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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.

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.

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

Source field not displaying in data transform

Valid from Pega Version 7.1.4

On the Data Transform rule form when using the Update Page action, if the Relation value is updated to “with values from”, the Source field will not be displayed.

(Note that for existing data transforms where the Source field has already been completed, this situation should not occur.)

Workaround

  1. Below is a data transform that has been configured to use Update Page.
    DataTransform1.jpg
  2. If a user were to choose an alternate source by updating the ‘with values from’ Relation value, they would not be prompted to provide a page name in the Source field.
    DataTransform2.jpg
  3. At this point, to be able to enter the Source page value, the user has to save the rule, which results in an error because the source page value is blank. This causes the field to appear.
    DataTransform3.jpg
  4. Once the field has appeared, the Source page value can be provided, and the form can be saved successfully.
    DataTransform4.jpg

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.

Core Engine

Valid from Pega Version 7.1.4

This release contains fixes related to clipboard and declarative features, including data pages and autopopulate.

 

  • A rule may be changed using Private Checkout, and then checked into a higher RuleSet Version for that RuleSet.
  • Agents may now use a 24-hour time period for scheduling, as well as a 12-hour time period (which required the selection of AM or PM).
  • Caching and performance have been enhanced.
  • Declare expressions will work with embedded page lists when creating forms.
  • Mandatory parameters on a data page can handle blank values.
  • Properties may be auto-populated using a reference property which is created with a Property-Ref method in an activity.
  • System will use "private edit" rules in developer's personal RuleSet when that rule overrides the "standard" rule available to all.
  • The Page-Remove method will now remove Data Pages at the Thread level and the Requestor Level.
  • When copying a page using the "Set" action on a data transform, the Declare Indexes defined on that data will be updated.
  • When creating a data page, the Reload Once per Interaction checkbox can be checked to set the refresh strategy. 

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.

DCO

Valid from Pega Version 7.1.4

This release focused on improving the user experience of creating new rules and tightening up the use of specifications in the Case Designer.  The layout of the New and Save As forms were made more intuitive and intelligent.  Specification actions were made to be more consistent across various aspects of the Case Designer.

  • After removing specification references, users can create and save a new specification.
  • Developers may now choose either an existing specification or create a new one for subflows and Split-For-Each shapes.
  • If a specification is not associated with flow shapes such as sub flows, Utilities, or Split-For-Each, it is possible to import speciications with the same names, and the flow shapes will default to using those imported specs.
  • In the outline view, specification changes will be preserved when switching from tab to tab.
  • The View Full Details functionality from either Configure Step or the Outline View will display all details, including the specification requirement links.

Decision Management

Valid from Pega Version 7.1.4

This release contains a number of fixes that improve the configuration and execution of Batch decisions – specifically, a number of usability improvements and addresses some issues when creating strategies on IE8.  

  • Batch Decision functionality has been enhanced in the NBAM environment.
  • In NBAM, users can run the strategy execution batch based on the Seed list class instead of the customer class. 
  • Interaction data will now work even if Action or Organization  dimensions do not have values set.
  • Running a strategy which includes a Data Import of a structured page reference will work in batch mode.
  • Security was enhanced on the VBD Planner.
  • The Access of Role to Object rules have been enhanced to allow users to create new Dimension Operator records.
  • The NBAM Segment On Canvas will now fetch the SegMap data, even when the generated extended segment class has not been added to the Pages and Classes of the strategy.  The SegMap property will (if it exists) be added to a list of properties to fetch, even if the strategy indicates that it is not used.
  • When a strategy is defined on a customer class, users may now specify the list of required properties to fetch for the input definition.
  • When creating a new strategy, there is now a section to add a Strategy Results class like Business Issue or Group.

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