Published Release Notes

Upgrading to Hazelcast 4.x requires downtime during upgrades to Pega Infinity 8.6

Upgrade impact statement

On-premises upgrades of Pega Infinity release 8.4.2 and later to version 8.5.1 or later on Tomcat and PostgreSQL are completed with near-zero downtime. However, upgrading to Hazelcast 4.x requires that you shut down and restart your application server.

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

Hazelcast 3.x is enabled by default. For near-zero downtime upgrades, you do not need to perform any action.

For instructions about upgrading to Hazelcast 4.x, see one of the following topics:

• For near-zero downtime upgrades from Pega Infinity release 8.4.2 or later on Tomcat and PostgreSQL, see "Optional: upgrading to Pega Platform version 8.6: Upgrading to Hazelcast 4.x" in Near-zero downtime Upgrade Guide for Pega Platform version 8.4.2 and later for Tomcat and PostgreSQL.
• For all other upgrades, see "Optional: upgrading to Hazelcast 4.x" in the appropriate upgrade guide.

Extend PegaUnit setup and cleanup capabilities using custom fixtures

The set up and clean up capabilities in the PegaUnit framework are now customizable through the use of custom fixtures. Custom fixtures extend the default testing functionality and allow you to define and implement specific runtime actions, such as running a specific test case during set up or sending an email after testing has completed execution. 

For more information, see Setting up and cleaning the context for a test case or test suite. 

Deprecated support for Pega Platform deployments on embedded Cassandra

If you use Pega Platform™ decision management capabilities, Pega Platform uses Cassandra as the underlying storage system for the Decision Data Store (DDS), which manages the Cassandra cluster and stores decision management data in a Cassandra database. Future versions of Pega Platform will no longer support deployments on embedded Cassandra. In Pega Platform version 8.6, deployments using embedded Cassandra are deprecated but still work. To ensure future compatibility, do not create any new installations using embedded Cassandra.

For information about how to configure Pega Platform to access an external database, see Defining Pega Platform access to an external Cassandra database.

Kafka data set enhancements

The Kafka data set is a high-throughput and low-latency platform for handling real-time data feeds that you can use as input for Pega Platform event strategies.

For better integration of Pega Platform with externally hosted Kafka, the following enhancements are implemented:

• Support for Kafka message keys and headers - extended values data format (JSON Data Transform, Apache Avro)
• Custom value processing
• Configuring topic names by using Application Properties
• Data-Admin-Kafka enhancements - supporting a wide range of connection properties

For more information, see Improve your Kafka data set with new enhancements.

Case archiving enhancements in Pega Cloud Services

To provide a more complete archiving solution to Pega Cloud clients, we have introduced several enhancements to the archival functionality for your Pega Platform database. This includes support for your data retention policy to expunge (permanently delete) archived data from Pega Cloud File Storage.

Permanently delete case data with data retention policy

In previous versions, Pega Cloud clients could archive resolved cases and associated data from the Pega database to Pega Cloud File Storage after the cases have been resolved for a specified number of days with an archival policy. Now, clients can permanently delete archived data from Pega Cloud File Storage after the cases have been resolved for a specified number of days with a data retention policy. 

Faster adoption with testing mode

Clients can now enable a testing mode and specify archival policies in minutes instead of days. Now you create and resolve cases, then run archiving process immediately to test the functionality within minutes.

Easier adoptions with enhanced monitoring capabilities

With the addition of the Log-ArchivalSummary class and its associated log files, clients can monitor their archival jobs in a single view. We have also improved logging for archival jobs, offering you greater insight into the success of your archival process.

To learn more about archiving and purging your case data in your Pega Cloud environment, see Improving performance by archiving cases.

Improved user experience for Cosmos React mobile apps

Mobile apps that you build for Cosmos React applications now feature a highly performant and responsive user interface that improves the overall user experience.

Native case pages

Prescriptive mobile case pages are now faster and more reliable. Mobile case pages display views and widgets as cards and group the cards into user-friendly tabs. Users can navigate the tabs by swiping left or right. From the case page, users can also edit case page details by selecting the floating action button, or choose an optional action from the case header drop-down menu. 

To improve collaboration, prescriptive mobile case pages support the Pulse widget, as well as uploading, viewing, and downloading case attachments.

Improved case processing 

The case processing interface on mobile devices is now more reliable and ensures a smooth experience for case workers. After users complete an assignment, Cosmos React apps display the task that is next in the flow that you define for the case type. Optional actions open in an overlay drawer component that users can minimize when they need to multitask while processing cases.

Form validation in real time 

Validation of user input for mobile forms is now highly responsive thanks to real-time validation. To ensure that users enter data correctly, forms support validation expressions that you define in App Studio. Expressions are processed on the client side to further improve app performance.

Native Android and iOS controls

Cosmos React apps use a selection of native Android and iOS controls that make mobile apps faster and more intuitive to use. The native controls include map and location controls, date and time pickers, and controls for adding attachments.

In Pega Platform™ version 8.6, mobile features in Cosmos React applications are available only as a preview, with limited support for various interface elements and features, such as offline mode. The recommended production design system for Pega Mobile in Pega Platform 8.6 is Theme Cosmos.

Case outcome predictions in case types

Pega Platform™ introduces the use of machine learning and AI in Case Designer. You can now use predictions in case types, both in App Studio and Dev Studio. By using predictions, your application can predict various outcomes, such as the possibility of reaching a positive or negative case resolution, so that you can prioritize work, route cases according to risk, or optimize the case flow in other ways. You can use predictions when you create conditions in the condition builder, for example, when you define a business logic for routing assignments. 

For more information, see:

• Prioritize and route case work by predicting case outcomes 
• Predicting case outcome
• Creating predictions for case management

Virtual questions deprecated in 8.6

Following the improvements in Pega Intelligent Virtual Assistant (IVA), the creation of virtual questions is now deprecated and planned for removal. To avoid additional effort during updates to future releases, do not use deprecated features. For optimal application performance and efficient development of conversation processes, you now collect information from users by using the Ask a question smart shape.

For more information, see Adding a case type conversation process for a conversational channel and Asking a question in a case.

External data flow rules are removed

In previous versions of Pega Platform™, you could configure data flows to run in an external Hadoop environment. The external data flows functionality was deprecated and hidden from view in Pega Platform 8.5. The functionality has been now removed and is no longer available in Pega Platform 8.6.

For more information, see External data flow rules are deprecated.

Legacy Parse XML rule configurations must be upgraded to edit them

If your application has Parse XML rules that use the legacy configuration from Pega Platform™ 5.x, you cannot edit these rules after you upgrade to Pega Platform 8.6 until after you upgrade them to use tree-based parse rule configuration.

You must upgrade a Parse XML rule that you want to edit if it shows the following warning when you open it in Dev Studio.

This type of Parse XML rule is deprecated. An upgrade should be performed.

An option to upgrade also displays below the message.

Upgrade impact

Parse XML rules with the legacy configuration do not map data to the clipboard, and the rule definition is empty. After you upgrade to Pega Platform 8.6, you cannot edit Parse XML rules that you created in Pega Platform 5.x or earlier until you upgrade them to use tree-based parse rule configuration.

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

Update legacy Parse XML rules to use tree-based parse rule configuration before you edit them in Pega Platform 8.6. Using tree-based parse rules is considered a best practice.

1. Open the legacy Parse XML rule.
2. On the Mapping tab, click Upgrade.
   Result: The Allow tree editing? check box is displayed and is automatically selected. You can add attributes and elements to the tree structure, or delete them.
3. Save the upgraded rule configuration.

For more information, see Parse XML rules.