Published Release Notes

Support for an external Elasticsearch cluster for on-premises deployments

On-premises customers can configure an Elasticsearch cluster that is external to the Pega Platform™ by using client-server mode. Using an external search configuration makes Elasticsearch more highly available and scalable. 

You can view the status of your external Elasticsearch service on the Search landing page. For more information, see link to Viewing the status of an external search service.

REST APIs for system management

New REST APIs are available for reports, agent management, requestor management, cache management, queue processing, and node management. Call these APIs to troubleshoot issues, or perform administrative functions in Cloud applications.

For more information, see Pega API.

Import only new instances of specific classes

To bypass updates for specific classes and only import new instances of those types, edit the product rule definition.  For more information, see Specifying product rule deployment options.

Create configurable node types with purpose-specific names

To meet your specific business needs, you can now configure your own node types that you can segregate by purpose, and also define their behavior. Pega Platform™ supports node types that you can associate with multiple resources, like agents or job schedulers. For ease of use, apply meaningful names to your node types.

For more information, see Node classification, Creating configurable node types.

New roles required for system management features and APIs after upgrade

The pzSystemOperationsObserver and pzSystemOperationsAdministator privileges are no longer used for accessing system management features in Admin Studio and for system management APIs. Pega Platform™ has new privileges for individual system management functions and new roles configured with these privileges. Use the following roles to access system management features and APIs:

• PegaRULES:SysOpsAdministrator – has all administrator and observer privileges
• PegaRULES:SysOpsObserver – has all observer privileges
• PegaRULES:SysAdm4 – has all administrator and observer privileges

After upgrading, you can include one or more of these roles in your access group or create a custom role. For more information about access roles, see Access roles.

Enabling access to upgraded help

After upgrading to Pega Platform ™ 8.1, the default URL to the upgraded help files might be incorrect. To enable access to the latest help files, reset the URL:

1. In the header of Dev Studio, click Configure > System > Settings > URLs.
2. Enter the Online Help URL:

   https://community.pega.com/sites/default/files/help_v81/

3. Click Save.
4. Log out and log back into Pega Platform.

Improvements to email case triaging

Improvements to Pega Intelligent Virtual Assistant™ (IVA) for Email make the system more robust and user friendly. When you reply to emails in a triage case, you can forward the email, reply to all, and use the carbon copy (cc) and blind carbon copy (bcc) fields. You can also send Pulse messages to discuss an email case without exposing the information to external users. You are notified in the Email Manager and Case Manager portal if you receive Pulse messages. Even when an email case has been resolved and appears as read-only, you can still send Pulse messages.

For more information, see Email Manager portal and Email triage.

Default node types replace untyped nodes

For better performance, Pega Platform™ now replaces untyped nodes with default node types.

If you set a node as untyped, the system defines this node with all of the following node types:

• WebUser
• BackgroundProcessing
• Search
• Stream

Use node classification and defined node types to manage resources, such as job schedulers or queue processors, without configuring multiple JVM arguments or experiencing unexpected system behavior.

For more information, see Node types, Node classification.

Improved search indexing performance

Search indexing now uses a queue processor to improve indexing performance. Indexing can automatically restart if the database goes down temporarily. This saves time and manual action. As a result of using the queue processor for indexing, the following changes have been made to the Search Landing page.

• You cannot cancel indexing from the Search landing page. Cancel indexing by stopping the queue processor from the Data flow landing page.
• The progress message is not shown. View progress on the Queue Processor landing page.
• Queue processor information has been added.

For more information, see Stopping or pausing search reindexing.

Improvements to the Email channel configuration and content analysis

To make the Intelligent Virtual Assistant™ (IVA) for Email more useful and easier to manage, you can track all the Email channel configuration changes that you or other operators make. The system now also detects defined entities and topics, not only in the contents of the email messages and its attached files, but also in the email subject field which improves the responsiveness of IVA to emails. You can map same text that appears in an email triage case to different entities. In previous versions of Pega Platform, only the email body was analyzed but with subject analysis, now the entire email is analyzed for topics and entities, including its salutation and signature.

For more information, see Tracking configuration changes in the Email channel and Enabling the analysis of subject field content during email triage.