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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.

Organization Setup superseded by New Application Wizard

Valid from Pega Version 7.1.3

The Organization Setup Wizard has been retired in PRPC 7.1.3.  This feature was previously launched from the Designer Studio > Org & Security > Organization > Organization Setup menu. Users are encouraged to run the New Application Wizard (also known as Application Express) instead:

NewAppWizard.jpg

This tool quickly generates an application along with all of the artifacts previously offered by the Organization Setup Wizard. This includes, but is not limited to, the class hierarchy, application rule, organization/division/unit rules, and all relevant data instances.

See the following PDN article for more details on the New Application Wizard:

Create new applications quickly and easily with Application Express

Enabling security policies now requires current password

Valid from Pega Version 7.1.3

As part of Pega’s initiative to protect against malicious attacks, the change password dialog has been enhanced.  When Security Policies have been enabled for your system, new users or those with expired passwords will now be prompted for both their existing password as well as their desired new password.

For more details, review the Designer Studio > System > Settings > Security Policies landing page.

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.

Updated Word merge support with Microsoft Silverlight plug-in

Valid from Pega Version 7.1.3

Starting in this release, Pega 7 features that integrate with the Word merge capability are now cross-browser. ActiveX controls (which are only compatible with Internet Explorer) have been replaced with Microsoft Silverlight. This plug-in must be downloaded separately from Microsoft because it is not shipped with Pega 7.

Common features that are affected by this change include the Specification form and Case Type landing page.

Prior to using these features, see the release note Word merge support with Microsoft Silverlight plug-in for more information about setting up their client systems.

Case-insensitive filtering in reports

Valid from Pega Version 8.2

Filtering in reports is now case-insensitive, improving the reporting and searching experience. You can turn off case-insensitive filtering, for example, by using an activity. You might want to do this if your index is too big or if the length of time it takes for indexing impacts performance.

For more information on report filtering, see Editing filter conditions.

Add subspaces within spaces

Valid from Pega Version 8.2

You can now create subspaces within spaces. By adding a subspace, you can collaborate on a subtopic that is related to the topic of the parent space. For example, you can create an Annual Day subspace within the Events space.

For more information, see Creating a subspace.

PATCH support for REST integrations

Valid from Pega Version 8.2

REST connectors and REST services now include support for integrating with REST APIs that require using the PATCH method. REST integrations that support the PATCH method allow you to make partial updates to individual resources while retaining data that does not require an update. With PATCH support, you no longer need to write complex custom code to integrate with services that require using the PATCH method.

For more information about REST integrations, see Connect REST form - Completing the Methods tab.

Configure REST connectors for standard-compliant endpoints

Valid from Pega Version 8.2

REST connectors now support all standards-compliant endpoint URLs, regardless of how those URLs use query parameters.

This URL support allows you to do the following actions:

  • Include repeated query string parameters in a URL.
  • Omit a query string parameter if the value of the parameter is empty when you send a request.
  • Apply appropriate encoding for different URL components.

For more information about REST connectors, see Connect REST form.

Support for sourcing case and Pulse attachments from repositories

Valid from Pega Version 8.2

You can now source case and Pulse attachments from repositories, which provides a complete solution for attachment management. In addition, unlike other external sourcing solutions, repositories do not require OAuth 2.0 authentication, so that you can connect to repositories that use non-interactive authentication.

For more information, see Configuring external sourcing options for attachments

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