Configuring external storage options for attachments
Use external storage to attach content to a case or Pulse conversation.
- In the header of Dev Studio, click the name of the application, and then click Definition.
- On the Application form, click the Integration tab.
- In the Content sourcing section, configure at least one
external storage systems.
- Use external content for case or Pulse attachments from a web service provider:
If you did not configure another type of repository, Pega Cloud clients can use pegacloudfilestorage and the
/attachments
sub-folder as the repository for case attachments.Before integrating the repository in your application, you can change the repository you use for case attachments to another external repository type after you create the repository.
On-premise and client-managed cloud systems must specify an external repository for case attachments after you create the respective repository in Pega Platform.
- Select Source from web storage providers.
- In the Provider list, select an installed web storage provider for which you have an account and a content location.
- In the Authentication profile field, press the Down, key and then select an authentication profile of type OAuth 2.0.
- Optional: To change the label that users see when they add an attachment from this web storage provider, enter a description in the Label field.
- Optional: To use content from more than one web storage provider, click Add and then repeat these steps to configure another provider.
- Use external content for case or Pulse attachments from a repository:
- Select Source from repositories.
- In the Repository list, select a repository for which you
have an account and a contents location.
Pega Cloud clients: To use Pega Cloud File Storage, select the repository pegacloudfilestorage.
- Click Browse.
- Select the folder from which to source attachments.
Pega Cloud clients: To use Pega Cloud File Storage, select the sub-folder /attachments.
- Click Select.
- Optional: To change the label that users see when they add an attachment from this web storage provider, enter a description in the Label field.
- Optional: To use content from more than one folder or web storage provider, click Add.
- Use external content for case or Pulse attachments from a web service provider:
- Click Save.
- Adding a case or Pulse attachment from external content locations
When you work on a case, you can add content from external content locations to a case. You can source content from CMIS systems, web storage, or file storage repositories.
- Adding a case attachment from a CMIS system
When you work on a case, you can add content from a CMIS system to the case in the Attachments section.
- Managing a case attachment stored in a CMIS system
Manage versions of a case attachment that is stored in a CMIS system at run time..
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