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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.

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.

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.

Logging service now uses Apache Log4j 2

Valid from Pega Version 7.3

The Pega® Platform now uses the Apache Log4j 2 logging service. Apache Log4j 2 improves performance and provides support for all log file appender types. As a result of this upgrade, the prlogging.xml file has been renamed to prlog4j2.xml and the format of the file has changed considerably.

For details about the new file format see Pega Platform logging with the Log4j 2 logging service.

For new installations or for upgrades to systems that were using the default logging configuration, no changes are needed. For information about updating custom log files after upgrading, see Customizations to the prlogging.xml file must be manually ported after upgrade. For information about updating your socket server if you use remote logging, see Socket server has changed for remote logging. For information about updated the web.xml file after upgrading, see Log file description in web.xml incorrect after upgrade to Apache Log4j2.

Support for following users in the Pega Express and Case Manager portals

Valid from Pega Version 7.3

You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.

For more information, see the following help topics:

Enhancements to the Send Email smart shape

Valid from Pega Version 7.3

The following enhancements have been made to the Send Email smart shape:

  • You can now configure the Send Email smart shape in Pega Express.
  • You can use templates, such as a rejection template, in your email.
  • You can use property values, which allow you to insert the value of a field in your case type, such as First Name, within the email.
  • You can insert a link to the case ID in your email.
  • You can more quickly configure your recipient list by using two options, instead of one, to send messages to either a list of email addresses or to fields.
  • You can choose to send either all case attachments in an email, or you can send attachments of a specified attachment category or an attachment type field. You can specify multiple attachment categories and attachment type fields.

For more information, see the following help topics:

Automatically process cases with SharePoint

Valid from Pega Version 7.3

You can now use Microsoft SharePoint Online to store and source case and Pulse attachments and to store and source attachments during automated case processing. Users only have to provide authentication and authorization details the first time they access SharePoint Online or when the trust has expired. The authentication profile must be OAuth 2.0 with a grant type of authorization code. The SharePoint Online component can be downloaded from Pega Exchange. For more information, see Downloading and configuring pluggable content management components.

Ability to set default values when importing data

Valid from Pega Version 7.3

You can now set default values for data that you import for a data type from a .csv file. By setting defaults, you can ensure that even when the .csv file data is incomplete, all of the data is imported. In addition, you can set default values for custom fields that do not have a matching source column in the .csv file. This feature is available for the Add and update and Add only import options. For mapped fields, the default value is used for new records if the source field is blank, and for existing records if both the source and target fields are blank. For custom fields, the default value is used for new records if a default value is provided, and for existing records only if the target field is blank.

For more information, see Importing data for a data type.

Ability to persist request data for synchronous REST Service failures

Valid from Pega Version 7.3

Request data can now be persisted when synchronous REST Service processing fails. To ensure that data is not lost and can be reprocessed, set the Execution Mode on the rule form to Execute synchronously (queue on error).

For more information see Service REST form - Completing the Service tab.

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