Published Release Notes

Data schema error on z/OS split schema upgrades from versions before Pega 7.1.8

When upgrading to a split schema on Pega 7.x with IBM DB2 for z/OS, you see an error during the data schema upgrade when the system tries to drop the PRPC_Updatescache procedure. Because triggers on rules tables use PRPC_Updatescache, you must use the ZOSDisableTriggerScripts to disable these triggers before you update the data schema.

1. Follow the instructions in the Pega 7 Platform Upgrade Guide to upgrade the rules schema, but stop immediately before you upgrade the data schema with the upgrade.bat or upgrade.sh script. The Pega 7 Platform Upgrade Guide is on the Support > Deployment Guides page.
2. Copy the contents of the <distribution>\ResourceKit\ZOSDisableTriggerScripts directory into the <distribution>\scripts\ directory.
3. Run fixZosTriggers.bat or fixZosTriggers.sh with the following arguments:
   --action preupgrade
--dataschema <data schema name>
   --oldrulesschema <old rules schema name. If you are upgrading from a single-schema system, this is the data schema name.>
   --newrulesschema <new rules schema name>
   --automaticddl <Optional. Set to true to automatically apply the disable trigger SQL scripts.>

   For example:
   fixZosTriggers --action preupgrade --dataschema pegadata --oldrulesschema pegarules --newrulesschema newrules --automaticddl false

4. If you did not set --automaticddl to true in the previous step, run the <distribution>\schema/disable.sql script to manually disable the trigger SQL scripts.
5. Run the data schema upgrade as described in the Pega 7 Platform Upgrade Guide.

End of support for Microsoft Internet Explorer 9 in Pega 7.2.1

In accordance with Microsoft’s announcement to discontinue support for Internet Explorer 9, Pega 7.2.1 will not support Internet Explorer 9. You should not upgrade to Pega 7.2.1 if you are still using Internet Explorer 9. Otherwise, upgrade to Microsoft Internet Explorer 10 or later, or use Google Chrome, Apple Safari, or Mozilla Firefox, which support certain HTML5 and CSS3 standards not supported in Internet Explorer 9.

For more information about browser support, see the Platform Support Guide or contact Pegasystems Global Customer Support.

Discontinued support for multithreaded requestors

Multithreaded requestors are no longer supported in the Pega 7 Platform. Multithreading was previously specified by the prconfig setting initialization/allowMultiplePRThreads. If this setting is set to true when you upgrade to Pega 7.2.1, errors occur during the quiesce process.

Child case queries can be slow after upgrade

After upgrading, performance might be slow when you run queries on child cases for work tables that existed prior to the upgrade. This issue is often indicated by PEGA0005 (query time exceeded limit) alerts that can be correlated to these queries in the logs. To resolve the issue, add a database index to each of your work tables by using a multicolumn index on the pxCoverInsKey, pxObjClass, and pyStatusWork columns.

For more information, see Performance improvements for child case queries.

The UpdateAdaptiveModels agent causes an exception after Pega 7.2 to 7.2.1 upgrade

After the Pega 7 Platform is upgraded from version 7.2 to 7.2.1, the log files might show an error that is caused by the UpdateAdaptiveModels agent. This agent is enabled by default and is responsible for updating scoring models in the Pega 7 Platform. If you use adaptive models in your solution, you can avoid this error by configuring the Adaptive Decision Manager service. If you do not use adaptive models, disable the UpdateAdaptiveModels agent.

For more information, see Configuring the Adaptive Decision Manager service and Pega-DecisionEngine agents.

Reconfiguration of the Adaptive Decision Manager service after upgrade to Pega 7.2.1

After you upgrade the Pega 7 Platform to version 7.2.1, you need to reconfigure 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.

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.

Increased visibility of strategy design changes with simulation batch tests

Improve your understanding of the impact that individual changes to strategy design have on the decision funnel by running batch simulation tests directly from the strategy canvas. With batch simulation tests, you can check that your strategy changes produce the expected results, and immediately see the results in context.

For more information, see Increase the real-time visibility of strategy design changes with simulation batch tests (8.4).

Upgrade impact

After an upgrade to 8.4 and later, simulation outputs produced from earlier versions cannot be used to view canvas counts.

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

Following a software upgrade to 8.4 or later, clients must re-run existing simulations in Decision Funnel mode to view the counts in the canvas.

Personalized views in table layouts

Table layouts now provide users with the option to save preferred run-time configurations, such as column visibility and filtering, as permanent profiles. This enhancement helps users create dedicated views for specific work scenarios, which reduces the need for repetitive adjustments to the user interface and improves productivity.

For more information, see Enabling table personalization.

Upgrade impact

After an upgrade to 8.4 and later, the default table toolbar styling and experience may be unexpectedly different for any customized tables in a client's application: if you enabled a tool bar action for a personalizable table and the 8.4 application overrides your customization, your application now displays the default 8.4 table toolbar.

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

Existing clients that upgrade to Pega Platform 8.4 and later may need to update applications in some scenarios. Any custom actions present in the overridden section may need to be re-authored into this toolbar using the additional actions section.