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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.

Upgrading to the secure threading mechanism for email bots

Valid from Pega Version 8.1

In Pega Platform™ version 8.6, Pega Email Bot™ includes a more secure threading mechanism to help track emails from customers and other stakeholders in separate threads for an email triage case.

Upgrade impact

If you upgrade from Pega Platform version 8.5 or earlier, in which you configured an Email channel, perform the following steps to ensure that your system uses the new secure threading mechanism:

  • Update the service email rule that the system uses to send an email reply as the initial acknowledgment.
  • Update the email reply template in the data transform rule that the system uses when a customer service representative (CSR) sends the reply.

For more information about creating an initial acknowledgment email and email reply template, see Creating outbound email templates. For more information about the secure threading mechanism, see Use a secure threading mechanism in emails.

What steps are required to update the application to be compatible with this change?

For the initial acknowledgment email used by your email bot, update the service method for your email listener rule. On the Response tab for this service email rule, expand the Message contents section. In the Message data section, you specify the rule that defines the structure of the content of the email body. In Pega Platform version 8.6, you use for this purpose the pyEmailAcknowledgement correspondence rule that takes into account the selected built-in template. This template includes the security code tag that the system uses for the secure threading mechanism. If your application uses a different rule in the Message data section, update this definition to match one of the built-in correspondence template rules, for example, EmailAckTemplate_Clear.

The pySetEmailBotReplyTemplate data transform rule sets the name of the email correspondence rule that the system uses as the email reply template. If you do not want to use the default approach using the Classic, Cobalt, or Clear outbound email template themes, override this data transform rule to set the email correspondence rule name for the Param.ReplyTemplate target in the Source column field.

For more information about how to update the service email rule and the data transform rule to ensure that your system uses the secure threading mechanism, see Upgrading to the threading mechanism available in the 8.6 version.

Data schema error on z/OS split schema upgrades from versions before Pega 7.1.8

Valid from Pega Version 4.1

When upgrading to a split schema on Pega 7.x with IBM DB2 for z/OS, you see an error during the data schema upgrade when the system tries to drop the PRPC_Updatescache procedure. Because triggers on rules tables use PRPC_Updatescache, you must use the ZOSDisableTriggerScripts to disable these triggers before you update the data schema.

  1. Follow the instructions in the Pega 7 Platform Upgrade Guide to upgrade the rules schema, but stop immediately before you upgrade the data schema with the upgrade.bat or upgrade.sh script. The Pega 7 Platform Upgrade Guide is on the Support > Deployment Guides page.
  2. Copy the contents of the <distribution>\ResourceKit\ZOSDisableTriggerScripts directory into the <distribution>\scripts\ directory.
  3. Run fixZosTriggers.bat or fixZosTriggers.sh with the following arguments:
    --action preupgrade
    --dataschema <data schema name>
    --oldrulesschema <old rules schema name. If you are upgrading from a single-schema system, this is the data schema name.>
    --newrulesschema <new rules schema name>
    --automaticddl <Optional. Set to true to automatically apply the disable trigger SQL scripts.>

    For example:
    fixZosTriggers --action preupgrade --dataschema pegadata --oldrulesschema pegarules --newrulesschema newrules --automaticddl false

  4. If you did not set --automaticddl to true in the previous step, run the <distribution>\schema/disable.sql script to manually disable the trigger SQL scripts.
  5. Run the data schema upgrade as described in the Pega 7 Platform Upgrade Guide.

Existing collections are deprecated

Valid from Pega Version 7.1.7

The original implementation of the Collection form is deprecated. Legacy instances in your application remain functional; however, any new instance you create uses the redesigned Collection form. Use the Decision category in the Records Explorer to view all collections available to you.

For guidance on upgrade limitations, see the Deprecated Collection form.

Messages are rule resolved by class

Valid from Pega Version 7.1.7

As part of the Message form redesign, a class key part was introduced. While this key part is automatically handled as part of an upgrade or migration, it does change the available options you see in message SmartPrompts and how Rule-Message instances are rule resolved.

See Upgrade considerations for existing messages for more information.

Update Existing Applications wizard will run for every upgrade

Valid from Pega Version 7.1.7

The upgrade process from a PRPC 5.x or 6.x system to Pega 7.1.7 now automatically runs the Update Existing Applications wizard. This may extend the time that the upgrade process takes to complete, depending on the version you are upgrading from and the number of rules in your application.

Upgrading to Pega 7.1.7 with an Oracle database requires new role permissions

Valid from Pega Version 7.1.7

When upgrading or updating from a prior version to Pega 7.1.7, if your system uses an Oracle database, an additional role is required to support the Reversability functionality. In addition to the Oracle privileges specified in the Install Guides, the role SELECT_CATALOG_ROLE is required. Verify that this role is present before beginning the upgrade or update.

Changes to archive.info in Pega 7.1.7

Valid from Pega Version 7.1.7

In Pega 7.1.7, the contents of the archive.info file have changed.

  • In versions Pega 7.1.6 and earlier, the archive.info file displays the build number of the Pega installation.
  • As of Pega 7.1.7, the build number no longer appears in the archive.info file.

In Pega 7.1.7, the archive.info file only displays a status message indicating whether or not the system is running, and the build number no longer appears. Instead, if the system is operational, the message “status=Running” displays in the archive.info file.

If there are any automated tests, scripts, or applications that rely on the archive.info file displaying the build number, those may fail and produce an error. It is recommended that any automation that relies on the build number displaying in the archive.info file be changed to look for the “status=Running” message.

Action required by admins for improved search

Valid from Pega Version 7.1.7

Starting November 13, 2014, after updating to or upgrading from a prior version to Pega 7.1.7, your system administrator must manually build all indexes for Elasticsearch before the system can automatically switch from Lucene to Elasticsearch.

It is recommended that you begin this manual re-indexing process for all enabled index types as soon as your update or upgrade is complete. The search landing page refers to Elasticsearch settings; during re-indexing, however, Lucene search continues to function to ensure that there is no interruption in search functions. When planning the re-indexing, be aware that the initial re-indexing requires significant resources on the host node and can be a lengthy process, depending on the number of rules and work objects in your system.

See the Pega 7.1.7 Upgrade Guide for information about manually indexing Elasticsearch.

Updates no longer require redeploying the prweb.war file or the application server-specific EAR file

Valid from Pega Version 7.1.7

Updating from Pega 7.1.7 to later versions of Pega 7 no longer requires that you redeploy the prweb.war file or the application server-specific EAR file.

Note that upgrades from versions prior to Pega 7.1.7 still require that you redeploy these files.

Service responses in HTTP and REST connectors are no longer modified

Valid from Pega Version 7.1.7

The Pega 7.1.8 release correctly leaves form service responses for HTTP and REST connectors unmodified. Upgrade to this release if you experience a problem in Pega 7.1.7 where service responses for HTTP and REST connectors are modified when the declared type in the Content-Type header is application/x-www-form-urlencoded. In this case, the responses were modified to a base 64 representation of the bytes in the string. In Pega 7.1.8, responses of type application/x-www-form-urlencoded are mapped to the property designated on the Connector record.

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