Integrating with a DMS system
The Requirements module manages the documents and metadata that are stored by default in internal tables in the Pega database. Some organizations, however, might need to integrate with their corporate Document Management System (DMS) or Web Storage providers to share those storage responsibilities.
The Requirement module supports three different configurations to facilitate integration with providers.
- Physical documents and metadata stored in Pega
- Default implementation provided by Requirements application, where both document
metadata and the physical document are stored in the Pega database. No
integration is required to support this scenario.
The configuration comes out of the box, and no changes are required.
- Physical documents stored in DMS and metadata stored in Pega
- Under this configuration, the document metadata is maintained in the Pega
database tables, while the physical document is stored in Document Management
Systems (DMS). The integration with the external system is established through
the out-of-the-box Pega capabilities to store documents in DMS using CMIS. The
capabilities support Web Storage providers as well, for example, Box, S3.
The configuration can be easily configured using Pega platform capabilities and does not require changes in the Requirements module. For more information, see instructions available at File and content storage.
- Physical documents stored in DMS and metadata stored in both Pega and DMS
- The model extends the previous configuration by implementing a data propagation
mechanism that transfers the metadata captured through the Pega application into
the DMS system. The metadata synchronization process ensures that all metadata
maintained internally by the Pega module is made available to the enterprise
through the DMS application.
The configuration requires, in addition to the configuration for the previous one, the implementation of certain rules.
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