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Update custom harnesses and sections

This article applies to users who are upgrading to Pega Customer Service from Customer Process Manager (CPM) 6.2 and prior versions.

In order for your application to work correctly with the latest portals and portal skin, you must perform the following steps:

  1. Remove style sheet references from harnesses
  2. Update Perform harnesses to reference the CPMPerform harness
  3. Update sections that are not called from harnesses
  4. Review custom sections for inline styles
  5. Configure the CPM portal gadget to reference site-specific interaction classes

Remove style sheet references from harnesses

If you continue to utilize the legacy CPM portals, follow these steps. If you are using the Pega Customer Service Interaction Portal, you can skip this section.
  1. Review all non-Perform harnesses defined in your Application rulesets (including Review, Confirm, and New).
  2. Update custom harnesses to remove references to any style sheets referenced on the Scripts & Styles tab.
    The Scripts & styles tab on the Harness form

Update Perform harnesses to reference the CPMPerform harness

If you continue to utilize the legacy portals, follow these steps. If you are using the Pega Customer Service Interaction Portal, you can skip this section.

In order for your customized application to work with the new user interface components, you need to do the following tasks:

  • Update the Frame Source section of all Perform and PerformFrames harnesses defined in your application ruleset
  • Modify sections included in the CPMPerform harness to meet your site-specific needs

This procedure ensures that your application uses the new CPMPerform harnesses, which are designed to work with the new skin and portals. The CPMPerform harness includes core wrapper sections for the interaction, work, and action areas. It is recommended that instead of modifying the CPMPerform harness directly, you customize the sections included in the CPMPerform harness to meet your site-specific needs.

Update sections that are not called from harnesses

If your application uses sections that are not called from Pega 7 Platform harnesses, then you need to include workformstyles in order for them to be rendered properly in the Pega Customer Service UI.

Review custom sections for inline styles

Because of extensive changes to the CPM skin and style sheets, if you have incorporated inline styles into your custom sections, your application’s displays might look inconsistent or unattractive with the new skin applied. Once the configuration tasks in this document are complete, review your application functions and remove any inline styles as needed.

Configure the CPM portal gadget to reference site-specific interaction classes

If you continue to utilize the legacy portals, follow these steps. If you are using the Pega Customer Service Interaction Portal, you can skip this section.

The CPM portal gadget, CPMPortalGadget, controls the type of work that can be processed, as well as the behavior and appearance of tabs. You must configure this gadget to reflect your site-specific interaction work types and classes.

For more information on modifying gadget parameters, refer to the following topics within the Pega Customer Service Implementation Guide:

  • Accessing Advanced Parameters for CPM Portal Gadgets
  • Configuring the CPM Portal Gadget

Published April 7, 2016 — Updated April 12, 2016


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