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

PDF/UA support

Valid from Pega Version 8.4

PDF documents that you generate in Pega Platform™ are now in PDF/UA format. This enhancement improves accessibility for users who rely on assistive technology, such as screen readers.

For more information, see Setting PDF file versions.

Upgrade impact

With an upgrade to Pega Platform 8.4 and later, the underlying PD4ML library in Pega Platform changes from v3.10 to v4.x. Following an upgrade, most standard HTML-CSS conversions to PDF work seamlessly; however, if you use the following custom coding in their application to convert HTML to PDF, you may find that PDF generation works differently than expected or no longer works:

  • Application layer Java in activities that directly link to the underlying PD4ML library
  • A Rule Utility Function
  • PD4ML tags in HTML fragments

For example, the following PD4ML proprietary CSS keywords are no longer supported in v4.x:

  • pd4ml-page-break-border-top
  • pd4ml-page-break-border-bottom

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

After you upgrade to Pega Platform 8.4 and later and find your PDF generation works differently than expected or no longer works, you should consult the latest documentation available at pd[4]ml support site. You may also consider using the Compact CSS instead of the application skin for PDF generation; for details, see Creating PDF files by using a compact style sheet.

Personalized views in table layouts

Valid from Pega Version 8.4

Table layouts now provide users with the option to save preferred run-time configurations, such as column visibility and filtering, as permanent profiles. This enhancement helps users create dedicated views for specific work scenarios, which reduces the need for repetitive adjustments to the user interface and improves productivity.

For more information, see Enabling table personalization.

Upgrade impact

After an upgrade to 8.4 and later, the default table toolbar styling and experience may be unexpectedly different for any customized tables in a client's application: if you enabled a tool bar action for a personalizable table and the 8.4 application overrides your customization, your application now displays the default 8.4 table toolbar.

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

Existing clients that upgrade to Pega Platform 8.4 and later may need to update applications in some scenarios. Any custom actions present in the overridden section may need to be re-authored into this toolbar using the additional actions section.

Rules can no longer access Pega internal Java packages

Valid from Pega Version 8.4

You can no longer create rules that access Java packages that reference internal APIs (syntax com.pega.platform.*.internal*). This change does not affect rules that access Pega public API packages.

If you encounter issues when running existing rules that reference internal Pega APIs, contact Pega Support.

Upgrade impact

After an upgrade to 8.4 and later, clients can no longer save new or modified rules that access Pega internal APIs; existing rules that reference internal APIs can still be run but cannot be modified. 

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

Following a software upgrade to 8.4 or later, clients can refactor existing rules into guardrail compliant rules. To find rules to refactor, run the validation tool from designer studio (Application > Tools > Validation) to identify what rules fail validation; failed rules that include the message "Test compilation failed : Illegal internal class reference : com.pega.internal.XYZ" can updated to reference appropriate APIs.

Additional upgrade scripts for new columns

Valid from Pega Version 7.1.4

In Version 6.2, additional columns (Major, Minor, and Patch) containing ruleset Version information were added to 15 tables in the PRPC database. When upgrading from a pre-Pega 7 release, scripts must be manually run after the upgrade to populate these columns.

These scripts are located in the Resource Kit, under Additional Upgrade Scripts.

  • If upgrading to a single schema, run both scripts.
  • If upgrading to a split schema, run the _data script against the data schema and run the _rules script against the rules schema.
  Depending upon your database type (platform) and the size of your database, these scripts may require significant time and system resources to run.

Choose the scripts for your database type:

  • db2zos_rulesetversion_columns_data.sql
  • db2zos_rulesetversion_columns_rules.sql

 

  • mssql_rulesetversion_columns_data.sql
  • mssql_rulesetversion_columns_rules.sql

 

  • oracle_rulesetversion_columns_data.sql
  • oracle_rulesetversion_columns_rules.sql

 

  • postgres_rulesetversion_columns_data.sql
  • postgres_rulesetversion_columns_rules.sql

 

  • udb_rulesetversion_columns_data.sql
  • udb_rulesetversion_columns_rules.sql

Remove JVM settings from prior installations

Valid from Pega Version 7.1.1

JVM memory settings ​defined in the setupDatabase.properties file to support a prior installation need to be removed. 

Memory settings are now handled by the installation program. Duplicating these settings may cause installation or upgrade failures. 

Required DB2 settings for LUW and z/OS

Valid from Pega Version 7.1.1

Installations on DB2 databases for LUW and z/OS require a minimum logging file size (4096) and a default table space page size (32K).

To set the table space page size to 32K:

  1. Stop the system.
  2. Rename one table (“TableX”) to backup (“TableXBackup”).
  3. Create a new table space that uses a 32K page size.
  4. Copy “TableXBackup” to “TableX” in the new table space.
  5. Restart the system and test to verify there are no issues.
  6. Drop the backup table (or keep it for future reference).

Additional information is available in the "Adjusting the log space size in upgraded databases" article: https://pic.dhe.ibm.com/infocenter/db2luw/v9r7/index.jsp?topic=%2Fcom.ibm.db2.luw.qb.upgrade.doc%2Fdoc%2Ft0023289.html

No direct upgrade to multitenant setup

Valid from Pega Version 7.1.1

It is not possible to upgrade directly to a multi-tenant setup. A Pega 7 application may be exported and then imported into a multi-tenant system, with the administrator making the decision as to whether this then becomes a tenant system or a shared system.

 

Applications developed in versions prior to Pega 7 must be upgraded to a Pega 7 standard system, and then exported and imported into a multi-tenant system. See the Multitenancy Administration Guide for full details.

Upgrade changes system name

Valid from Pega Version 7.1.1

As of Pega 7.1.7, the following renaming behavior no longer occurs.

The upgrade process renames your system to “PRPC” and modifies any custom requestor rules in your application to use this name. After the upgrade completes, you must apply these changes to revert your system:

  1. Identify all custom requestor rules (browser, batch, app, portal) with access groups that point to prior versions of PRPC.
  2. Open the relevant access groups (for example, PRPC:Unauthenticated and PRPC:Agents) and update the name and version fields to point to the current PegaRULES application.
  3. Reset your system name to its original value. You can set the Dynamic System Setting prconfig/identification/systemName/default or use the Designer Studio > System > Settings > System Name landing page.
  4. Restart the system.

Run cleanup.bat/sh script only before upgrading

Valid from Pega Version 7.1.1

Prior to upgrading the rulebase, you can optionally run the cleanup.bat/sh script to remove older rules from the database.

Run this script before you upgrade your rulebase, or the script may delete needed rulesets. For more information about running the cleanup.bat/sh script, refer to the Upgrade Guide specific to your release version.

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