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Best practices for upgrading mobile apps

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New versions of Pega Mobile Client are backwards-compatible with most of the features that are available in earlier versions. However, an upgrade to the latest Pega Platform version adds new features and enhancements to the low-code prescriptive authoring environment, in which you can develop your app.

The following best practices ensure that your apps work correctly after the upgrade.

Authentication

  • When you upgrade from earlier Pega Platform versions to Pega Infinity, use SAML, OpenID Connect, or basic authentication type services instead of custom authentication services.

    For more information, see Authentication services.

  • Contrary to earlier Pega Mobile Client 7 versions, in new releases of Pega Mobile Client, user data is cleared when another user signs in to the app.
  • Never regenerate the client secret for a client registration data instance that was generated for your mobile channel.
  • When you upgrade from an environment that is already on a Pega Infinity version, remember that an export of a mobile channel instance already includes a client registration data instance. Therefore, mobile apps from your earlier Pega Infinity versions can work after the upgrade.

Branding

  • Define the branding and theme of your app directly in the mobile channel.

    For more information, see Customizing the theme of mobile apps.

  • Avoid customizing the branding of your app by uploading branding assets or modifying skins in your application.
    For app localization purposes, you must use the .zip file with branding assets.

Navigation

  • Build the navigation of your app in the mobile channel, instead of manually configuring and overriding navigation rules.

    For more information, see Adding items to the menu bar.

  • Reuse the required harnesses by selecting them from the list of pages in the navigation configuration in the mobile channel.

    For more information, see Adding items to the menu bar.

    Only the components that are marked as relevant records are available for reuse as pages. For more information, see Marking a record as relevant.

Layout and user interface

Customizations

  • Avoid any JavaScript customizations and custom modules; instead, build and configure your app in the mobile authoring model.

    Check if the out-of-the-box authoring in later versions supports processes that required customizations in earlier Pega Platform versions.

    If you upgrade to Pega Infinity and your app relies on custom modules, you must download a development kit and recreate custom modules that you created for legacy Pega Mobile Client 7 versions, to ensure that they work with Pega Infinity mobile clients. To configure custom modules, you need to be proficient in native app development.
  • Avoid using iframes.

Ruleset sharing

  • Use only one unlocked ruleset for mobile app development. If you want to make changes in multiple rulesets, use branches.
  • If you want to share rulesets between applications, ensure that the rulesets are locked.
  • If you want to share rulesets between applications, ensure that a shared ruleset does not contain a mobile channel interface rule instance. An instance of a mobile channel is bound to only one Pega Platform application – the one within the context of which it was created.

Legacy mobile channels

Push notifications

  • In Pega Mobile Client, the app displays push notifications on the banner at the top of the screen of the mobile device first, even if the app is in the foreground.

Migration

  • If you migrate your application from earlier Pega Platform versions, ensure that the data page that you use as a source for a mobile list page contains the pzInsKey property.

    For more information about configuring mobile list pages, see Authoring mobile list pages.

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