Business Intelligence Exchange (BIX)

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1 Business Intelligence Exchange (BIX) Release Notes Version 2.3 And Version 2.3 SP1 February, 2012 Framework Overview The Business Intelligence Exchange (BIX) extracts information from a PRPC database into formats suitable for export to a consolidated data warehouse. This document describes release 2.3 of BIX, released in Q release 2.3 Service Pack 1 of BIX, released in Q BIX 2.3 may be used with all releases of PRPC from PRPC 5.5 onward, including PRPC 6.2. It can be used to extract information to all the same DBMS as in previous releases. It is backward compatible with both BIX 2.1 and BIX 2.2 unless specifically noted below in the description of enhancements and bug fixes. BIX 2.3 SP1 extends support to the following PRPC versions: 5.4 (all service packs) 6.1 SP1 6.2 SP1 and SP2 Note: If you are installing BIX V2.3 on an instance of PRPC where the patch version is later than V 6.2 SP2, contact your Pega representative. They will provide you with the correctly-patched Pega-BIX RuleSet for the instance you are installing on. About this Release BIX 2.3 includes the following major enhancements to BIX 2.1 and BIX 2.2: (enhancement to BIX 2.1 added in BIX 2.2) Extracted class instances can now be filtered based on conditions defined on any properties of the class, and not only the create date/time or update date/time of the instances. See the updated Extract Rule help topic for more information. (enhancement to BIX 2.1 added in BIX 2.2) When extracting to a database, BIX 2.1 provided a run-time command option that automatically generates a Data Definition Language (DDL) file for the database schema it expects to write data to during an extraction, with CREATE statements to create the appropriate tables in the destination database. However, any updates to the extract definition that result in the addition of columns or tables needed to be manually added by a DBA. In BIX 2.2 and BIX 2.3, this command-line option can be used following modifications to an extract rule to generate a DDL file with ALTER statements to assist in modifying previouslycreated database tables. The default behavior for scalar properties in an embedded page is to include the properties in the.csv extract file or DB table for that page. In previous releases, such properties were promoted to a higher level extract file or DB table. Copyright 2011 Pegasystems Inc. All rights reserved

2 Text values longer than the defined length of the destination DB column are automatically truncated, and the + character is appended to the end of the extracted text value to indicate that it has been truncated. When the user double-clicks a property within an extract rule to select it, the default data type and precision are displayed initially, so the user knows what these values are and can change them if they are not what are desired. The method for generating the initial or modified DDL for the destination DB tables of an extract rule has changed. When DBMS output format has been selected, a "Generate DDL file" checkbox appears that, when clicked, prompts for DDL file name and path, and then generates DDL to that file when the extract rule is run. The following enhancements have been made to BIX error handling and logging: o When an extract rule is run interactively in the Designer Studio and errors occur, the UI notifies the user of this, and refers the user to the logs to view the errors. o Two modes of error handling during an extract process: Ignore all errors (default) the extract process continues when errors are encountered, and errors are logged as requested Fail on first error The command line option -f causes the extract process terminates upon the first error encountered. o The pzinskey values of class instances whose extraction resulted in errors are written to a file beginning with pegabix in the current directory of the extract. PAL statistics have now been implemented for BIX extraction queries so that they may be traced in DB trace and have ALERTS defined. The CLOB data type is now supported for columns in destination DBMS tables. An option is now provided to include a header tag or line to XML and CSV extract files that includes the BIX extract rule name, RuleSet, and version number, and the date and time of the extract, and a footer tag (to XML extract files only) that includes a count of total instances extracted and total error count. Passwords can now be supplied in command line options in encrypted form. (The process is similar to that described in ). A problem was fixed where class instances might not be included in an extract if those instances were being updated during a BIX extract, and then were never extracted. BIX extracts to CSV files now support user-specified delimiter characters in addition to commas. See the BIX v2.3 SP1 User Guide for information on prerequisites, supported databases, and installation and use of BIX. Resolved Issues As with any software product, features occasionally do not behave as intended. Pegasystems is committed to a high standard of quality, and has implemented procedures and programs to detect and correct such issues in the product. The following is a list of issues that have been resolved in this release 2

