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Published Release Notes

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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.

Flow rules not supported in IE8

Valid from Pega Version 7.1.1

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.

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

Remove JVM settings from prior installations

Valid from Pega Version 7.1.1

JVM memory settings ​defined in the setupDatabase.properties file to support a prior installation need to be removed. 

Memory settings are now handled by the installation program. Duplicating these settings may cause installation or upgrade failures. 

Privilege required for Recent Explorer

Valid from Pega Version 7.1.1

Users with custom roles defined must add the pxUpdateRecents privilege to see work in the Recent Items Explorer. 

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.

Required DB2 settings for LUW and z/OS

Valid from Pega Version 7.1.1

Installations on DB2 databases for LUW and z/OS require a minimum logging file size (4096) and a default table space page size (32K).

To set the table space page size to 32K:

  1. Stop the system.
  2. Rename one table (“TableX”) to backup (“TableXBackup”).
  3. Create a new table space that uses a 32K page size.
  4. Copy “TableXBackup” to “TableX” in the new table space.
  5. Restart the system and test to verify there are no issues.
  6. Drop the backup table (or keep it for future reference).

Additional information is available in the "Adjusting the log space size in upgraded databases" article: https://pic.dhe.ibm.com/infocenter/db2luw/v9r7/index.jsp?topic=%2Fcom.ibm.db2.luw.qb.upgrade.doc%2Fdoc%2Ft0023289.html

No direct upgrade to multitenant setup

Valid from Pega Version 7.1.1

It is not possible to upgrade directly to a multi-tenant setup. A Pega 7 application may be exported and then imported into a multi-tenant system, with the administrator making the decision as to whether this then becomes a tenant system or a shared system.

 

Applications developed in versions prior to Pega 7 must be upgraded to a Pega 7 standard system, and then exported and imported into a multi-tenant system. See the Multitenancy Administration Guide for full details.

Use standard Developer portal

Valid from Pega Version 7.1.1

Customized versions of the Developer portal rely on legacy components and are not supported.

To avoid backwards compatibility issues, update your access group to point to the standard Developer portal prior to upgrade.

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. 

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