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Application release changes, types, and processes

The following tables provide information about the types of changes that you can make within a release, the release types, and the release management process to follow based on the types of changes that you want to deploy.

Types of changes within a release

Change type Technical changes Activates by access group Activates immediately Activation requires restart Release frequency Requires a Support Request
(Pega Cloud only)

Rules

(including non-rule-resolved rules)

Rule-

Rule-Application-Rule

Rule-Obj-Class

Rule-Ruleset-Name

Rule-Ruleset-Version

Rule-Access-Role-Obj

Rule-Access-Deny-Obj

Yes Yes No Daily/Weekly No
Data instances Data- No Yes No Weekly No
Dynamic System Settings Data-Admin-System-Settings No Yes1 No1 Monthly1 No
Functional

Rule-Utility-Function

Rule-Utility-Library

Yes Yes2 No2 Monthly Yes
Data model SQL No Yes No Monthly Yes
Code

Java JAR file

Java .class file

No No Yes Monthly Yes
Environment

Changes outside of Pega

(JVM, XML configuration)

No No Yes Quarterly Yes

1. Certain Dynamic System Settings activate only on system restart and require you to follow the Environment release process.

2. Treat functional changes that reference code as a Code release, which requires a system restart to activate if you are making code changes.

  • Change type – This column lists the high-level category of changes that you can make in a release.
  • Technical changes – Technical changes describe the rule types or artifacts for a change type. Rule- and Data- include all subtypes under that parent type, unless specifically identified for a different change type.
  • Activates by access group – Rule resolution for this change type is controlled by the access groups of an operator.
  • Activates immediately – Rule resolution uses this change type immediately after deployment.
  • Activation requires restart – This change type requires a system restart before it is available to the rule resolution process.
  • Release frequency – Release frequency indicates the period in which you can deploy this type of change to production.
  • Requires a Support Request (Pega Cloud only) – As a Pega Cloud customer, you are responsible for any application changes that you make; however, as a best practice, inform and engage Pega Support before releasing application changes. You can open a Support Request on My Support Portal. For more information, see My Support Portal FAQ.

Release types

Release type Activates for users Application users affected Significant UX impact Release frequency New application version Self-service Requires a Support Request
(Pega Cloud only)
Bug fix Immediately All No Daily No Yes No
Standard release On access group update By access group No Weekly Yes Yes No
Database release Immediately All No Monthly Yes No Yes
Code release After restart All No Monthly Yes No Yes
Environment release After restart All No Quarterly Yes No Yes
Major release Per change type3 Per change type3 Yes Quarterly Yes No Yes

3. Activation of a Major release occurs based on the change types that the release contains. For information about how each change type is activated, see Table 1.

  • Release type – This column lists the high-level category of releases that you can deploy.
  • Activates for users – This column indicates when this release type takes effect for users.
  • Application users affected – This column provides the scope of application users that see the effect of this release type.
  • Significant UX impact – This release type might require users to significantly relearn a process or has significant layout changes.
  • Release frequency – This column provides the frequency of this type of release.
  • New application version – This column indicates whether you must create a new application version for this release.
  • Self-service – A user with appropriate permissions can execute this release type using the Pega 7 Platform, and a Pega System Administrator is not required to roll back changes.
  • Requires a Support Request (Pega Cloud only) – As a Pega Cloud customer, you are responsible for any application changes that you make; however, as a best practice, inform and engage Pega Support before releasing application changes. You can open a Support Request on My Support Portal. For more information, see My Support Portal FAQ.

Process to follow based on types of changes

Does your release contain the following changes? Follow this release process Requires a Support Request
(Pega Cloud only)
Rules Data instances Dynamic System Settings Functional Data model Code Environment Significant UX impact
X X - - - - - - Bug fix No
X X X X - - - - Standard release No
- X - - X - - - Database release Yes
- - - -5 - X - - Code release Yes
- - -4 - - - X - Environment release Yes
X X X X X X X X Major release Yes

4. Certain Dynamic System Settings activate only on system restart and require you to follow the Environment release process.

5. Treat functional changes that reference code as a Code release, which requires a system restart to activate if you are making code changes.

  • Rules – Are you deploying Rules- records in this release?
  • Data instances – Are you deploying Data- records in this release?
  • Dynamic System Settings – Are you loading Data-Admin-System-Settings records in this release?
  • Significant UX impact – Will users need to significantly relearn a process, or are there significant layout changes?
  • Code – Are you loading JAR files as part of this release?
  • Data model – Are there changes to your data model in this release (SQL)?
  • Environment changes – Will there be operating system or application server changes in this release?
  • Follow this release process – Based on your answers to these questions, follow this release process.
  • Requires a Support Request (Pega Cloud only) – As a Pega Cloud customer, you are responsible for any application changes that you make; however, as a best practice, inform and engage Pega Support before releasing application changes. You can open a Support Request on My Support Portal. For more information, see My Support Portal FAQ.
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