What's New in 7.1.7

Whats New in Pega 7.1.8Product management April 2015 2014 Pegasystems Inc.Suppose you want to do the following: 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. 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.Real-Time Event Detection and Follow-Up ActionObserve real-time data, sense if theres something relevant going on, decide upon a follow-up and act upon this decision. OrientObserveDecideAct

2014 Pegasystems Inc.Proposition Under Revision ManagementAbility to version proposition data, full control on changes, and a streamlined way to bring changes into production.Development EnvironmentBusiness SandboxProduction EnvironmentSetup propositions and initial valuesMake changes and do simulationsDeploy revised versionSimulationRevenue + 1.2%GoldThreshold250SilverThreshold200BronzeThreshold100

Credit cards v2.0GoldThreshold300SilverThreshold200BronzeThreshold100

Credit cards v1.0

John Smith260OfferGoldAcceptRejectCall center

2014 Pegasystems Inc.Rule-Connect-HBaseRule-Connect-HBase has been updated to reuse Data-Admin-Hadoop configuration

Callable from an activity

2014 Pegasystems Inc.Dashboard Personalization Widgets and TemplatesLive UI & Mobile PreviewAdd, Delete, and Move of UI Components in Live UIMobile, Tablet, and Browser PreviewIAC Mashup Quick StartCascading Filtering in GridUI Technology ChangesCSS for Contemporary ApplicationClean Up the Applying Industry Best PracticeUI Kit (UI-Kit-7:03-01)

User Experience

50Whats New - 2014 Pegasystems Inc.Dashboard PersonalizationRelease 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. 51 2014 Pegasystems Inc.Live UI & Mobile PreviewAs 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. 59 2014 Pegasystems Inc.IAC Mashup Quick StartDevelopers 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 2014 Pegasystems Inc.Cascading Filtering in GridThe 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 2014 Pegasystems Inc.UI Technology ChangesGeneration 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 tag is much better organized and is easier to understand for the curious developer, and has improved document load time.70 2014 Pegasystems Inc.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.75 2014 Pegasystems Inc.Whats New in Pega 7.1.8Bence MagyarProduct managerDesigner studio 2014 Pegasystems Inc.What is the new Manage Change space?New standard Case Manager dashboardAllows for easy management and modification of delegated application configurations from ITSupports a scalable architecture for future rule-delegation and application governance models

The dashboard allows end users to:Modify application data typesFor example: A list of insurance products, customers, or sales territories that are referenced throughout the applicationEdit the content of any paragraph ruleFor example: Sales promotion correspondence that needs to be updated each monthManage application decision logicFor example: Loan decisions that evaluate potential risk factors associated with an applicantAdditional delegation configurations in coming in future releases!The dashboard can easily be incorporated into new and existing applicationsManage Change Dashboard - OverviewFacilitates business-friendly configuration of delegated application configurations79 2014 Pegasystems Inc.Features include:Navigation pane to access available properties and functionsDrag-and-drop experience: simply drop properties and functions onto the canvasFull-content search, as well as property and function promptingEasier function referencingThe new expression builder is available on the following rules:Data TransformDeclare ExpressionMap ValueCollectionDeclare ConstraintWhen / Access WhenActivity (various methods)

New Expression BuilderDelivers a dramatically improved experience for authoring logical and arithmetic expressions86 2014 Pegasystems Inc.Delivers a substantial overhaul to the existing Merge Wizard.Merge multiple branches at onceFriendly, auto-generated user interface, including removal of old controls, icons, and in-line styles

Multi-Branch Merge WizardMerge multiple branches to increase development productivity

From the Designer Studio Application record, merge all development branches at once91 2014 Pegasystems Inc.Model-Driven Offline Mobility for Mobile Field ServicesBuilt using the same building blocks as all Pega applications

16 2014 Pegasystems Inc.Reusable Case Stages Technical DetailsThe same configuration options are available from individual rule forms in addition to the Case Designer.

Stage rules are grouped under the Process category.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.

