Whats New in Pega 7.1.8

Whats New in
Pega 7.1.8
PRODUC T MAN AG EMENT APRI L 2015
Whats New - Pega 7.1.8

Mobility
User Experience
Offline Mobility for the Mobile Workforce
Dashboard Personalization
Pega Mobility Client
Live UI & Mobile Preview
Mobile UI Improvements
IAC Mashup Quick Start

Cascading Filtering in Grid
Decision Management
Real-Time Event Detection and Follow Up
Action
Proposition Management
Big Data
UI Technology Changes
UI Kit (UI-Kit-7:03-01)
Designer Studio
Manage Change Dashboard
New Expression Builder
Multi-branch Merge Wizard
Improved Designer Studio Code Editing
2014 Pegasystems Inc.

Automated Testing of Data
Pages
Systems Management
Hotfix Manager
Application Packaging (RAP)
Information Experience
The Pega API

Data Page Error Handling
Data Page Testing
Best practices: securing REST & SOAP connectors
Web Single Sign-On (SSO) SAML 2.0
Interoperability
FTP Secure (FTPS)
Rapid deployment of Message Driven Beans
(MDBs)
Ease environment moves: global resource settings
Case Management
Simple Case Type Creation Wizard
Intuitive Case Type Design Case-Level
Configuration
Intuitive Case Type Design Case Resolution
Status
Enhanced Form Configuration Guided Reuse
Enhanced Form Configuration Location Fields
Enhanced Form Configuration Attachment
Fields
Reusable Case Stages Configuration Options
Reusable Case Stages Technical Details
New Control to Automatically Launch Tours

Core Engine
Utility Function Improvements
New Function Syntax
Functions Are More Predictable
Clear Signature Management
Fuzzy Search Query Support

Database Performance Improvements
Enhanced Database Support
Correlation ID
BIX: Cloud and Multi-Tenant Support
Project Delivery
Generate Documents Using Any Browser/OS
Link URLs to Applications, Requirements, and
Specs
Whats New in
Pega 7.1.8
MOBILITY
Stephanie Louis
S ENIO R P RO DUCT MANAG ER
Whats New - Mobility

Pega Mobility Client

Release 7.1.8 of the Pega 7 platform will provide the ability to build
offline applications for a mobile worker. The mobile worker will be able
to login, create cases, open items from a worklist and complete
assignments while offline. This combines the Pega 7 standards based
UI capabilities along with the Pega Mobility Client and offers a
seamless experience for a worker working in locations with no network
connection or when the device looses a connection.
Offline Mobility Restrictions in 7.1.8

Offline application must be built using modern layouts, and list.
Data must be sourced using Data Pages.
Activities and Data Transforms are not supported.
Server side conditions are not supported.
Screen flows with decision shapes not supported.
Model-Driven Offline Mobility for Mobile Field Services

Log-in and log-off when offline.
Create a case offline.
Open an item from the worklist, work on the item and finish the work
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when offline.
Basic screen flow progression when offline.
Seamless online to offline transition and vice-versa.
Automatic data sync between server and device.
Supports date and number formatting.
Ability to capture photos and signatures when offline.
Requires the Pega Mobility Client for Android and iOS.

View the worklist and open an item from the
work list
View the status of you work
Indicator that displays when offline, when online,
when syncing.
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Add and remove items from a list
Business process decides the steps that the
use takes through the application
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Fill out forms as part of the process
Dropdowns
Text Inputs
Checkboxes
Radio buttons
Date and Time fields
Display numbers and dates using locale
Display modal dialogs and overlays
Display client-side form validations
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Capture Signatures and take pictures using the
device camera when offline
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Finish work when offline and return to the
worklist to start next work
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Built using the same building blocks as all Pega applications
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Pega Mobile Client Improvements

In addition to offline, in Release 7.1.8 the Pega Mobile Client allows
users to utilize iOS touch ID to log into a Pega mobile application. In
7.1.8 developers and support engineers also have an improved
experience with the Pega Mobile Client with additional configuration
and debugging capabilities.
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Touch ID Authentication
Use iOS device touch ID to securely log in to Pega
mobile app
Enable using Dynamic System Setting
enabletouchid
After first successful log in, credentials are securely
stored so finger print can be used for all subsequent
log ins
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Mobile Client Version Checking

Automatic checking of mobile client version against Pega application
version
Ensures compatibility between the mobile client and Pega application
functionality
For both custom mobile app built from application ruleform or for
Pega 7 app from app stores
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Improved developer tools

Build version of mobile client without baked-in URL
Allow end user of mobile app to change the URL the mobile app is pointing to
rather than have it built in to the app
Useful for development and testing when using multiple systems
Additional setting on the mobile tab of
application ruleform
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To provide support with more information, end users can
See additional system information
Send an issue report that includes the log information
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When online, developers can
Control level of logging
See mobile client logs inline with
ability to email
Additionally, when offline
developers can see contents of

local store and action queue
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The Pega 7 UI toolkit continues to evolve to produce a native-like
experience on a mobile device. To this end, the product offers nativelike behavior when launching menus, when launching overlays and
modals. Modals, overlays and menus take up the entire space on the
device and include transitions to offer the right mobile experience. In
addition, an included stylesheet (which can be attached to the skin) will
give you device specific mobile toggles instead of checkboxes.
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Full-screen mobile menus

Ability to launch the Dropdown Menus in full screen when accessed
from mobile devices.

