Published Release Notes

New Email Manager portal

From the Email Manager portal you can more easily and quickly triage received emails and create business cases in a Pega Platform™ application. You can use the Email Manager portal with an application that is used with Intelligent Virtual Assistant for Email. The Email Manager portal suggests business cases for you to create from emails and automatically sends replies to a customer.

For more information, see Email Manager portal.

Create configurable node types with purpose-specific names

To meet your specific business needs, you can now configure your own node types that you can segregate by purpose, and also define their behavior. Pega Platform™ supports node types that you can associate with multiple resources, like agents or job schedulers. For ease of use, apply meaningful names to your node types.

For more information, see Node classification, Creating configurable node types.

View mini user profiles in Pulse

You can now view mini profiles of users who post messages and users who are referenced in Pulse, by clicking the name of the user. A mini profile contains the user's job title, reporting manager, organization, and links to call and send email to the user. By seeing a brief overview of a user profile, you can access important information about users and contact them more quickly.

For more information about Pulse, see:

• App Studio – Communicating with users by using Pulse
• Dev Studio – Communicating with users by using Pulse

Twitter data sets no longer supported

Twitter is deprecating several APIs, which will disrupt the Twitter data set functionality. Twitter data sets will not be able to fetch any tweets or direct messages. This issue affects all applications that use Twitter data sets to connect to social (mainly Pega Customer Service applications).

This change applies to the current and earlier releases of Pega Platform™ that make use of Twitter data sets and it impacts all environments, including Pixar, VM, and Pega Labs instances.

Twitter connectors will be fully functional at a later date. For now, the best practice is to de-emphasize social media in your data sets.

Role-based workspaces improve productivity

You can now use workspaces to access role-based tools and features. By focusing on the tasks that align with your expertise, you can develop and manage your application more quickly.

For more information about the different types of workspaces, see Workspaces.

New roles required for system management features and APIs after upgrade

The pzSystemOperationsObserver and pzSystemOperationsAdministator privileges are no longer used for accessing system management features in Admin Studio and for system management APIs. Pega Platform™ has new privileges for individual system management functions and new roles configured with these privileges. Use the following roles to access system management features and APIs:

• PegaRULES:SysOpsAdministrator – has all administrator and observer privileges
• PegaRULES:SysOpsObserver – has all observer privileges
• PegaRULES:SysAdm4 – has all administrator and observer privileges

After upgrading, you can include one or more of these roles in your access group or create a custom role. For more information about access roles, see Access roles.

Feature management added to App Studio

You can now create and manage features in App Studio. Because this functionality is no longer restricted to Dev Studio, you can encourage all team members to adopt feature-driven development, which improves the traceability from your requirements to their respective implementations.

For more information, see Feature-driven development.

Application overview added to App Studio

High-level information about an application, such as the available channel interfaces, case types, and data types, is now available in App Studio. By monitoring your project from a holistic point of view, you can make informed decisions about how and where you want to allocate your development resources.

For more information, see Application overview.
 

Click, record, and play UI scenario tests

You can now record, edit, and run scenario-based UI tests in end-user portals. By using scenario-based tests, developers focus on testing an application's ability to deliver real business value instead of writing code. Developers can test autogenerated and custom controls, actions, and navigation in a specific case or in an entire portal. Test recording is available on the run-time toolbar, and tests are available on a unified landing page that provides easy access to them. For more information, see Find and fix issues by using the Accessibility Inspector.

External login with OpenID Connect or SAML protocol for custom mobile apps

Custom mobile apps can now use single sign-on (SSO) with OpenID Connect or SAML to authenticate by using identity providers such as Google, Auth0, Okta, or Azure Active Directory (Azure AD). External login provides a convenient and secure way to access your application. Users' credentials are never shared with the custom mobile app.

For more information, see Configuring a custom mobile app to use external login with OpenID Connect or SAML protocol.