Published Release Notes

Required Oracle optimization parameter

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

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

Configure your database and application server to use the same time zone and character encoding to avoid conflicts.

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

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.

Updated Word merge support with Microsoft Silverlight plug-in

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.

Node description cannot match application server node name

A node's Short Description should not be the same value as the application server node name. If the node's Short Description is changed to be the same value as the application server node name, then the node description is automatically changed back to the original value after a system restart.

Internal rules in search results and explorers

Using old: is no longer supported in search. You can include internal rules in search results and make them available in the Application and Records explorers. Include internal rules in search results either by adding the PegaDevelopmentruleset to your application or by clicking the Enable diagnostic features option in your operator preferences.

No longer supported translator configuration options

The following translator configuration options are not needed and are no longer supported. If you previously configured any of these system settings, remove them from the system settings to avoid a warning message. For example, if you set translator/useparserfamily, the following message is displayed at startup: "Translator option, 'translator/useparserfamily' is not needed and no longer supported. Remove this from the system settings."

• translator/useparserfamily
• translator/usecodegenerator
• translator/usenativedouble
• translator/optimization/use71BlockAnalysis
• translator/optimization/use71ConstantFolding
• translator/optimization/use71AssignmentTypeSimplification
• translator/optimization/use71IntrinsicFunctions
• translator/use71PropSetGeneration
• translator/use71ParserAssignment
• assembly/model/useBlock4ContiguousSets
• /translator/pandc/comparepandcalgorithms
• /translator/pandc/use6xalgorithms
• /Compatibility/CheckForTopLevelClassMismatch

In addition, the com.pega.pegarules.generation.parseoverride bootstrap option is no longer supported. Remove this option from the system settings.

pxFeed replaces pxContextFeed and pxActivityFeed Pulse gadgets

The pxContextFeed and pxActivityFeed gadgets have been replaced by the pxFeed gadget to integrate the functionalities of viewing and posting messages in the Pulse activity feed. You can include this gadget within a section or harness across your application, for example, in the dashboard of the Case Manager portal, to display the activity feed. You must add the latest UI Kit ruleset to ensure that your application uses the pxFeed gadget instead of the pxContextFeed and pxActivityFeed gadgets to generate the activity feed.

For more information, see Pulse gadget and custom APIs.

Survey rules are deprecated

Surveys that were created prior to version 7.4 of Pega Platform are now deprecated. As a best practice, recreate your survey by using the Survey Management landing page, and then reuse questions or question pages from your survey library.

For more information about creating surveys, see Improved survey authoring.