Ability to close menu using a Close Icon.
Ability to show the label of the parent menu as heading of its sub
menu.
Ability to style the menu header as described in the MFS app design.
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Full-screen mobile menus
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Location field with interactive map

Ability to configure location field in form
Location field with map and text input to edit location
Live display support for map control
Drag support for marker in map
Conditional display of map marker icon
Reset the map to users current location
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Mobile Modals and Overlay with Transitions

Launch overlays and modals with a transition
Overlays and modals take up the entire screen on
mobile device, providing a better mobile

experience
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Mobile toggles
New stylesheet py-mobile-controls available for inclusion in skin
Checkboxes will render as toggles on a mobile device
Desktop
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iOS
Android
Whats New in
Pega 7.1.8
DECISIONING REAL TIME EVENT PROCESSING
Maarten Keijzer, Ionut Rusu

S R . D I R E C T O R P R O D U C T M A N A G E M E N T,
S R. PRODUCT MANAG E R
Whats New - Decision Management

Real-Time Event Processing
Real-Time Event Detection and Follow Up Action
Data Stream
Stream Dataset
Event Strategy
Data Flow Run
Proposition Management
Propositions under Revision Management
Set Control Parameters for Proposition using Decision Data
Big Data
Rule-Connect-Hbase
Hbase Data Set
HDFS Data Set
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Real-Time Event Detection and Follow-Up Action

Observe real-time data, sense if theres something relevant going on, decide upon a
follow-up and act upon this decision.
Suppose you want to do the following:

1. If a customer has more than 7 dropped calls outside of his home in a week,
and if the customer is valued, offer a range extender for free via SMS.
2. If a customer does a payment into his account thats over a particular limit,
offer a better interest rate. Directly if hes on the channel, via SMS otherwise.
Observe
Orient
Decide
Act
Event Strategies and Data Flows

Orchestrate event detection and follow-up action. Connect the data stream and static
data sources to the Event Strategies. Action on the output events.
Real-time data
coming from a
Stream Dataset
Static Data coming from

a database Data Set
Produces output only

when a certain number of
dropped calls happens
Get the 360 view of

the customer
Triage: execute NBA

Strategy, decide on
the action
Call high churn risk

customers
Data Stream Data Flow Event Strategy

Define a full event & decision strategy to instigate follow-up action through cases and offers
Data Architect configures the real-time data feed

Strategy Designer defines the event to be detected
Strategy Designer triages the event, and defines the follow-up action
New: Event Processing Elements

Data Stream provisioning
Stream Data Set
Event processing logic
Event Strategy
Real-time processing job
Data flows connect the data stream and static data to the event strategy and
configures how to react to detected events
Monitoring and management of Data Flow runs
Stream Dataset
Ingest high volumes of low latency data
Insert operation is
available through Web

Sockets and REST
Sample JSON message
available
Ingestion speed in
excess of 50k records/s.
Stream Dataset Settings

BASIC Authentication available for WebSockets
and REST endpoints

Data Stream records staged in a commit log like
files
The size of each file is configurable
The retention period is configurable
Event Strategy
A visual, and guided way to describe the event detection logic
Describes the processing logic to be applied for each and incoming event using a
guided canvas metaphor.
Event Strategy Components
Read only list of

event stream
properties
Selection for the
source of time :
incoming event or
system time
Define static data

fields
Filter based on:

event properties
static data
associated with a
particular event
Aggregated fields
Define time
Count and
time based
Tumble
window
Count and
time based
Sliding window
Partitioning on
other attributes
other than the
event key
Computes aggregates
on a window
Defines higher level

event release policy
SUM
LAST
COUNT
FIRST
AVERAGE
Immediate
On schedule
When nothing
happens
Data Flow Run

Run, manage, and monitor the execution of the event processing logic.
Create a new Run
from the Real Time

Processing landing
Page
Monitor and Manage
the newly created

run.
Monitor handled
events in detail
Proposition Under Revision Management

Ability to version proposition data, full control on changes, and a streamlined way to
bring changes into production.
Development Environment
Business Sandbox
Production Environment
Initialize
Change
Publish
Setup propositions and initial values
Make changes and do simulations
Deploy revised version
Credit cards v1.0

Gold
Threshold
Credit cards v2.0
300
Gold
Threshold
250
Silver
Threshold
200
Silver
Threshold
200
Bronze
Threshold
100
Bronze
Threshold
100
Simulation
Revenue + 1.2%
Call center
John Smith
Offer
Accept
260
Gold
Reject
Convert Propositions into Decision Data

Convert existing propositions into Decision Data Records and use them in Revision
Management.
Review
allproposition
the records
Include
First
step:
select
the list
Define the decision
of
proposition
groups
that
arefor
going
to be
groups
revision
data
records
name
you
want
to convert
created
management
Manage Propositions Using Decision Data Record

Utilize an out of the box interface to define and manage propositions using decision data
records.
Create new
propositions
Search on
proposition
attributes
content
Export
propositions, edit
in excel, and
import
Get an overview of all propositions

in one group, including their
description and last updated
information
Customizable Proposition Form