140 2014 Pegasystems Inc.Touch ID AuthenticationUse iOS device touch ID to securely log in to Pega mobile appEnable using Dynamic System Setting enabletouchidAfter first successful log in, credentials are securely stored so finger print can be used for all subsequent log ins

18 2014 Pegasystems Inc.Mobile Client Version CheckingAutomatic checking of mobile client version against Pega application versionEnsures compatibility between the mobile client and Pega application functionalityFor both custom mobile app built from application ruleform or for Pega 7 app from app stores

19 2014 Pegasystems Inc.Improved developer toolsBuild version of mobile client without baked-in URLAllow end user of mobile app to change the URL the mobile app is pointing to rather than have it built in to the appUseful for development and testing when using multiple systemsAdditional setting on the mobile tab of application ruleform

20 2014 Pegasystems Inc.Improved developer toolsTo provide support with more information, end users can See additional system informationSend an issue report that includes the log information

21 2014 Pegasystems Inc.These are placeholder screenshotsPega4/22/15 08:5621Improved developer toolsWhen online, developers can Control level of loggingSee mobile client logs inline with ability to emailAdditionally, when offline developers can see contents of local store and action queue

22 2014 Pegasystems Inc.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.

Full-screen mobile menus24 2014 Pegasystems Inc.Full-screen mobile menus

25 2014 Pegasystems Inc.

Location field with interactive mapAbility 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

26 2014 Pegasystems Inc.Mobile Modals and Overlay with TransitionsLaunch overlays and modals with a transitionOverlays and modals take up the entire screen on mobile device, providing a better mobile experience

27 2014 Pegasystems Inc.Mobile togglesNew stylesheet py-mobile-controls available for inclusion in skinCheckboxes will render as toggles on a mobile device

DesktopiOSAndroid

28 2014 Pegasystems Inc.Real-Time Event ProcessingReal-Time Event Detection and Follow Up ActionData StreamStream DatasetEvent StrategyData Flow Run Proposition Management Propositions under Revision ManagementSet Control Parameters for Proposition using Decision Data Big DataRule-Connect-HbaseHbase Data SetHDFS Data Set

Decision Management30Whats New - 2014 Pegasystems Inc.Event Strategies and Data FlowsOrchestrate 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 DatasetProduces output only when a certain number of dropped calls happensGet the 360 view of the customerTriage: execute NBA Strategy, decide on the actionStatic Data coming from a database Data SetCall high churn risk customers 2014 Pegasystems Inc.Data Stream Data Flow Event StrategyDefine a full event & decision strategy to instigate follow-up action through cases and offers

Strategy Designer defines the event to be detected Strategy Designer triages the event, and defines the follow-up action

Data Architect configures the real-time data feed

2014 Pegasystems Inc.New: Event Processing Elements Data Stream provisioning Stream Data Set

Event processing logicEvent Strategy

Real-time processing jobData flows connect the data stream and static data to the event strategy and configures how to react to detected eventsMonitoring and management of Data Flow runs 2014 Pegasystems Inc.Pega4/22/15 09:3134Stream DatasetIngest 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.

2014 Pegasystems Inc.Stream Dataset Settings BASIC Authentication available for WebSockets and REST endpoints

Data Stream records staged in a commit log like filesThe size of each file is configurableThe retention period is configurable

2014 Pegasystems Inc.Event StrategyA visual, and guided way to describe the event detection logicDescribes the processing logic to be applied for each and incoming event using a guided canvas metaphor.

2014 Pegasystems Inc.Event Strategy Components

Read only list of event stream properties

Selection for the source of time : incoming event or system time Define static data fieldsFilter based on:event propertiesstatic data associated with a particular eventAggregated fieldsDefine time

Count and time based Tumble window

Count and time based Sliding window

Partitioning on other attributes other than the event keyComputes aggregates on a window

SUMLASTCOUNTFIRSTAVERAGE

Defines higher level event release policy

ImmediateOn scheduleWhen nothing happens

2014 Pegasystems Inc.

Data Flow RunRun, 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

2014 Pegasystems Inc.Convert Propositions into Decision DataConvert existing propositions into Decision Data Records and use them in Revision Management.

