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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.

Updated Word merge support with Microsoft Silverlight plug-in

Valid from Pega Version 7.1.3

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.

Derby databases are no longer supported

Valid from Pega Version 7.1.8

Previously, an embedded Derby database could be used as a file system. This setup was configured by setting storage/class/<<filesystem>>/type to "embedded" in the prconfig file.

After upgrading, storage types that are specified as "embedded" now default to the local file system.

Custom database (DB) triggers are dropped during upgrade

Valid from Pega Version 7.1.8

The latest version of Pega 7 improves performance by no longer using database triggers to assist with System Pulse and Data-Rule-Summary processing, which is now done within the Pega 7 engine. As a result, DB triggers are no longer installed on either the pr_sys_updatescache or pr4_rule_vw tables.

When upgrading to the latest version of Pega 7, if you had previously implemented a custom database (DB) trigger on these tables, or a custom DB trigger that refers to these tables, it is removed during the upgrade process. No custom triggers are removed unless they reference these tables.

If you have custom DB triggers that reference the pr_sys_updatescache or pr4_rule_vw tables and perform other processing, those triggers must be reimplemented. When doing so, you must be careful to not modify the pr_sys_updatescache or pr4_rule_vw tables.

For more information, see Startup check removes custom DB triggers.

End of support for form-based rule forms in Pega 7.1.9

Valid from Pega Version 7.1.9

Rule forms that are configured to render as forms are no longer supported in Designer Studio or end-user applications. Form-based configurations are found on custom rule types that were created in earlier versions of Pega 7 and are characterized by pop-up windows that are rendered externally from Designer Studio.

Reconfigure Pega 7 applications that use such rule forms by using standard harnesses and sections.

  1. Open the class form.
  2. Click the Advanced tab.
  3. Select Harness from the Rule formmenu.
  4. Create a new harness and new sections that implement the logic of the custom rule, using standard user interface layouts and controls.

Migrating custom rule forms to harnesses and sections offers the following benefits:

  • User interfaces become HTML5 WC3 compatible and responsive to different screen sizes.
  • User interfaces become cross-browser compatible, rendered consistently in Google Chrome, Mozilla Firefox, Apple Safari, and recent versions of Microsoft Internet Explorer.
  • Rendering performance on modern browsers is dramatically improved.
  • User interface pop-up behavior is eliminated; all windows are rendered inside Designer Studio and end-user applications.

Deprecated rule types

Valid from Pega Version 7.1.8

The following rule types have been deprecated as of the Pega 7.1.8 release:

  • Form
  • Hierarchy
  • Service COM
  • Service BPEL
  • Connect BPEL
  • Parse Transform
  • Parse Transform Collection
  • Parse Infer

For more information, including suggested alternate rule types, see the help topic Deprecated features.

End of support for Microsoft Internet Explorer 8 and quirks mode applications in Pega 7.1.9

Valid from Pega Version 7.1.9

In accordance with Microsoft’s announcement to discontinue support for Internet Explorer 8 in January 2016, Pega 7.1.9 does not support Internet Explorer 8, nor does it support non-HTML5 standard user interfaces.

You must upgrade to Microsoft Internet Explorer 9 or later or use Google Chrome, Apple Safari, or Mozilla Firefox. If you are using Internet Explorer 9 or later, you must turn off compatibility mode by accessing the Compatibility View settings.

Note the following:

  • Pega 7.1.9 does not support user interface rules that are not based on HTML5 standards (rules in quirks mode).
  • If you use applications that are rendered in quirks mode, which enables Pega 7 to correctly display and render non-HTML5 standard user interfaces, you must update them to standards-based HTML5 user interfaces when you upgrade to Pega 7.1.9 or later. Pega 7 provides automated tools to help you migrate your applications.
  • Pegasystems Global Customer Support will not investigate or fix any Pega 7.1.9 bugs or support requests that are exclusive to Internet Explorer 8 or quirks mode user interfaces.

You can quickly identify which components of your application user interface are not HTML5 standards-based by clicking Designer Studio > User Interface > HTML5 Application Readiness.

Upgrading to Pega 7.1.9 and a newer browser offers the following benefits:

  • These browsers are HTML5 and CSS3 compliant.
  • New features are supported and existing features work as intended.
  • The Pega 7 Platform user interface is displayed and rendered as intended.
  • Browser security is enhanced.

If you have additional questions about browser support, see the Platform Support Guide or contact Pegasystems Global Customer Support.

Configuration required for data operations on external schema when using a Postgres database

Valid from Pega Version 7.1.8

When you use the API for data operations on external schema in the Postgres database, you must update the prconfig.xml file. No other platform requires a prconfig.xml update.

To update the prconfig.xml file:

  1. Stop the server and add the following entry to the prconfig.xml file:
    env name="database/databases/postgres_ext/defaultSchema"
    value="externalschema"
    where postgres_ext is the external database that uses the external schema “externalschema”.
  2. Restart the server.

Updated default system pulse processing settings

Valid from Pega Version 7.1.9

The default settings for system pulse processing have been updated in this release.

Upgrades to Pega 7.1.9 from a previous version of the Pega 7 Platform use database pulse by default. Database pulse synchronizes rule changes at a periodic interval across all nodes in a system.

New installations of Pega 7.1.9 use cluster-based pulse by default. Cluster-based pulse immediately updates rule changes across all nodes in a system after the changes are saved.

You can change the database pulse setting to the cluster-based pulse setting by updating the value attribute for initialization/pulse/transport to "cluster" in the prconfig.xml file or in the Dynamic System Settings. Changing from database pulse to cluster-based pulse requires a full cluster restart after the changes are made.

For more information, see Pega-RULES agents.

Search field type is deprecated

Valid from Pega Version 7.1.9

The search field type in Form Builder is deprecated. Use a data reference or user reference instead, both of which prompt users with an autocomplete field at run time.

For the full list of supported field types in Form Builder, see Supported display modes by field type.

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