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This documentation is for non-current versions of Pega Platform. For current release notes, go here.

Add the security checklist to applications created before 7.3.1

Valid from Pega Version 7.3.1

The security checklist is now automatically added to applications. You can manually add the security checklist to applications that were created in earlier versions.

You can improve the security of your application by completing the tasks on the checklist.

The following task reflects the procedure on how to manually add the security checklists to Designer Studio prior to 7.3.1:

  1. In the header of Designer Studio, click the name of the application, and then click Definition.
  2. Click the Documentation tab.
  3. In the Application guides section, click Add guide.
  4. In the Application guide& field, enter pxApplicationSecurityChecklist.
  5. Click the Configure icon in the Available in column and select the portals (App Studio and Dev Studio) that you want to add the security checklist to.
  6. Click Save.

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.

Both Transfer and Transfer Assignment flow actions are displayed in the Bulk Actions tool

Valid from Pega Version 7.1.7

Both the deprecated Transfer flow action and its Pega 7.1.7 replacement Transfer Assignment (pyTransferAssignment) might appear in the Select Action menu on the Bulk Actions tool.

Either of the following situations can cause this behavior:

  • The original application did not contain the UI-Kit-7 ruleset, for example, the application was built on Pega 7.1.5.
    • The default flow actions are based on BulkProcessTransferFlowAction system settings.
    • If you add pyTransferAssignment as a local action in a case type rule, users will see both old and new actions.
    • The flow actions are still available unless you override the settings.
  • The upgraded application uses the UI Kit ruleset, but the Transfer local action was defined in the original case type rule and copied to the application.
    • The original is explicitly defined in the application.
    • pyTransferAssignment is available through the system settings in the UI Kit.

As a best practice, upgrade Transfer flow actions to Transfer Assignment in your flows and local actions. The UI Kit ruleset ensures that the new flow actions are optimized for mobile interfaces. In addition, Transfer Assignment provides multiple transfer functions (to manager, workbasket, advanced options) in a single form.

Alternatively, keep the original system settings so that the existing flow actions are still available.

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.

ShowWarningOnForm is no longer processed

Valid from Pega Version 7.1.7

Rule forms now display all warnings, independent of category or type. The standard decision tree Embed-Warning.ShowWarningOnForm is no longer used to determine which warnings are visible.

You can safely remove any specialized versions of this rule in your application.

Use JDBC 4 compliant drivers for better performance

Valid from Pega Version 7.1.7

For better performance, ensure that you are using JDBC 4-compliant drivers.  For more information on supported and non-supported JDBC drivers, please reference the Platform Support Guide.

Use Tomcat 7 for better performance

Valid from Pega Version 7.1.7

For better performance with a Tomcat web server, use Tomcat 7.

Tomcat 6 has a limitation that causes the server to treat the JDBC driver as if it were a JDBC 3-compliant driver, even if the system is using a JDBC 4-compliant driver. Customers using Tomcat will see better performance if they upgrade to Tomcat 7 and use a JDBC 4-compliant driver.

Engine will not start if the incorrect JDBC driver is used

Valid from Pega Version 7.1.7

The engine will not start up if the incorrect JDBC driver is used. The following configurations are unsupported:

  • Using a Multi-tenant Oracle system with one of the Oracle JDBC drivers with issues (see the chart in the Platform Support Guide)
  • Using a Multi-tenant system with a JDBC 3 compliant driver, OR with Tomcat 6 (for more information on using tomcat with Pega 7.1.7, see Use Tomcat 7 for best performance)
  • Using Microsoft SQL Server with a JDBC 3 compliant driver, OR with Tomcat 6 (for more information on using tomcat with Pega 7.1.7, see Use Tomcat 7 for best performance)

When any of these unsupported configurations are encountered, Pega 7 will not start. Before this change, the engine would appear to start up properly, but would encounter issues during other parts of the engine startup or during actual use of the system.

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