Published Release Notes

Improving basic access control

Pega Platform™ has implemented a new basic access control (BAC) to protect your application from unauthorized server calls from otherwise authenticated users.

For more information, see Access Control Checks.

Upgrade impact

After you upgrade to Pega 8.5, all the functionality in the model configurations that use auto-generated controls and actions continues to work as before. However, you must secure any customized JavaScript in your application layer that makes AJAX (server) calls  by using registration or encryption mechanisms.

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

After upgrade, to migrate custom JavaScript functionality, see Access Control Checks.

Authentication service for basic credentials

A new type of authentication service is available for authenticating operators by using basic credentials (user ID and password). The default Pega Platform™ login is now an instance of this type of authentication service. All basic credentials authentication services include mobile authentication with the OAuth 2.0 protocol and Proof Key for Code Exchange (PKCE). You no longer have to create a custom authentication service to support mobile applications.

For more information, see Configuring a basic authentication service.

Attribute-based access control model

Attribute-based access control (ABAC) is a security authorization model in which access rights are determined through the use of policies and attributes. A policy decision engine in ABAC evaluates digital policies against available data (attributes) to permit or deny access to the requested resource. For example, you can now determine access rights to cases by examining security attribute values assigned to the user and the case.

For more information, see Attribute-based access control.

Discovery features for access control policies

Access control policies now support discovery features that allow end users to view limited, customizable information about class instances that fail Read policies but satisfy Discover policies. Two types of Discovery gadgets are provided, and when discovery features are enabled, a Discovery gadget is included in the Report Viewer and in search results. Developers can customize these gadgets and include them in other parts of an application user interface.

For more information, see Discovery features for access control policies.

Addition of Data Access Tab to access control policy condition rules

You can now select associations and declarative index classes when creating access control policy condition rules. The Column source field in the policy condition can now accept properties from available associations and indexes. For ease of reference, the selected associations and indexes are available on the new Data Access tab. 

Using the new tab, you can build complex authorization models in which access restrictions for a class depend on the attributes present in the associated and indexed classes, along with the attributes in the current class. For example, a project management application can now separately maintain project lists for each operator and use that information to restrict read/write access to unique projects.

The information available on the new Data Access tab reflects rule form changes, which are similar to the existing functionality of the Report Definition in the Application Data Model. 

For more information, see Creating an access control policy condition.

New access control policy for encrypting properties

With attribute-based attribute control, you can now encrypt property values in the database, clipboard, logs, and search indexes for any property type. If no policy obfuscates an encrypted property, its value is visible in UI controls and reports.

For more information, see Creating an access control policy.

External access control DASS

A new Dynamic Admin System Setting (DASS) controls the Designer Studio's access to external systems, specifically the PDN RSS feed found on the home page.

By default, Pega-Desktop.AllowAccessToExternalSystem is set to TRUE. Update this setting to FALSE to hide the PDN RSS feed and ensure that no RSS fetch is performed.

Update and delete actions available in access control policies

Access control policies support update and delete actions on objects. These actions control which specific instances of a class can be created, updated, or deleted by an end user in a case.

For more information, see Creating an access control policy.

Manage and debug your access control policies on the Policy-based Access landing page

You can now view, manage, and debug access control policies that are used in your application on the Policy-based Access landing page. You can also verify whether relevant access control policies grant or deny access to a specific case for a specific operator. By using this new landing page you can manage and debug policies by yourself without contacting Global Customer Support.

For more information, see Reviewing access control policies, Verifying access control policies​

Conditional filter logic supported in access control policy conditions

In the Access Control Policy Condition rule form, you can now add conditional logic that allows you to apply different access control policy conditions based on different situations, such as different types of users. The policy condition filters that are enforced  are based on the results of Access When rules. Conditional filters can be configured to allow certain highly privileged users to bypass access control security in certain situations. This is accomplished by entering an Access When but leaving the conditional logic field blank.  When such a filter is applied to a read access policy it also should be applied to the corresponding discover policy.

For more information, see Creating an access control policy condition.