Published Release Notes

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.

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 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.

Security fields in JFrog Artifactory repository do not work

The fields in the Security section of the JFrog Artifactory repository rule form, including the Secure protocol field, the Truststore field, and the Keystore field, were not implemented. In the Pega™ Platform 7.3 Designer Studio help, disregard the optional Security section in step 4 of the Configuring a JFrog Artifactory or Amazon S3 repository connection help topic, and disregard the optional Security section in step 5 of the Creating a repository configuration help topic in the 7.3.1 Designer Studio help.

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.

Resolve Job Scheduler and Queue Processor rules with the AsyncProcessor requestor type

Use the new AsyncProcessor requestor type to define a default dynamic context to resolve background rules such as Job Scheduler and Queue Processor rules. Switch to an application-based context after you create your own access groups, to resolve only the rules that are included in your application.

For more information, see AsyncProcessor requestor type.

Data encryption across search nodes

You can now encrypt communication among search nodes. Encryption secures the data that is transferred across nodes so that it cannot be accessed by unauthorized hosts. Encryption is enabled by default for new installations and upgrades from Pega^® 7.1.6 or earlier to Pega 7.3. Encryption is not enabled by default for upgrades from Pega 7.1.7 or later to Pega 7.3. You can enable and disable search encryption from the Search landing page or by using the indexing/distributed/enable_inter_node_encryption Dynamic System Setting.

For more information, see Enabling and disabling encryption for communication among search nodes.

Improve cluster security by limiting concurrent operator sessions

You can increase the security of a Pega^® Platform cluster by limiting the number of concurrent sessions allowed for each operator. Because operators typically do not require multiple concurrent sessions for performing their work, limiting the number of sessions reduces the chance that an unknown or untrusted person could access systems in the cluster. Use the new setting Number of concurrent sessions allowed for each operator on the Production tab of the System Data Instance form to configure the number of concurrent sessions for operators. You must restart your system when you change this setting. You can also create a list of operators by using the presence/maxsessions/operators/whitelist Dynamic System Setting, to which the maximum number of concurrent sessions setting will not apply.

For more information, see System form - Completing the Production tab.