First step: select the list of proposition groups you want to convert

Define the decision data records nameInclude proposition groups for revision management

Review all the records that are going to be created 2014 Pegasystems Inc.Manage Propositions Using Decision Data RecordUtilize an out of the box interface to define and manage propositions using decision data records.

Create new propositionsExport propositions, edit in excel, and importSearch on proposition attributes contentGet an overview of all propositions in one group, including their description and last updated information 2014 Pegasystems Inc.Customizable Proposition FormDefine the proposition attributes with customizable proposition forms

Proposition data form, can be auto generated or fully customizedProvide the list of properties for auto-generated formsDefine initial values to set smart defaults 2014 Pegasystems Inc.Automatically generated form for a given set of proposition propertiesCustomizable Proposition FormCustom form for specific proposition UIs

2014 Pegasystems Inc.Decision Data for Proposition Control ParametersGive multiple users access to different sets of control parameters.

Use decision data records defined on Strategy result classes directly in strategy

Different users manage different sets of parameters

2014 Pegasystems Inc.HBase Data Set Reuse hadoop definition and mappings from Rule-Connect-Hbase

Supported Operations:SaveBrowseBrowseByKeys

2014 Pegasystems Inc.HDFS Data Set Process large files on Hadoop

Parse JSON & CSV file formats

Supported Operations:SaveBrowse

2014 Pegasystems Inc.Whats New in Pega 7.1.8Vinay KamathPrincipal product managerUser experience 2014 Pegasystems Inc.Dashboard PersonalizationEnd users can personalize their own dashboards!Ability to select predefined layouts (templates)Ability to add widgets built by developersSome widgets have configuration optionsPersists for each user (unique dashboard)Can publish to other users

Report widget allows users to display ad-hoc reports on their dashboardsDisplayed 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.

Personalization Mode

Widget picker

52 2014 Pegasystems Inc.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

53 2014 Pegasystems Inc.Dashboard Personalization (Widgets)13 OOTB Widgets including Case Management, Reporting, and 2 Informational example widgets!OOTB Widgets

54 2014 Pegasystems Inc.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

55 2014 Pegasystems Inc.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

56 2014 Pegasystems Inc.Dashboard Personalization (Case Manager)OOTB Case Manager 7 Portal in UI-Kit 3 utilizes Dashboard PersonalizationDashboard is pre-populated with widgets from current OOTB Case Manager 7 design

Personalization mode is triggered via gear icon57 2014 Pegasystems Inc.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 harnessEnsure 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

58 2014 Pegasystems Inc.Add new UI elements directly to the current portal pageAdd a new UI element before or after an existing element Move existing UI elements using drag and dropMove elements within and across dynamic layoutsUI element may not be moved across sections Drag drop within the UI treeRemove UI elements from pageAdd, Delete, and Move of UI components in Live UIEnable rapid UI inspection and configuration from with the runtime portal

60 2014 Pegasystems Inc.Available as part of latest UIKitCase manager and Case worker portals contain mobile preview menu optionAllows rapid preview of portal in popular form factorsFull screen, laptop, tablet & phonePortrait and landscape modesEmulates user agent for adaptive rendering of UI

Mobile, Tablet, and Browser previewAccelerate device agnostic development with form factor preview

61 2014 Pegasystems Inc.Mobile, Tablet, and Browser preview

62 2014 Pegasystems Inc.Mobile, Tablet, and Browser Preview Tablet Portrait

63 2014 Pegasystems Inc.Mobile, Tablet, and Browser preview Phone Portrait

64 2014 Pegasystems Inc.Mobile, Tablet, and Browser preview Phone Landscape

65 2014 Pegasystems Inc.IAC Mashup Quick StartDevelopers can quickly generate Pega mashup code for displaying in their web pageNew 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 optionsDoes not require IAC js to be separately referenced from external pageGenerates markup optimized for responsive web sites and pega responsive apps.

