Published Release Notes

Text analytics models editing and versioning

Pega Platform™ now supports editing and updating training data for text analytics models.

Pega Platform also supports the versioning of text analytics models. When you update the model, Prediction Studio creates an updated model version. You can then switch between the model versions.

Upgrade impact

In versions of Pega Platform earlier than 8.3, the training data for text models was stored in the database. In Pega Platform version 8.3 and later, the training data for text models is stored in Pega Repository. You cannot build new models without setting the repository. After the repository is set, all text models are automatically upgraded and will work normally.

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

After a successful upgrade, set the repository in Prediction Studio before building or updating any Natural Language Processing (NLP) models.  In Prediction Studio, click Settings > Text Model Data Repository.

For more information, see:

• Increase the accuracy of text analytics models by adding feedback data (8.3)
• Updating training data for text analytics models

Text analytics models migration

Pega Platform™ now supports the exporting and importing of text analytics models. For example, you can export a model to a production system so that it can gather feedback data. You can then update the model with the collected feedback data to increase the model's accuracy.

Upgrade impact

In versions of Pega Platform earlier than 8.3, the training data for text models was stored in the database. In Pega Platform version 8.3 and later, the training data for text models is stored in Pega Repository. You cannot build new models without setting the repository. After the repository is set, all text models are automatically upgraded and will work normally.

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

After a successful upgrade, set the repository in Prediction Studio before building or updating any Natural Language Processing (NLP) models.  In Prediction Studio, click Settings > Text Model Data Repository.

For more information, see:

• Increase the accuracy of text analytics models by adding feedback data (8.3)
• Exporting text analytics models
• Importing text analytics models

BIX ruleset is now included with Pega Platform

The Pega Business Intelligence Exchange™ (BIX) ruleset is now included with Pega Platform™, which eliminates the need for additional provisioning for Pega Cloud customers and for a separate BIX installation for on-premises customers. To add BIX to your application, add the Pega-BIX:<version> ruleset to your application rulesets.

For more information, see Data extraction.

Upgrade impact

After a successful upgrade, the BIX ruleset is available within Pega Platform. You should synchronize the BIX ruleset and Pega rules to avoid extraction errors.

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

After the upgrade is complete, change the ruleset version for Pega Platform and BIX to use the same, latest version.

Set a time zone for the DateTime control

The DateTime control now supports the selection of a specific time zone. Apart from the default local time zone, you can choose a Java-supported time zone or enter a property. For example, you can make it easier for a manager working in New York to schedule a task for a worker in London by configuring a calendar picker on user forms to show a date and time for Europe/London.

Beginning with this release, the calendar picker defaults to the current time in the time zone that is defined in the operator record. Previously, it defaulted to the local time zone of the system.

For more information, see Specifying a time zone for a DateTime control.

Upgrade impact

After a successful upgrade, the DateTime gadget displays the time in the current operator's locale, which is defined on the operator rule form or in the browser.  

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

If you need to display the system time from which the user has logged in, and if this is not the same as the time in the user's locale (based on the browser setting), set the Locale field in the operator ID to be blank so that the browser-based setting and the displayed time are the same as the system time.

Improved rich user interface controls in IVA for Web Chatbot

In Pega Intelligent Virtual Assistant™ (IVA) for Web Chatbot, you can use additional rich user interface controls, such as the time and date picker or a simple form, to help users accomplish tasks more quickly and to limit errors. IVA for Web Chat can now also display a welcome message in the chat window, for example, to inform the user about the person with whom they are chatting.

For more information, see Streamline conversations in IVA for Web Chatbot with rich user interface controls.

Upgrade impact

The new Ul controls for Web Chatbot are enabled by default upon upgrade. If you do not want the controls enabled, you must disable them.

Also, if you have changed the styles for the welcome message, you may need to make changes to the welcome message to incorporate the new areas in the bot conversation area (such as quick replies).

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

Existing channels will behave as they did previously, so you should determine whether you want to use the new UI controls. If you want to use the new Ul controls, configure the new design-time options.

If you have changed the default styles for the welcome message, review the new settings to ensure that the welcome message is configured properly. 

Test coverage support for more rule types

Test coverage has been expanded to include the following rule types. Test coverage support for these rule types enables developers to more accurately measure the effectiveness of their tests.

• Collection
• Declare trigger
• Map value
• Navigation 
• Report definition
• Scorecard

For more information about test coverage, see Test coverage.

Upgrade impact

The new rule types may impact the test coverage metrics for your applications. Due to the increased number of supported rules, the reported test coverage percentage will decrease.

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

Run your coverage reports after upgrading to see the latest metrics.

Improved performance for work ID generation

Work IDs are now generated in batches and managed with dynamic system settings. Batch-based ID generation improves performance and scalability, which reduces the time that it takes to migrate data to a Pega Platform™ application.

For more information, see Default dynamic system settings data instances.

Upgrade impact

In a multi-node environment, the new ID generation method can assign IDs that are not as sequential as in the previous method.

For example, in a 2-node cluster, the IDs could come in from each node in batches of 1000, resulting in successive Work objects having IDs that differ by 1000 (such as 1, 1001, 2,1002, 3, 1003). As more Work objects are created the gaps can get filled. However, there might still be gaps left in the generated IDs.  For example, if a node crashes or shuts down, some IDs would be missing, or if a node has given out 600 IDs from a batch of 1000 IDs, then 400 IDs would remain unused. In most situations, this should not be an issue. 

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

If you must have nearly sequential IDs or cannot accept gaps in IDs (and do not need the performance improvement), then you can change the dynamic system setting to disable the new ID generation method. 

The dynamic system setting for this feature is idGenerator/defaultBatchSize. The feature is enabled by default with a defaultBatchSize of 1000. To disable the feature, set the value to 1.

Improved control of case locking and retry mechanisms

The Delay factor, Initial delay in minutes, and Max retry attempts fields have been added to queue processors, and the Timeout to acquire lock field has been added to the Queue-For-Processing method. Using these fields, you can quickly configure background processes that require you to lock cases or retry case processing.

For more information, see Creating a Queue Processor rule.

Upgrade impact

After a successful upgrade, the new fields contain their default values.

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

To customize the functionality of this feature (and the new fields), open the Queue-For-Processing definition and modify the values for the new properties or fields.

Automatic management of run-time context for background processing

Management of system run-time context is now automatic. You no longer need to manually modify the AsyncProcessor requestor type context to make a queue processor or job scheduler work after importing or upgrading an application. Additionally, you do not need to manually modify the AsyncProcessor requestor type context to make new queue processors and job schedulers work.

For more information, see System general landing page and Automating the runtime context management of background processes.

Upgrade impact

After upgrade, you manage the runtime context of your background processing in System Runtime Context instead of in the deprecated AsyncProcessor requestor type.

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

Select the Include in background processing option in the Advanced section of the application rule form for all applications that use background processing (such as Job Schedulers and Queue Processing). When this option is enabled, the system automatically includes the rulesets (for the application and its components) in System Runtime Context used for resolving and running Queue Processors and Job Schedulers. Also, when the option is enabled, the application is placed on the System Runtime Context list during application rule saves (such as during application import and migration).