customer service representative's (CSR) desktop and display it in your application. You can also send information that users enter in your application (for example, an address change) to an automation to update the legacy application.

​For more information, see:

Customized data imports

Valid from Pega Version 7.2.2

You can now further customize the data import process in Data Designer by:

  • Setting a default import purpose and preventing the selection of an import purpose to speed up frequent imports of the same kind
  • Removing the import purposes that you do not need for your data type
  • Defining a default field mapping between the fields in the .csv file and the fields in your data type that act as a unique identifier (key), to save time during the import process
  • Skipping the import progress screen and showing progress contextually within your application
  • Including the link for data import anywhere in your application or calling it in the background from a service or agent

For more information, see Data import customization.

Enhanced data imports

Valid from Pega Version 7.2.2

The data import process in Data Designer has been enhanced to give you more options. You can now import case types, save and use templates for field mapping, add data without updating existing data, specify date and time formats, and reprocess erroneous records by downloading a .csv file that lists the errors in your data import. You can also adjust the data import wizard to the context where it is included.

For more information, see Data import enhancements

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