Published Release Notes

Association changes after upgrade

Associations now have a simple mode. Simple associations are those that join to only one class, use a left join, and have one filter condition to a class key in the target class. Existing associations that define a simple foreign key relationship are upgraded to simple associations when opened; all others are treated as advanced associations. All associations continue to work in reporting.

Making an association simple changes only one piece of metadata; all other data on the association rule is not affected.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another. 

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

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

For more information, see Associations.

Changes to URL format for Pega Web Mashup

The format of Pega Web Mashup URLs now supports multiple mashups on a single web page. The new URL format prevents a mashup from sharing cookies with another mashup.

If you want to include multiple mashups on a single web page and one of the mashups was created before 8.3, you must regenerate the mashup to reflect the new URL format.

For more information, see <link to help topic>.

Change tracking tab removed from declare expressions

To simplify the configuration of a declare expression, the Change tracking tab has been removed from the declare expression rule form. To use the Change tracking tab, on the declare expression rule form, click Actions > Use legacy expression.

For more information, see Supported and unsupported configurations in simplified declare expressions.

Upgrade impact

The declare expression rules have been moved from the pr4_rule table to the new pr4_rule_declare_expression table.

The upgrade can fail if you customize the pr4_rule table, such as increasing the length of an existing column.

After a successful upgrade, the declare expression rule form is simplified and lightweight pages support declare expressions.

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

Read-only data pages by default are lightweight. You could also enable lightweight pages for:

• Editable data pages by selecting the Enable option in the editable data page rule form.
• For all pages in a REST service by using the Lightweight clipboard mode in the Service REST form in the Rest API service.

Only simplified declare expressions are supported in lightweight pages. In simplified declare expressions, context-bound rules are not supported. However, a page context could be specified on the New or Save As form of declare expressions. For more information, see Declare Expression rules - Completing the New or Save As form.

Redirectguests mashup configuration has been removed

The authentication/redirectguests server configuration and data-pega-redirectguests attribute have been removed and are no longer required when you configure a mashup. This prevents you from needing to maintain multiple nodes to support some use cases that require the configuration value to be true and other uses cases that require the configuration value to be false.

For more information, see Configuring the Mashup channel.

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.