Published Release Notes

Existing operator IDs during upgrades and updates

Upgrades and updates are always performed in secured mode to help prevent unauthorized access to your system. In secured mode, the [email protected] operator ID is always overwritten, but other existing standard operator IDs are not modified. New operator IDs are inserted in secured mode. For more information, see the Deployment Guide for your environment.

BIX -I command-line option fails for unexposed properties

Business Intelligence Exchange (BIX) command-line extractions fail when the extract has a filter that uses unexposed property references that are passed in by the input file that you specified in the -I command-line option. Previously, the BIX extraction ignored the filter and the extraction did not fail.

Upgrade utility for Get Next Work performance

You can run a utility to upgrade Get Next Work processing to more quickly process assignments that were created in versions of the Pega 7 Platform earlier than 7.2.2. Performance is automatically improved on new installations.

For more information, see Upgrading Get Next Work performance.

Pega File Listener process changes

Beginning with Pega 7.2.2, File Listener processes files in a different way:

• File movement in directories – Previously, files were processed from the Work directory. In Pega 7.2.2, files are processed from the source location. Files move to the Work directory only if the initial processing fails and Recovery is disabled.
• New file processing – Previously, File Listener would process all files in the source location, even if the files were added during the processing. In Pega 7.2.2, files added to the source location during processing are read the next time the File Listener starts.

For more information, see File Listener data instances.

Remove obsolete versions of the PredictiveAnalytics-UI and PredictiveAnalaytics-IntSvcs rulesets

After you upgrade the Pega 7 Platform to version 7.2.2, remove the PredictiveAnalytics-UI and PredictiveAnalytics-IntSvcs rulesets from your application as their versions are obsolete. Beginning with Pega 7.2.2, use the Pega-DecisionScience ruleset that contains the latest versions of the PredictiveAnalytics-UI and PredictiveAnalytics-IntSvcs rulesets.

For more information, see About ruleset versions.

Reconfiguration of the Adaptive Decision Manager service after upgrade to Pega 7.2.2

After you upgrade the Pega 7 Platform to version 7.2.2 from a version prior to 7.2,1, you need to configure the Adaptive Decision Manager service. Beginning with Pega 7.2.1, the Adaptive Decision Management (ADM) service is native to the Pega 7 Platform and is supported by the Decision data node infrastructure.

For more information, see Services landing page.

Functionality of the pyInvokeRESTConnector rule and the pxDeferenceEndpoint rule moved to core engine

The functionality of the pyInvokeRESTConnector rule and the pxDeferenceEndpoint rule has been moved into the core engine code of the Pega 7 Platform. This change provides more consistent behavior, reduces maintenance, and reduces the risk of regression issues. As a result, you can no longer customize these rules, and upgrading the Pega 7 Platform requires special considerations if you previously customized these rules.

For more information, see Upgrading with customized pyInvokeRESTConnector and pxDeferenceEndpoint rules.

Support for the JSON Web Token Bearer grant type for accessing external APIs

You can now access external APIs by using the new OAuth 2.0 JSON Web Token (JWT) Bearer grant type, in an OAuth 2.0 authentication profile. To use the JWT Bearer grant type as a client assertion, source the JWT from an active SSO session, a token profile, or a property reference. You can use JWTs that you obtain during an OpenID Connect SSO in connectors, to achieve user impersonation flows, such as the On-Behalf-Of (OBO) flow. The OAuth 2.0 type authentication profile now also supports authentication of client applications by using Private Key JWTs.

Instances of the OAuth 2.0 provider are now deprecated. As a best practice, use the new, unified authentication profile configuration instead.

For more information, see Configuring an OAuth 2.0 authentication profile.

Upgrade impact

After an upgrade to Pega Platform 8.4 and later, Authentication Profiles can take advantage of the new JWT based OAuth 2.0 grant type and client authentication features. To take advantage of this and other new security features, you must update any existing Authentication Profiles formats must to use those in Pega Platform 8.4 and later.

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

Since these features are available only for profiles created in Pega Platform 8.4 and later, clients must open and then save existing 'Authentication Profile' instances to ensure that the configuration is compatible with the latest authentication formats.

PDF/UA support

PDF documents that you generate in Pega Platform™ are now in PDF/UA format. This enhancement improves accessibility for users who rely on assistive technology, such as screen readers.

For more information, see Setting PDF file versions.

Upgrade impact

With an upgrade to Pega Platform 8.4 and later, the underlying PD4ML library in Pega Platform changes from v3.10 to v4.x. Following an upgrade, most standard HTML-CSS conversions to PDF work seamlessly; however, if you use the following custom coding in their application to convert HTML to PDF, you may find that PDF generation works differently than expected or no longer works:

• Application layer Java in activities that directly link to the underlying PD4ML library
• A Rule Utility Function
• PD4ML tags in HTML fragments

For example, the following PD4ML proprietary CSS keywords are no longer supported in v4.x:

• pd4ml-page-break-border-top
• pd4ml-page-break-border-bottom

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

After you upgrade to Pega Platform 8.4 and later and find your PDF generation works differently than expected or no longer works, you should consult the latest documentation available at pd[4]ml support site. You may also consider using the Compact CSS instead of the application skin for PDF generation; for details, see Creating PDF files by using a compact style sheet.

Service Portlet rules are deprecated

Service Portlet rules are deprecated. Existing rules will continue to work, but you cannot create new ones. Use Pega Web Mashup instead. In addition, some changes might impact functionality. If you are using Portlet rules and plan to upgrade, contact your customer service representative.

For more information about Pega Web Mashup, see About Pega Web Mashup.