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.

Real-time event processing

Real-time event processing is a mechanism that can be used to analyze a high velocity stream of events entering the system and derive conclusions from them. It is possible to define metrics, measurements, and conditions under which subsequent trigger events are generated.

For details, see Real-time event processing.

End of support for form-based rule forms in Pega 7.1.9

Rule forms that are configured to render as forms are no longer supported in Designer Studio or end-user applications. Form-based configurations are found on custom rule types that were created in earlier versions of Pega 7 and are characterized by pop-up windows that are rendered externally from Designer Studio.

Reconfigure Pega 7 applications that use such rule forms by using standard harnesses and sections.

1. Open the class form.
2. Click the Advanced tab.
3. Select Harness from the Rule formmenu.
4. Create a new harness and new sections that implement the logic of the custom rule, using standard user interface layouts and controls.

Migrating custom rule forms to harnesses and sections offers the following benefits:

• User interfaces become HTML5 WC3 compatible and responsive to different screen sizes.
• User interfaces become cross-browser compatible, rendered consistently in Google Chrome, Mozilla Firefox, Apple Safari, and recent versions of Microsoft Internet Explorer.
• Rendering performance on modern browsers is dramatically improved.
• User interface pop-up behavior is eliminated; all windows are rendered inside Designer Studio and end-user applications.

End of support for Microsoft Internet Explorer 8 and quirks mode applications in Pega 7.1.9

In accordance with Microsoft’s announcement to discontinue support for Internet Explorer 8 in January 2016, Pega 7.1.9 does not support Internet Explorer 8, nor does it support non-HTML5 standard user interfaces.

You must upgrade to Microsoft Internet Explorer 9 or later or use Google Chrome, Apple Safari, or Mozilla Firefox. If you are using Internet Explorer 9 or later, you must turn off compatibility mode by accessing the Compatibility View settings.

Note the following:

• Pega 7.1.9 does not support user interface rules that are not based on HTML5 standards (rules in quirks mode).
• If you use applications that are rendered in quirks mode, which enables Pega 7 to correctly display and render non-HTML5 standard user interfaces, you must update them to standards-based HTML5 user interfaces when you upgrade to Pega 7.1.9 or later. Pega 7 provides automated tools to help you migrate your applications.
• Pegasystems Global Customer Support will not investigate or fix any Pega 7.1.9 bugs or support requests that are exclusive to Internet Explorer 8 or quirks mode user interfaces.

You can quickly identify which components of your application user interface are not HTML5 standards-based by clicking Designer Studio > User Interface > HTML5 Application Readiness.

Upgrading to Pega 7.1.9 and a newer browser offers the following benefits:

• These browsers are HTML5 and CSS3 compliant.
• New features are supported and existing features work as intended.
• The Pega 7 Platform user interface is displayed and rendered as intended.
• Browser security is enhanced.

If you have additional questions about browser support, see the Platform Support Guide or contact Pegasystems Global Customer Support.

Report Browser removed from Designer Studio

The Report Browser and Access landing page have been removed from Designer Studio. In Designer Studio, developers can create, edit, and test reports by using the Report Definition rule form.

The Report Browser is still available in the Case Manager portal.

Real-time pulse processing for multinode systems

Multinode development environments now use real-time pulse processing. Previously, when a change was made on one node, the pulse processing interval could take a minute or more for that change to be reflected on another node. Now, when a rule is changed on one node, that change is immediately reflected on all the other nodes in the cluster. This change helps to ensure that users are running a rule on the same node as where the rule was changed.

Verifying that a Pega 7 Platform instance is running

You can verify whether a Pega 7 Platform instance is up and running by entering this URL: http://<<hostName:port/contextName>>/PRRestService/monitor/pingservice/ping

The Pega 7 Platform Engine responds with HTTP Response Code 200 if the instance is available. The response contains JSON text in the format { "duration":"<time in milliseconds>" }. Any other response codes or timeout indicate that the instance is unavailable.

Text analytics on the Pega 7 Platform

The Pega 7 Platform offers users the capability to analyze units of text, extract quality information, and translate it into business intelligence. The text analytics functionality aims to determine the positive, negative, and neutral polarities (tone) of subjective sentences. It also provides mechanisms for categorizing units of text and classifying text elements into predefined categories. You can use it to analyze text-based content including news feeds, emails, and postings on social media streams, such as Facebook, Twitter, and YouTube.

For more information, see Introduction to text analytics on the Pega 7 Platform.

Updates to the Data Flow rule

It is now possible to use report definitions as primary and secondary sources in the Data Flow rule. The data flows that are sourced by a report definition can be distributed on multiple nodes. When using a database table data set as the destination of the data flow, you need to select one of the save options for the data set (insert records or insert and update records).