Define the proposition attributes with customizable proposition forms
Proposition data
form, can be auto
generated or fully
customized
Provide the list of

properties for
auto-generated
forms
Define initial
values to set
smart defaults
Customizable Proposition Form

Automatically generated form for a given set of
proposition properties
Custom form for specific proposition UIs
Decision Data for Proposition Control Parameters

Give multiple users access to different sets of control parameters.
Different users
manage different
sets of parameters
Use decision data

records defined on
Strategy result classes
directly in strategy
Rule-Connect-HBase
Rule-Connect-HBase has been
updated to reuse Data-AdminHadoop configuration
Callable from an activity
HBase Data Set

Reuse hadoop definition and
mappings from Rule-ConnectHbase

Supported Operations:
Save
Browse
BrowseByKeys
HDFS Data Set

Process large files on Hadoop
Parse JSON & CSV file formats
Supported Operations:
Save
Browse
Whats New in
Pega 7.1.8
USER EXPERIENCE
Vinay Kamath
P R I N C I P AL P R O D U C T M A N A G E R
Whats New - User Experience

Dashboard Personalization Widgets and Templates
Add, Delete, and Move of UI Components in Live UI
Mobile, Tablet, and Browser Preview

CSS for Contemporary Application
Clean Up the <head> Applying Industry Best Practice
UI Kit (UI-Kit-7:03-01)
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Release 7.1.8 enables end users to personalize their dashboards using
an intuitive dashboard personalization user experience. They can
change the layout of their dashboard and pick widgets that they would
like to display in their dashboard. Additionally, developers can develop
their own layout templates and widgets for end users to use in their
dashboards.
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End users can personalize their own dashboards!
Ability to select predefined layouts (templates)
Ability to add widgets built by developers
Some widgets have configuration options
Persists for each user (unique dashboard)
Can publish to other users
Personalization Mode
Report widget allows users to display ad-hoc

reports on their dashboards
Displayed as grid or chart (based on report)
Dashboarding provides on-demand access to core
business metrics and allows us to push deeper into
the Business Intelligence and Analytics market.
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Widget picker
Dashboard Personalization (Widgets)

Developers can easily create widgets with
any section rule
Settings tab allows developer to select
whether a section is a template or widget
Widgets should have a title, description,
category and icon
Can associate widget options with specified
widgets via flow action rule
Google Maps Widget Configuration

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Dashboard Personalization (Widgets)

13 OOTB Widgets including Case Management, Reporting, and 2 Informational example widgets!
OOTB Widgets
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Dashboard Personalization (Templates)

Developers can easily create templates with
any section rule
Settings tab allows developer to select
whether a section is a template or widget
Templates need a title and an icon
Developer defines specific slots within
template via section include property
reference
Right column template configuration

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Dashboard Personalization (Templates)

10 OOTB Templates
Templates can have unlimited widgets
within each slot
By default, widgets stack within each slot
Swimlanes template defined for inline
display within a slot
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Dashboard Personalization (Case Manager)

OOTB Case Manager 7 Portal in UI-Kit 3 utilizes Dashboard Personalization
Dashboard is pre-populated with widgets from current OOTB Case Manager 7 design
Personalization
mode is
triggered via
gear icon
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Dashboard Personalization (Setup)

So, how do you enable Dashboard Personalization?
Our workshop document can be used as a guide to get you started
https://mesh.pega.com/docs/DOC-69226
Include the section pxUserDashboard in your dashboard (this displays the dashboard UI and provides
the dashboard editor)
Include the additional CSS file py-dashboard-personalization in your harness
Ensure that the end user has the pxDashboard privilege.
This is automatically part of PegaRULES:WorkMgr4, PegaRULES:User4, and
PegaRULES:SysAdm4.
Modify your navigation to run the pxUserDashboardPrepareDisplay data transform so you can identify
which dashboard you are displaying
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As part of this release, Live UI has new functionality to update the UI at
runtime. This includes the ability to add, delete and move UI
components at runtime. A new Mobile Preview feature enables
developers to develop and preview their applications in different form
factors.
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Add, Delete, and Move of UI components in Live UI

Enable rapid UI inspection and configuration from with the runtime portal
Add new UI elements directly to the current
portal page
Add a new UI element before or after an existing
element
Move existing UI elements using drag and
drop
Move elements within and across dynamic
layouts
UI element may not be moved across sections
Drag drop within the UI tree
Remove UI elements from page

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Mobile, Tablet, and Browser preview

Accelerate device agnostic development with form factor preview
Available as part of latest UIKit

Case manager and Case worker portals
contain mobile preview menu option

Allows rapid preview of portal in popular
form factors
Full screen, laptop, tablet & phone
Portrait and landscape modes
Emulates user agent for adaptive
rendering of UI
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Mobile, Tablet, and Browser preview
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Mobile, Tablet, and Browser Preview Tablet Portrait
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Mobile, Tablet, and Browser preview Phone Portrait
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Mobile, Tablet, and Browser preview Phone Landscape
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Developers can also generate mashup code very easily using an
action from the case type. The generated code is preconfigured to use
within responsive websites and apps.
66

Developers can quickly generate Pega mashup code for displaying in their web page
New Actions menu item to automatically generate IAC html from case
type
Copy paste html into target web page then
run and optimize using standard IAC options

