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Configuring Microsite settings

Updated on January 22, 2021

If you have installed the MS.war file on a different machine than the one on which you have deployed Pega Customer Decision Hub for Communications, you need to modify the index.html file.

Note: Only operators who have the role PegaMarketing_FW:MicrositeAccessRole can create Microsites. By default, analysts do not have this role. If an operator requires the ability to create Microsites, associate the operator with an access group that contains the PegaMarketing_FW:MicrositeAccessRole role (see Pega Platform help or go to Pega Community for instructions on configuring access groups).
  1. Navigate to the directory where the MS.war file has been deployed.
    For example: Tomcat\webapps\MS
  2. Edit the index.html file and prepend the full URL to your system:
    • http://hostname:port/prweb?pyActivity=pzIncludeMashupScripts
    • http://hostname:port/prweb/PRRestService/PegaMKTMicrosite/Services/IncludeMicrositeScripts
  3. In Dev Studio, open the application rule associated with the PegaNBAM:Agents access group.
  4. In the application rule, go to the Integration & Security tab.
  5. In the Mashup security section, add a new Trusted Origin and add the URL for the location of the deployed MS.WAR file.
  6. If you previously configured a content security policy in the Content security section, edit the policy and allow access from the website where the MS.war file has been deployed.
    You must update the Frame-Ancestors section of the policy on the Policy Definition tab, and potentially other sections, if required by the Microsite.
  7. Click ConfigureSystemGeneralSystems, Nodes, Requestor.
  8. In the Requestors table, click the BROWSER requestor for your current system.
    Note: Your current system name is displayed in the System Name field above the table.
  9. Click Save.
  10. Create a new operator account. In the Access Group section on the Profile tab, enter or select <your application>:Microsites.
  11. Create the following Dynamic System Settings or override the default configuration settings in the Microsite gadget:
    The owning ruleset for all of the settings is PegaMKT-Engine.
    • Create the following Dynamic System Settings:
      microsite/systemid
      This is the system ID which the Microsite gadget uses when connecting to Pega Customer Decision Hub for Communications. By default, it is the system ID defined on the system which the URLs point to.
      microsite/defaultclass
      If the Site parameter of the Microsite URL is not defined, this setting purpose is used instead. The default value of the setting is PegaMKT-Work-Microsite_NOSITENAMESPECIFIED_.
      microsite/parameters/skinname
      This is the name of the skin used by the Microsite.
      Note: If you are using your own skin to update the included styles tab of the skin rule, select the check box Include legacy CSS. Without the legacy CSS, your skin will not be displayed on multi-node environments.
      microsite/parameters/additional
      This is a comma-separated list of additional parameters that can be passed to the gadget.
    • Override the following default configuration settings in the Microsite gadget:
      microsite/parameters/useridentifier
      This is the user which the Microsite gadget uses to authenticate itself with Pega Customer Decision Hub for Communications. Enter the name of the operator you created in step 11 into the Value field.
      microsite/URL
      This is the URL which the Microsite gadget uses when connecting to Pega Customer Decision Hub for Communications. The URL should point to an IAC servlet on the public node. The URL format is http://<hostname>:<port>/prweb/IAC.
      microsite/applicationname
      This is the application name which the Microsite gadget uses when connecting to Pega Customer Decision Hub for Communications. By default, it is the name of the application associated with the access group on the PegaMKTMicrosite service package.

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