Published Release Notes

Required Oracle optimization parameter

To optimize performance, set the Oracle parameter optimizer_index_cost_adj to a value between 20 and 25. If this value is not set, the system can run exceedingly slowly, potentially blocking users from login.

Split schema upgrade instructions missing properties

If you upgraded from 5.x, 6.x, or 7.x using the instructions in previous versions of the upgrade guide, you may have neglected to set the properties below in your migrateSystem.properties file when you migrated your upgraded schema to the source system:

pega.rules.objects.generate=true

pega.rules.objects.apply=true

If these properties were not set during an upgrade that splits the schema, your environment does not have the indexes, triggers, and primary keys on the rules tables.

To check for this issue, see if the pr4_base and pr4_rule rules tables in your existing rules schema are missing primary keys. If they are, use the SQL scripts in the ResourceKit\MigrationRecoveryScripts directory of the release to cleanup duplicate rules that were created due to this issue. Follow the steps below to run the scripts.

To run the scripts on Microsoft SQL, Oracle, or PostgreSLQ

1. Take down any app servers using the affected schema.
2. Backup your database.
3. Replace all instances of @RULES_SCHEMA in <database>_cleanDups.sql with the name of the schema that contains the pr4_base table.
4. Run the <database>_cleanDups.sql script on the database with vendor tools (sqlPlus, SQL Server Management Studio, etc).
5. Replace all instances of @RULES_SCHEMA in <database>_fix_vw_table.sql with the name of the schema that contains the pr4_base table.
6. Run the <database>_fix_vw_table.sql script on the database with vendor tools (sqlPlus, SQL Server Management Studio, etc).
7. Generate and apply the ddl using the command line generateDDL command. Check the installation guide for your database or the upgrade guide for details about how to use the generateDDL command line script.
8. Rebuild the indexes for the tables in your rules schema using vendor tools. This is necessary so that your system runs at an optimum speed.
9. Optionally upgrade to the latest release, at this point your database is ready to be upgraded or used depending on your needs.

To run the scripts on DB2 for LUW or z/OS

1. Take down any app servers using the affected schema.
2. Backup your database.
3. Run the <database>_cleanDups.sql script on the database with vendor tools (UDB CLP, Data Studio, etc) to create the CLEANSE_RULES_DUPS stored procedure.
4. Run the query Call CLEANSE_RULES_DUPS(‘<rulesSchema>’); where <rulesSchema> is the name of schema that contains the pr4_base table.
5. After the previous step is complete drop the CLEANSE_RULES_DUPS procedure.
6. Replace all instances of @RULES_SCHEMA in <database>_fix_vw_table.sql with the name of the schema that contains the pr4_base table.
7. Run the <database>_fix_vw_table.sql script on the database with vendor tools (UDB CLP, Data Studio, etc).
8. Generate and apply the ddl using the command line generateDDL command. Check the installation guide for your database or the upgrade guide for details about how to use the generateDDL command line script.
9. Rebuild the indexes for the tables in your rules schema using vendor tools. This is necessary so that your system runs at an optimum speed.
10. Optionally upgrade to the latest release. At this point your database is ready to be upgraded or used depending on your needs.

Synchronized database and application server settings

Configure your database and application server to use the same time zone and character encoding to avoid conflicts.

Designer Studio

Numerous usability improvements were made for this release. A group of cosmetic, functional, and performance enhancements were also included.

• Treegrid controls work more quickly in IE9 and IE10.
• On application ruleforms, the 5.4 "Place Properties on Thread Page" checkbox will work in 7.1.
• Message error handling has been improved.
• Log messages have been cleaned up.
• Connectors may now be used in Data Pages.
• Move Rules wizard has been enhanced to work in Version 7.1.

System Management

The PRPC installer has been enhanced to handle additional error conditions related to partial installs and duplicate keys; additionally, the hotfix rollback feature has been improved, and the Rulebase compare tool now supports HTTP(S) environments.

• Rollback feature has been enhanced.
• RuleBase Compare will work for secure (HTTPS) environments as well as  non-secure (HTTP) environments.
• Install will gracefully handle the presence of a duplicate key during import.
• When install fails, system will set tables back to original state.
• Remote MBean methods will now work on multi-servant load-balancing systems.
• Enhancements were made to harnesses in Split Schema systems.

Adaptive Decision Manager installation changes to support delayed learning

To support delayed adaptive learning, Adaptive Decision Manager (ADM) has been enhanced with database schema changes and no longer relies on Hibernate. This change has an impact in the way ADM is set up in the Decision Management service layer: the jdbc/admDataSource resource is now superseded by jdbc/adm7DataSource.

Additionally, Pega 7.1.7 further simplifies the ADM deployment by providing a single enterprise application or web archive:

• Single EAR deployment archive that can used when deploying ADM on IBM WebSphere and Oracle WebLogic
• Single WAR deployment archive that can be used when deploying ADM on Tomcat and JBoss

Maintainable warning, error, and tip information

Use the redesigned Message form to define warning, error, tip, or custom category information in your application. Encapsulating these details in a message makes them easier to maintain and review. After you have created a new warning, you can quickly add it to a rule in your application using the new pxAddGuardrailMessage function.

For more information on the tabs and available fields on the Message form, see About Message rules.

Easy-to-browse warning catalog

All Pega 7 warnings have been converted to Rule-Message instances, each with a clearly written, risk mitigation path. This allows you to use the Records Explorer to browse through all warnings in the system, organized by category. To view warnings associated with specific rules in your application, refer to the Application Guardrails landing page.

Communicate guardrail compliance with the pxAddGuardrailMessage function

Now that guardrail warnings are in the model, you can easily attach them to rules in your application using the new pxAddGuardrailMessage function. Call this function to display warnings to your application users when they do not adhere to guardrails or best practices. Adopting this function in your application allows you to:

• Use localizable Rule-Message instances that are categorized by severity and application impact.
• Add dynamic warnings to your rules by passing parameters to a standard or custom message.
• Stop using and maintaining hard coded strings.

Design time view of warning messages

Run time view of an attached warning

This function supersedes the addWarning function, which has been deprecated. You can continue to use the CheckForCustomWarnings extension point, but it is recommended that you convert hard coded strings to messages and migrate any dependencies on addWarning to pxAddGuardrailMessage.

For more information on message attaching techniques, see Working with messages.

Improved full text search

In Pega 7.1.7, Elasticsearch is used to provide full-text search functionality for rules, work, and data content, replacing the existing Lucene search functionality. In addition to providing search results two to five times more quickly than with Lucene Search, Elasticsearch is more scalable: with multi-threaded bulk and incremental indexing, it provides enhanced information about the search queue, the ability to host index files on multiple nodes, a more robust and expressive search parser, the ability to configure thresholds for alerts and search query time-outs, and automatic handling of replication and failover.

The search management user interface, where you can see length of queue and age of entries, which node hosts the search index, and where it is located.

After upgrading to Pega 7.1.7, the system administrator must manually migrate search functionality from Lucene Search to Elasticsearch. Note that during the switch-over and until the indexes are rebuilt, Lucene search continues to function and there is no interruption in search functions. For more information, see the Pega 7.1.7 Upgrade Guide.