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Storing case attachments using external storage

Updated on November 22, 2021

You can configure your application to store case and Pulse attachments outside the Pega Platform database. By using external resources, you can upload large files without causing out-of-memory errors.

  1. In the header of Dev Studio, click the name of the application, and then click Definition.
  2. On the Application form, click the Integration & security tab.
  3. In the Content storage section, select and configure a storage type.

    For more information about supported storage types, see File and content storage.

    • Store in Pega database – Pega database is the default option for on-premises deployments.
    • Store in CMIS system: In the Connector name field, press the Down Arrow key, and then select a Connect CMIS rule that defines connections to CMIS repositories.
    • Store in web storage provider
      Note: Ensure that web storage providers are correctly configured. For more information, see Installing components.
      1. In the Provider list, select an installed storage provider.
      2. In the Authentication profile field, press the Down Arrow key, and then select an authentication profile of type OAuth 2.0 that authenticates the connection to the provider that you use.
        Note: You must use the same authentication profile for both storing or sourcing content from a web storage provider.
      3. Click Browse, and then select the folder that stores the case and Pulse attachments.
      4. If you are connecting to your web storage provider account from this application for the first time, follow the prompts to authenticate and authorize the connection with your web storage provider.
    • Store in repository
      1. In the Repository list, select a data repository.
      2. Click Browse, and then select the folder that stores the case and Pulse attachments.
  4. Optional: To prompt users to decide whether an attachment is removed from the external content management system when they remove it from a case, select the Prompt users for confirmation before deleting content check box.
  5. Click Save.
Result: New attachments that you create are stored in the location that you choose.
  • Previous topic Defining an escalation action for an incomplete assignment
  • Next topic Requirements and restrictions for case attachments in a file storage repository

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