Published Release Notes

Use standard Developer portal

Customized versions of the Developer portal rely on legacy components and are not supported.

To avoid backwards compatibility issues, update your access group to point to the standard Developer portal prior to upgrade.

Search and Reporting does not index large items

When using the Search and Reporting (SRS) microservice in Pega Platform™ 8.5, you might encounter problems with indexing large out-of-the-box rules. The issue is not visible in Queue Processors, but you can access logs to verify which items the system does not index.

Data schema error on z/OS split schema upgrades from versions before Pega 7.1.8

When upgrading to a split schema on Pega 7.x with IBM DB2 for z/OS, you see an error during the data schema upgrade when the system tries to drop the PRPC_Updatescache procedure. Because triggers on rules tables use PRPC_Updatescache, you must use the ZOSDisableTriggerScripts to disable these triggers before you update the data schema.

1. Follow the instructions in the Pega 7 Platform Upgrade Guide to upgrade the rules schema, but stop immediately before you upgrade the data schema with the upgrade.bat or upgrade.sh script. The Pega 7 Platform Upgrade Guide is on the Support > Deployment Guides page.
2. Copy the contents of the <distribution>\ResourceKit\ZOSDisableTriggerScripts directory into the <distribution>\scripts\ directory.
3. Run fixZosTriggers.bat or fixZosTriggers.sh with the following arguments:
   --action preupgrade
--dataschema <data schema name>
   --oldrulesschema <old rules schema name. If you are upgrading from a single-schema system, this is the data schema name.>
   --newrulesschema <new rules schema name>
   --automaticddl <Optional. Set to true to automatically apply the disable trigger SQL scripts.>

   For example:
   fixZosTriggers --action preupgrade --dataschema pegadata --oldrulesschema pegarules --newrulesschema newrules --automaticddl false

4. If you did not set --automaticddl to true in the previous step, run the <distribution>\schema/disable.sql script to manually disable the trigger SQL scripts.
5. Run the data schema upgrade as described in the Pega 7 Platform Upgrade Guide.

Run advanced agents on only one node in a cluster

You can now configure an advanced agent to run on only one node in a cluster at a specified time. In addition, you can specify the time interval within which an advanced agent runs on only one node in the cluster, which avoids having two advanced agents starting to run on the same node at the same time.

For more information, see Improved control for running advanced agents and Agents rules – Completing the Schedule tab.

New PegaRULES:PegaAPISysAdmin​ role

The role PegaRULES:PegaAPISysAdmin​ has been added to the Pega 7 Platform. This required role gives system administrators access to the Pega API REST User Services and is not required for other services.

For more information, see Securing the Pega API.

Create case and Wait smart shapes are available for stage steps

You can design case types more efficiently by using smart shapes, which are steps with preconfigured functionality. Use the Create case step to create a case from an existing case type, or to create a new case type, and transfer information from the original case to the new one. Use the Wait step to pause case processing until another case reaches a specified status.

For more information, see Adding a preconfigured step to a process.

Upgrade changes system name

As of Pega 7.1.7, the following renaming behavior no longer occurs.

The upgrade process renames your system to “PRPC” and modifies any custom requestor rules in your application to use this name. After the upgrade completes, you must apply these changes to revert your system:

1. Identify all custom requestor rules (browser, batch, app, portal) with access groups that point to prior versions of PRPC.
2. Open the relevant access groups (for example, PRPC:Unauthenticated and PRPC:Agents) and update the name and version fields to point to the current PegaRULES application.
3. Reset your system name to its original value. You can set the Dynamic System Setting prconfig/identification/systemName/default or use the Designer Studio > System > Settings > System Name landing page.
4. Restart the system.

Limited action set for mobile-optimized grid layouts

The grid layout supports a limited action set when you select the Optimize for mobile mode. Actions allow you to determine the behavior of the grid. When Optimize for mobile is selected on the General tab of the grid layout properties, the following actions are available on the Actions tab:

• Set focus
• Open work by handle
• Open assignment
• Edit item

For more information, see Optimize repeating grid layouts for mobile.

Existing operator IDs during upgrades and updates

Upgrades and updates are always performed in secured mode to help prevent unauthorized access to your system. In secured mode, the [email protected] operator ID is always overwritten, but other existing standard operator IDs are not modified. New operator IDs are inserted in secured mode. For more information, see the Deployment Guide for your environment.

Remote device log retrieval

You can access device logs without end-user involvement by using the device log retrieval functionality. The Pega 7 Platform downloads logs from a specific user's device during data synchronization events. You can use these logs to troubleshoot and support offline-enabled custom mobile apps.

For more information, see Device logs.