Published Release Notes

Use Page-Change-Class method to change a Page class

With the release of Pega Platform™ 8.3, using the Property-Set method to change the Page class shows a guardrail warning. Use the Page-Change-Class method to change the Page class instead.

For more information about the Page-Change-Class method, see Changing the class of a page and Page-Change-Class method.

CyberArk password vault support added for Pega database

With the CyberArk password vault, you can store your systems' passwords in a secure, central location and retrieve them from that location instead of directly entering credentials into the systems. This support is available only for IBM WebSphere environments.

For more information, see Pega Platform deployment guides.

Business logic-based routing to process cases more efficiently

Process cases more efficiently by defining business logic-based routing options to route tasks to customer service representatives (CSRs) who have a specified availability or skillset. For example, you can ensure that a task is routed to a CSR with a high level of a German language if it is your business need. You can also create custom lists of operators and work queues to filter CSRs who can receive an assignment.

For more information, see Choosing an assignee at run time in Dev Studio, Choosing an assignee at run time in App Studio, Configuring business logic-based routing APIs.

Support added for multiple mashups

You can now include multiple mashups on a single webpage or browser, even if the mashups have different application and authentication requirements. Use mashups to embed a Pega Platform™ application as a gadget on your website. For example, you can embed Web Chatbot and Self-Service Advisor on the same website.

For more information about mashups, see Configuring the Mashup channel.

Task board enhancements for improved tracking of tasks

App Studio and end-user portals, such as Case Manager, now provide an enhanced task board which helps you improve collaboration on task resolution. For example, you can create a checklist within a task, and then update the checklist to inform other users about the progress of the task. Attach content to a task to ensure that all users have the information that they need, and to make tasks more meaningful. Now you can also categorize tasks, and then filter them by category, to quickly access relevant information.

For more information, see Monitoring and tracking tasks in Dev Studio, Monitoring and tracking tasks in App Studio.

Changes to URL format for Pega Web Mashup

The format of Pega Web Mashup URLs now supports multiple mashups on a single web page. The new URL format prevents a mashup from sharing cookies with another mashup.

If you want to include multiple mashups on a single web page and one of the mashups was created before 8.3, you must regenerate the mashup to reflect the new URL format.

For more information, see <link to help topic>.

Change tracking tab removed from declare expressions

To simplify the configuration of a declare expression, the Change tracking tab has been removed from the declare expression rule form. To use the Change tracking tab, on the declare expression rule form, click Actions > Use legacy expression.

For more information, see Supported and unsupported configurations in simplified declare expressions.

Upgrade impact

The declare expression rules have been moved from the pr4_rule table to the new pr4_rule_declare_expression table.

The upgrade can fail if you customize the pr4_rule table, such as increasing the length of an existing column.

After a successful upgrade, the declare expression rule form is simplified and lightweight pages support declare expressions.

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

Read-only data pages by default are lightweight. You could also enable lightweight pages for:

• Editable data pages by selecting the Enable option in the editable data page rule form.
• For all pages in a REST service by using the Lightweight clipboard mode in the Service REST form in the Rest API service.

Only simplified declare expressions are supported in lightweight pages. In simplified declare expressions, context-bound rules are not supported. However, a page context could be specified on the New or Save As form of declare expressions. For more information, see Declare Expression rules - Completing the New or Save As form.

Redirectguests mashup configuration has been removed

The authentication/redirectguests server configuration and data-pega-redirectguests attribute have been removed and are no longer required when you configure a mashup. This prevents you from needing to maintain multiple nodes to support some use cases that require the configuration value to be true and other uses cases that require the configuration value to be false.

For more information, see Configuring the Mashup channel.

Improved management of batch indexing

You can now cancel and check the status of a batch index process directly from the Search landing page in Dev Studio. The landing page now refreshes automatically every 10 seconds so that you can easily see the most recent status of the batch index process. Additionally, the reindex operation is now 20% faster than in previous versions. These features provide greater visibility into batch indexing and improve your ability to fix issues with a batch indexing process.

For more information about batch indexing, see Rebuilding search indexes from the user interface.

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Default filter settings for Pulse feed sources

Set default filters for Pulse messages, so that users see only relevant posts. Users can temporarily change these settings at run time to view messages from different feed sources, and restore the default settings by refreshing the page.

For more information, see Adding a feed source for the activity feed.