Published Release Notes

Additional upgrade scripts for new columns

In Version 6.2, additional columns (Major, Minor, and Patch) containing ruleset Version information were added to 15 tables in the PRPC database. When upgrading from a pre-Pega 7 release, scripts must be manually run after the upgrade to populate these columns.

These scripts are located in the Resource Kit, under Additional Upgrade Scripts.

• If upgrading to a single schema, run both scripts.
• If upgrading to a split schema, run the _data script against the data schema and run the _rules script against the rules schema.

Choose the scripts for your database type:

• db2zos_rulesetversion_columns_data.sql
• db2zos_rulesetversion_columns_rules.sql

• mssql_rulesetversion_columns_data.sql
• mssql_rulesetversion_columns_rules.sql

• oracle_rulesetversion_columns_data.sql
• oracle_rulesetversion_columns_rules.sql

• postgres_rulesetversion_columns_data.sql
• postgres_rulesetversion_columns_rules.sql

• udb_rulesetversion_columns_data.sql
• udb_rulesetversion_columns_rules.sql

Database

Improvements to data handling were made for search indexing, agent processing, and filtering.  Scripts were provided for proper population of the database tables.

• Importing data from shared obj-external tables is now supported.
• A validation warning will now display when an unexposed property is used in filter or join conditions.
• A Global Search index may now be created across two databases.
• Agent processing on multiple nodes has been improved.
• Improvements were made to controls in Report Definition pages which are used in a dynamic grid.
• Filtering functionality involving special characters has been enhanced.
• Scripts have been provided to populate the RuleSetVersion Major, Minor, and Patch columns.

Reporting & Data

This release fixed many existing unlocalizable elements in 7.1 reporting interfaces (The Report Viewer, Report Editor, Chart Editor, and the Report Browser) and now they are fully localizable. Changes were made to make Listview, summaryview,  and report viewer display possible WCAG 2.0 level A and AA support.

• Parameters may now be used in a sub-report join condition.
• Report Definition localization has been enhanced.
• Standalone ListViews with embedded SmartInfo have been improved to resize appropriately when the SmartInfo section is expanded.
• The data section of a report will now display in all of the available space when a fixed header option is selected.
• When localizing a listview with filters, tool tips are translated.

System Management

Refinements were made to out-of-place upgrade documentation and processes, as well as for how handling is performed for all of the database vendor specific nuances related to a deploying into a split schema environment.

• A script was created to run the data schema upgrade for z/OS systems.
• In a split-schema configuration, indexing has been enhanced.
• The product installer has been enhanced.
• The stand-alone Static Assembly Utility does not require a password for its process.
• The UpdateManager tool has been improved.

Use Page-Change-Class method to change a Page class

With the release of Pega Platform™ 8.3, using the Property-Set method to change the Page class shows a guardrail warning. Use the Page-Change-Class method to change the Page class instead.

For more information about the Page-Change-Class method, see Changing the class of a page and Page-Change-Class method.

CyberArk password vault support added for Pega database

With the CyberArk password vault, you can store your systems' passwords in a secure, central location and retrieve them from that location instead of directly entering credentials into the systems. This support is available only for IBM WebSphere environments.

For more information, see Pega Platform deployment guides.

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.

Support added for multiple mashups

You can now include multiple mashups on a single webpage or browser, even if the mashups have different application and authentication requirements. Use mashups to embed a Pega Platform™ application as a gadget on your website. For example, you can embed Web Chatbot and Self-Service Advisor on the same website.

For more information about mashups, see Configuring the Mashup channel.

Changes to URL format for Pega Web Mashup

The format of Pega Web Mashup URLs now supports multiple mashups on a single web page. The new URL format prevents a mashup from sharing cookies with another mashup.

If you want to include multiple mashups on a single web page and one of the mashups was created before 8.3, you must regenerate the mashup to reflect the new URL format.

For more information, see <link to help topic>.