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Pega Cloud Services post-upgrade tasks (7.x to 8.x)

After Pega Cloud Services upgrades your environment, review the following tasks and complete the tasks that are applicable to your Pega application.

For details about the difference between a major upgrade, a minor upgrade, and a patch, see Upgrading and patching Pega Infinity.

  • Enabling Admin Studio

    Admin Studio is the portal in which you perform administrative and operations tasks in Pega Platform. To access Admin Studio, grant users either the PegaRULES:SysOpsAdministrator or the PegaRULES:SysOpsObserver role. Admin Studio replaces the System Management Application (SMA).

  • Locking and rolling ruleset versions

    If your system includes ruleset names that use ruleset prerequisite validation instead of application-based validation, lock your existing ruleset and roll them into new versions before you continue your development. Locking ensures that future development is based on the upgraded rulesets and that your applications consistently reference the latest features.

  • Identifying conflicts with rules that cannot be overridden by running the final rules conflict report

    The Final Rules Conflict Report lists rules in your system that reference final Pega rules for this release. These rules vary depending on the specific release from which you are upgrading.

  • Upgrading from Pega Survey 7.2.2 or earlier: enabling the new Pega Survey features

    For applications using Pega Survey, if you are upgrading from Pega 7.2.2 or earlier, upgrade your application to use the latest survey features.

  • Upgrading from Pega Platform version 7.2.2 or earlier: enabling notifications by upgrading access role names

    When upgrading from any release prior to Pega 7.2.2, you must upgrade all the user access role names of an application with specific classes so that users can receive notifications.

  • Upgrading from Pega Platform version 7.2.2 or earlier: enabling access to environmental information

    Enable access to environmental information to avoid an apparent flaw in some security audits.

  • Optional: Enabling new UI kit and Cosmos features

    To take advantage of the latest user interface elements, including templates and icons, add the latest version of the UI Kit or Theme-Cosmos application to the Built On Applications List. You can still continue to use your current version of the UI Kit or Theme-Cosmos to avoid additional post-upgrade steps, but then you will not have access to the latest features, functions, and fixes.

  • Running upgrade utilities

    Pega Platform includes several upgrade utilities to help you to upgrade your application to use new features. Run all of the upgrade utilities.

  • Upgrading your applications

    If you did not run the Update Existing Application utility during the upgrade, you can run it after the upgrade to ensure that your existing applications take advantage of new functionality in Pega Platform. Run the utility first on your development system and test the changes. Then, run the utility again on the production system. The specific actions required for your application depend on your current version.

  • Upgrading from Pega Platform version 7.3, 7.3.1, or 7.4: granting access to the Requester Management landing page

    To access the Requester Management landing page in your application, add privileges to the @baseclass and Pega-Landing access classes in your access roles.

  • Reviewing and updating agent associations using node type

    In Pega Platform 7.3 and later, all nodes in Pega Cloud Services environments support associating agents with node types. With node classification, agents no longer create or utilize NodeID-based Data-Agent-Queue (DAQ) instances. After Pega Cloud Services finishes upgrading your environment, agents are mapped to the BackgroundProcessing node type by default; previously configured DAQ customizations using NodeId are removed.

  • Upgrading from Pega Platform version 7.3 or earlier: Updating service email rules to reply to Pulse email notifications

    If you configured service email rules in Pega Platform 7.3 or earlier, following an upgrade, you must add required fields in order for your applications to reply to Pulse email notifications correctly.

  • Reverting customized log-in page

    If you see the log-in page for the previous version of Pega Platform the access group might have reverted to the default access group after the upgrade. To display your customized log-in page, reset the access group.

  • Reviewing the content storage location

    For Pega Platform 7.4, the default content storage location changed from Pega database to Pega Cloud File Storage. As a best practice, do not change the storage location to ensure large data transfers are handled appropriately. However, if your application requires the same content storage location configuration that was set before the upgrade, update the storage location. For information about Pega Cloud File Storage, see Pega Cloud File Storage.

  • Performing post-upgrade steps in your Pega applications

    Review required post-upgrade steps in your Pega applications

  • Testing your applications

    After your upgrade, perform regression testing to verify that application functionality works as expected. As part of regression testing, perform smoke testing to verify that critical functionality works as expected. To instantly ensure that specific functionality works appropriately, run sanity tests.

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