Published Release Notes

View attachments inline

You can now view thumbnails of PDF file and image attachments and icons of video attachments in Pulse, cases, and other areas of the application that allow you to attach files. Thumbnails provide a preview of your attachments inline. You can also play video attachments and expand the thumbnails of PDF file and image attachments to view them in readable formats.

For more information, see Inline preview of attachments.

Support for large case attachments

You can now attach large files to a case on a variety of cloud storage options, including Pega Cloud File Storage, Amazon S3, Microsoft Azure, and JFrog Artifactory. Files can be 1 to 2 GB depending on your environment configuration. Attachments are streamed to the selected storage option without being loaded into memory, which reduces the risk of generating an out-of-memory error. Additionally, all cloud instances now have the new Pega Cloud File Storage repository defined.

For more information, see Storing case attachments outside the Pega Platform database.

Ability to annotate case attachments

Pega^® Platform application users can now add annotations to images that are attached to cases. For example, users can draw around an area of an image to highlight a faulty element of the device. Users can annotate all images, except for signature images or attachments that are stored in Pega Cloud or other external data stores. The annotated case attachments replace the original ones.

For more information, see Case attachment annotations.

REST APIs for viewing Pega Platform configuration settings

New REST APIs in the Nodes category provide a view of the current configuration settings for any node in a cluster or for an entire cluster. You can also find a specific node ID by listing all the nodes in the cluster. To diagnose settings issues for a node, you can download the prconfig.xml file.

For more information, see Pega API for Pega Platform 7.4, Pega API, and Viewing the current configuration settings for a node or the whole cluster.

View the configuration settings for Pega Platform nodes in Designer Studio

On the new Configuration Settings landing page, you can view a list of the configuration settings for a specific node, current or remote, or for an entire cluster. From this landing page you can diagnose settings issues, determine whether settings are loaded correctly, and review the settings' purposes. You can also download the prconfig.xml file for any node in a cluster to modify the settings. The ability to view settings for all nodes in the Cluster from a single landing page makes diagnosing configuration issues across the cluster simpler and easier than logging on to each node individually to view its system settings. For example, if a started agent does not run, you can check if agents are enabled on your system; or if some of your caches are too big, you can check the setting for the cache size. You can also determine if settings are loaded correctly, and identify discrepancies in the settings across the nodes.

For more information, see Viewing the current configuration settings of a node or the whole cluster, Downloading and viewing the prconfig.xml file for a specific node, REST APIs for viewing the configuration settings for Pega Platform.

Support for multiple attachments added to Pulse

You can now upload more than one attachment to posts and comments in Pulse. Because Pulse maintains the continuity of attachments in posts, email messages, and email notifications, you can use it to quickly follow conversations in a case.

For more information about the features that Pulse supports, see Communicating with Pulse.

Support for extracting data from file attachments during email triage

With the Pega^® Intelligent Virtual Assistant for Email, when you triage email interaction cases, the system can now use defined text analyzers to detect entities in files that are attached to the received email. The following file types are supported: DOC, DOCX, ODT, PDF, RTF, and TXT. This feature improves the machine learning and case processing capability for the Email user channel.

For more information, see Enabling the analysis of attached files during email triage.

Support for large binary data item storage in Pega Mobile Client and offline case attachments in Pega Platform

Pega^® Mobile Client can now store and synchronize large binary data items and their corresponding actions from the action queue on Android and iOS devices. As a result, custom mobile app users can view, attach, and delete data files, whether the device is online or offline. For this function to work, you must enable offline case attachment support, which allows your custom mobile apps to synchronize case attachments between the Pega Platform and the mobile device.

For more information, see Enabling offline case attachments support and Client Store API.

Pulse enhancements

The enhanced layout of the Pulse interface provides a better user experience for posting messages, adding attachments, bookmarking content, and so on. You can now post messages in your activity feed, format messages, add inline images and links to messages, reference cases, and view the list of users who like messages. The Pulse email templates have also been improved to display email content in a coherent and structured format.

For more information, see:

• Pega Express 7.4 – Communicating with Pulse
• Pega Platform 7.4 – Pulse enhancements for social collaboration

Reporting

This release had a focus on extending key capabilities to improve the functionality and ease of use of reporting features based on early adopter feedback.  A series of cosmetic changes and fixes are also included.

• Multiple boxes may be checked on List view checkboxes
• Dashboard Charts slider has been improved.
• Summary View reports and charts have been enhanced.
• Column properties can be added to a report in the Report Editor.
• List view column widths can be set by Smart Info.
• Listviews will display correctly for updated systems.
• Improvements to the GuardRail Report.