Published Release Notes

Simple associations for quickly joining classes

Associations now have a simple mode. Use a simple association to quickly and easily join a class to another class. The simple association defines a left join, using a foreign key in the source class and the class key in the target class. Use an advanced association for all other conditions. In addition, simple associations are drawn in the Visual data model reporting mode to visualize the relationships that are available for reporting.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another.

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

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

For more information, see Exploring the data model.

Association changes after upgrade

Associations now have a simple mode. Simple associations are those that join to only one class, use a left join, and have one filter condition to a class key in the target class. Existing associations that define a simple foreign key relationship are upgraded to simple associations when opened; all others are treated as advanced associations. All associations continue to work in reporting.

Making an association simple changes only one piece of metadata; all other data on the association rule is not affected.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another. 

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

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

For more information, see Associations.

Condition builder enhancements

To enhance the precision of condition builder in both App Studio and Dev Studio, the new instances include comparator helps you specify the number of field group and field group list instances to which a when rule applies. In addition, a search option that returns results on keypress helps you easily look for existing values.

For more information, see Create conditions in an enhanced condition builder (8.5), Defining conditions in the condition builder.

Support for nested Declare Trigger rules

Pega Platform™ now supports nested Declare Trigger rules so that you can conveniently create correlations between actions in your case types. Declare Triggers rules invoke an action when a specified event takes place in a case type. You can now design more complex scenarios faster by nesting more Declare Trigger rules that work in the context of running another Declare Trigger rule. For example, when a case participant changes a postal code in their personal details, a Declare Trigger rule runs and a respective customer service representative (CSR) receives an email. After the CSR receives the email, a nested Declare Trigger rule runs and your application creates a document with the updated personal details and attaches it to the case.

For more information, see Develop applications faster with nested Declare Trigger rules (8.5), Declare Trigger rules.

Support for validations in Declare Expression rules

Pega Platform™ now correctly evaluates validations on target properties in Declare Expression rules. As a result, any validations defined on properties that have Declare Expression rules in previous releases, now work correctly. 

Upgrade impact

Any unintended validations on properties that have configured Declare Expression rules, both default and user-defined, might cause issues in an application upon saving work objects and data objects that refer to Declare Expression rules.

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

If you experience issues when saving objects, debug your application by setting the declareexp/target/validation/disable dynamic system setting to true. If your application works correctly after the change, it means that validations on Declare Expressions cause the issues. For your application to work correctly, analyze the log files and remove any unintended validations.

For more information, see Declare Expression rules.

Upgraded selected third-party JAR files to support Pega Platform functionalities

Pega Platform™ 8.6 now provides upgraded versions of the JAR files that support various functionalities within the Platform, such as generating documents or PPTX files.

Upgrade impact

If you have custom implementations and use any classes from the upgraded JAR files directly in your code or through JAR APIs, after your upgrade to Pega Platform 8.6, your application might experience unexpected run-time behavior if the upgraded JAR version lacks any elements from the previous version. For example, custom implementations can typically include activities, functions, or non-autogenerated sections. Unexpected run-time behavior might also occur when you use a third-party library that has dependencies on the upgraded JAR files. If you use only default Pega Platform functionalities without any customizations, the JAR files continue to work correctly without any additional actions.

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

If you have any JAR customizations, ensure that you test the upgraded JAR files for compatibility and upgrade impact. The following table lists the upgraded JAR files that might impact your application:

For more information, refer to the documentation of  your JAR provider.

Default value of the threadpoolsize agent affects batch indexing

After you patch Pega Platform to version 8.5.2 or higher, the system changes the default value of the threadpoolsize agent, which controls the number of concurrent activities (threads) in the system, from 5 to 15. Batch indexing in Pega Platform™ does not require all 15 threads, so you can change the agent value to increase system performance by managing the indexing/distributed/batch/numworkers dynamic system setting.
If your deployment does not support that setting, and batch indexing does not use Queue Processors, the system uses the threadpoolsize value for batch indexing instead.

For more information, see Editing a dynamic system setting.

Enhanced Pulse gadget for Cosmos React

Together with the DX API, the Cosmos React component now provides an overlay in which users can quickly view and select the feed sources from which to view Pulse messages. Users can also add attachments to their messages, and remove the messages that they post. These enhancements improve collaboration and speed up case resolution. For example, a case worker can view only posts from particular cases, to quickly find a request for additional information about a case, and then provide necessary details by attaching a relevant document.

For more information, see Configuring Pulse feed sources for Cosmos React and Posting a message in Pulse.

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.

Insights from 8.5 require additional configuration after upgrade

Upgrade impact

After you upgrade Pega Platform™ version 8.5 to 8.6, the Explore Data landing page might not include insights that come from the earlier version of the product.

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

Run the pxUpgrade85Insights activity to make all insights from version 8.5 accessible for you in 8.6. By running this activity, you upgrade insights with new metadata that is required in version 8.6. For example, the pxUpgrade85Insights activity provides you with the option to set the visibility of insights to private, public or shared.

For more information about insights, see Visualizing data with insights.