Published Release Notes

Production data sampling and migration for decision strategy simulations

Pega Platform™ now supports the sampling and migration of data from the production environment to the simulation environment. The data that is migrated for simulations includes customer details, Adaptive Decision Management information, and interaction history. By running a simulation on that sample data in Pega Marketing™ or Pega Customer Decision Hub™, you can verify how the changes to your decision logic impact the results. You can use that information to optimize and adjust your decision algorithms and processes.

For more information, see Deploying sample production data to a simulation environment for testing.

Requestor Management landing page access privileges

To access the Requestor Management landing page after upgrading to Pega^® Platform 7.3, you need to add the appropriate privileges to the @baseclass and Pega-Landing access classes in the access roles. Apply these privileges to any application in which you want the operator to be able use the requestor management feature.

For more information, see the Requestor Management landing page and the appropriate Deployment Guide.

Updated default dynamic system setting for requestor pools

Clients can now enable or disable requestor pools for processing service requests using a new dynamic system setting called EnableRequestorPools with Pega-IntegrationEngine as the owning rulest. Previously, all deployments utilized requestor pools to improve service processing response efficiency; requestor pools eliminated overhead by automatically returning a requestor to the pool after it fulfills a service request. Starting in Pega Platform 8.4, requestor pools are disabled in Client-managed cloud deployments, since these deployments use autoscaling to handle service request traffic. Enabling requestor pools in Kubernetes environments is not recommended, because they can inhibit the default autoscaling settings in the environment.

Requestor pools remain enabled by default in Pega Cloud and on-premises environments.

To help clients navigate this change, Pega has updated its best practice guidance for configuring requestor pools. For an overview, see Requestor pooling for services. For guidance on the use of requestor pools in your application, see the EnableRequestorPools entry in Dynamic system settings data instances.

Upgrade impact

Requestor pools are disabled by default in Pega Platform 8.4 in client-managed cloud deployments. Clients who deployed previous versions of Pega Platform on a Kubernetes environment and who upgrade to Pega Platform 8.4 could see that their services behave differently.

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

If clients that are deployed in a Client-managed cloud environment need to configure their services to use requestor pools and they understand how to configure requestor pools for their optimized use, these clients can re-enable requestor pools. Clients should review the best practice for configuring requestor pools before they re-enable requestor pools. To re-enable requestor pools, you modify the EnableRequestorPools setting in the Pega-IntegrationEngine Owning ruleset from “disabled” to Enabled [no value]. For details, see Editing a dynamic system setting.

Connect-HTTP support discontinued

Pega Platform™ no longer supports Connect-HTTP rules. HTTP connectors were used to start HTTP request/response interactions between Pega Platform and external systems identified by a Connect HTTP rule (Rule-Connect-HTTP rule type).

After an upgrade to Pega Platform 8.6 and later, you can still use and modify existing HTTP connectors, but you cannot create new ones. As a best practice, use REST connectors instead, which offer more capabilities and have better support from development teams.

For more information, see Connect REST rules.

Improved operator security

To improve security, Pega® Platform now requires the following:

• During deployment, you must configure a password for [email protected].
• The administrator must enable new out-of-the-box operators.
• The administrator and new Pega-supplied operators must change their passwords after the first login.

These requirements replace the optional secured mode in earlier versions of Pega Platform.

Easier customer record management in Customer Profile Designer (early preview)

The new Customer Profile Designer module of Pega Customer Decision Hub™ makes it possible for marketing analysts and strategy designers to define the associated data for each customer context directly in the Pega Customer Decision Hub portal. It is also possible to define more complex associated data structures that use a custom data flow, or define associated data of different types, such as RDBMS and Cassandra, for the same customer context.

Customer Profile Designer is available in Pega Customer Decision Hub 8.6 version as an early preview version. The functionality will be further expanded in future releases.

For more information, see Manage customer records in Customer Profile Designer (8.6).

Gadget configuration by using IAC gateway console is no longer supported

The Internet Application Composer (IAC) gateway was deprecated in Pega Platform™ 7.2.1 and is no longer supported. The IAC was used to embed a Pega Platform application, such as a gadget, on the pages of a web application that was located on your intranet, extranet, or internet site.

Upgrade impact

After an upgrade to Pega Platform 8.5, the configuration of gadgets through the IAC gateway console is no longer supported.

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

To make subsequent changes to your current web mashup, use Pega Web Mashup. 

For more information, see Tutorial: Creating a mashup with Pega Web Mashup.

Improved indexing performance by gradual retrieval of data

Search functionality in Pega Platform™ versions from 8.4.5 to 8.6 now includes the option to improve indexing performance when reading query results from a large table in a database. For example, to load the recommended 50 records at a time, in the Pega-SearchEngine ruleset, create the indexing/distributed/fetchsize dynamic system setting, and set the value to 50.

Creating the fetchsize dynamic system setting ensures that your system does not crash while indexing classes with numerous instances.

For more information, see Creating a dynamic system setting.

Legacy Parse XML rule configurations must be upgraded to edit them

If your application has Parse XML rules that use the legacy configuration from Pega Platform™ 5.x, you cannot edit these rules after you upgrade to Pega Platform 8.6 until after you upgrade them to use tree-based parse rule configuration.

You must upgrade a Parse XML rule that you want to edit if it shows the following warning when you open it in Dev Studio.

This type of Parse XML rule is deprecated. An upgrade should be performed.

An option to upgrade also displays below the message.

Upgrade impact

Parse XML rules with the legacy configuration do not map data to the clipboard, and the rule definition is empty. After you upgrade to Pega Platform 8.6, you cannot edit Parse XML rules that you created in Pega Platform 5.x or earlier until you upgrade them to use tree-based parse rule configuration.

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

Update legacy Parse XML rules to use tree-based parse rule configuration before you edit them in Pega Platform 8.6. Using tree-based parse rules is considered a best practice.

1. Open the legacy Parse XML rule.
2. On the Mapping tab, click Upgrade.
   Result: The Allow tree editing? check box is displayed and is automatically selected. You can add attributes and elements to the tree structure, or delete them.
3. Save the upgraded rule configuration.

For more information, see Parse XML rules.

Uploading customer responses into adaptive models is no longer available

The option to train adaptive models by uploading a static list of historical interaction records has been deprecated in Pega Platform™ 8.5.

Upgrade impact

In versions of Pega Platform earlier than 8.5, it was possible to train an adaptive model by uploading historical data of customer interaction. After the upgrade to version 8.5, this option is no longer available.

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

Use data from a report definition to train adaptive models. For more information, see Training adaptive models.