Published Release Notes

The Scratch Pad tool is no longer available

The Scratch Pad tool is no longer available. To add properties to a report from an end user portal, use the Data Explorer. The Data Explorer provides an efficient way to find a property or calculation to include as a column in a report.

For more information, see Data Explorer.

Integrated Application Security Checklist helps you deploy a secure application

Pega^® Platform now provides an Application Security Checklist that you can refer to when you prepare your application for deployment. By completing the recommended tasks in this checklist, you can track your progress, access instructional information for tasks, and verify that your configurations are secure.

For more information, see Preparing your application for secure deployment, Compliance Score tab, Designer Studio — Home page.

Encrypt sensitive case data by using a secure default Pega Platform cipher and AWS KMS keys

You can encrypt sensitive data within your application without having to write custom cipher classes. You can configure encryption on the Data Encryption landing page by using your own keys managed in your private Amazon Web Services Key Management Service (AWS KMS) instance. Pega^® Platform encryption uses keys that are stored in AWS KMS to support both time-based and on-demand key rotation. Technical issues can arise in some cases, for example, if a key is deleted from AWS KMS.

For more information, see Potential problems with keystores when using AWS KMS, Configuring a Platform cipher, Types of ciphers.

REST services support password credentials and JWT Bearer grant types

Pega^® Platform REST services now support password credentials and the JWT (JSON Web Token) Bearer grant type when you enable OAuth 2.0-based authentication. By using password credentials, you can quickly migrate clients from direct authentication schemes, provide additional flexibility when other grants are not available, and integrate your application with REST services in other applications. You can add compatibility with modern JWT-based cloud security IDPs by using the JWT Bearer grant type.

For more information, see About OAuth 2.0 Provider data instances, OAuth 2.0 Client Registration data instances - Completing the Client Information tab, Creating an Identity Mapping data instance.

Custom scaling on x-axis for bubble charts

Bubble charts now support custom scaling for the x-axis as well as the y-axis. For example, you can now configure a fixed range for the x-axis.

For information about including a chart in a report, see Adding or editing charts from the Report Definition rule form.

Enable users to save charts as .png files

You can now enable users to save a report chart as a .png file. On the Chart tab of the Report Definition rule form, click General settings and select the Export chart to image check box. When you select this option, users are provided with the Save as image option, which they can use to save an image of the chart to include in a Word document or email.

For information about including a chart in a report, see Adding or editing charts from the Report Definition rule form.

Enhancements to exporting reports to Excel

When you export report results to Microsoft Excel, the process now creates a Data sheet and an Info sheet in the Excel file. By default, the Info sheet contains the report title, filters used to generate the report, the date when the report was generated, and the number of results returned.

If you want the report title and filters to display in the first sheet instead of the Info sheet, you can disable the default functionality. For more information, see Disabling the creation of an Info sheet in Excel output.

Behavior changes when reporting on descendant classes

Report Definitions that use the Report on descendant class instances option with the Include all descendant classes option apply only to the Applies to Class. Join classes are not included as they were in previous Pega^® Platform versions. The following example shows what happens for each possible scenario for Report on descendant class instances when the report is defined on ClassA with a class join with Work-.

• If Report on descendant class instances is disabled, the report runs against ClassA and the join happens with Work-. The behavior is the same in Pega 7.3.1 as it is in previous Pega Platform versions.
• If Report on descendant class instances is enabled, and Include single implementation class is selected, the report runs against ClassA and the join happens with the MySampleClass implementation class. The behavior is the same in Pega 7.3.1 as it is in previous Pega Platform versions.
• If Report on descendant class instances is enabled, and Include all descendant classes is selected, the report runs against ClassA and its descendants and the join happens with Work-. In previous Pega Platform versions, the join happened with the MySampleClass implementation class.

Add the security checklist to applications created before 7.3.1

The security checklist is now automatically added to applications. You can manually add the security checklist to applications that were created in earlier versions.

You can improve the security of your application by completing the tasks on the checklist.

The following task reflects the procedure on how to manually add the security checklists to Designer Studio prior to 7.3.1:

1. In the header of Designer Studio, click the name of the application, and then click Definition.
2. Click the Documentation tab.
3. In the Application guides section, click Add guide.
4. In the Application guide& field, enter pxApplicationSecurityChecklist.
5. Click the Configure icon in the Available in column and select the portals (App Studio and Dev Studio) that you want to add the security checklist to.
6. Click Save.