3 that are of most interest and likely to have the most impact on the Pegasystems user and developer community. The pylastupdatedate is written as null in pr_extract_time table Hfix-2216 fails to extract data from work history table BIX Extraction in CSV format - need ability to name file Unable to specify output file name with csv format Unable to specify output file name with csv format BIX extract problem - CSV files Issue with additional scrollbars in Safari/Chrome Inconsistency in datetime format for PRPC properties storedin DB BIX Command Line dates ignored - PRPC 5.4 sp2 "To Table" value lost in Extract rules - PRPC 5.4 sp2 BIX cannot be rolled-back. BIX Multithreading - varying results and error messages BIX 2.2 ruleset prerequisites All BIX Extracts Failed Extracting csv files places an extra space after each comma BIX 2.2 : "Use Last Updated time as Start" checkbox Filter Criteria Logic doesn't seem to have any effect in BIX 2.2 Multi level Page properties cause new files to be created IAC 4.1 doesn't work properly with openworkbyurl'in PRPC6.1SP1 ING Requests updated (hotfixed) calendar gadget BIX 2.1 Extract problem DataSourceManager) ERROR - Unable to obtain DataSource BIX 2.2 and PRPC6.1SP2 compatibility bix 2.2 Filter criteria does not work - hfix-2972 applied BIX Rules Limited to 64 Properties BIX inserts into database are failing - DB2 BIX 2.2 creates wrong table name Already selected properties are not pre-selected Already selected properties are not pre-selected To generate a HFIX to apply to 5.5 SP1 for v2.2 for BIX BIX not extracting work object data and crashes after a long tim BIX not sending proper flag on errors Sporadic failures of scheduled BIX extract during day pc_history_work table does NOT have pxupdatedatetime column Allow PRPC to send and receive encrypted s LastUPdate filter failing for multiple versions of extract rule BIX 2.1 extract to MS SQL DDL not working Back button not working in screen flow prupdmgr bug - does not recognize "unchecked" hotfix Bug to support delivery of two IAC hot fixes on SP1 to JPMC Eng-1044 Eng-1072 Eng-1090 Eng-1122 Eng-1128 Eng-1141 Eng-1164 Eng-1275 Eng-147 Eng-162 Eng-1624 Eng-163 Eng-1636 Eng-1654 Eng-1657 Eng-1681 Eng-1688 Eng-1776 Eng-1805 Eng-1863 Eng-1871 Eng-1915 Eng-1979 Eng-1980 Eng-1986 Eng-2013 Eng-2068 Eng-2069 Eng-2149 Eng-246 Eng-270 Eng-275 Eng-417 Eng-440 Eng-49 Eng-625 Eng-742 Eng-854 Eng-987 HFix

4 Bug to support delivery of two IAC hot fixes on SP1 to JPMC Need properties migrated to to support BIX PEGA BIX bug with exporting a value list and value group CSV extraction reformats double quote characters Allow PRPC to send and receive encrypted s Allow PRPC to send and receive encrypted s BIX Command Line dates ignored - PRPC 5.4 sp2 Internal system set up experiencing problems BIX not sending proper flag on errors PMML - generated table does not match generated tree successive BIX extracts missing data when using pylastupdatedate Hfix-2216 fails to extract data from work history table Split for each Visio does not render swimlanes correctly in horizontal format Decision Table Check In Without Save Does Not Save OR Conditions Filter Criteria Logic doesn't seem to have any effect in BIX 2.2 BIX 2.2 ruleset prerequisites BIX 2.2 ruleset prerequisites All BIX Extracts Failed BIX 2.2 : "Use Last Updated time as Start" checkbox pxreportversion issue in sections and activity Customize list criteria is not working in Rules report Issue with WSDL in 61 for SOAP services making use of xml pages Case Management Hardening Warning Message from IE 6.0 when accessing Pega thru https All the input details are not getting displayed for List to List Multi level Page properties cause new files to be created Multi level Page properties cause new files to be created error when editing flow in visio on 6.1 SP1 and SP2 PRRuntimeException while uploading large file using drag&drop Unable to Scroll in Modal Window Out of the Box SummaryView Reports Failure Fix to drag a file from directly to a work object pyworkpage context mix up in tabbed work area Errors after applying DL-2187 for HFIX-2848 BIX 2.2 and PRPC6.1SP2 compatibility BIX Rules Limited to 64 Properties HFix-1039 HFix-1466 HFix-1709 HFix-1819 HFix-1920 HFix-1921 HFix-2021 HFix-2083 HFix-2126 HFix-216 HFix-2216 HFix-2562 HFix-2706 HFix-2709 HFix-2744 HFix-2784 HFix-2793 HFix-2819 HFix-287 HFix-2883 HFix-2925 HFix-2972 HFix-2973 HFix-2974 HFix-2977 HFix-3013 HFix-3017 HFix-3024 HFix-3035 HFix-3040 HFix-3048 HFix-3051 HFix-3058 HFix-3059 HFix-3080 HFix-3107 HFix-3110 HFix-3114 HFix-3116 HFix-3141 HFix-3144 HFix-3152 HFix

