Split schema upgrade instructions missing properties
Valid from Pega Version 7.1.3
If you upgraded from 5.x, 6.x, or 7.x using the instructions in previous versions of the upgrade guide, you may have neglected to set the properties below in your migrateSystem.properties file when you migrated your upgraded schema to the source system:
pega.rules.objects.generate=true
pega.rules.objects.apply=true
If these properties were not set during an upgrade that splits the schema, your environment does not have the indexes, triggers, and primary keys on the rules tables.
To check for this issue, see if the pr4_base and pr4_rule rules tables in your existing rules schema are missing primary keys. If they are, use the SQL scripts in the ResourceKit\MigrationRecoveryScripts directory of the release to cleanup duplicate rules that were created due to this issue. Follow the steps below to run the scripts.
To run the scripts on Microsoft SQL, Oracle, or PostgreSLQ
- Take down any app servers using the affected schema.
- Backup your database.
- Replace all instances of @RULES_SCHEMA in <database>_cleanDups.sql with the name of the schema that contains the pr4_base table.
- Run the <database>_cleanDups.sql script on the database with vendor tools (sqlPlus, SQL Server Management Studio, etc).
- Replace all instances of @RULES_SCHEMA in <database>_fix_vw_table.sql with the name of the schema that contains the pr4_base table.
- Run the <database>_fix_vw_table.sql script on the database with vendor tools (sqlPlus, SQL Server Management Studio, etc).
- Generate and apply the ddl using the command line generateDDL command. Check the installation guide for your database or the upgrade guide for details about how to use the generateDDL command line script.
- Rebuild the indexes for the tables in your rules schema using vendor tools. This is necessary so that your system runs at an optimum speed.
- Optionally upgrade to the latest release, at this point your database is ready to be upgraded or used depending on your needs.
To run the scripts on DB2 for LUW or z/OS
- Take down any app servers using the affected schema.
- Backup your database.
- Run the <database>_cleanDups.sql script on the database with vendor tools (UDB CLP, Data Studio, etc) to create the CLEANSE_RULES_DUPS stored procedure.
- Run the query Call CLEANSE_RULES_DUPS(‘<rulesSchema>’); where <rulesSchema> is the name of schema that contains the pr4_base table.
- After the previous step is complete drop the CLEANSE_RULES_DUPS procedure.
- Replace all instances of @RULES_SCHEMA in <database>_fix_vw_table.sql with the name of the schema that contains the pr4_base table.
- Run the <database>_fix_vw_table.sql script on the database with vendor tools (UDB CLP, Data Studio, etc).
- Generate and apply the ddl using the command line generateDDL command. Check the installation guide for your database or the upgrade guide for details about how to use the generateDDL command line script.
- Rebuild the indexes for the tables in your rules schema using vendor tools. This is necessary so that your system runs at an optimum speed.
- Optionally upgrade to the latest release. At this point your database is ready to be upgraded or used depending on your needs.
Updated Word merge support with Microsoft Silverlight plug-in
Valid from Pega Version 7.1.3
Starting in this release, Pega 7 features that integrate with the Word merge capability are now cross-browser. ActiveX controls (which are only compatible with Internet Explorer) have been replaced with Microsoft Silverlight. This plug-in must be downloaded separately from Microsoft because it is not shipped with Pega 7.
Common features that are affected by this change include the Specification form and Case Type landing page.
Prior to using these features, see the release note Word merge support with Microsoft Silverlight plug-in for more information about setting up their client systems.
Customizations to the prlogging.xml file must be manually ported after upgrade
Valid from Pega Version 7.3
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
Valid from Pega Version 7.3
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
Valid from Pega Version 7.3
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
Valid from Pega Version 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
Valid from Pega Version 7.3
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.
Rollover policy for log files
Valid from Pega Version 7.3
The rollover policy for log files is now based on time (daily) and file size (maximum file size is 250 MB). Log files are rolled over daily or when the maximum file size is reached. Current (not rolled over) log files do not have a time stamp. The time stamp is added when the log file is rolled over. In addition, the log file name for the current log file does not include the date. You can add the date to the current log file; however, the log file will not be rolled over. In addition, the web.temdir variable for setting the log file location is no longer supported; use the pega.logdir variable instead.
For more information, see Pega Platform logging with the Log4j 2 logging service.
Customized agent schedules for standard Pega Platform agents must be updated after Pega 7.2.2 to Pega Platform 7.3 upgrade
Valid from Pega Version 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. Agent schedules for standard Pega Platform agents are deleted and re-created with the new node type name, but any customization that you made in Pega 7.2.2 is not saved. You must manually update the agent schedules for standard Pega Platform agents in Pega 7.3.
For more information, see Node types renamed after upgrade from Pega 7.2.2 to Pega Platform 7.3 and the appropriate Deployment Guide.
Pulse Extension points are deprecated
Valid from Pega Version 7.3
Beginning with Pega® Platform 7.3, Pulse uses the notifications feature to send notifications. As a result, Pulse extension points for email body, subject, and recipient list have been deprecated. Preferences set for Pulse notifications in earlier versions are no longer valid.
Use the alternatives listed in the following table to configure your Pulse message and notification preferences.
| Deprecated extension point | Alternative extension point | Corresponding notification rule |
|---|---|---|
| pyInstantPulseNotification (Correspondence) | pyAddPulsePost (Correspondence) | pyAddPulsePost |
| pyReplyPulseNotification (Correspondence) | pyAddPulsePost (Correspondence) | pyAddPulsePost |
| pyMentionsPulseNotification (Correspondence) | pyAddUserMentionedPost (Correspondence) | pyAddUserMentionedPost |
| pyMentionsInNonCaseContext (Correspondence) | pyAddUserMentionedPost (Correspondence) | pyAddUserMentionedPost |
| pyNewPulsePostSubject (Field Value) | pyAddPulsePostEmailSubject (Field Value) | pyAddPulsePost |
| pyNewPulseFilePostSubject (Field Value) | pyAddPulsePostEmailSubject (Field Value) | pyAddPulsePost |
| pyNewPulseReplySubject (Field Value) | pyAddPulsePostEmailSubject (Field Value) | pyAddPulsePost |
| pyMentionedUserSubject (Field Value) | pyAddUserMentionedPostEmailSubject (Field Value) | pyAddUserMentionedPost |
| pyMentionedFollowerSubject (Field Value) | pyAddUserMentionedPostEmailSubject (Field Value) | pyAddUserMentionedPost |
| pyMentionedFollowerWithFilePostSubject (Field Value) | pyAddUserMentionedPostEmailSubject (Field Value) | pyAddUserMentionedPost |
| pyGetListOfEmailReceivers (Activity) | D_pxGetCaseFollowers (Data page) | pyAddPulsePost |
To continue using the deprecated extension points, override the pyInvokepxNotify when rule and set it to return false.
For more information, see Management of user notification preferences.