Published Release Notes

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.

New formats for styling report data grids

When you view a report, the data grid that is displayed is now styled by using either the List report format or the Summarized report format, depending on the report type. With this enhancement, you can display report data differently, and perhaps more effectively, than other grids in your portal. In the skin of your application, these new formats will be added and upgraded automatically by copying the Default format for the Trees & grids layout type, which was previously used to style reports.

For more information, see Modifying data grid formats for reports.

BIX -I command-line option fails for unexposed properties

Business Intelligence Exchange (BIX) command-line extractions fail when the extract has a filter that uses unexposed property references that are passed in by the input file that you specified in the -I command-line option. Previously, the BIX extraction ignored the filter and the extraction did not fail.

BIX filtering now works like report filtering

Filtering for Business Intelligence Exchange (BIX) extracts has been enhanced to work like report filtering, making it easier to use. Existing filters that use the Contains/DoesNotContain filter operation will be converted to use the Equals/NotEquals filter operation.

New PEGA0084 alert - Search node count

The PEGA0084 alert is generated when the number of available index host nodes does not meet the quorum ((replicas/2) + 1) required for index writes to succeed. This alert can occur when some of the index nodes go down, causing the number of available index host nodes to be less than the quorum. For more information, see PEGA0084 - Search node count.

Style charts in the application skin

You can now style charts in your application skin by selecting Charts in the Controls section and setting a theme. When you style charts by using a theme, charts that are generated for report definition reports and the autogenerated chart control are styled consistently, and you do not need to style charts individually. In addition, you can preview chart themes in the Skin form to see how different charts look without launching an application.

For more information, see Styling charts in the application skin.

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.

BIX ruleset is now included with Pega Platform

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.