Published Release Notes

Descendant class instances now included in reports

The Report on descendant class instances option on the Data Access tab of the Report Definition rule has a new option to now include data from all descendant classes of the report's primary class. If descendant classes are mapped to multiple class tables, the generated SQL query performs UNIONs to include this data. Previously, only a single class was included in the report.

You can select a subset of descendant classes to include or exclude by adding a filter condition on pxObjClass.

Existing reports retain the older behavior for this option after an upgrade or update. To use the new option, you must set it for each existing report. New reports created in Designer Studio and out-of-the-box Pega 7 Platform template reports from which new reports are created in the Report Browser (pyDefaultReport and pyDefaultSummaryReport) default to the new option. If you have created custom template reports for some application classes, you must change them to enable the new option in reports that are created in the Report Browser for these classes.

See Reporting on data in multiple class tables.

Report Definition query filters can search embedded properties

Filter conditions on Report Definition rules that query the Elasticsearch indexes can now reference embedded properties. Previously, filter conditions could reference only the top-level properties of a class. To reference an embedded property within a filter condition, specify indexes for embedded page lists and page groups, for example, Customers(1).Addresses(1).City = Boston OR Customers(1).Addresses(1).State = MA.

These indexes are ignored in the generated query, and so can potentially match any value in a page list or group. However, filter conditions that reference multiple embedded properties in the same page list or page group, as displayed above, might not be satisfied on the same page.

BIX extracts can be scheduled and run from the Pega 7 Platform by using agents

You can create an agent that periodically invokes the new pxExtractDataWithArgs activity to run a BIX Extract rule. The activity takes the class and extract rule name, as well as an additional input string with a list of BIX command-line parameters, as input parameters to use for the run.

Discontinued support for list view and summary view rules

The list view rule and the summary view rule are deprecated, and support for these rules has been discontinued. Existing list view and summary view reports will continue to work on supported browsers. However, the last version of Internet Explorer that list view and summary view rules support is Internet Explorer 11.

You cannot create new list view or summary view reports. Instead, create list reports and summarized reports by using the report definition rule. To prevent display issues, re-create the custom list view and summary view reports that you need as report definition reports.

Interact with cases from external applications

You can now achieve API case integration by using the Integration case-wide property to generate code that allows you to interact with cases from external applications. The Generate create case microservice code option for microservice APIs automatically generates code that is specific to your case type. This option complements the Generate mashup code option, which generates code that you can use to embed Pega 7 Platform content in another application's web page.

Connect to external REST APIs by using OAuth 2.0

You can now connect to external REST services that are provided by web applications, such as Twitter and Facebook, by using the OAuth 2.0 protocol client credentials grant. Your Pega 7 Platform application acts as an OAuth 2.0 client to access protected API resources. For example, you can connect to Twitter by using OAuth 2.0 to obtain a collection of tweets that match a specific query.

For more information, see Accessing protected API resources by using OAuth 2.0.

Access REST services and APIs by using OAuth 2.0

You can now allow external client applications to access REST services on your behalf by using the OAuth 2.0 protocol client credentials grant. The Pega 7 Platform acts as an OAuth 2.0 provider to grant trusted applications access to functions in Pega 7 Platform applications. Additionally, you can provide access to the Pega API by using OAuth 2.0.

Report Definitions can query tables in multiple schemas

You can create a Report Definition that queries class tables in multiple schemas in the same database. Previously, queries on tables that were mapped to PegaRULES and PegaDATA schemas could not include tables that were mapped to other schemas, because other schemas were assumed to be in a different database. The schemas to which queried class tables belong are no longer validated when you save the Report Definition, so you can now query tables in schemas other than PegaRULES and PegaDATA. However, Report Definitions that query tables that are in more than one database fail when run.

View external data entities in one location

The External Data Entities landing page provides a consolidated view of all the existing data entities in your product. You can access this page by clicking Designer Studio > Data Model > View external data entities. Use this landing page to identify the data sources that are readily available to use and the sources that need to be replaced with production data sources.

Enhanced data modeling

You can now create data types quickly in the Pega 7 Platform and in Pega Express. Use the enhanced Data Designer user interface to define the data model for your data types. More field types have been added, and they are categorized as simple, fancy, and complex to meet your data modeling needs.

For more information, see Data Designer enhancements.