67 2014 Pegasystems Inc.Column filtering a grid yields accurate results as prior filter criteria is cascaded down when filtering other columnsCascading Filtering in GridColumn filtering is now cascades filter panel only shows those values that apply based on other filter criteriaGuides the user in applying the correct filter criteriaApplies to both range filtering and value filteringCleaner user interfaceApplies to all grid data sourcesAd-hoc filtering in list based reports uses this new feature

Filter panel for Experience when no other filter applied

Filter panel for Experience when Employee type filtered to only to show Contract

69 2014 Pegasystems Inc.New css component py-mobile-controls availableIncluded as css override file in UI kitUses new OS and platform specific class attributes in html tag

CSS for Contemporary ApplicationDeliver optimized CSS for improved performance and experience

71 2014 Pegasystems Inc.New css component py-mobile-controls availableIncluded as css override file in UI kit

CSS for Contemporary ApplicationPlatform specific rendering for native look and feel

72 2014 Pegasystems Inc.Old CSS has been removedCSS structure has been enhanced to support conditional generationAbility to selectively generate component CSS to reduce CSS size from new skin options

CSS for Contemporary ApplicationDeliver optimized css for improved performance

73 2014 Pegasystems Inc.Clean Up the < head > Applying Industry Best PracticeDocument head conforms to industry best practice while improving performanceDocuments head contents restructured to:Tag & content reordered to conform to best practice meta, css, javascript for improved performanceConform more closely to industry best practiceRemoval of inline javascript from head where possibleMultiple js files combined for performance20% reduction in page load time observed

74 2014 Pegasystems Inc.UI Kit

76 2014 Pegasystems Inc.Manage Change DashboardOverviewUser interfaceAssigning Delegations from Designer StudioConfiguring Data TypesConfiguring Paragraph contentsConfiguring Decision LogicIntegrate Manage Change into Your ApplicationNew Expression BuilderMulti-branch Merge WizardImproved Designer Studio Code EditingDesigner Studio78Whats New - 2014 Pegasystems Inc.Manage Change Dashboard User Interface

Navigation link appears if delegations have been assigned to your access groupMost-recent delegations appear at top of list. List can be filtered by title or descriptionClick Edit to open a delegated item80 2014 Pegasystems Inc.Assigning Delegations from Designer StudioActions > 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.Describe how modification of this delegation will impact your application.81 2014 Pegasystems Inc.Configuring Data Types

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.A customized UI that supports the intent of the delegated item is displayed82 2014 Pegasystems Inc.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.83 2014 Pegasystems Inc.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.84 2014 Pegasystems Inc.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.

Integrate Manage Change into Your ApplicationDashboard and underlying architecture ship with Pega7 ML8

85 2014 Pegasystems Inc.New Expression Builder

Primary navigation to browse functions and available properties

Functions are still organized by library, but only essential libraries are shown.Full-text editing canvas.

Drag and drop your functions and properties right in to construct your expression87 2014 Pegasystems Inc.New Expression Builder

Explore available properties by various contexts.Drill into each context to see available properties.

Properties can be dropped directly onto the canvas using the drag handles.88 2014 Pegasystems Inc.New Expression Builder

Full-content search results appear in navigation pane.

Results can be dropped directly onto the canvas

89 2014 Pegasystems Inc.New Expression Builder

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 2014 Pegasystems Inc.Multi-branch Merge Wizard

Each selected branch displays:# rule checkouts# conflicts detected# conflicts resolvedWarnings, if any

And allows for configuration of: Target ruleset versionPasswords

92 2014 Pegasystems Inc.Multi-branch Merge Wizard

Drill into the merge conflicts detected for rules on the candidate branch.

Sections are auto-generated and now align with the overall style of the Designer Studio.

Old controls and icons have been removed.93 2014 Pegasystems Inc.New merge review harness summarizes overall status and brings merge process to a close.Multi-branch Merge Wizard

94 2014 Pegasystems Inc.Industry-standard text-editing experience. Includes support for:Color-coding and syntax-highlightingTag and bracket matchingAuto-indentSearch

The new code editor can be used to edit the following rules:Rule-File-TextRule-Utility-FunctionsRule-Edit-Input Rule-Edit-ValidateActivity java stepsAnd more!

Improved Designer Studio Code EditingMakes it dramatically easier to complete your text-editing tasks inside Designer Studio95 2014 Pegasystems Inc.Improved Designer Studio Code Editing

1. The file type is automatically detected

2. The appropriate syntax highlighting is applied

In a nutshell, more convenient to work with text files!

