Published Release Notes

Additional upgrade scripts for new columns

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.

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

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.
   
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.
   
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.
   
4. Once the field has appeared, the Source page value can be provided, and the form can be saved successfully.
   

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.

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

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

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

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

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

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.