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.

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.

New dynamic setting to manage validation of hidden fields

Pega Platform™ version 8.6.4 introduces a new DSS setting for Theme Cosmos and other section-based applications. The validateHiddenField setting controls whether the application validates fields that you hide through visibility rules. By default, validateHiddenField is set to true, which means that the application fields are validated for completeness even if they are not displayed in the form. You can also switch off this functionality by changing the setting value to false. 

For more information, see Managing field validation in hidden sections.

Compare rule versions in a rule form

You can now compare different versions of rules from the Actions menu when you work within a rule form instead of using the Rule Compare utility. You can inspect changes that were made between versions directly on the rule form, make updates, and save any changes to the rule form.

For more information, see Rule version comparison within a rule form.

Performance improvement to BLOB support in Postgres databases

New tables that contain BLOB columns now use external storage instead of expanded storage for Postgres databases. This improvement applies to tables that are created during installation, upgrade, or during DDL and schema generation. Using external storage improves database performance.

For more information, see BLOB storage in Postgres databases.

View all nodes in a cluster from the Cluster Management landing page

Use the Cluster Management page to view information for all of the available nodes in a cluster. To view the nodes, click Designer Studio > System > Operations > Cluster Management. To access detailed information about a single node, click Actions.

For more information, see System Operations.

Automatically manage nodes in a System Management Application cluster

Instead of manually adding and deleting nodes in a cluster by using the System Management Application (SMA), you can now automatically manage nodes. You can enable Auto Node Discovery and configure it to get information about all the nodes in a cluster, add new nodes, and update the node list.

For more information, see Managing nodes automatically in a System Management Application cluster.

Logic-based assignment routing

You can now define business logic that controls when and by whom an assignment is processed in a case. By routing assignments to a specific user or group of users, you can help ensure that cases are resolved faster.

For more information, see Logic-based assignment routing.

Show multiple views of data in your application

You can now show multiple views of data in your application by adding the record editor (pxRecordsEditor) section to a layout, another section, or a cell in a layout. You can configure the section to customize the display and enable the search, import, and export capabilities of the record editor.

For more information, see Multiple views of data in the record editor section.

Support for additional rule types for PegaUnit test cases

To compare the expected results with the results that are returned by running a rule, you can now create PegaUnit test cases for the following rule types:

• Activities
• Data transforms
• Strategies
• Decision trees
• Decision tables

After you unit test these rules, you can convert them to test cases and configure assertions on the test cases. You can also set up the clipboard with data before tests are run, and clean up the clipboard after tests are run.

For more information, see PegaUnit testing.