Report Browser removed from Designer Studio
Valid from Pega Version 7.1.9
The Report Browser and Access landing page have been removed from Designer Studio. In Designer Studio, developers can create, edit, and test reports by using the Report Definition rule form.
The Report Browser is still available in the Case Manager portal.
Enabling historical compliance score data
Valid from Pega Version 7.1.9
Project stakeholders can now track the compliance score for an application over time to better understand and manage ongoing development adherence to Pega 7 Platform guardrails. The compliance score history can be displayed on a line graph on the Compliance Score tab of the Application Guardrails landing page. The data is collected daily and displayed in weekly increments, up to four weeks prior to the current date.
For more information, see Guardrails compliance score, Enabling compliance score history, and Compliance score trend reporting.
Application Sizing Wizard worksheet template now includes business impact
Valid from Pega Version 7.1.9
A column for business impact has been added to the project sizing template used by the Application Sizing Wizard. Project owners can now incorporate this assessment into their project sizing.
New Business impact optimization dashboard
Valid from Pega Version 7.1.9
On the Analysis tab of the Application Profile landing page, you can now enable historical specification count and implementation progress by complexity and business impact. On the Business impact optimization dashboard, you can view counts of specifications by complexity and business impact. You can also view counts, by business objective, of specifications that have been implemented and for those not yet implemented. You can filter specifications by release and iteration.
For more information, see Viewing specifications by complexity, impact, and business objective, and Associating project specifications with business impact and complexity.
BIX performance improvements for CSV output in the Pega Cloud
Valid from Pega Version 7.2.1
BIX performance has been enhanced to download up to 25 GB of data per hour for extracts from a BLOB-less class table for CSV output. This high-throughput option is available only for Pega Cloud instances that use a Postgres database. This option is used automatically for these types of extracts.
When this option is used, the –x and –c command-line options for BIX are not supported, and the checkSum field in the manifest summary is not populated. If you need these options, you can revert to the previous implementation by using a setting in the prconfig.xml file.
For more information, see BIX high-throughput data downloads in the Pega Cloud.
Improvements to the Document Application tool
Valid from Pega Version 7.2.1
Application profile documents and application documents generated by the Document Application tool have been improved to present information in a more logical order based on how the application was built (for example, by case life-cycle management). Also, these types of documents now include all specifications linked with an implementation rule, presented in logical order under the implementation rule.
In addition, to help you more efficiently drive decisions by stakeholders, you can specify whether to include related built-on application layer assets in application profile documents and application documents. For specification documents, you can specify whether to include specifications from the built-on application layer.
For more information, see Document Application tool.
Associate specifications on implementation rule forms
Valid from Pega Version 7.2.1
You can now view, add, and delete the specifications that are associated with a rule on the new Specifications tab of most rule forms. The Specifications tab is available for almost all implementation rules, except for administrative and deprecated rule types. By associating specifications with the rules that implement them, you improve the end-to-end traceability of your specifications.
For more information, see Associating specifications on implementation rule forms.
Simple associations for quickly joining classes
Valid from Pega Version 8.3
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
Valid from Pega Version 8.3
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.
BIX ruleset is now included with Pega Platform
Valid from Pega Version 8.3
The Pega Business Intelligence Exchange™ (BIX) ruleset is now included with Pega Platform™, which eliminates the need for additional provisioning for Pega Cloud customers and for a separate BIX installation for on-premises customers. To add BIX to your application, add the Pega-BIX:<version> ruleset to your application rulesets.
For more information, see Data extraction.
Upgrade impact
After a successful upgrade, the BIX ruleset is available within Pega Platform. You should synchronize the BIX ruleset and Pega rules to avoid extraction errors.
What steps are required to update the application to be compatible with this change?
After the upgrade is complete, change the ruleset version for Pega Platform and BIX to use the same, latest version.