Published Release Notes

Case and Pulse notification email subjects no longer contain IDs

The subjects of notification emails for cases no longer contain case IDs, and for Pulse, they no longer contain Pulse message IDs. The system now interacts with email clients by using the information that is stored in the email headers. As a result, comments are posted on a conversation even if users edit the subjects when they reply to these emails. Because the system also sends the replies as emails to the relevant users in the conversation, editing the subjects allows users to give appropriate descriptions of the emails to the relevant users.

For more information about email notifications, see:

• Pega^® Express 7.4 – Communicating with Pulse
• Pega Platform 7.4 – Communicating with Pulse

Life cycle tab renamed to Workflow

The Life cycle tab for case types has been renamed to Workflow. On the Workflow tab, you can define a life cycle for case types by clicking Life cycle, and you can define user actions for case types and stages by clicking Optional actions.

For information about defining a life cycle for a case type, see:

• Pega Express 7.3.1 – Defining a life cycle for a case type
• Pega Platform 7.3.1 – Defining a life cycle for a case type

For information about user actions, see:

• Pega Express 7.3.1 – User actions
• Pega Platform 7.3.1 – User actions

Upgrading Adaptive Decision Manager data mart tables might fail

Issue: Upgrade from 7.3 to 7.3.1 fails if the data contained in the pxInsName column of the PR_DATA_DM_ADMMART_PRED_FACT table is longer than 128 characters.

Reason: During the Pega Platform™ upgrade from 7.3 to 7.3.1, data in the Adaptive Decision Manager (ADM) data mart tables is migrated from the PR_DATA_DM_ADMMART_PRED_FACT table to the PR_DATA_DM_ADMMART_MDL_FACT table. In Pega 7.3.1, ADM uses only the PR_DATA_DM_ADMMART_MDL_FACT table where the pxInsName property can store values that are 128 characters long. In Pega Platform 7.3, the pxInsName property in the PR_DATA_DM_ADMMART_PRED_FACT table can store values that are 255 characters long. If the pxInsName property contains values that are longer that 128 characters, the upgrade fails.

Resolution: Issue an ALTER TABLE statement to change the pxInsName column size to 255 characters and resume the upgrade. For example:

ALTER TABLE rules.pr_data_dm_admmart_pred ALTER COLUMN pxInsName TYPE varchar(255);

For more information, see Adaptive Decision Manager data model.

Additional configuration options for File data sets

You can now create File data sets for more advanced scenarios by adding custom Java classes for data encryption and decryption, and by defining a file set in a manifest file.

Additionally, you can improve data management by viewing detailed information in the dedicated meta file for every file that is saved, or by automatically extending the filenames with the creation date and time.

For more information, see Creating a File data set for files on repositories and Requirements for custom stream processing in File data sets.

Improvements to Visual Business Director (VBD)

Business monitoring and reporting no longer depends on the external Visual Business Director service because VBD is now embedded in the Pega 7 Platform. You add a VBD node to the cluster to access VBD for simulations and monitoring. In addition, when you use the Google Chrome browser, VBD launches as a new HTML client that provides the visualization.

For more information, see The Visual Business Director (VBD) HTML client and Accessing Visual Business Director (VBD).

Select multiple nodes for the Adaptive Decision Manager service

You can select multiple Pega Platform nodes and assign them to the Adaptive Decision Manager (ADM) service as worker nodes. Adaptive learning is no longer restricted to a single server, which provides resilience and scalability. You can add or remove nodes from the ADM service while the system processes customer responses.

For more information, see Changes to Adaptive Decision Manager.

Migrate DDS data across various schema versions

You can use multiple versions of a single Decision Data Store (DDS) data set type in different applications that run on the same Pega^® Platform instance and efficiently move data across those versions even if the underlying data schema is different. This solution improves the data management process and simplifies the reuse of existing data.

For more information, see Decision Data Store migration.

Guided tours and online help added to application guides

You can now create application guides that display content from a Pega^® Platform help topic or a sequence of tour stops in a guided tour. By providing supporting information in an interactive format, you can help users complete tasks more quickly.

For more information about displaying help topics, tour stops, and other types of information in a task, see Interactive tasks in an application guide.

Store and scale the processing of Stream data records on multiple nodes

You can configure the Stream service on Pega^® Platform to ingest, route, and deliver high volumes of low-latency data such as web clicks, transactions, sensor data, and customer interaction history. You can store streams of records in a fault-tolerant way and process stream records as they occur. Add or remove Stream nodes to increase or decrease the use of the Stream service and optimize data processing.

For more information, see Stream service overview.

Case tags for improved case search

Pega Platform™ now supports enhanced tagging for case types so that you can search cases by tags. As a result, tagging is more consistent because you can define a set of suggested tags that users can add to their posts and cases. When users search for cases, they can apply several filters, for example, recently added or most frequently used tags.

For more information about tags, see Tagging cases in Dev Studio, Tagging cases in App Studio.