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Client-side technologies in Pega 7.2.1

Updated on November 12, 2020

Pega 7.2.1 uses client-side technologies for some design-time and run-time user tasks:

For more information about supported software, see the Platform Support Guide.

Design-time client-side software

The following table summarizes the design-time client-side software for Designer Studio and the corresponding Pega 7 Platform roadmap.

SoftwareDescriptionPega 7 Platform roadmap
Adobe Flash
  • View referencing rules
  • View declarative network

Adobe continues to support Flash Player.

Microsoft ActiveX

ActiveX is not required at design time.

Not applicable.
Microsoft SilverlightUse Microsoft Word to modify specifications in non-Chrome browsers.

All direct Microsoft Word and Microsoft Excel interactions are handled by using an import and export model.

Microsoft OfficeMicrosoft Office is not required for any design-time functionality.
  • Many features in the Pega 7 Platform support the .docx and .xlsx formats.
  • Some optional productivity features still require ActiveX, which might require a specific version of Microsoft Word or Microsoft Excel.

Run-time client-side software

The following table summarizes the run-time client-side software for the end-user portal and the corresponding Pega 7 Platform roadmap.

SoftwareDescriptionPega 7 Platform roadmap
Adobe Flash

Flash controls are not used in end-user applications.

Microsoft ActiveX
  • Use to integrate the Pushpin feedback feature.
  • Use to integrate the Microsoft Outlook calendar into an application.
  • Use to convert an attachment to PDF.

Using ActiveX in end-user applications is optional.

Microsoft Silverlight
  • Use to merge data collected during case processing into Word documents.
  • Use to scan documents and attach them to cases.
  • Use to view scanned documents directly inside a browser.

Using Silverlight in end-user applications is optional.

Microsoft OfficeMicrosoft Office is required on your desktop if you use the Silverlight word merge capability in your application.None

Adobe Flash

Adobe Flash can be used at design time. Developers can use Flash controls in Designer Studio for the Referencing Rules viewer and the Declarative Network Analyzer (DNA) tool.

To open the Referencing Rules viewer, from any Designer Studio rule form, click Actions > View References. The viewer displays a list of rules that reference the currently displayed rule.​


Referencing Rules viewer

Another Flash control displays the DNA tool. The DNA tool is useful for Lead System Architects who want to trace and debug the evaluation of complex declare expressions. You can access the DNA tool when unit testing a declare expression by clicking Declare Expression > Actions > Run. You also can access this tool by clicking Designer Studio > Process and Rules > Business Rules > Declarative Network.


Declarative Network landing page

The Declarative Network landing page provides a list of all declaratives that are defined in your application with a link to open the DNA tool for each instance. Click the network link to open the DNA viewer that is associated with the declarative.

Microsoft ActiveX

Microsoft ActiveX controls (with Internet Explorer) provide optional integrations to the Windows desktop. Using these controls is not required with Pega 7 Platform development.

In Pega 7.2.1, ActiveX controls support the following features:

Screen captures

A screen capture ActiveX control is used in the optional Pushpin feedback feature and for taking a screen capture and attaching it to a case. If you have a business requirement to attach screen captures to cases but do not want to use the screen capture ActiveX control, you can use third-party software to take the screen capture and attach the image file to your case.


The PegaOutlook control allows Pega 7 Platform applications to interact with an operator’s Microsoft Outlook calendar. The control is loaded only if the GetAppointmentList or SendMeetingRequest flow actions are referenced in a case.

Microsoft Silverlight

Microsoft Silverlight can be used during design time and run time. Silverlight is an application framework that enables cross-browser interaction with rich media and desktop applications. There are Silverlight plug-ins for many browsers.

You can use Silverlight controls in Designer Studio for the following actions:

Document merging

Document merging refers to the ability to generate Microsoft Word documents by combining the data that is collected during case processing with predefined Microsoft Word templates. You can use document merging by referencing the CreateMergedWordDoc flow action at design time.

Document merging differs from documenting your application for the Direct Capture of Objectives (DCO), which uses server-side documentation generation. Server-side documentation generation was introduced in Pega 7.1.8.

Direct editing of specifications with Microsoft Word

In browsers other than Google Chrome, you can open Microsoft Word to create or modify application specifications during the DCO process by using the View/Edit in Microsoft Word option. Chrome users can upload specification attachments directly without the use of Silverlight.

Document scanning

You can use TWAIN-compliant document scanners to scan and attach documents to cases to satisfy business requirements. The control is loaded only if the pyLaunchScannerConfiguration or pyCreateScannedDocument local actions are referenced from a case.

For more information about configuring the Document Scanning control, see Installing Pega Document Scanning software.

Image viewing

You can view digital images that are attached to cases directly in the Pega 7 Platform without requiring additional image software.

For more information about configuring the Image Viewing control, see Pega Content Management (Capture, Store and View Content).

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