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7.1.2 ML2 product changes with upgrade impacts

Legacy CPM portals are no longer supported

CPM portals from releases prior to CPM 6.2 (CACSRPortal, CAManagerPortal, CASalesRepPortal, CASalesManagerPortal, and their derivatives) are no longer supported and do not function in this version of CPM.

Access groups must be reconfigured to use the new UI and one of the following portals that was introduced in CPM 6.2:

  • CPMCSR_Portal
  • CPMAccountManager_Portal
  • CPMSalesRep_Portal
  • CPMSalesManager_Portal

The CPMManager_Portal introduced in CPM 6.2 has been deprecated in the CPM 6.3 SP2 version. Its features have been included in the CPMCSR_Portal and have been made available to users with the PegaCA:Manager privilege. Access Groups that use the CPMManager_Portal must be updated to use CPMCSR_Portal and include the PegaCA:Manager privilege.

Before beginning the upgrade, review the functionality, behavior, and style of these new portals. If the legacy portals have been customized, these customizations are not included in the updated portals. If the customizations are still required, you must evaluate and plan for making equivalent customizations in the new portals.

If you need additional assistance, contact your Pega Account Executive.

Pega Sales Automation

Operator access for the territory-based security model was changed in this release and requires some data instances to be updated to reflect these changes. For more information on upgrading territory and operator access-related data instances, see the Pega Sales Automation Upgrade Guide on the Pega Sales Automation product page.

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