Does not require IAC js to be separately
referenced from external page
Generates markup optimized for responsive
web sites and pega responsive apps.
67

The grid now provides the ability to cascade previously applied filtering,
making filtering more intuitive. This also results in getting accurate
search results. This feature is available to all grids with filtering turned
on and on list based reports.
68

Column filtering a grid yields accurate results as prior filter criteria is cascaded down when filtering other
columns
Column filtering is now cascades filter panel only

shows those values that apply based on other filter
criteria
Guides the user in applying the correct filter criteria
Applies to both range filtering and value filtering
Cleaner user interface
Applies to all grid data sources
Ad-hoc filtering in list based reports uses this new
feature
Filter panel for Experience

when no other filter applied
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Filter panel for Experience

when Employee type filtered
to only to show Contract
Generation changes in the 7.1.8 platform has led to more contemporary
and reduced CSS. The Skin also offers the ability to conditionally
generate CSS for certain components, thereby reducing the amount of
CSS that is generated. The document <head> tag is much better
organized and is easier to understand for the curious developer, and
has improved document load time.
70

Deliver optimized CSS for improved performance and experience
New css component py-mobile-controls available

Included as css override file in UI kit
Uses new OS and platform specific class attributes in html tag
71

Platform specific rendering for native look and feel
New css component py-mobile-controls available

Included as css override file in UI kit
72

Deliver optimized css for improved performance
Old CSS has been removed

CSS structure has been
enhanced to support conditional

generation
Ability to selectively generate
component CSS to reduce CSS
size from new skin options
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Clean Up the < head > Applying Industry Best Practice

Document head conforms to industry best practice while improving performance
Documents head contents restructured to:

Tag & content reordered to conform to best
practice meta, css, javascript for improved
performance
Conform more closely to industry best practice
Removal of inline javascript from head where
possible
Multiple js files combined for performance
20% reduction in page load time observed
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UI Kit
A new version of the UI Kit is also released along with the Pega 7.1.3
platform. The Ui Kit ruleset (UI-Kit-7:03-01) includes our latest design
patterns and improves upon prior versions of the UI Kit. As always, the
UI kit is non intrusive. Any new applications built on Pega 7 (Pega
RULES) automatically includes the UI Kit. Other applications do not
automatically include it, even if they contain prior versions of the UI Kit.
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UI Kit
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Whats New in
Pega 7.1.8
DESIGNER STUDIO
Bence Magyar
P RO DUCT MANAGE R
Whats New - Designer Studio

Manage Change Dashboard
Overview
User interface
Assigning Delegations from Designer Studio
Configuring Data Types
Configuring Paragraph contents
Configuring Decision Logic
Integrate Manage Change into Your Application
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Manage Change Dashboard - Overview

Facilitates business-friendly configuration of delegated application configurations
What is the new Manage Change space?
New standard Case Manager dashboard
Allows for easy management and modification of delegated application configurations from IT
Supports a scalable architecture for future rule-delegation and application governance models
The dashboard allows end users to:
Modify application data types
Edit the content of any paragraph rule
For example: Sales promotion correspondence that needs to be updated each month
Manage application decision logic
For example: A list of insurance products, customers, or sales territories that are referenced throughout the application
For example: Loan decisions that evaluate potential risk factors associated with an applicant
Additional delegation configurations in coming in future releases!
The dashboard can easily be incorporated into new and existing applications
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Manage Change Dashboard User Interface

Most-recent delegations
appear at top of list. List
can be filtered by title or
description
Navigation link
appears if
delegations
have been
assigned to your
access group
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Click
Edit to
open a
delegated
item
Assigning Delegations from Designer Studio

Actions > Delegate displays the delegation dialog
Specify which access

group should have
access to this delegation.
Specify what the business line should be

able to accomplish after opening this
delegation.
Each selection corresponds to a unique,
business-friendly delegation experience.
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Describe how
modification of this
delegation will impact
your application.
Configuring Data Types

A customized UI that
supports the intent of the
delegated item is displayed
For delegated data types, only the record

editing experience is displayed. For example,
users can add, modify, or delete new
customer records, but cannot change the
composition or sourcing of the data.
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Configuring Paragraph Contents
For delegated paragraphs, only the rich text

editor is displayed. Users can modify the
paragraph contents, but cannot modify any
complex configuration options.
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Configuring Decision Logic
Menu items only

display necessary
actions. Technical
menu actions are not
displayed.
For delegated decisions, only the basic

decision table is displayed. Complex
configurations are hidden.
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Integrate Manage Change into Your Application

Dashboard and underlying architecture ship with Pega7 ML8
Applications using the OOTB skin from UI-Kit-7:03-01-01 are automatically
styled according to ML8 Pega design philosophies.

Alternatively, users can attach py-manage-change-overrides.css to their
own application skin.
The stylesheet can be modified to style the Manage Change dashboard with
existing application styles.
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Delivers a dramatically improved experience for authoring logical and arithmetic
expressions
Features include:
Navigation pane to access available properties and functions
Drag-and-drop experience: simply drop properties and functions onto the canvas
Full-content search, as well as property and function prompting
Easier function referencing
The new expression builder is available on the following rules:
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Data Transform
Declare Expression
Map Value
Collection
Declare Constraint
When / Access When
Activity (various methods)

Primary
navigation to
browse
functions and
available
properties
Functions are
still organized
by library, but
only essential
libraries are
shown.
87
Full-text editing
canvas.
Drag and drop your
functions and
properties right in
to construct your
expression
Drill into each context to see

available properties.
Explore available
properties by various
contexts.
88
Properties can be dropped

directly onto the canvas
using the drag handles.

