Published Release Notes

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

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

Updated default system pulse processing settings

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

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.

PegaDISTRIBUTION Manager (PDM) is no longer available

The PegaDISTRIBUTION Manager (PDM) is no longer available in the Pega 7 Platform. The related PDN articles and help topics have been archived.

Support for the JSON Web Token Bearer grant type for accessing external APIs

You can now access external APIs by using the new OAuth 2.0 JSON Web Token (JWT) Bearer grant type, in an OAuth 2.0 authentication profile. To use the JWT Bearer grant type as a client assertion, source the JWT from an active SSO session, a token profile, or a property reference. You can use JWTs that you obtain during an OpenID Connect SSO in connectors, to achieve user impersonation flows, such as the On-Behalf-Of (OBO) flow. The OAuth 2.0 type authentication profile now also supports authentication of client applications by using Private Key JWTs.

Instances of the OAuth 2.0 provider are now deprecated. As a best practice, use the new, unified authentication profile configuration instead.

For more information, see Configuring an OAuth 2.0 authentication profile.

Upgrade impact

After an upgrade to Pega Platform 8.4 and later, Authentication Profiles can take advantage of the new JWT based OAuth 2.0 grant type and client authentication features. To take advantage of this and other new security features, you must update any existing Authentication Profiles formats must to use those in Pega Platform 8.4 and later.

What steps are required to update the application to be compatible with this change?

Since these features are available only for profiles created in Pega Platform 8.4 and later, clients must open and then save existing 'Authentication Profile' instances to ensure that the configuration is compatible with the latest authentication formats.

PDF/UA support

PDF documents that you generate in Pega Platform™ are now in PDF/UA format. This enhancement improves accessibility for users who rely on assistive technology, such as screen readers.

For more information, see Setting PDF file versions.

Upgrade impact

With an upgrade to Pega Platform 8.4 and later, the underlying PD4ML library in Pega Platform changes from v3.10 to v4.x. Following an upgrade, most standard HTML-CSS conversions to PDF work seamlessly; however, if you use the following custom coding in their application to convert HTML to PDF, you may find that PDF generation works differently than expected or no longer works:

• Application layer Java in activities that directly link to the underlying PD4ML library
• A Rule Utility Function
• PD4ML tags in HTML fragments

For example, the following PD4ML proprietary CSS keywords are no longer supported in v4.x:

• pd4ml-page-break-border-top
• pd4ml-page-break-border-bottom

What steps are required to update the application to be compatible with this change?

After you upgrade to Pega Platform 8.4 and later and find your PDF generation works differently than expected or no longer works, you should consult the latest documentation available at pd[4]ml support site. You may also consider using the Compact CSS instead of the application skin for PDF generation; for details, see Creating PDF files by using a compact style sheet.

Increased visibility of strategy design changes with simulation batch tests

Improve your understanding of the impact that individual changes to strategy design have on the decision funnel by running batch simulation tests directly from the strategy canvas. With batch simulation tests, you can check that your strategy changes produce the expected results, and immediately see the results in context.

For more information, see Increase the real-time visibility of strategy design changes with simulation batch tests (8.4).

Upgrade impact

After an upgrade to 8.4 and later, simulation outputs produced from earlier versions cannot be used to view canvas counts.

What steps are required to update the application to be compatible with this change?

Following a software upgrade to 8.4 or later, clients must re-run existing simulations in Decision Funnel mode to view the counts in the canvas.

Personalized views in table layouts

Table layouts now provide users with the option to save preferred run-time configurations, such as column visibility and filtering, as permanent profiles. This enhancement helps users create dedicated views for specific work scenarios, which reduces the need for repetitive adjustments to the user interface and improves productivity.

For more information, see Enabling table personalization.

Upgrade impact

After an upgrade to 8.4 and later, the default table toolbar styling and experience may be unexpectedly different for any customized tables in a client's application: if you enabled a tool bar action for a personalizable table and the 8.4 application overrides your customization, your application now displays the default 8.4 table toolbar.

What steps are required to update the application to be compatible with this change?

Existing clients that upgrade to Pega Platform 8.4 and later may need to update applications in some scenarios. Any custom actions present in the overridden section may need to be re-authored into this toolbar using the additional actions section.

Rules can no longer access Pega internal Java packages

You can no longer create rules that access Java packages that reference internal APIs (syntax com.pega.platform.*.internal*). This change does not affect rules that access Pega public API packages.

If you encounter issues when running existing rules that reference internal Pega APIs, contact Pega Support.

Upgrade impact

After an upgrade to 8.4 and later, clients can no longer save new or modified rules that access Pega internal APIs; existing rules that reference internal APIs can still be run but cannot be modified. 

What steps are required to update the application to be compatible with this change?

Following a software upgrade to 8.4 or later, clients can refactor existing rules into guardrail compliant rules. To find rules to refactor, run the validation tool from designer studio (Application > Tools > Validation) to identify what rules fail validation; failed rules that include the message "Test compilation failed : Illegal internal class reference : com.pega.internal.XYZ" can updated to reference appropriate APIs.