Published Release Notes

Alerts for long-running queue processor and job scheduler activities

Pega Platform™ now saves an alert in the performance alert log when a queue processor activity or a scheduled job runs longer than the configured threshold value. Use the alerts to identify potential performance issues with long-running processes.

The alerts are enabled by default. You can change the alerts for dedicated queue processors and job schedulers at the rules level. For standard queue processors, you can also set the threshold value for the Queue-For-Processing command in an activity. You disable the alerts in dynamic system settings.

For more information, see:

• PEGA0117 alert: Long-running queue processor activity
• PEGA0118 alert: Long-running job scheduler activity

Usability improvements in the Email Manager and Case Manager portals

Pega Email Bot™ customer service representatives (CSRs) working in the Email Manager, Case Manager, or Case Worker portals can now quickly reply to one recipient or to all recipients. CSRs can also view the sentiment analysis of an email (positive, negative, or neutral) for each received email, displaying the sentiment pattern for the entire email thread in a triage case. The email bot improvements add value for CSRs working in the portals and help them save time when responding to user requests.

For more information, see Understanding the email triage process and Replying to customers by email for an email bot.

Introduction of Search and Reporting Service

Pega Platform™ now uses Search and Reporting Service, which is an independent microservice. The new enhancement provides a convenient way to manage your application data, and is easier to maintain. For example, because of the cloud-based architecture of Search and Reporting Service, any bug fixes and performance improvements occur seamlessly, and have no impact on your overall experience in Pega Platform.

For more information, see Search and Reporting overview.

Ability to restrict access to the Import wizard

You can now restrict access to the Import wizard so that users implement an automated pipeline to deploy changes between environments such as staging and production. Deployment Manager is one method by which to create pipelines. By using pipelines to propagate changes, users can apply a standardized and automated deployment process for migrating their applications.

For more information, see:

• Ensuring that users migrate applications with a pipeline by restricting the Import wizard
• Understanding model-driven DevOps with Deployment Manager

New database tables for email bots

Pega Email Bot™ now uses two new database tables that make the system more reliable and improve system performance. The pc_work_triage table stores complete information about email triage cases for the email bot. The pr_index_tracktriageactions table stores information about captured actions in triage cases.

Upgrade impact

During an upgrade to Pega Platform™ 8.5, a dedicated job scheduler automatically migrates resolved and open triage cases to these email bot tables in the background. If you expose additional properties as database columns or expose additional custom columns in the pc_work table, you must prepare your application for this automated migration. For more information, see Migrating triage cases to new tables.

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

If the pc_work table in your application has no additional properties or custom columns, there is nothing to do; if it does, prior to an upgrade to Pega Platform 8.5, you must extend the pyPopulateColumnNamesExtension data transform to any exposed additional columns in legacy tables with this information.

For more information, see Database schema for email bot tables.

Optimized data schema upgrade

Several improvements have been made to optimize the speed of the data schema upgrade to help you experience minimal downtime during upgrade to Pega Platform 8.5™. The data schema upgrade process optimizations include the following improvements:

• Optimized database index creation during upgrade
• Optimized synchronization process to detect duplicate rules during the application import process
• A new upgrade setting for Pega Cloud® Services operators that reduces the time to upgrade clients that run large Pega applications, such as the CRM Suite

For more information, see Limit upgrade downtime with data schema upgrade improvements (8.5).

Support for hotfix file verification

Pega Platform hotfix files are now digitally signed so that they can be verified and authenticated. If your Pega Platform™ instance allows outbound URL connections, hotfix files are verified automatically during installation. If your Pega Platform instance does not allow outbound URL connections, you can verify the files manually by using third-party tools. Alternatively, if your Pega Platform instance does not allow outbound URL connections and you do not use third-party tools to verify hotfix files, you can import a certificate revocation list (CRL) for Pega Platform to use when checking the files to see if they have been revoked. 

For more information, see Verifying the authenticity of hotfix files. 

WSDL generation error prevents invocation of SOAP services

Status

A Known Issue was introduced in the 8.4.2 Pega Platform patch release, which impacts both upgrades and new installations of that version.

Description

Due to changes introduced in the SOAP functionality for the case-mismatch error in SR-D98509/INC-119725, the WSDL is being generated for SOAP services with an incorrectly-capitalized element, which prevents the service from being invoked.  The element should be “name” instead of “Name”.

Workaround

Clients must perform the following workaround after they define a new SOAP connector in Pega Platform:

1. To download the WSDL from Pega Platform:
   1. After using the SOAP Wizard (Dev Studio > Configure > Integration > Services > Service Wizard) the WSDL URL is shown at the bottom right of the Dev Studio screen.
   2. Click the URL to display the XML.
   3. Save the WSDL file to your local system.
2. In the text editor of your choice, modify "Name" to "name" in every <element “name” = … > tag in the WDSL.
3. Save your changes to the local file.
4. To reload the WSDL into Pega Platform:
   1. In Dev Studio, open the Configure menu.
   2. Select Integration > Connectors > Create SOAP Integration.
   3. In the New SOAP integration wizard, select Upload WSDL from File.
   4. Complete the upload using the wizard prompts.

This is a design-time issue, not a run-time issue; therefore, clients only have to perform this workaround process once. Existing SOAP services should not be impacted; however, if clients modify an existing SOAP service definition by re-running the wizard, clients must reapply the workaround for Pega Platform to recognize the SOAP definition changes.  

Resolution

This issue will be addressed in the Pega Platform Patch Release 8.4.3.  Clients who upgrade to that version or later should not see this issue.

Search and Reporting does not index large items

When using the Search and Reporting (SRS) microservice in Pega Platform™ 8.5, you might encounter problems with indexing large out-of-the-box rules. The issue is not visible in Queue Processors, but you can access logs to verify which items the system does not index.

Conversation flow and smart shapes for the Digital Messaging chatbots

When creating Pega Intelligent Virtual Assistant™ (IVA) for Digital Messaging, chatbot developers can now use new conversation smart shapes in a dedicated flow, making the design process simpler, more robust, and intuitive. With the new smart shapes, the chatbot displays text messages or asks questions to users in one of several ways. In addition, developers do not have to create additional rules, switch tabs, or perform manual validation. You can associate the conversation flow that you create for your IVA with a business case, use the flow on its own, or reuse it in another conversation flow, improving the overall chatbot design process.

For more information, see Adding a stand-alone conversation process for a conversational channel, Adding a case type conversation process for a conversational channel, Editing the conversation smart shapes and Flow shapes.