Full-content search
results appear in
navigation pane.
Results can be
dropped directly
onto the canvas
89
Alternatively, use . and @-prompting to

quickly find and insert functions.
Documentation about each function or
property appears alongside the list
Functions inserted as: @Lib.func().
Containing ruleset is no longer necessary!
90
Multi-Branch Merge Wizard

Merge multiple branches to increase development productivity
Delivers a substantial overhaul to the existing Merge Wizard.
Merge multiple branches at once
Friendly, auto-generated user interface, including removal of old controls, icons, and in-line styles
From the Designer Studio

Application record, merge all
development branches at once
91

Each selected
branch displays:
# rule checkouts
# conflicts
detected
# conflicts
resolved
Warnings, if any
And allows for
configuration of:
Target ruleset
version
Passwords
92

Drill into the merge
conflicts detected for
rules on the
candidate branch.
Sections are autogenerated and now
align with the overall
style of the Designer
Studio.
Old controls and
icons have been
removed.
93

New merge review harness summarizes overall status and brings merge
process to a close.
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Makes it dramatically easier to complete your text-editing tasks inside Designer Studio
Industry-standard text-editing experience. Includes support for:
Color-coding and syntax-highlighting
Tag and bracket matching
Auto-indent
Search
The new code editor can be used to edit the following rules:
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Rule-File-Text
Rule-Utility-Functions
Rule-Edit-Input
Rule-Edit-Validate
Activity java steps
And more!
1. The file type is automatically detected

2. The appropriate syntax highlighting is
applied
In a nutshell, more
convenient to work with
text files!
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Whats New in
Pega 7.1.8
A U T O M ATE D T E S T I N G O F D ATA PAG E S
Tejas Mehta
P RO DUCT MANAGE R
Automated Testing of Data Pages

TEST AUTOMATION
Fast and powerful way for Pega developers to

test and validate the accuracy and speed of data
sources
Create & modify a repeatable automated unit test
Build, organize and run automated tests from a
single testing UI
Drill down into failed tests to understand and fix
errors quickly
View test coverage for data pages & data types
Review historical test data stored for each test
Enables rapid regression testing of Pega 7

applications
Significantly reduces testing effort for Data Pages
by quickly identifying Data Page regressions
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Test case form
Create & modify repeatable automated tests

Developers can easily create automated tests by running the data page from designer studio
1. Run the data page & click Convert to test
2. Define expected output (select properties & comparators)
OOTB Comparators
99
Build, organize and run tests from a single UI

View and add tests for all data pages in the application
Run all or a set of tests and see which data pages are returning inaccurate results or have
experienced changes in their run time

Click View all test cases from Data Explorer
to view & run tests
100
Adding a new test
Drill down into failed tests

View list of errors or unexpected results showing the expected & actual values for each difference
Click on the result to view failure details
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Run test from test case form and view failure details
View test coverage for data pages and data types

View test library of a data page
and its test results from the

data page form to understand
its test coverage
View test library of a data type
which includes tests for all data

pages within the data type
Click on a test to view its
details
102
Review historical test data stored for each test

See how test result and run time varies over time for a given test
Review historical test data from test case form
Drill down into an older run by clicking the result
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Automated Testing of Data Pages (Setup)

HOW TO ENABLE THESE FEATURES
Test automation features for data pages are available OOTB in Pega 7.1.8
Create/designate a ruleset as a Test ruleset which will be used to store all test
cases and related rules
Create (if not already available) a separate development application on top of
your base application (application to be tested).

Ensure the above test ruleset is NOT at the top of the ruleset list of this
development application (so as to avoid accidentally storing application assets
like case types or data types in the test ruleset)
Login to the development application by creating a new access group that points
to this application
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Whats New in
Pega 7.1.8
SYSTEM MANAGEMENT
Jimmy Henson
DI RECTOR OF PRODUCT MANAG E ME NT
CL OUD T ECHNO LO GY & S YS TE M MANAG E ME NT
Whats New - System Management

Hotfix Manager
Now Supports Pega Platform and Pega Application Hotfixes
Reduces Manual Steps up to 50%
106
Hotfix Manager
A new UI designed for

maximum usability
107
Hotfix Manager
System Scan determines which

hotfixes are currently installed.
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A Hotfix Catalog is used to determine missing or critical

hotfixes. It can be downloaded directly from the
Internet, or supplied as a file.
Hotfix Manager
Scan results can be exported as a CSV file. This is often

required when working with Pega Global Customer Support.
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Hotfix Manager
Click Install Hotfixes
110
Select the appropriate DL file,

review its contents, and click
install
The Hotfix will be automatically

applied to the system.
Hotfix Manager
Audit-style view of
all hotfix actions
New Hotfix support for:

Non-versioned Rules
Schema Changes
Data Instances
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Hotfix Manager
Hotfix Lifecycle Status

A hotfix can be in one of four states. Note that a hotfix can only be Rolled
Back once it is Committed.
Not Installed
Rolled Back
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Installed
Committed