96 2014 Pegasystems Inc.Whats New in Pega 7.1.8Tejas MehtaProduct managerAutomated testing of data pages 2014 Pegasystems Inc.Pega4/22/15 08:5797Automated Testing of Data PagesFast and powerful way for Pega developers to test and validate the accuracy and speed of data sourcesCreate & modify a repeatable automated unit testBuild, organize and run automated tests from a single testing UIDrill down into failed tests to understand and fix errors quicklyView test coverage for data pages & data typesReview historical test data stored for each test

Enables rapid regression testing of Pega 7 applicationsSignificantly reduces testing effort for Data Pages by quickly identifying Data Page regressions

Test case formTEST AUTOMATION98 2014 Pegasystems Inc.Create & modify repeatable automated testsDevelopers can easily create automated tests by running the data page from designer studio

OOTB Comparators

1. Run the data page & click Convert to test2. Define expected output (select properties & comparators)99 2014 Pegasystems Inc.

Build, organize and run tests from a single UIView 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

Adding a new testClick View all test cases from Data Explorer to view & run tests100 2014 Pegasystems Inc.

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

Run test from test case form and view failure details101 2014 Pegasystems Inc.View test coverage for data pages and data typesView 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 2014 Pegasystems Inc.Review historical test data stored for each testSee how test result and run time varies over time for a given test

Review historical test data from test case formDrill down into an older run by clicking the result103 2014 Pegasystems Inc.Automated Testing of Data Pages (Setup)How to enable these featuresTest automation features for data pages are available OOTB in Pega 7.1.8Create/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

104 2014 Pegasystems Inc.Hotfix ManagerNow Supports Pega Platform and Pega Application HotfixesApplication Packaging (RAP)Reduces Manual Steps up to 50%System Management106Whats New - 2014 Pegasystems Inc.Hotfix ManagerNow Supports Pega Platform and Pega Application Hotfixes

System Scan determines which hotfixes are currently installed.

A Hotfix Catalog is used to determine missing or critical hotfixes. It can be downloaded directly from the Internet, or supplied as a file.108 2014 Pegasystems Inc.Hotfix ManagerNow Supports Pega Platform and Pega Application Hotfixes

Scan results can be exported as a CSV file. This is often required when working with Pega Global Customer Support.109 2014 Pegasystems Inc.Hotfix ManagerNow Supports Pega Platform and Pega Application Hotfixes

Click Install HotfixesSelect the appropriate DL file, review its contents, and click installThe Hotfix will be automatically applied to the system.110 2014 Pegasystems Inc.Hotfix ManagerNow Supports Pega Platform and Pega Application Hotfixes

New Hotfix support for:Non-versioned RulesSchema ChangesData InstancesAudit-style view of all hotfix actions 111 2014 Pegasystems Inc.Hotfix ManagerNow Supports Pega Platform and Pega Application Hotfixes Hotfix Lifecycle StatusA hotfix can be in one of four states. Note that a hotfix can only be Rolled Back once it is Committed.Not InstalledRolled BackInstalledCommitted

112 2014 Pegasystems Inc.Application Packaging (RAP)Reduces Manual Steps up to 50%

In this example, only the Security-related non-versioned rules will be included in the RAPNew Global exclusions section added for non-versioned rules

Enables easier packaging of non-versioned rules that are often deployed separatelyReduces need to manually re-add non-versioned instances up to a 50% savings in manual steps

114 2014 Pegasystems Inc.The Pega APIPowering your mobile and client apps with standard Pega 7 Platform REST servicesData Page Error HandlingUnified, no activities requiredData Page TestingDefine, view, and run tests one at a time or in batchBest practices: securing REST & SOAP connectors At your data center, on the cloud, or in a tenantWeb Single Sign-On (SSO) SAML 2.0 interoperabilitySimple and proven connectivity with your Identity Provider (IdP)FTP Secure (FTPS)Transfer files with confidence using TLS/SSLRapid deployment of Message Driven Beans (MDBs)Java (JMS) messaging has never been easierEase environment moves: global resource settingsNow with even more dynamic fields values for connectors and services

