Published Release Notes

Change tracking tab removed from declare expressions

To simplify the configuration of a declare expression, the Change tracking tab has been removed from the declare expression rule form. To use the Change tracking tab, on the declare expression rule form, click Actions > Use legacy expression.

For more information, see Supported and unsupported configurations in simplified declare expressions.

Upgrade impact

The declare expression rules have been moved from the pr4_rule table to the new pr4_rule_declare_expression table.

The upgrade can fail if you customize the pr4_rule table, such as increasing the length of an existing column.

After a successful upgrade, the declare expression rule form is simplified and lightweight pages support declare expressions.

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

Read-only data pages by default are lightweight. You could also enable lightweight pages for:

• Editable data pages by selecting the Enable option in the editable data page rule form.
• For all pages in a REST service by using the Lightweight clipboard mode in the Service REST form in the Rest API service.

Only simplified declare expressions are supported in lightweight pages. In simplified declare expressions, context-bound rules are not supported. However, a page context could be specified on the New or Save As form of declare expressions. For more information, see Declare Expression rules - Completing the New or Save As form.

Redirectguests mashup configuration has been removed

The authentication/redirectguests server configuration and data-pega-redirectguests attribute have been removed and are no longer required when you configure a mashup. This prevents you from needing to maintain multiple nodes to support some use cases that require the configuration value to be true and other uses cases that require the configuration value to be false.

For more information, see Configuring the Mashup channel.

Apache Ignite is no longer supported

Apache Ignite is no longer supported and has been replaced by Hazelcast Enterprise Edition 3.10 in embedded mode.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.

New roles required for system management features and APIs after upgrade

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

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.

Improved rich user interface controls in IVA for Web Chatbot

In Pega Intelligent Virtual Assistant™ (IVA) for Web Chatbot, you can use additional rich user interface controls, such as the time and date picker or a simple form, to help users accomplish tasks more quickly and to limit errors. IVA for Web Chat can now also display a welcome message in the chat window, for example, to inform the user about the person with whom they are chatting.

For more information, see Streamline conversations in IVA for Web Chatbot with rich user interface controls.

Upgrade impact

The new Ul controls for Web Chatbot are enabled by default upon upgrade. If you do not want the controls enabled, you must disable them.

Also, if you have changed the styles for the welcome message, you may need to make changes to the welcome message to incorporate the new areas in the bot conversation area (such as quick replies).

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

Existing channels will behave as they did previously, so you should determine whether you want to use the new UI controls. If you want to use the new Ul controls, configure the new design-time options.

If you have changed the default styles for the welcome message, review the new settings to ensure that the welcome message is configured properly. 

Changes in JSON results when checking the health of your system

Beginning with Pega Platform™ 8.2, the JSON results that are returned when you ping a Pega Platform instance have changed. JSON results now include node type and health information, including test name, status, state, and node ID. The following samples show JSON results from versions before 8.2 and as of 8.2.

JSON results for pre-Pega Platform 8.2:

{ "duration":"3954.448601", "count":"0" }

JSON results for Pega Platform 8.2 and later:

{"node_type":["WebUser"],"health":[{"last_reported_time":"2019-02-14T16:10:49.589Z","test_name":"Sample-Stream-Check","status":"success"}],"state":"healthy","node_id":"10.10.10_samplenode"}.

Improved performance for work ID generation

Work IDs are now generated in batches and managed with dynamic system settings. Batch-based ID generation improves performance and scalability, which reduces the time that it takes to migrate data to a Pega Platform™ application.

For more information, see Default dynamic system settings data instances.

Upgrade impact

In a multi-node environment, the new ID generation method can assign IDs that are not as sequential as in the previous method.

For example, in a 2-node cluster, the IDs could come in from each node in batches of 1000, resulting in successive Work objects having IDs that differ by 1000 (such as 1, 1001, 2,1002, 3, 1003). As more Work objects are created the gaps can get filled. However, there might still be gaps left in the generated IDs.  For example, if a node crashes or shuts down, some IDs would be missing, or if a node has given out 600 IDs from a batch of 1000 IDs, then 400 IDs would remain unused. In most situations, this should not be an issue. 

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

If you must have nearly sequential IDs or cannot accept gaps in IDs (and do not need the performance improvement), then you can change the dynamic system setting to disable the new ID generation method. 

The dynamic system setting for this feature is idGenerator/defaultBatchSize. The feature is enabled by default with a defaultBatchSize of 1000. To disable the feature, set the value to 1.

Improved control of case locking and retry mechanisms

The Delay factor, Initial delay in minutes, and Max retry attempts fields have been added to queue processors, and the Timeout to acquire lock field has been added to the Queue-For-Processing method. Using these fields, you can quickly configure background processes that require you to lock cases or retry case processing.

For more information, see Creating a Queue Processor rule.

Upgrade impact

After a successful upgrade, the new fields contain their default values.

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

To customize the functionality of this feature (and the new fields), open the Queue-For-Processing definition and modify the values for the new properties or fields.

Automatic management of run-time context for background processing

Management of system run-time context is now automatic. You no longer need to manually modify the AsyncProcessor requestor type context to make a queue processor or job scheduler work after importing or upgrading an application. Additionally, you do not need to manually modify the AsyncProcessor requestor type context to make new queue processors and job schedulers work.

For more information, see System general landing page and Automating the runtime context management of background processes.

Upgrade impact

After upgrade, you manage the runtime context of your background processing in System Runtime Context instead of in the deprecated AsyncProcessor requestor type.

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

Select the Include in background processing option in the Advanced section of the application rule form for all applications that use background processing (such as Job Schedulers and Queue Processing). When this option is enabled, the system automatically includes the rulesets (for the application and its components) in System Runtime Context used for resolving and running Queue Processors and Job Schedulers. Also, when the option is enabled, the application is placed on the System Runtime Context list during application rule saves (such as during application import and migration).