New Delta mode enables
packaging of specific patchversions
If the ruleset patch versions are specified and

Delta mode is enabled, only the patch
versions of the applications rulesets will be
included in the RAP
113

New Global exclusions
section added for nonversioned rules
Enables easier packaging
of non-versioned rules
that are often deployed
separately
Reduces need to
manually re-add nonversioned instances up
to a 50% savings in
manual steps
114
In this example, only the

Security-related nonversioned rules will be
included in the RAP
Whats New in
Pega 7.1.8
I N F O R M ATI O N E X P E R I E N C E
Kalim Saliba
P RO DUCT MANAGE R
Whats New - Information Experience

The Pega API
Powering your mobile and client apps with standard Pega 7 Platform REST services
Data Page Error Handling
Unified, no activities required
Data Page Testing
Define, view, and run tests one at a time or in batch
Best practices: securing REST & SOAP connectors
At your data center, on the cloud, or in a tenant
Web Single Sign-On (SSO) SAML 2.0 interoperability
Simple and proven connectivity with your Identity Provider (IdP)
FTP Secure (FTPS)
Transfer files with confidence using TLS/SSL
Rapid deployment of Message Driven Beans (MDBs)
Java (JMS) messaging has never been easier
116
Now with even more dynamic fields values for connectors and services
The Pega API

Power mobile and client apps simply and quickly with standard Pega REST services.
Flexible and open, the Pega API provides new ways to leverage your Pega 7 apps.
Mobile and client application integration is easy

Built-in REST/JSON services
Secured with user credentials and TLS/SSL
Powerful case, assignment and data APIs
Helpful access in Designer Studio to Pega API docs
Resources Pega API
Ability to directly test any API
117
The Pega API

Assignments
Get the assignment list of a user
Get assignment details
Perform an assignment action
Authenticate
Verify user credentials
Cases
Get a list of cases for a user
Create a new case
Get case details
Update a case
Case types
List the case types available for a user
Data
Get the contents of a data page
Get data page metadata
Docs
Get the complete documentation for the Pega API
118
The Pega API

Pega API help

Lists parameters
Provides JSON data
model
Identifies possible
response messages
Test with Try it out! to
see
Actual Request URL
Response body
Response code
Response headers
119
Activity-less Error Handling in Data Pages

All error details are captured in one easy to remember location on the data page and
developers can handle those errors without guardrail violations
All error details captured in pyErrorPage

Source used to load the data page
captured in pySourcePage
All new functions for handling errors from
the data layer without using a post-load
activity and breaking guardrails
New template error-handling transform to
help developers handle errors from their
response data transforms
120
Activity-less Error Handling in Data Pages

Add easy error handling to any response data transform in your application
Add a when step with pxDataPageHasErrors

as the condition to run error handling logic on
an error.
2. Add when steps based on the content of
.pyErrorPage.pyStatusMessage to determine
what error occurred.
3. Look at pxErrorHandlingTemplate to see how
to take common error handling actions.
4. Add error handling logic to your response
data transform or save-as
pxErrorHandlingTemplate to your application
and customize it for your use.
1.
121
Best Practices: Securing REST & SOAP Connectors

At your data center, on the cloud, or in a tenant.
Assures the security of application data integrations.
Pega 7 REST and SOAP connectors provide robust security options

Ideal for tenants or anyone requiring secure connectivity
Follow these practices
Use a secure HTTPS protocol (TLSv1.2 is recommended)
Exercise proper key management with regular key rotation
Authenticate all requests and use WS-Security when possible

Encrypt sensitive message data
Selection of a secure protocol configuration has been simplified

Specify the lowest SSL/TLS version to allow on the connector
Auto-negotiation is done at run-time
122
Most secure version available is selected
Web Single Sign-On (SSO) SAML 2.0 Interoperability

Simple and proven connectivity with your Identity Provider (IdP)
Pega SAML 2.0 SP full* conformance
Web SSO profile
Artifact Resolution profile
HTTP redirect, POST and artifact bindings

SOAP binding
Single Logout profile (both IdP and SP initiated)
HTTP redirect and SOAP* bindings
Proven interoperability with leading IdPs
PingOne (Ping Identity)
Tivoli Federated Identity Manager (IBM)
OpenAM (ForgeRock)
Active Directory Federation Services (Microsoft)
Salesforce
WSO2 Identity Server*
*New for this release!

123
As Easy As 1-2-3: Your App Is a SAML Service provider!

1
Create an Auth. Service.
Import IdP metadata.
Enter SP settings.
2
Easily import IdP settings
HTTP POST,
HTTP Artifact, or
HTTP Redirect
SOAP* or
HTTP Redirect
Artifact Resolution Service support
124

3
HTTP POST or HTTP Artifact
SOAP location for IdP initiated logout*
Easily export service provider metadata

125

Improved user login session control with Force authentication option
Users must re-authenticate with this Pega application if enabled:
Upon session timeout
With each new Pega user session
Check to enable
126
FTP Secure (FTPS)

How easy is FTP Secure? Easy! Here

are the best steps:
1. Create an FTP Server record
Use port 21 for explicit TLS

Use Authentication
Enable FTPS with TLSv1.2
Set truststore & keystore certificates
Encrypt the data channel
2. Test connectivity
3. FTP Server is ready-to-go
Use in a Connect-FTP method step
127
FTP Secure (FTPS)

