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Published Release Notes

Find release notes for the selected Pega Version and Capability.

Browse resolved issues for Platform releases.

Simple associations for quickly joining classes

Valid from Pega Version 8.3

Associations now have a simple mode. Use a simple association to quickly and easily join a class to another class. The simple association defines a left join, using a foreign key in the source class and the class key in the target class. Use an advanced association for all other conditions. In addition, simple associations are drawn in the Visual data model reporting mode to visualize the relationships that are available for reporting.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another.

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

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

 

For more information, see Exploring the data model.

Association changes after upgrade

Valid from Pega Version 8.3

Associations now have a simple mode. Simple associations are those that join to only one class, use a left join, and have one filter condition to a class key in the target class. Existing associations that define a simple foreign key relationship are upgraded to simple associations when opened; all others are treated as advanced associations. All associations continue to work in reporting.

Making an association simple changes only one piece of metadata; all other data on the association rule is not affected.

Upgrade impact

The new simple mode draws a map of where all the classes defined in the application rule are drawn as nodes. Relationships between the nodes that are defined by relevant properties are drawn as lines linking the two classes. This feature only includes Case and Data classes that are defined on the Application rule form's Cases and Data tab. It also only includes relevant fields for those classes in order to define the relationships from one class to another. 

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

After a successful upgrade, add the data and case type classes to the application rule in Dev Studio to have the selected classes appear as a node. In addition, if you want a relationship to display as relevant, set the properties (of the class that defines that relationship) as relevant.

 

For more information, see Associations.

 

Removal of Pega Mobile Client 7

Valid from Pega Version 8.5

You can now use a single Pega Mobile Client™ that improves app performance, app development, and meets all your mobile needs. With the introduction of new functionalities for mobile apps, Pega Mobile Client 7 is removed in Pega Platform™ 8.5.

Upgrade impact

After an upgrade to Pega 8.5, you can no longer build mobile apps based on Pega Mobile Client 7, and existing apps based on Pega Mobile Client 7 no longer connect to Pega Platform. App developers can now configure mobile apps with Pega Mobile Client.

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

Existing clients that upgrade to Pega 8.5 are automatically switched to Pega Mobile Client.

Web portal reuse removed from the mobile channel

Valid from Pega Version 8.5

The reuse of web portals for creating mobile apps with a single web view is no longer supported. You can conveniently update your existing channels that reuse web portals to take advantage of the multiple-views experience and native mobile capabilities, such as native mobile list views or floating action buttons.

Upgrade impact

The Reuse web portal option is removed from Pega Platform 8.5 and later.

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

App developers need to use the migration tool available on the mobile channel to move their apps to the recommended new navigation designer. When users open existing mobile channel with the Reuse web portal option configured, they are prompted to run through the wizard to upgrade the mobile channel to the latest Pega Mobile Client based configuration. When this is done, app developers should rebuild the app.

 

Native synchronization indicators for offline-enabled mobile apps

Valid from Pega Version 8.5

Offline-enabled mobile apps now include a set of native synchronization indicators. Indicators keep users informed about the data synchronization status, for example, the Syncing indicator appears when an app regains network connectivity and starts receiving responses from the server. You can customize the indicators to better suit the look and feel of your mobile app. For more information, see Customizing synchronization indicators.

Upgrade impact

After upgrading Pega Platform™ to version 8.5, your app does not include native synchronization indicators until you update your application to use UI-Kit 15.

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

Update the UI Kit in your application to version 15. For more information, see Updating the UI Kit in your application.

Insights from 8.5 require additional configuration after upgrade

Valid from Pega Version 8.6

Upgrade impact

After you upgrade Pega Platform™ version 8.5 to 8.6, the Explore Data landing page might not include insights that come from the earlier version of the product.

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

Run the pxUpgrade85Insights activity to make all insights from version 8.5 accessible for you in 8.6. By running this activity, you upgrade insights with new metadata that is required in version 8.6. For example, the pxUpgrade85Insights activity provides you with the option to set the visibility of insights to private, public or shared.

For more information about insights, see Visualizing data with insights.

Method for specifying custom search properties has changed

Valid from Pega Version Pega Platform

The method for specifying a custom set of properties that are stored in the Elasticsearch indexes and that can be referenced later in filter conditions or returned in a set or results has changed. Previously, the pySearchModel Data Transform rule was used to specify a custom search property list within a class. The new method is to specify a Data instance of the Data-CustomProperties-Search class.

After upgrading to Pega 7.2, make these changes:

  • Reenter existing pySearchModel Data Transform rules as instances of Data-CustomProperties-Search data instances.
  • Enable the indexing/useDataInstances Data Admin system setting by clicking Records > SysAdmin > Dynamic System Settings.

After you change the set of custom search properties for a class, rebuild the Elasticsearch index for that class on the System Settings Search landing page.

Discontinued support for list view and summary view rules

Valid from Pega Version 7.2

The list view rule and the summary view rule are deprecated, and support for these rules has been discontinued. Existing list view and summary view reports will continue to work on supported browsers. However, the last version of Internet Explorer that list view and summary view rules support is Internet Explorer 11.

You cannot create new list view or summary view reports. Instead, create list reports and summarized reports by using the report definition rule. To prevent display issues, re-create the custom list view and summary view reports that you need as report definition reports.

BIX -I command-line option fails for unexposed properties

Valid from Pega Version 7.2.2

Business Intelligence Exchange (BIX) command-line extractions fail when the extract has a filter that uses unexposed property references that are passed in by the input file that you specified in the -I command-line option. Previously, the BIX extraction ignored the filter and the extraction did not fail.

New process for Pega Cloud customers to obtain BIX extract files

Valid from Pega Version 7.3

The process for obtaining Business Intelligence Exchange (BIX) extract and manifest files for Pega® Cloud customers has changed as a result of data security enhancements for HIPAA compliance. By default, after upgrading to Pega 7.3, you must obtain the BIX extract and manifest files from the Pega SFTP server. From within Designer Studio, you can configure the BIX extract and manifest files to be sent to a remote SFTP server by a file listener. For Pega Cloud customers who have purchased a Pega Cloud SFTP Server subscription, you can configure BIX to send the BIX extract and manifest files to the SFTP server's folders for remote SFTP client download.

For more information about obtaining files from the Pega SFTP server, see Obtaining BIX extract files from the Pega SFTP server.

For more information about having files sent to your SFTP server, see Defining SFTP-related data instances.

All Pega product release notes can be found on their product pages.

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