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Published Release Notes

Find release notes for the selected Pega Version and Capability

Browse resolved issues for Platform releases.

Post files and links with pxPostMessage API

Valid from Pega Version 7.1.4

The pxPostMessageAPI now supports text messages, file attachments, and hyperlinks. You can programmatically update Pulse streams using this API from activities or SLA rules.

Case Management

Valid from Pega Version 7.1.4

This release has continued to focus on improving the functionality of the design environment with improvements to the Case Designer and stage configuration. Additional end user capabilities were also added to allow for processing a wider variety of cases, for those with and without stages and improved bulk processing handling.

  • Flow action processing now uses the primary page instead of the interest page when using case/stage local actions, so that embedded flows are properly populated.
  • Case-wide local actions rely on pzInternalStageFlow when there are no active, non-hidden assignments on the case. These case-wide local actions will now appear on a stage-less flow with no assignments.
  • If a (valid) error is displayed in the outline view, saving or clicking around will not delete the error - the error will remain as a reminder to the developer to solve whatever problem is being flagged.
  • May now add Cascading Approval validation and edit the parameters from the Case Designer Stage and Step page.
  • Page labelling ("Page 1 of X") appears in the history list presented in the audit tab.
  • The bulk processing feature has been enhanced.
  • The Outline View functionality was changed so that the visible page will no longer refresh each time a flow is edited.
  • The Post value was added to the instructions text field, so data isn't lost between nodes in the outline View.
  • When Assign to Operator or workbasket is included as a filter, the bulk processing gadget is supposed to get a list of assignments. The UI for the results was enhanced for assignments to include a column for instructions so that the different assignments on the same work item can be distinguished.
  • When designing a case type’s stages, it is no longer possible to skip the last stage (by using the "skip stage when" setting). When creating or editing the last stage, developers may no longer set a skip when rule; if tried, the system will display a warning and prevent that. If a Skip When rule is set up for a stage, and then all the intervening stages are deleted so that this stage becomes the last stage, the warning will display, and the Skip When rule will not be visible. If another stage is then added after that, the Skip When rule becomes visible again.
  • When one or more locked work objects are processed using the Process Selected Items button, the action will be performed on the selected work objects. If the action is successful, a green tick appears on the work object. If it is not successful, a red cross will appear.
  • When the topmost RuleSet in the RuleSet Stack is locked, customers may now open up Outline View by clicking "Configure Process Details" and make exploratory changes to experiment. Because the RuleSet is locked, these changes may not be saved, but the experiment can be tried.

Quickly create ad-hoc cases

Valid from Pega Version 7.1.4

The My Cases work area on the Case Manager portal introduces a Quick Create feature that lets users create cases and assign tasks that are not included in the processing of business cases (instances of case types defined in the Cases Explorer).  For example, a manager can create a case and a task to set up a phone conference with her staff, or a reminder to enroll in an online seminar. Users can also set up a series of tasks to represent all they work they need to do to accomplish a specific goal.

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

Required Oracle optimization parameter

Valid from Pega Version 7.1.3

To optimize performance, set the Oracle parameter optimizer_index_cost_adj to a value between 20 and 25. If this value is not set, the system can run exceedingly slowly, potentially blocking users from login.

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.

Synchronized database and application server settings

Valid from Pega Version 7.1.3

Configure your database and application server to use the same time zone and character encoding to avoid conflicts.

Database

Valid from Pega Version 7.1.4

Improvements to data handling were made for search indexing, agent processing, and filtering.  Scripts were provided for proper population of the database tables.

 

  • Importing data from shared obj-external tables is now supported.
  • A validation warning will now display when an unexposed property is used in filter or join conditions.
  • A Global Search index may now be created across two databases.
  • Agent processing on multiple nodes has been improved.
  • Improvements were made to controls in Report Definition pages which are used in a dynamic grid.
  • Filtering functionality involving special characters has been enhanced.
  • Scripts have been provided to populate the RuleSetVersion Major, Minor, and Patch columns.

System Management

Valid from Pega Version 7.1.4

Refinements were made to out-of-place upgrade documentation and processes, as well as for how handling is performed for all of the database vendor specific nuances related to a deploying into a split schema environment.

  • A script was created to run the data schema upgrade for z/OS systems.
  • In a split-schema configuration, indexing has been enhanced.
  • The product installer has been enhanced.
  • The stand-alone Static Assembly Utility does not require a password for its process.
  • The UpdateManager tool has been improved.

Case Management

Valid from Pega Version 7.1.3

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

  • The Wait shape now supports dynamic references.
  • Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
  • Attachments have been improved.
  • Issues with the Create Case Type functionality were addressed.
  • The Pega Pulse functionality has been improved, including its performance.
  • When auditing a work item, History is now the default tab.

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