Key improvements to the FTP Server record

An Authentication Profile can be used to store FTP server credentials
FTP Secure (FTPS) protocol industry standard support
Ability to restrict the SSL/TLS version used at runtime
FTP server verification with the ability to load server certificates into a
Truststore record.
Pega client application verification by the FTP server with the ability to keep
client certificates in a Keystore record.
Configurable data channel encryption
More detailed information provided for Test Connectivity
128
Rapid Deployment of Message Driven Beans (MDBs)

Java (JMS) messaging with Pega has never been easier
With Pega 7 its easier than ever to add and deploy MDB modules
Modification of the built-in Pega beans module is no longer required
Solid support and updated documentation for each Pega 7 Java Enterprise
Edition (JEE) platform. Just 3 steps to success!

WebSphere
Using the WebSphere admin console just (1) stop the Pega application; (2) add the MDB module; (3)
bind the JMS listeners and restart.
WebLogic
(1) add the MDB module to the Pega 7 archive; (2) update the standard and container deployment
descriptors; (3) complete with the admin console Update/Redeploy option
JBoss
129
(1) add the MDB module to the Pega 7 archive; (2) update the standard and container deployment
descriptors; (3) complete with the admin console Manage Deployment feature

Reduces maintenance and simplifies migrations.
Now with even more dynamic fields values for connectors & services.
Global Resource Settings (GRS) are easy to use

1. Create a property for each setting
2. Use a data transform to set values based on environment conditions
3. Reference the property using this syntax: =.PageName.PropertyName
Connectors GRS support
. Service endpoint URLs (resource paths)
. Authentication profiles*
. Response timeout*
Services GRS support

. The Service-File frequency field*
*New for this release!
130
Whats New in
Pega 7.1.8
CASE MANAGEMENT
Dennis Grady, Drew Piekarski

P R I N C I P AL P R O D U C T M A N A G E R ,
P RO DUCT MANAGE R
Whats New - Case Management

Intuitive Case Type Design Case-Level Configuration
Intuitive Case Type Design Case Resolution Status
Enhanced Form Configuration Attachment Fields
132

Go from an idea to a running app in a few simple steps.
1) Give it a name
2) List the stages in the

case lifecycle
3) Continue building using

the Case Designer
133
Intuitive Case Type Design Case-Level Configuration

Intuitive master-detail view provides fast contextual editing of your case type.
Drag & drop to reorder.

Click on any stage or step to
edit the name inline and view
or configure relevant details in
the detail panel.
134
Summary of case type

configuration.
Ability to quickly drill in
to configure more
detail.
Stage and step details
are displayed in context
as they are selected.
Detailed
configuration with
contextual help.
Intuitive Case Type Design Case Resolution Status

Resolution stages enhanced to support setting the case resolution status.
Navigate back to the case-level
settings.
Click on any stage to see the

configuration options. Resolution
stages are underlined in red.
Resolution stages support

setting a resolution status
directly from the case
designer.
135

Easily browse for fields to reuse or your form based on your case type context.
Drill down to add

embedded level
fields
Add existing fields to

your form by clicking
the + icon or via
drag and drop
Easily search for fields
at any level of nesting
in your data model
136

Easily add a location field with a map to your form.
New location field type

available from form
configuration.
137
At runtime, the location is shown in a text input and

map. You can search for an address or drag the
location marker on the map. The field defaults to
your current location.
Behind the scenes, the

location field maps to an
Embed-Location page
property and the
Address map control
was enhanced to
support data binding.
Enhanced Form Configuration Attachment Fields

Easily add an attachment field with thumbnail preview and camera integration.
Behind the scenes, we
generate an autopopulated property that
you can use to easily
reference the attachment
again later.
New attachment field type.
Configure the
attachment
category for the
field.
138
At runtime, attachment fields

show a file-browser on your
desktop or camera roll
integration on mobile devices.
Uploaded images show a
thumbnail that you can singleclick to enlarge.

Provides the ability to reuse stages from an inherited layer in your case lifecycle.
When stage is selected, all steps

are populated and made readonly until stage is specialized in
current layer. Full stage
configuration capability is
supported from the case designer.
139
You have the ability to select a

stage from inherited layer or
create a new stage in the current
layer.

The same configuration options are available from individual rule forms in addition to
the Case Designer.
Stage rules are
grouped under the
Process category.
140
Stages can be accessed and referenced from

the case type rule. Existing stages will
continue to be stored as embedded case
type metadata.
Stage settings are common for

both newly defined stage rules
and existing stages defined
directly on existing case types.

