Published Release Notes

Word merge support with Microsoft Silverlight plug-in

PRPC features that integrate with the Word merge capability are now cross-browser. ActiveX controls (which are only compatible with IE) have been replaced with Microsoft Silverlight. This plug-in must be downloaded separately from Microsoft, as it is not shipped with PRPC.

Some common PRPC features affected by this change include the Application Document Wizard, App Profile, Specifications Landing Page, Specification form, and Case Type Landing Page.

Prior to using these features, Users of PRPC 7.1.3 need to set up their client system(s) as follows:

1. Install Silverlight plug-in

Follow the PRPC prompt to install Silverlight when you attempt to use the Word merge feature:

Or download package directly: www.microsoft.com/silverlight/

2. Install PRPC prerequisites

Microsoft Internet Explorer (IE) browsers automatically detect the need for PRPC prerequisites and will prompt for install:

Non-IE browsers will load a pop-up window when the user attempts to use the Word merge feature.  Use the link to manually download PRPC prerequisites:

Extract the .zip file, execute setup.exe and follow the install wizard:

Administrators setting up multiple clients at once may refer to the pzSLpreReqs.cab available in the PRPC 7.1.3 resource kit.

3. Restart browser

Log out of PRPC, close all open sessions and restart your browser.

The PRPC feature integrated with Word merge is now ready for use; Silverlight prompts are no longer displayed.

4. Troubleshooting

Silverlight installation requires access to your file system and a registry setting update to “trust” the associated Verisign certificate.  Contact your administrator if you encounter any security or permission errors during this process.

See the PRPC Developer Help for more information on browser setup requirements.

Case Management

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

• The Wait shape now supports dynamic references.
• Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
• Attachments have been improved.
• Issues with the Create Case Type functionality were addressed.
• The Pega Pulse functionality has been improved, including its performance.
• When auditing a work item, History is now the default tab.

Data Management

Improvements to data handling were made for the Data Pages, autopopulate properties, and reference properties.  Lightweight lists were optimized.

• Property references are now maintained on the Work Page.
• PageList properties can reference a Data Page.
• Auto-populate properties can be used in a seciton to show results from a Data Page.
• Data Pages can run in “Page” mode as well as “List” mode
• The "Rules Not Using Lightweight List" report was enhanced.
• A PageList property that references a Data Page may be used to populate a grid.
• Related autopopulated properties can now be referenced.

Integration

Usability enhancements have been made to the integration wizards. The REST end-point integration has been improved, and XML parsing functionality has been enhanced.

• PRPC services can return Report or Listview data as XML.
• Work items may now be processed when accessing from a link in system-created emails.
• An SMTP outage will not cause an application to stop working.
• File listener will now read files using a leading asterisk (*).
• XML Parse rule will handle schema validation.
• PegaImageViewer will now work with Version 7.1.
• Security measures are enhanced for SOAP connections to web services.
• After generating rules using REST wizard, the Undo Generation button will delete all the generated rules.
• Email wizard has been improved.

Data and integration troubleshooting enhancements

Identify how data is loaded in user interface (UI) elements, discover the data sources used, and navigate to the relevant rules by using the new Live Data tool. Use the Live Data tool to quickly troubleshoot data and integrations by providing data page information or autopopulate properties from the UI without searching through the clipboard.

For more information, see Troubleshooting data in UI elements.

Retrieve a flat list of fields from Pega Digital Experience APIs

You can now use the flatListOfFields parameter to retrieve a list of the fields in a case or flow action. With this parameter, you avoid parsing all the layout information for the Pega Digital Experience API, making it easier for you to see only what you need to build your user interface.

The following Pega Digital Experience APIs support the flatListOfFields parameter:

• GET /casetypes/{ID}
• GET /assignments/{ID}/actions/{actionID}
• GET /cases/{ID}/actions/{actionID}

For more information, see Retrieve a flat list of fields from Pega APIs.

Attachment migration from Pega database storage to a repository

You can now migrate case attachments from Pega database storage to a repository by using a wizard from Pega Platform™. This ability is useful, for example, when you migrate from an on-premises deployment to a Pega Cloud Services environment and you want to reduce the size of your Pega database and manage all your case attachments in a single location.

For more information, see Migrating case attachments to a repository.

Specify a queue of user operations in Pega Digital Experience APIs

You can now specify a queue of page instructions for user operations on embedded pages, page lists, and page groups in Pega Digital Experience APIs. The page instructions allow your client application to more accurately model users’ actions.

Pega Digital Experience APIs support the following operations:

• For embedded pages: DELETE, REPLACE, and UPDATE.
• For page lists: DELETE, REPLACE, UPDATE, APPEND, INSERT, and MOVE.
• For page groups: DELETE, REPLACE, UPDATE, and ADD.

For more information, see Page-related operation queuing with page instructions in Pega APIs.

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.

Create and view application settings in App Studio

View your application settings on the new Application settings landing page in App Studio. The landing page displays the categories that you specified for your application settings. If you did not specify a category for an application setting, the application setting appears in the Uncategorized category. Additionally, when you create a new data type, the Data type wizard automatically creates an application setting for the base URLs and the authentication profile. On the Environment settings page, you can edit the application setting to specify a new name or category or accept the default values.

For more information, see Viewing application settings in App Studio and Preparing your data for production.

Upgrade impact

After a successful upgrade, you see the new Application Settings option under Settings in App Studio. 

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

1. If the label (Application Settings) conflicts with your existing extension, change the label by overriding the following field value:
   PEGA-EXT- EXPEXPLORER-SETTINGS-APPSETTINGS PYCAPTIONIEXTENSION!LABEL
2. If you need to disable the landing page and prevent it from appearing in App studio, change the following toggle to No:
   PegaRULES: DisableSettingsLandingPage