Published Release Notes

Support for the JSON Web Token Bearer grant type for accessing external APIs

You can now access external APIs by using the new OAuth 2.0 JSON Web Token (JWT) Bearer grant type, in an OAuth 2.0 authentication profile. To use the JWT Bearer grant type as a client assertion, source the JWT from an active SSO session, a token profile, or a property reference. You can use JWTs that you obtain during an OpenID Connect SSO in connectors, to achieve user impersonation flows, such as the On-Behalf-Of (OBO) flow. The OAuth 2.0 type authentication profile now also supports authentication of client applications by using Private Key JWTs.

Instances of the OAuth 2.0 provider are now deprecated. As a best practice, use the new, unified authentication profile configuration instead.

For more information, see Configuring an OAuth 2.0 authentication profile.

Upgrade impact

After an upgrade to Pega Platform 8.4 and later, Authentication Profiles can take advantage of the new JWT based OAuth 2.0 grant type and client authentication features. To take advantage of this and other new security features, you must update any existing Authentication Profiles formats must to use those in Pega Platform 8.4 and later.

What steps are required to update the application to be compatible with this change?

Since these features are available only for profiles created in Pega Platform 8.4 and later, clients must open and then save existing 'Authentication Profile' instances to ensure that the configuration is compatible with the latest authentication formats.

Sign and encrypt signatures and content with additional algorithms

You can now authenticate using JSON Web Token (JWT) token profiles to symmetrically and asymmetrically encrypt both signatures and content. All algorithms in the Nimbus JWT library are supported, including nested tokens. Custom key identifier headers (kid) are also supported. Use token profiles to securely propagate identities and transfer data between systems.

For more information, see Creating a processing JSON Web token profile.

For more information, see Creating a generation JSON Web token profile.

Improvements for test cases and assertions

The process of modifying test cases and assertions has been improved. Adjusting test cases to application changes is now much easier.

You now can:

• Select a page on which to run a tested rule.
• Change the class and rule of unit test cases.
• Create assertions that validate specific error messages on pages, properties, and activities.
• Automatically update decision result assertions with property changes made to a rule.
• Modify a rule's properties directly from decision result assertions.

For more information, see:

• Updating scenario tests
• Setting up your test environment
• Configuring page assertions
• Configuring property assertions
• Configuring decision result assertions

Simulation of data pages and third-party connections

When configuring your unit test case environment, you can now set up simulated data for connector and data page rules, instead of connecting to external sources.

By simulating such data calls, you are not dependent on any third-party server when running your tests.

This feature supports the following rules:

• Data page
• Connect-Cassandra
• Connect-CMIS
• Connect-dotNet
• Connect-EJB
• Connect-HBase
• Connect-HTTP
• Connect-Java
• Connect-JMS
• Connect-MQ
• Connect-REST
• Connect-SAP
• Connect-SAPJCo
• Connect-SOAP

For more information about simulating third-party connections, see Simulating data pages and third-party connections.

New branch quality dashboard

Pega Platform™ 8.4 introduces a new branch quality dashboard that shows the following metrics:

• The branch’s guardrail compliance score and the number of guardrail violations
• The percentage and number of unit tests that passed for the branch
• The percentage and number of rules that the tests cover
• Potential merge conflicts that can be addressed directly from the branch quality dashboard

For more information about the new branch quality dashboard, see Viewing branch quality and branch contents.

Custom application URL alias in the application definition

Create application URL aliases that support your ability to launch multiple Pega applications simultaneously in a single browser. This feature makes it easier for clients and your customers to log into multiple applications using the same browser and access them simultaneously. You configure your application URL alias in the application definition. For details, see Adding an application URL alias.

For more information, see Simplify access with an Application URL alias (8.4). 

Upgrade impact

After an upgrade to Pega Platform™ 8.4 and later, review to determine if and how you must update your application rules to reflect the current URL aliasing format. As part of these application rule updates, Pega also updated the URL format and value components of the clipboard property, pxRequestor.pxReqServletNameReal, which you can use to discover a servlet name. If your application uses this property to discover a servlet name, update the pxRequestor.pxReqServlet property in the application rule to use the new, required URL and value formats.

For details steps, see the section, Upgrading from Pega 8.3 or earlier: Guidelines for any required changes in your application URL aliasing, in the appropriate Pega Platform Upgrade Guide available at Deploy Pega Platform. 

What steps should the customer take to update their application?

After upgrading, you must update your JMeter test scripts. For detailed steps, see Updating JMeter test scripts after migrating to Pega 8.4.

Expanded checks for Java injection vulnerabilities (8.4)

The Java injection vulnerability check feature has been enhanced in Pega Platform™ to further prevent Java injection, including Edit validate, Edit input, and JSP rules. Pega Platform reports errors at design time and run time, and does not run any rule that includes any of the following Java code:

• JavaCompiler
• new ProcessBuilder()
• org.dita.dost.invoker
• Runtime.getRuntime()

For more information, see Configuring the Java injection check.

Addition of Data Access Tab to access control policy condition rules

You can now select associations and declarative index classes when creating access control policy condition rules. The Column source field in the policy condition can now accept properties from available associations and indexes. For ease of reference, the selected associations and indexes are available on the new Data Access tab. 

Using the new tab, you can build complex authorization models in which access restrictions for a class depend on the attributes present in the associated and indexed classes, along with the attributes in the current class. For example, a project management application can now separately maintain project lists for each operator and use that information to restrict read/write access to unique projects.

The information available on the new Data Access tab reflects rule form changes, which are similar to the existing functionality of the Report Definition in the Application Data Model. 

For more information, see Creating an access control policy condition.

Addition of Servlet Management

Pega Platform™ now has Servlet Management in Pega Cloud® Services, which provides a simple and secure way to make changes to Pega Platform servlet definitions.

Servlet Management provides Pega Cloud Service clients with solutions to manage servlet configurations with self-service options. This reduces the cycle time for delivering configuration changes in Pega Cloud Service installations while also improving upgrade reliability. 

For more information, see Servlet management.

Upgrade impact

Clients with no application servlet customizations will not experience an impact. If you upgrade from Pega Platform version 8.5 or earlier and, prior to the upgrade, the Pega Cloud team provided your application servlet customizations, then following the upgrade, you must manually add, remove, or modify your servlet customizations in your upgraded application using this servlet management landing page in Pega Platform.

What steps are required to update the application to be compatible with this change?

To manually move your pre-upgrade servlet customizations as appropriate or add new ones to your upgraded application using the new servlet management landing page, follow the steps in Adding a servlet.

Cosmos React-UI supports custom authentication

Pega Platform™ now supports custom authentication in applications that use Cosmos React-UI. Depending on the needs of your users and the functionality of your application, you might need to write custom authentication schemes to meet specific requirements. 

Clients that use custom authentication in their applications can now take advantage of the Cosmos React-UI.

For more information, see Securing Cosmos React-UI applications.