Automatically launch a guided tour the first time a user visits a screen.
The pxGuidedTourAutoStart control

allows you to configure a Guided Tour to
run automatically. By default, it will run
the first time the user visits the screen
where the control is included.
Example of a tour starting the first time you log into
a portal. You can also add tours for case types and
other places in your application. To remember which
tours have been run, the users must be granted
Data-Preference-Operator write permissions.
141
Whats New in
Pega 7.1.8
CORE ENGINE
Frank Apap , Marty Guyote

S R D I R E C T O R , P R O D U C T M A N A G E M E N T,
P RO DUCT MANAGE R
Whats New - Core Engine

New Function Syntax
Correlation ID
BIX: Cloud and Multi-Tenant Support
143

Utility functions are more powerful yet simpler to use.
New syntax for calling functions

Makes rules easier to understand
Functions behave more like other rules
RuleSet Resolution
Withdrawn Handling
Improved reliability
Function signatures managed on the New / Save As screen
Duplicate detection of functions added
144
New Function Syntax

@Library.Function syntax provides another options for calling functions
More flexible and predictable than @CalculatePremium

More readable than
@(RuleSetName:Calculations).CalculatePremium
145

Function behavior and resolution now behaves more like other rules.
RuleSet Resolution
Two functions in different rulesets with matching signatures:
Before: Multiple Candidates Exception
Now: Resolved based on RuleSet order
Withdrawn Support
Withdrawn functions are handled similar to other rules.
146

Explicitly determine when to change a signature vs. create a new one.
A functions parameters
are now set on the
New/Save-As form.
Detection of duplicate
signatures performed when
creating a function.
147

Search gadgets can now implement support for fuzzy queries against Elastic search
Handles misspellings
Query string tst can return matches on test, tests
Handles uncertain spellings
Unfamiliar, foreign-language, technical spellings
Query string postgres can return matches on Postgres, PostgreSQL
Default fuzziness settings
on Search landing page
148
pxRetrieveSearchData API offers

option to perform fuzzy search
query, and settings to control
fuzziness
Database Performance Improvements: Reports

Performance improvements in Designer Studio now available to applications with
custom rule tables
7.1.8 improves performance for
applications with custom rule

tables
DBMS triggers in Pega Platform
have now been migrated to
Pega declarative triggers
7.1.7 Designer Studio landing

page performance improved
with faster rule-resolved reports
149

Smaller BLOB with optimized reads and writes. Faster lock management for highvolume case processing.
20% reduction in size of pzPVStream (BLOB)

Faster reads/writes, reduced memory usage and network traffic
Imports and installs 20% faster
Faster lock management
Automatic de-fragmentation of PR_SYS_LOCKS table
Customer controls how often and when de-fragmentation occurs
Fragmentation of PR_SYS_LOCKS table
caused by high frequency of inserts and
deletes during lock management
150

Customers have the option to use additional DBMS versions, and data types
Support for the following DBMS versions

SQLServer 2014
DB2 z/OS v.11
PostgreSQL 9.3.5 Community Edition
Postgre Plus Standard Edition (Enterprise DB) 9.3.5
Support for Oracle TIMESTAMP column type
7.1.8 will not ship with any
PDN will show customers how to manually convert
151
Correlation ID
Engine API to allows correlation across applications
External
System
Log Messages
Alerts
Async data pages
Available to be set by Services and connectors
External
System
BIX: Multi-Tenant Support and Scheduling

Multi-tenant customers can use BIX, BIX jobs can be scheduled within Pega Platform,
and incremental extraction based on commit time to DBMS
Full support in BIX for multi-tenant Pega apps

Schedule BIX jobs with agent and new activity pxExtractDataWithArgs:
Activity takes extract rule name and

class, and command-line parameters
in BIX User Guide as a string
Incremental extraction option now based on pxCommitDateTime
153
Whats New in
Pega 7.1.8
PROJECT DELIVERY
Tom Reilly
P RO DUCT MANAGE R
Whats New - Project Delivery

Link URLs to Applications, Requirements, and Specs
155

Users can now create documents using any browser/OS and multi-task within Pega 7
while their document is generating in the background.
The application document
process now runs on a server,

not on the users client system
When document generation is
complete, the user simply

downloads the document to
their client system
156
Link URLs to Applications, Requirements, and Specs

In addition to files, users can now attach URLs to applications, requirements, and
specifications in context enabling quick access to the URL target directly from Pega 7.
157

Whats New in Pega 7.1.8

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Whats New in

Whats New - Pega 7.1.8

Offline Mobility for the Mobile Workforce

Pega Mobility Client

Live UI & Mobile Preview

IAC Mashup Quick Start

2014 Pegasystems Inc.

Whats New - Pega 7.1.8

The Pega API

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New Function Syntax

Functions Are More Predictable

Clear Signature Management

Fuzzy Search Query Support

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Whats New - Mobility

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Offline Mobility for the Mobile Workforce

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Offline Mobility Restrictions in 7.1.8

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Model-Driven Offline Mobility for Mobile Field Services

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Model-Driven Offline Mobility for Mobile Field Services

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Model-Driven Offline Mobility for Mobile Field Services

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Model-Driven Offline Mobility for Mobile Field Services

use takes through the application

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Model-Driven Offline Mobility for Mobile Field Services

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Model-Driven Offline Mobility for Mobile Field Services

device camera when offline

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Model-Driven Offline Mobility for Mobile Field Services

worklist to start next work

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Model-Driven Offline Mobility for Mobile Field Services

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Pega Mobile Client Improvements

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Mobile Client Version Checking

Pega 7 app from app stores

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Improved developer tools

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Improved developer tools

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Improved developer tools

developers can see contents of

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Full-screen mobile menus

from mobile devices.

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Full-screen mobile menus

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Location field with interactive map

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Mobile Modals and Overlay with Transitions

mobile device, providing a better mobile