Published Release Notes

Flow rules not supported in IE8

In versions prior to 7.1.2, flow rules do not open in Internet Explorer 8 (IE8). Upgrade your system to the latest version of PRPC or access flows from another supported browser.

Word merge support with Microsoft Silverlight plug-in

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:

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:

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:

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

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.

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

Case Management

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.

Data Management

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.

Decision Strategy Manager

Fixes were made that improve the configuration and execution of Batch Decisions. In particular,  the capability to use Structured Data has been enhanced. Some notable improvements have also been made to the UI of Visual Business Director.

• The structured data input configuration will now work even though there is no data.
• VBD has been enhanced to work with Version 7.1.
• The structured data input configuration will now work with nested structures.
• Association rules from Version 6.3 will now work with 7.1 structured data.

Integration

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.

Stage-related audit notes

History notes for the following stage-related process steps appear on the user form's Audit tab:

• Automatic Stage Transition
• Manual Stage Transition
• Process Stage Transition
• Stage Skipped
• Stage Started

You can select the ones you want to turn off for a given case type by copying the standard decision tree Work-.FilterHistory to your application ruleset and updating the above parameter entries.

Redesigned Process Modeler property panels

Process Modeler property panels have been reorganized so that it's easier to find the properties and fields you're likely to want, and quickly create the configuration you need. To enhance ease of use:

• Tabs were eliminated.
• All fields are located on a single panel and are grouped by their function.
• The most commonly used fields appear at the top of the panel and are clearly visible.
• Field and functionality of interest to advanced users are organized into an expandable Advanced section positioned at the bottom of the panel.
• Business-friendly labels and headings, and instructional text make it easier for non-technical users to quickly understand the meaning and purpose of each field.

Flexible inputs in strategies

Decision parameters allow business users to influence the decision through flexible inputs that do not require changing strategies. System architects use extension points to configure the data model and user interface supporting decision parameters. Decision parameters are used in strategies, and changes to the values of decision parameters become immediately available without requiring any changes to the strategy.

The rule pxRunDecisionParameters supports the use of decision parameters through activities.

Enable business users to own parts of an enterprise application

Decision Manager functionality allows business users to own parts of an enterprise application within the boundaries defined by IT. PegaDM includes the Pega-DecisionManager ruleset that supports this functionality.

System architects define the boundaries for business users in the Decision Manager portal using revision management and proposition authorization facilities in Designer Studio. Access control is provided through custom roles, which system architects can create based on granular privileges. The Decision Manager portal provides business users with a controlled environment for the workflow, and the activities necessary to address the objectives of a revision.