Information Experience116Whats New - 2014 Pegasystems Inc.AssignmentsGet the assignment list of a userGet assignment detailsPerform an assignment actionAuthenticateVerify user credentialsCasesGet a list of cases for a userCreate a new caseGet case detailsUpdate a caseCase typesList the case types available for a userDataGet the contents of a data pageGet data page metadataDocsGet the complete documentation for the Pega API

The Pega APIPower 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. 118 2014 Pegasystems Inc.The Pega APIPower 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. Pega API helpLists parametersProvides JSON data modelIdentifies possible response messagesTest with Try it out! to seeActual Request URLResponse bodyResponse codeResponse headers

119 2014 Pegasystems Inc.Activity-less Error Handling in Data PagesAdd a when step with pxDataPageHasErrors as the condition to run error handling logic on an error.Add when steps based on the content of .pyErrorPage.pyStatusMessage to determine what error occurred.Look at pxErrorHandlingTemplate to see how to take common error handling actions.Add error handling logic to your response data transform or save-as pxErrorHandlingTemplate to your application and customize it for your use.Add easy error handling to any response data transform in your application

121 2014 Pegasystems Inc.As Easy As 1-2-3: Your App Is a SAML Service provider!

Easily import IdP settingsArtifact Resolution Service supportHTTP POST,HTTP Artifact, or HTTP Redirect2 Create an Auth. Service. Import IdP metadata. Enter SP settings.

123SOAP* or HTTP Redirect

1124 2014 Pegasystems Inc.Pega4/22/15 08:57124As Easy As 1-2-3: Your App Is a SAML Service provider!3

HTTP POST or HTTP ArtifactSOAP location for IdP initiated logout*Easily export service provider metadata125 2014 Pegasystems Inc.Pega4/22/15 08:57125Improved user login session control with Force authentication optionUsers must re-authenticate with this Pega application if enabled:Upon session timeoutWith each new Pega user session

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

Check to enable126 2014 Pegasystems Inc.Pega4/22/15 08:57126Key improvements to the FTP Server recordAn Authentication Profile can be used to store FTP server credentialsFTP Secure (FTPS) protocol industry standard supportAbility to restrict the SSL/TLS version used at runtimeFTP 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 encryptionMore detailed information provided for Test Connectivity

FTP Secure (FTPS)Transfer files with confidence using TLS/SSL

128 2014 Pegasystems Inc.Simple Case Type Creation WizardIntuitive Case Type Design Case-Level ConfigurationIntuitive Case Type Design Case Resolution StatusEnhanced Form Configuration Guided ReuseEnhanced Form Configuration Location FieldsEnhanced Form Configuration Attachment FieldsReusable Case Stages Configuration OptionsReusable Case Stages Technical DetailsNew Control to Automatically Launch ToursCase Management132Whats New - 2014 Pegasystems Inc.Whats New in Pega 7.1.8Core engineFrank Apap , Marty GuyoteSr director, product management,Product manager 2014 Pegasystems Inc.Utility Function ImprovementsNew Function SyntaxFunctions Are More PredictableClear Signature ManagementFuzzy Search Query SupportDatabase Performance ImprovementsEnhanced Database SupportCorrelation IDBIX: Cloud and Multi-Tenant Support

Core Engine143Whats New - 2014 Pegasystems Inc. New syntax for calling functionsMakes rules easier to understand Functions behave more like other rulesRuleSet ResolutionWithdrawn Handling Improved reliability Function signatures managed on the New / Save As screen Duplicate detection of functions added

Utility Function ImprovementsUtility functions are more powerful yet simpler to use.

144 2014 Pegasystems Inc.Database Performance ImprovementsSmaller BLOB with optimized reads and writes. Faster lock management for high-volume case processing.20% reduction in size of pzPVStream (BLOB)Faster reads/writes, reduced memory usage and network trafficImports and installs 20% fasterFaster lock managementAutomatic 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 2014 Pegasystems Inc.Generate Documents Using Any Browser/OSLink URLs to Applications, Requirements, and SpecsProject Delivery155Whats New - 2014 Pegasystems Inc.