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.

Organization Setup superseded by New Application Wizard

The Organization Setup Wizard has been retired in PRPC 7.1.3.  This feature was previously launched from the Designer Studio > Org & Security > Organization > Organization Setup menu. Users are encouraged to run the New Application Wizard (also known as Application Express) instead:

This tool quickly generates an application along with all of the artifacts previously offered by the Organization Setup Wizard. This includes, but is not limited to, the class hierarchy, application rule, organization/division/unit rules, and all relevant data instances.

See the following PDN article for more details on the New Application Wizard:

Create new applications quickly and easily with Application Express

Enabling security policies now requires current password

As part of Pega’s initiative to protect against malicious attacks, the change password dialog has been enhanced.  When Security Policies have been enabled for your system, new users or those with expired passwords will now be prompted for both their existing password as well as their desired new password.

For more details, review the Designer Studio > System > Settings > Security Policies landing page.

Descendant class instances now included in reports

The Report on descendant class instances option on the Data Access tab of the Report Definition rule has a new option to now include data from all descendant classes of the report's primary class. If descendant classes are mapped to multiple class tables, the generated SQL query performs UNIONs to include this data. Previously, only a single class was included in the report.

You can select a subset of descendant classes to include or exclude by adding a filter condition on pxObjClass.

Existing reports retain the older behavior for this option after an upgrade or update. To use the new option, you must set it for each existing report. New reports created in Designer Studio and out-of-the-box Pega 7 Platform template reports from which new reports are created in the Report Browser (pyDefaultReport and pyDefaultSummaryReport) default to the new option. If you have created custom template reports for some application classes, you must change them to enable the new option in reports that are created in the Report Browser for these classes.

See Reporting on data in multiple class tables.

Report Definition query filters can search embedded properties

Filter conditions on Report Definition rules that query the Elasticsearch indexes can now reference embedded properties. Previously, filter conditions could reference only the top-level properties of a class. To reference an embedded property within a filter condition, specify indexes for embedded page lists and page groups, for example, Customers(1).Addresses(1).City = Boston OR Customers(1).Addresses(1).State = MA.

These indexes are ignored in the generated query, and so can potentially match any value in a page list or group. However, filter conditions that reference multiple embedded properties in the same page list or page group, as displayed above, might not be satisfied on the same page.

Enhanced date circumstancing option

The date range and as-of date circumstancing features have been merged into a single feature called date circumstancing. Accordingly, the new Property and Date circumstancing option provides more flexibility when you circumstance a rule. For more information, see Specializing a rule.

Renaming a system creates the required data requestors

When you rename a system, either from the System Name landing page or by updating the prconfig.xml file, any missing data requestors are automatically created by the Pega 7 Platform. The Data Admin System Setting is also created, if it is missing.

Case Manager option for searching only attachments

Case Manager search now has an option to search only case attachments. When you search attachments, a new column in the search results displays a paperclip icon with the number of attachments that match the search string. You can click the number to display a list of matching attachments for the selected case.

Configure Elasticsearch index nodes to ensure availability of index files

You can now configure Elasticsearch index host nodes in a Pega cluster outside of the Search landing page. This change ensures that search index files are always available by eliminating the need for manual configuration on the Search landing page. Use the new index.directory=<index_directory> command-line setting during JVM startup to indicate that this node is an index host node and to specify the directory where the index files will be hosted.

In addition, offline Elasticsearch index nodes can now be removed by using a new prpcUtils command-line option. For more information, see Managing Elasticsearch index host nodes outside of the Search landing page.

New Schema Tools and Query Inspector landing pages for Pega Cloud

Two landing pages have been added for advanced database administration tasks for Pega Cloud customers who use a Pega-hosted instance. These landing pages minimize the operations that need to be performed outside of the Pega 7 Platform. They are available only for customers who use a Postgres database.

From the new Schema Tools landing page, you can view PegaRULES and PegaDATA database schemas, increase the size of a column, add a composite or function index, update database statistics for a table, and defragment a table.

From the new Query Inspector landing page, you can enter an SQL query and generate an explain plan.

To use these landing pages, you must have the new PegaRULES:DatabaseAdministrator role. You access the landing pages by clicking Designer Studio > System > Database > Schema Tools or by clicking Designer Studio > System > Database > Query Inspector. The individual features that you can access are determined by the privileges that are assigned to you.

For more information, see Schema Tools and Query Inspector landing pages for tuning and maintaining databases in the Pega Cloud.