Published Release Notes

End of support for form-based rule forms in Pega 7.1.9

Rule forms that are configured to render as forms are no longer supported in Designer Studio or end-user applications. Form-based configurations are found on custom rule types that were created in earlier versions of Pega 7 and are characterized by pop-up windows that are rendered externally from Designer Studio.

Reconfigure Pega 7 applications that use such rule forms by using standard harnesses and sections.

1. Open the class form.
2. Click the Advanced tab.
3. Select Harness from the Rule formmenu.
4. Create a new harness and new sections that implement the logic of the custom rule, using standard user interface layouts and controls.

Migrating custom rule forms to harnesses and sections offers the following benefits:

• User interfaces become HTML5 WC3 compatible and responsive to different screen sizes.
• User interfaces become cross-browser compatible, rendered consistently in Google Chrome, Mozilla Firefox, Apple Safari, and recent versions of Microsoft Internet Explorer.
• Rendering performance on modern browsers is dramatically improved.
• User interface pop-up behavior is eliminated; all windows are rendered inside Designer Studio and end-user applications.

End of support for Microsoft Internet Explorer 8 and quirks mode applications in Pega 7.1.9

In accordance with Microsoft’s announcement to discontinue support for Internet Explorer 8 in January 2016, Pega 7.1.9 does not support Internet Explorer 8, nor does it support non-HTML5 standard user interfaces.

You must upgrade to Microsoft Internet Explorer 9 or later or use Google Chrome, Apple Safari, or Mozilla Firefox. If you are using Internet Explorer 9 or later, you must turn off compatibility mode by accessing the Compatibility View settings.

Note the following:

• Pega 7.1.9 does not support user interface rules that are not based on HTML5 standards (rules in quirks mode).
• If you use applications that are rendered in quirks mode, which enables Pega 7 to correctly display and render non-HTML5 standard user interfaces, you must update them to standards-based HTML5 user interfaces when you upgrade to Pega 7.1.9 or later. Pega 7 provides automated tools to help you migrate your applications.
• Pegasystems Global Customer Support will not investigate or fix any Pega 7.1.9 bugs or support requests that are exclusive to Internet Explorer 8 or quirks mode user interfaces.

You can quickly identify which components of your application user interface are not HTML5 standards-based by clicking Designer Studio > User Interface > HTML5 Application Readiness.

Upgrading to Pega 7.1.9 and a newer browser offers the following benefits:

• These browsers are HTML5 and CSS3 compliant.
• New features are supported and existing features work as intended.
• The Pega 7 Platform user interface is displayed and rendered as intended.
• Browser security is enhanced.

If you have additional questions about browser support, see the Platform Support Guide or contact Pegasystems Global Customer Support.

Updated default system pulse processing settings

The default settings for system pulse processing have been updated in this release.

Upgrades to Pega 7.1.9 from a previous version of the Pega 7 Platform use database pulse by default. Database pulse synchronizes rule changes at a periodic interval across all nodes in a system.

New installations of Pega 7.1.9 use cluster-based pulse by default. Cluster-based pulse immediately updates rule changes across all nodes in a system after the changes are saved.

You can change the database pulse setting to the cluster-based pulse setting by updating the value attribute for initialization/pulse/transport to "cluster" in the prconfig.xml file or in the Dynamic System Settings. Changing from database pulse to cluster-based pulse requires a full cluster restart after the changes are made.

For more information, see Pega-RULES agents.

Search field type is deprecated

The search field type in Form Builder is deprecated. Use a data reference or user reference instead, both of which prompt users with an autocomplete field at run time.

For the full list of supported field types in Form Builder, see Supported display modes by field type.

PegaDISTRIBUTION Manager (PDM) is no longer available

The PegaDISTRIBUTION Manager (PDM) is no longer available in the Pega 7 Platform. The related PDN articles and help topics have been archived.

Customizations to the prlogging.xml file must be manually ported after upgrade

As a result of the upgrade from the Apache Log4j 1 logging service to the Apache Log4j 2 logging service, the name of the logging configuration file has changed from prlogging.xml to prlog4j2.xml and the format of the file has changed considerably. If you customized your prlogging.xml file, port the customizations to the new prlog4j2.xml file. If you do not port the changes, the Pega^® Platform uses the default prlog4j2.xml file and disregards your customized prlogging.xml file.

For more information about customizing your log files, see the Apache Log4j 2 documentation.

Socket server has changed for remote logging

As a result of the upgrade from the Apache Log4j 1 logging service to the Apache Log4j 2 logging service, the socket server that is used for remote logging has changed from the Log4j remote logging package with the LogFactor5 log analysis tool to TcpSocketServer. If you use remote logging, update your socket server to TcpSocketServer. For more information, see Installing and using remote logging.

New process for Pega Cloud customers to obtain BIX extract files

The process for obtaining Business Intelligence Exchange (BIX) extract and manifest files for Pega^® Cloud customers has changed as a result of data security enhancements for HIPAA compliance. By default, after upgrading to Pega 7.3, you must obtain the BIX extract and manifest files from the Pega SFTP server. From within Designer Studio, you can configure the BIX extract and manifest files to be sent to a remote SFTP server by a file listener. For Pega Cloud customers who have purchased a Pega Cloud SFTP Server subscription, you can configure BIX to send the BIX extract and manifest files to the SFTP server's folders for remote SFTP client download.

For more information about obtaining files from the Pega SFTP server, see Obtaining BIX extract files from the Pega SFTP server.

For more information about having files sent to your SFTP server, see Defining SFTP-related data instances.

Node types renamed after upgrade from Pega 7.2.2 to Pega Platform 7.3

If you used node classification in Pega^® 7.2.2, when you upgrade to Pega 7.3, node type names are automatically changed to a new name when you start a node with a node type.

• UniversalNode becomes Universal
• WebUserNode becomes WebUser
• BackgroundProcessingNode becomes BackgroundProcessing
• BIXNode becomes BIX
• SearchNode becomes Search

If you created agents in Pega 7.2.2, agent schedules are also automatically updated with a new name during the upgrade. For more information, see Customized agent schedules for standard Pega Platform agents must be updated after Pega 7.2.2 to Pega Platform 7.3 upgrade and the appropriate Deployment Guide.

Requestor Management landing page access privileges

To access the Requestor Management landing page after upgrading to Pega^® Platform 7.3, you need to add the appropriate privileges to the @baseclass and Pega-Landing access classes in the access roles. Apply these privileges to any application in which you want the operator to be able use the requestor management feature.

For more information, see the Requestor Management landing page and the appropriate Deployment Guide.