Deployment Model Evolution

Pega’s evolution to cloud-native architecture

04.09.2023 Ela Jastrzebska

© 2023 Pegasystems Inc. CONFIDENTIAL

 Pega constantly evolves to bring you the Constellation UI
latest technology React-based UI powered by DX API

Process AI

Process Fabric
Interwoven worklist
Cross-app federation
Cloud-native and cloud-first
Backing services (e.g. search, stream)
Kubernetes adoption
Seamless updates & patching
Pega Cloud on Google Cloud

Pega DX API
Pega App Studio Center-out, model-driven UI
Prescriptive, model-
driven methodology built
for low-code
development
 Modern capabilities
require a modern cloud
BEFORE AFTER
Embedded third-party services External third-party services
Kafka ⧫ Cassandra ⧫ Hazelcast ⧫ Elastic Search Kafka ⧫ Cassandra ⧫ Hazelcast ⧫ Elastic Search
Third-Party Service
Deployment
Platform Deployments

Virtual Machine / “Bare Metal” Docker on Kubernetes

(no containers) (containerized)

9
Services glossary

• Kafka: message bus used for event management

• Elastic Search: search engine used for the search
• Hazelcast: is used for the communication between
the different "pods" or "nodes" Pega
• Cassandra: NoSQL database used for CDH and
Process AI deployments

10
Terminology “Container”

• Customers and the market no longer want to install

platforms with "binaries" to be deployed, they prefer
containers
• A container is a virtual envelope that allows an
application to be distributed with all the elements it
needs to function: source files, execution
environment, libraries, tools, etc.
• Unlike virtual machines (VMs), containers are
"lightweight" because they do not contain an
operating system
• Container services (such as Kubernetes) help
orchestrate (start, stop, scale) container execution
• Pega provides ready-to-use Docker images

11
Why Pega Infinity is moving to Kubernetes as the

Kubernetes standard deployment model to provide the best

scalability and reliability for future innovation

Kubernetes is uniquely suited for cloud-native

microservices based platforms like Pega Infinity

Users and customers will receive consistent

performance across use cases because Kubernetes
allows for seamless autoscaling

Kubernetes is the best solution for modernizing your

applications and migrating to cloud deployment

Kubernetes supports the evolution and innovation of

Pega Infinity because it is open source and cloud native

Confidential 13
Client benefits of
the new deployment model

• Grow faster – eliminate OS/MW setup, out-of-the-box node settings new

application environments can be set up faster on Pega Cloud or existing client-
manage Kubernetes instances
• Stabilize operations – Centrally manage rolling restarts to prevent service
outages
• Maintain (Pega) security – download Docker image(s) and update Helm charts
to apply Pega Patches seamlessly and without downtime
• Maintain (3rd party service) security – apply updates to 3rd party services
independently of Pega updates
• Scale with ease – optimize resources with autoscaling and update your
web/batch nodes using Helm charts
• Improve stability – automate node restarts in the event of a node failure

14
Evolution of 3rd party Software
The vendors for the services either no longer support or recommend the embedded distribution of their software.

These services must be externalized to provide reliable, secure and scalable services that support your business.

Elastic Search Apache Kafka Hazelcast Apache Cassandra

Hosted Search Queueing, messaging, and In-memory datastore Nosql database
background processing
• Free and open • Open source • Pega-provided • Open Source

• Use case: search & • Use cases: messaging • Use cases: • Use case: personalization,
reporting, fuzzy search, Web activity tracking, synchronization of nodes, recommendations,
autocompletion metrics, log aggregation, latency management, customer experience,
stream processing scalability, hot data layer fraud detection, high-
volume data, highly
reliable, highly scalable
15
Understanding terminology

RECOMME ND E D DEPRECAT ED
DEPLOYM E NT MODEL DEPLOYM E NT MODEL

– Full support is provided for this – This deployment model will not be
model supported in a future release
– Clients may still deploy existing
– Pega recommends deploying any
applications and environments using
new instance with this model
this model, but it is strongly
– When updating an existing discouraged
instance, update to this model – Clients should not provision new
environments on a deprecated
deployment model.
– Existing installations on a
deprecated deployment model will
still be supported
– Clients may not receive the full
benefit from the latest Pega
architecture enhancements

Confidential 17
Timeline

19
Deployment Modernization Timeline

Pega Platform 8.6 Pega Platform 8.7 Pega Platform 8.8 Pega Infinity '23 Pega Infinity '24 Pega Infinity '25

Non-Containerized
(Virtual Machines / Web App on App Server) 🟢 🟢 ⚠️ ⚠️ ⚠️ 🛑
Deployment Model
Containerized
(Docker on K8S) 🟢 🟢 🟢 🟢 🟢 🟢
Embedded Hazelcast 🟢 🟢 ⚠️ ⚠️ 🛑 🛑
Hazelcast
Clustering Service
(external Hazelcast) 🟢 🟢 🟢 🟢 🟢 🟢
Embedded Elasticsearch
and Elasticsearch Plug-in 🟢 🟢 ⚠️ ⚠️ 🛑 🛑
Search
SRS and External Elasticsearch 🟢 🟢 🟢 🟢 🟢 🟢
Embedded Kafka
(Stream service) 🟢 ⚠️ ⚠️ ⚠️ 🛑 🛑
Kafka
External Kafka 🟢 🟢 🟢 🟢 🟢 🟢
Embedded Cassandra 🟢 ⚠️ ⚠️ ⚠️ 🛑 🛑
Cassandra
External Cassandra 🟢 🟢 🟢 🟢 🟢 🟢

🟢 Recommended | ⚠️ Deprecated | 🛑 Not Available

20
Start Your Modernization Journey
Use time to your advantage
Platform Version

’25

’24

’23

8.8 30 Oct 2025

8.7 31 Jan 2025

8.6 31 May 2024

8.5 31 Oct 2023

8.4 30 Jun 2023

2023 2024 2025 2026 2027 2028

▪ Standard Support
▪ Extended Support

SAFE HARBOR
General information about Pega’s product vision and future direction for informational purposes only. This information is not a commitment, promise or legal obligation to deliver any material, code, or functionality and the development,
release and timing of any features of functionality described for our products remains at our sole discretion.

21
You’ve got help if you need it!

Pega Consulting

Leverage the Pega Consulting modernization experts to provide implementation thought leadership for planning a
modernization journey. They review modernization objectives and landscape, run a sample upgrade to determine options, and
recommend the strategy, scope, and implementation steps to upgrade, migrate and modernize your application.

Pega Cloud

Pega Cloud provides these services as part of your subscription. Pega Cloud may not be available across all geographic areas.

Pega Partners

Pega offers a vast Partner ecosystem to assist in the delivery outcomes of our client transformation projects.
Special Note
If client is unable to use Pega Cloud, Pega Consulting Services, or Pega approved Partners, client can collaborate
with a third-party such as Elastic.co (ElasticSearch), Confluent (Kafka) or Instaclustr( Kaflka, Cassandra) to provide
support, consulting, and fully managed externalized services.
22