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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.

Improved case auditing in App Studio

Valid from Pega Version 8.5

In Cosmos UI, App Studio now supports expandable case steps. This enhancement helps users quickly navigate a case and provides deeper insight into the case flow. In addition, Cosmos UI also introduces an improved history view that helps you better meet your business auditing requirements.

For more information, see Managing Cosmos UI settings in case designer.

Upgrade impact

After an upgrade to Pega Platform 8.5 or later, the history and chevron designs change automatically. However, applications with custom history settings might still display the styling that you defined in the override.

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

If your application uses custom settings and you want to use the updated history, remove the overrides from the pyWorkCommonActions rule.

Failed Robotic Assignments work queue type changed to Standard

Valid from Pega Version 8.5

The default Failed Robotic Assignments work queue type is now Standard. In previous releases, the default type was Robotic. For usage information, see Configuring a work queue for robotic automation.

Upgrade impact

After upgrading to Pega Platform 8.5 and later, you cannot save case types in which you configure the Queue for robot smart shape to route new assignments to the Failed Robotic Assignments work queue. Existing assignments that you routed to the Failed Robotic Assignments work queue are not affected.

How do I update my application to be compatible with this change?

As a best practice, do not use the Failed Robotic Assignments work queue in your custom implementations. Instead, configure the Queue for robot smart shape to route new assignments to a Robotic work queue. When possible, update existing case types to use the robotic work queues that you created in your application.

Tamper-proof Pega Web Mashup loading

Valid from Pega Version 8.5

To protect your application from hackers, Pega Web Mashup is now loaded in a more secure way. The system generates a channel ID in the mashup code for validation on the server, before passing the mashup request. 

For more information, see Creating a mashup.

Upgrade impact

After an upgrade to Pega Platform 8.5, existing mashups, which do not have the channel ID parameter in their code, cannot load and users see the access control warning.

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

If you need to maintain full availability of the mashup during the upgrade of the production environment, perform the steps in Migrating existing mashups.

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.

Split schema systems require additional privileges

Valid from Pega Version 7.1.2

On Oracle split schema systems, add the following database privileges:

  • Grant DROP ANY INDEX to the Admin User.
  • Grant UNLIMITED TABLESPACE to the Rules User.

Use the Oracle Enterprise Manager to add these privileges or refer to the 7.1.3 Upgrade and Installation guides for Oracle.

Data Management

Valid from Pega Version 7.1.3

Improvements to data handling were made for the Data Pages, autopopulate properties, and reference properties.  Lightweight lists were optimized.

  • Property references are now maintained on the Work Page.
  • PageList properties can reference a Data Page.
  • Auto-populate properties can be used in a seciton to show results from a Data Page.
  • Data Pages can run in “Page” mode as well as “List” mode
  • The "Rules Not Using Lightweight List" report was enhanced.
  • A PageList property that references a Data Page may be used to populate a grid.
  • Related autopopulated properties can now be referenced.

Integration

Valid from Pega Version 7.1.3

Usability enhancements have been made to the integration wizards. The REST end-point integration has been improved, and XML parsing functionality has been enhanced.

  • PRPC services can return Report or Listview data as XML.
  • Work items may now be processed when accessing from a link in system-created emails.
  • An SMTP outage will not cause an application to stop working.
  • File listener will now read files using a leading asterisk (*).
  • XML Parse rule will handle schema validation.
  • PegaImageViewer will now work with Version 7.1.
  • Security measures are enhanced for SOAP connections to web services.
  • After generating rules using REST wizard, the Undo Generation button will delete all the generated rules.
  • Email wizard has been improved.

System Management

Valid from Pega Version 7.1.3

The PRPC installer has been enhanced to handle additional error conditions related to partial installs and duplicate keys; additionally, the hotfix rollback feature has been improved, and the Rulebase compare tool now supports HTTP(S) environments.

  • Rollback feature has been enhanced.
  • RuleBase Compare will work for secure (HTTPS) environments as well as  non-secure (HTTP) environments.
  • Install will gracefully handle the presence of a duplicate key during import.
  • When install fails, system will set tables back to original state.
  • Remote MBean methods will now work on multi-servant load-balancing systems.
  • Enhancements were made to harnesses in Split Schema systems.

User Interface

Valid from Pega Version 7.1.3

Issues for cross-browser support for Designer Studio have been addressed. Improvements were made in run-time performance for data pages with grids, and a number of cosmetic changes and fixes were made.

  • Improved loading of Javascript files during saving Harness rules.
  • Login Performance improvements
  • A cursor pointer issue was addressed in Case Manager.
  • In reports, data in columns will now right-align.
  • Improved section validation functionality
  • Harnesses with screen layouts will now save when there is a refresh condition on a panel.
  • Outline View tree has been improved.
  • Improvements to Repeat Grids using Data Pages as a source.
  • Formatted text cells can be put into a grid to display the value of a property retrieved from a Report Definition join.
  • Designer Studio changes to support IE9 and IE10.
  • Improved designer studio layout
  • Designer Studio changes to support quirks mode in IE8 and IE9.
  • Improvements to SmartLabels in Data Pages
  • Tab groups will take parameters for pre-activities in a defer load setup.
  • Sections support nested dynamic layouts.

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.

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