Published Release Notes

MBeans deprecated in favor of Pega API

The use of MBeans for cluster management has been deprecated, although MBeans will continue to function for legacy deployments. The recommended best practice for automating system management is to use the Pega API. For more information, see Pega API.

Add the security checklist to applications created before 7.3.1

The security checklist is now automatically added to applications. You can manually add the security checklist to applications that were created in earlier versions.

You can improve the security of your application by completing the tasks on the checklist.

The following task reflects the procedure on how to manually add the security checklists to Designer Studio prior to 7.3.1:

1. In the header of Designer Studio, click the name of the application, and then click Definition.
2. Click the Documentation tab.
3. In the Application guides section, click Add guide.
4. In the Application guide& field, enter pxApplicationSecurityChecklist.
5. Click the Configure icon in the Available in column and select the portals (App Studio and Dev Studio) that you want to add the security checklist to.
6. Click Save.

Upgrading to the secure threading mechanism for email bots

In Pega Platform™ version 8.6, Pega Email Bot™ includes a more secure threading mechanism to help track emails from customers and other stakeholders in separate threads for an email triage case.

Upgrade impact

If you upgrade from Pega Platform version 8.5 or earlier, in which you configured an Email channel, perform the following steps to ensure that your system uses the new secure threading mechanism:

• Update the service email rule that the system uses to send an email reply as the initial acknowledgment.
• Update the email reply template in the data transform rule that the system uses when a customer service representative (CSR) sends the reply.

For more information about creating an initial acknowledgment email and email reply template, see Creating outbound email templates. For more information about the secure threading mechanism, see Use a secure threading mechanism in emails.

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

For the initial acknowledgment email used by your email bot, update the service method for your email listener rule. On the Response tab for this service email rule, expand the Message contents section. In the Message data section, you specify the rule that defines the structure of the content of the email body. In Pega Platform version 8.6, you use for this purpose the pyEmailAcknowledgement correspondence rule that takes into account the selected built-in template. This template includes the security code tag that the system uses for the secure threading mechanism. If your application uses a different rule in the Message data section, update this definition to match one of the built-in correspondence template rules, for example, EmailAckTemplate_Clear.

The pySetEmailBotReplyTemplate data transform rule sets the name of the email correspondence rule that the system uses as the email reply template. If you do not want to use the default approach using the Classic, Cobalt, or Clear outbound email template themes, override this data transform rule to set the email correspondence rule name for the Param.ReplyTemplate target in the Source column field.

For more information about how to update the service email rule and the data transform rule to ensure that your system uses the secure threading mechanism, see Upgrading to the threading mechanism available in the 8.6 version.

Support for rule rebasing

You can now rebase the rules on your development server with the most recently committed rules from a centralized system of record (SOR). For example, after rules are merged on the SOR, you can rebase your development application to refresh your application with the merged rules. Development teams working in two separate development environments can share their changes, keep their local rulebases synchronized, and reduce the probability of conflicts with other development teams.

For more information, see Rule rebasing.

Support for Apache Cassandra

The Pega^® Platform can now read data from and write data to an Apache Cassandra database. Apache Cassandra is a NoSQL database that you can use when a NoSQL database better meets your scalability and processing requirements.

For a list of supported and unsupported features, see Apache Cassandra support.

Apply logic to data import fields

When importing data from an external system, you can translate data fields into values that can be read by Pega^® Platform. From the Import wizard, you can do the following actions:

• Apply a decision tree or decision table to the data that is imported for a field.
• Use imported data for a field to look up a value in another record. For example, you can look up the key of a record that uses an external identifier to populate a foreign key field.
• Create templates that contain business logic, which eliminates the need to handle data transformations manually during preprocessing.

For more information, see Transforming data during import.

Expose properties in Decision Data Store

You can now expose properties in Cassandra-based Decision Data Store data sets. With this solution, you can update single properties in extended customer analytic records (XCAR) without having to update the full customer record.

For more information, see XCAR in Decision Data Store.

The Scratch Pad tool is no longer available

The Scratch Pad tool is no longer available. To add properties to a report from an end user portal, use the Data Explorer. The Data Explorer provides an efficient way to find a property or calculation to include as a column in a report.

For more information, see Data Explorer.

Add new commands in the Facebook channel preview console

Now you can not only edit existing commands in the preview console for a Facebook channel but also add new command responses and associate them with intents. For example, you can add a new response command in the preview console in a case in which you entered a command and no response was found for the generated intent. This functionality gives you more control over the Facebook channel configuration and makes the preview console easier to use.

For more information, see Simulating a chatbot conversation.

Enhancements to bulk editing options for unversioned propositions

Bulk editing options for unversioned propositions have been enhanced to allow the use of Excel for editing. You can export and import unversioned propositions into Excel by using the Import wizard. Additionally, data types replace decision tables as the new storage format for unversioned propositions.

For more information, see Data type management and Proposition management enhancements.