Published Release Notes

Unified Messaging Desktop integration with Pega Platform

You can now use the Pega Unified Messaging Desktop™ customer service solution with a Pega Platform™ application so that customer service representatives (CSRs) and other users, such as managers, can respond to user requests more quickly and in a more consistent manner. With integrated Pega Unified Messaging Desktop, CSRs can escalate user requests from Pega Intelligent Virtual Assistants™ (IVAs) by using case processing and artificial intelligence alongside Pega Customer Service™

For more information, see Develop a single IVA channel to chat across different messaging platforms.

Client-server deployment of Hazelcast

Pega Platform™ now supports the client-server model for the Hazelcast service, which provides cluster communication and distributes Pega Platform features across nodes. This optional deployment model introduces independent scalability for both servers and clients in Pega Platform, improving stability for deployments that use a large number of nodes.

The Hazelcast client-server model is intended for select environments running Pega Platform 8.4 across a large number of nodes and should be deployed only when directed by Global Client Support.

Mobile features deprecated in 8.4

Following the introduction of new functionalities for mobile apps, some features are reaching end of life. To avoid additional effort during updates to future releases, do not use deprecated features.

In the 8.4 release, the following features are no longer recommended:

• Mobile Client 7 is now deprecated and planned for removal in 8.5. Use Pega Infinity Mobile Client to meet the mobile needs of your business.
• The Reuse existing web portal functionality is deprecated and planned for removal in 8.5. For improved app performance and more efficient development, use the mobile app builder in the mobile channel. Also, you must convert existing projects to use separate channels for mobile and web portals before upgrading to 8.5.

In addition, the Pega Mobile Express app has been removed from app stores and replaced with the Pega Mobile Preview app.

Enhancements to automations for defining Pega API contracts

With enhanced automations, you can now pass embedded pages, specify default values for optional input parameters, and define a set of values for inputs by using the picklist or enumerated field types. The new enhancements make your applications easier to define and maintain, and you can now provide callers of Pega APIs with a clear description of the API.

For more information, see Viewing automations.

Pega Express methodology in App Studio for successful Microjourneys

App Studio now supports the Pega Express™ methodology to help you visualize the key factors of your Microjourneys™ - case types, personas, and data objects. With Microjourneys, you can analyze and clearly communicate who the parties that interact with your cases are, what channels of communication they use, and what data they need to resolve a case. Associating personas and data objects with case types also helps you manage your development team's workload by using a list of the draft elements that they need to develop.

For more information, see Plan successful microjourneys in App Studio (8.4), Creating a microjourney for customer success.

Upgrade impact

During a Pega Infinity™ upgrade to 8.4 and later, clients using App Studio are asked to update their applications to support use of the Pega Express™ methodology. Without this application update, the Persona landing page and Data objects and integration landing page are empty. For more information, see Pega 8.4 Deep Dive: Pega Express methodology in App Studio.

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

In order to utilize the Pega Express methodology in App Studio and use the Inventory page, click Start now to complete the update of your application and add the required rules to it. If you choose to cancel, App Studio continues to work as expected without the Pega Express methodology features; you can click Start now at the top of your application overview page at any time to install the required rules in your application.

Rules can no longer access Pega internal Java packages

You can no longer create rules that access Java packages that reference internal APIs (syntax com.pega.platform.*.internal*). This change does not affect rules that access Pega public API packages.

If you encounter issues when running existing rules that reference internal Pega APIs, contact Pega Support.

Upgrade impact

After an upgrade to 8.4 and later, clients can no longer save new or modified rules that access Pega internal APIs; existing rules that reference internal APIs can still be run but cannot be modified. 

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

Following a software upgrade to 8.4 or later, clients can refactor existing rules into guardrail compliant rules. To find rules to refactor, run the validation tool from designer studio (Application > Tools > Validation) to identify what rules fail validation; failed rules that include the message "Test compilation failed : Illegal internal class reference : com.pega.internal.XYZ" can updated to reference appropriate APIs.