5 Need Hfix-2980 ported to PRPC v5.4sp1 Authentication Option in WORK-COVER-PZSTARTSUBCASE -Lack Access OOM exception in logs Setting.pySendAllAttachments to true doesn't work bix 2.2 Filter criteria does not work - hfix-2972 applied bix 2.2 Filter criteria does not work - hfix-2972 applied "Stop running script" dialog box when in running app accelerator Expanding a row in a ListView causes IE Runtime error Expanding a row in a ListView causes IE Runtime error Edit Excel feature is not working in Decision tables for Sub Col BIX 2.2 creates wrong table name Already selected properties are not pre-selected Visio Flows not working FBIE:Long file names set Accessibility issues - Mutliple select + Double Click- WO Split for each Not all extracted entries are written to the Database (BIX/55SP1) Inconsistent behavior with BIX 2.2 with embedded pages HFix-3173 HFix-3175 HFix-3179 HFix-3181 HFix-3187 HFix-3188 HFix-3191 HFix-3199 HFix-3200 HFix-3203 HFix-3211 HFix-3214 HFix-3222 HFix-3230 HFix-3232 HFix-331 HFix-3354 HFix-3305 Additional BIX documentation The README file distributed with BIX describes the product files and provides additional information about the product. The User Guide is supplied as a PDF file with the distribution media in the same folder as the BIX README file. The following Knowledge Base articles on the Pega Developer Network (PDN) web site ( provide additional information, and answer frequently-asked questions about the product: PRKB-25636: How to install the Business Intelligence Exchange capability PRKB-25663: About the Business Intelligence Extract (BIX) product PRKB-25689: Business Intelligence Exchange (BIX) Parameters PRKB-25747: Running an Extract Rule from the command line in the Business Intelligence Exchange (BIX) v 2.1 PRKB-25745: Specifying extract properties using the Business Intelligence Exchange (BIX) version 2.1 PRKB-25866: Business Intelligence Exchange (BIX) version 2.1 Frequently Asked Questions 5

6 Copyright 2011 Pegasystems Inc., Cambridge, MA All rights reserved. This document describes products and services of Pegasystems Inc. It may contain trade secrets and proprietary information. The document and product are protected by copyright and distributed under licenses restricting their use, copying distribution, or transmittal in any form without prior written authorization of Pegasystems Inc. This document is current as of the date of publication only. Changes in the document may be made from time to time at the discretion of Pegasystems. This document remains the property of Pegasystems and must be returned to it upon request. This document does not imply any commitment to offer or deliver the products or services described. This document may include references to Pegasystems product features that have not been licensed by your company. If you have questions about whether a particular capability is included in your installation, please consult your Pegasystems service consultant. For Pegasystems trademarks and registered trademarks, all rights reserved. Other brand or product names are trademarks of their respective holders. Although Pegasystems Inc. strives for accuracy in its publications, any publication may contain inaccuracies or typographical errors. This document or Help System could contain technical inaccuracies or typographical errors. Changes are periodically added to the information herein. Pegasystems Inc. may make improvements and/or changes in the information described herein at any time. This document is the property of: Pegasystems Inc. 101 Main Street Cambridge, MA Phone: (617) Fax: (617) Business Intelligence Exchange (BIX) Document: Release Notes Software Version: # 2.3 and 2.3 SP1 Updated: February

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