Published Release Notes

Split schema upgrade instructions missing properties

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

1. Take down any app servers using the affected schema.
2. Backup your database.
3. Replace all instances of @RULES_SCHEMA in <database>_cleanDups.sql with the name of the schema that contains the pr4_base table.
4. Run the <database>_cleanDups.sql script on the database with vendor tools (sqlPlus, SQL Server Management Studio, etc).
5. Replace all instances of @RULES_SCHEMA in <database>_fix_vw_table.sql with the name of the schema that contains the pr4_base table.
6. Run the <database>_fix_vw_table.sql script on the database with vendor tools (sqlPlus, SQL Server Management Studio, etc).
7. 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.
8. 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.
9. 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

1. Take down any app servers using the affected schema.
2. Backup your database.
3. 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.
4. Run the query Call CLEANSE_RULES_DUPS(‘<rulesSchema>’); where <rulesSchema> is the name of schema that contains the pr4_base table.
5. After the previous step is complete drop the CLEANSE_RULES_DUPS procedure.
6. Replace all instances of @RULES_SCHEMA in <database>_fix_vw_table.sql with the name of the schema that contains the pr4_base table.
7. Run the <database>_fix_vw_table.sql script on the database with vendor tools (UDB CLP, Data Studio, etc).
8. 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.
9. 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.
10. Optionally upgrade to the latest release. At this point your database is ready to be upgraded or used depending on your needs.

DB2-LUW database logfile size increase

To avoid running out of logfile space due to large transaction sets during the rule base load of a Pega 7.1.x install, upgrade, or maintenance level update, systems supported by a DB2-LUW database platform should increase the LOGFILSIZ parameter to at least 4096 pages from the default size of 1000 pages.

After the size has been increased, restart the database to ensure that the new setting is loaded into the database correctly.

Need to run script before updating Multitenant systems

When updating or upgrading a Multitenant system from Pega 7.1.5 or 7.1.6 to Pega 7.1.7, if that system uses either an Oracle or a PostgreSQL database, you may encounter the error:

“Table must be empty to add column.”

The Multitenant architecture requires an additional column on a number of the PRPC database tables (“pzTenantID”). In Pega 7.1.7, two additional PRPC tables were tenant-qualified: pc_schedule_task and pr_index_schedule_task. The Multitenant column is added to these tables by the update/upgrade process. However, Oracle and PostgreSQL do not allow the addition of a non-null column to an existing table unless the table is empty, so updating or upgrading systems on those databases displays the error detailed above.

To avoid this error, before beginning the update or upgrade, it is necessary to run a script:

• Oracle — OracleMTupgrade.sql
• PostgreSQL — PostgresMTupgrade.sql

For updates, these scripts are located in the /scripts/ddl directory.

For upgrades, these scripts are located in the /Resourcekit/AdditionalUpgradeScripts directory.

Updated Word merge support with Microsoft Silverlight plug-in

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.

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.

Addition of Servlet Management

Pega Platform™ now has Servlet Management in Pega Cloud® Services, which provides a simple and secure way to make changes to Pega Platform servlet definitions.

Servlet Management provides Pega Cloud Service clients with solutions to manage servlet configurations with self-service options. This reduces the cycle time for delivering configuration changes in Pega Cloud Service installations while also improving upgrade reliability. 

For more information, see Servlet management.

Upgrade impact

Clients with no application servlet customizations will not experience an impact. If you upgrade from Pega Platform version 8.5 or earlier and, prior to the upgrade, the Pega Cloud team provided your application servlet customizations, then following the upgrade, you must manually add, remove, or modify your servlet customizations in your upgraded application using this servlet management landing page in Pega Platform.

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

To manually move your pre-upgrade servlet customizations as appropriate or add new ones to your upgraded application using the new servlet management landing page, follow the steps in Adding a servlet.