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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.

Support for character data type on local variables in activities deprecated

Valid from Pega Version 8.1

Support for the character data type for local variables in activities is deprecated. Use the string data type instead.

For more information about activities, see Activities.

When rule might not resolve against @baseclass

Valid from Pega Version 8.1

In the rare case in which a step page context is null, or the pxObjClass associated with the step page is empty, the system no longer attempts to resolve the when rule against @baseclass. As a result, you might see more rule not found errors. Check the step page context and class and ensure that they are not null or empty. In all other cases, if a when rule is not found in any other part of the class hierarchy, the system attempts to resolve it against @baseclass.

DCO Compatibility tool is deprecated

Valid from Pega Version 8.1

The DCO Compatibility tool has been deprecated. Use the Application Guardrails landing page to see the compliance score and any warnings for your application.

For more information, see Application Guardrails landing page.

Apache Ignite is no longer supported

Valid from Pega Version 8.1

Apache Ignite is no longer supported and has been replaced by Hazelcast Enterprise Edition 3.10 in embedded mode. If you used encryption with Apache Ignite, you can configure encryption on Hazelcast Enterprise Edition in the same way that you configured it for Apache Ignite.

For more information about encrypting nodes, see Enabling encrypted communication between nodes.

@java and locatable pages no longer supported

Valid from Pega Version 8.1

@java and locatable pages are no longer supported. Existing rules that use @java and locatable pages will continue to work; however, changes to these rules cannot be saved unless @java and locatable pages are replaced by supported functionality. Use a rule utility function (RUF) instead of an @java page, and use a data page instead of a locatable page. In addition, Pega Platform™ displays a guardrail warning when you open a rule that uses an @java page or a locatable page.

Search indexes require rebuilding after upgrading from Pega Platform 7.1.7 through 7.2.1

Valid from Pega Version 8.1

Pega Platform™ now supports Elasticsearch 5.6.9. If you are upgrading from Pega 7.1.7 through 7.2.1, discard your existing indexes and build new indexes in a new empty index directory. Create the search indexes by using the Search landing page or the full text indexer. If you are upgrading from Pega Platform 7.2.2 or later, no action is required. You can continue to use your existing search indexes.

For more information, see Rebuilding search indexes and Batch creation and updating of Elasticsearch index files from the command line.

Authentication profile for Connect REST might be removed after upgrade

Valid from Pega Version 8.1

The Use authentication check box has been removed from the Service tab on the Connect REST form. As a result, after an upgrade, the Authentication profile field might be blank even if an authentication profile was previously configured.

  • If the Use authentication check box was cleared prior to upgrading and the Authentication profile field was configured with an authentication profile name, the Authentication profile field is blank. If you are using authentication, you must reenter the profile name.
  • If the Use authentication check box was selected prior to upgrading and the Authentication profile field was configured with an authentication profile name, the Authentication profile field retains the previous configuration.

New roles required for system management features and APIs after upgrade

Valid from Pega Version 8.1

The pzSystemOperationsObserver and pzSystemOperationsAdministator privileges are no longer used for accessing system management features in Admin Studio and for system management APIs. Pega Platform™ has new privileges for individual system management functions and new roles configured with these privileges. Use the following roles to access system management features and APIs:

  • PegaRULES:SysOpsAdministrator – has all administrator and observer privileges
  • PegaRULES:SysOpsObserver – has all observer privileges
  • PegaRULES:SysAdm4 – has all administrator and observer privileges

After upgrading, you can include one or more of these roles in your access group or create a custom role. For more information about access roles, see Access roles.

Enabling access to upgraded help

Valid from Pega Version 8.1

After upgrading to Pega Platform ™ 8.1, the default URL to the upgraded help files might be incorrect. To enable access to the latest help files, reset the URL:

  1. In the header of Dev Studio, click Configure > System > Settings > URLs.
  2. Enter the Online Help URL:
    https://community.pega.com/sites/default/files/help_v81/
  3. Click Save.
  4. Log out and log back into Pega Platform.
Note: If client browsers on your network are restricted from Internet access for security reasons, you can also follow these steps to set the Online Help URL to a location on your local host.

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