Updated default dynamic system setting for requestor pools

Clients can now enable or disable requestor pools for processing service requests using a new dynamic system setting called EnableRequestorPools with Pega-IntegrationEngine as the owning rulest. Previously, all deployments utilized requestor pools to improve service processing response efficiency; requestor pools eliminated overhead by automatically returning a requestor to the pool after it fulfills a service request. Starting in Pega Platform 8.4, requestor pools are disabled in Client-managed cloud deployments, since these deployments use autoscaling to handle service request traffic. Enabling requestor pools in Kubernetes environments is not recommended, because they can inhibit the default autoscaling settings in the environment.

Requestor pools remain enabled by default in Pega Cloud and on-premises environments.

To help clients navigate this change, Pega has updated its best practice guidance for configuring requestor pools. For an overview, see Requestor pooling for services. For guidance on the use of requestor pools in your application, see the EnableRequestorPools entry in Dynamic system settings data instances.

Upgrade impact

Requestor pools are disabled by default in Pega Platform 8.4 in client-managed cloud deployments. Clients who deployed previous versions of Pega Platform on a Kubernetes environment and who upgrade to Pega Platform 8.4 could see that their services behave differently.

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

If clients that are deployed in a Client-managed cloud environment need to configure their services to use requestor pools and they understand how to configure requestor pools for their optimized use, these clients can re-enable requestor pools. Clients should review the best practice for configuring requestor pools before they re-enable requestor pools. To re-enable requestor pools, you modify the EnableRequestorPools setting in the Pega-IntegrationEngine Owning ruleset from “disabled” to Enabled [no value]. For details, see Editing a dynamic system setting.

Improved indexing performance by gradual retrieval of data

Search functionality in Pega Platform™ versions from 8.4.5 to 8.6 now includes the option to improve indexing performance when reading query results from a large table in a database. For example, to load the recommended 50 records at a time, in the Pega-SearchEngine ruleset, create the indexing/distributed/fetchsize dynamic system setting, and set the value to 50.

Creating the fetchsize dynamic system setting ensures that your system does not crash while indexing classes with numerous instances.

For more information, see Creating a dynamic system setting.

Custom application URL alias in the application definition

Create application URL aliases that support your ability to launch multiple Pega applications simultaneously in a single browser. This feature makes it easier for clients and your customers to log into multiple applications using the same browser and access them simultaneously. You configure your application URL alias in the application definition. For details, see Adding an application URL alias.

For more information, see Simplify access with an Application URL alias (8.4). 

Upgrade impact

After an upgrade to Pega Platform™ 8.4 and later, review to determine if and how you must update your application rules to reflect the current URL aliasing format. As part of these application rule updates, Pega also updated the URL format and value components of the clipboard property, pxRequestor.pxReqServletNameReal, which you can use to discover a servlet name. If your application uses this property to discover a servlet name, update the pxRequestor.pxReqServlet property in the application rule to use the new, required URL and value formats.

For details steps, see the section, Upgrading from Pega 8.3 or earlier: Guidelines for any required changes in your application URL aliasing, in the appropriate Pega Platform Upgrade Guide available at Deploy Pega Platform. 

What steps should the customer take to update their application?

After upgrading, you must update your JMeter test scripts. For detailed steps, see Updating JMeter test scripts after migrating to Pega 8.4.

Support for the Unified Messaging channel

You can now create a Unified Messaging channel so that users can interact with a Pega Platform™ application by chatting in Pega Intelligent Virtual Assistant™ (IVA), for example, through Apple Business Chat, Facebook Messenger, Twitter, or a web chat window. The Unified Messaging channel is quick to develop and uses an integrated customer service platform to provide a completely new user experience. You can optionally also integrate a Unified Messaging channel with the Pega Unified Messaging Desktop™ customer service agent solution.

For more information, see Develop an IVA channel to chat across multiple social messaging platforms, Unified Messaging channel overview, and Creating a Unified Messaging channel.