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This documentation is for non-current versions of Pega Platform. For current release notes, go here.

Integrated Application Security Checklist helps you deploy a secure application

Valid from Pega Version 7.3.1

Pega® Platform now provides an Application Security Checklist that you can refer to when you prepare your application for deployment. By completing the recommended tasks in this checklist, you can track your progress, access instructional information for tasks, and verify that your configurations are secure.

For more information, see Preparing your application for secure deployment, Compliance Score tab, Designer Studio — Home page.

Encrypt sensitive case data by using a secure default Pega Platform cipher and AWS KMS keys

Valid from Pega Version 7.3.1

You can encrypt sensitive data within your application without having to write custom cipher classes. You can configure encryption on the Data Encryption landing page by using your own keys managed in your private Amazon Web Services Key Management Service (AWS KMS) instance. Pega® Platform encryption uses keys that are stored in AWS KMS to support both time-based and on-demand key rotation. Technical issues can arise in some cases, for example, if a key is deleted from AWS KMS.

For more information, see Potential problems with keystores when using AWS KMS, Configuring a Platform cipher, Types of ciphers.

REST services support password credentials and JWT Bearer grant types

Valid from Pega Version 7.3.1

Pega® Platform REST services now support password credentials and the JWT (JSON Web Token) Bearer grant type when you enable OAuth 2.0-based authentication. By using password credentials, you can quickly migrate clients from direct authentication schemes, provide additional flexibility when other grants are not available, and integrate your application with REST services in other applications. You can add compatibility with modern JWT-based cloud security IDPs by using the JWT Bearer grant type.

For more information, see About OAuth 2.0 Provider data instances, OAuth 2.0 Client Registration data instances - Completing the Client Information tab, Creating an Identity Mapping data instance.

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

Valid from Pega Version 8.4

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

Valid from Pega Version 8.4

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.

Custom application URL alias in the application definition

Valid from Pega Version 8.4

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.

Add the security checklist to applications created before 7.3.1

Valid from Pega Version 7.3.1

The security checklist is now automatically added to applications. You can manually add the security checklist to applications that were created in earlier versions.

You can improve the security of your application by completing the tasks on the checklist.

The following task reflects the procedure on how to manually add the security checklists to Designer Studio prior to 7.3.1:

  1. In the header of Designer Studio, click the name of the application, and then click Definition.
  2. Click the Documentation tab.
  3. In the Application guides section, click Add guide.
  4. In the Application guide& field, enter pxApplicationSecurityChecklist.
  5. Click the Configure icon in the Available in column and select the portals (App Studio and Dev Studio) that you want to add the security checklist to.
  6. Click Save.

Expanded checks for Java injection vulnerabilities (8.4)

Valid from Pega Version 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

Valid from Pega Version 8.6

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

Valid from Pega Version 8.6

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.

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