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Optional: Integrating Pega Customer Decision Hub for Financial Services with Adobe Experience Manager

Updated on October 19, 2020

Adobe Experience Manager (AEM) is a content management solution which provides users with an interface to build, deliver, and maintain digital experiences. Use the Pega AEM Connector to connect your Pega actions to Adobe Experience Manager assets, so that Adobe Experience Manager assets can be used for customer engagement.

You can navigate the Adobe Experience Manager folder structure and browse Adobe Experience Manager assets from inside Pega Customer Decision Hub for Financial Services. The Pega AEM Connector uses the Query Builder API provided by Adobe. For more information about the API, see the Adobe API documentation.

  1. Download the Pega AEM Connector from Pega Exchange.
  2. To open the Application rule form, in Dev Studio, click the down arrow by the name of your application, then click Definition.
  3. On the Definition tab, in the Enabled components section, click Manage components.
  4. Click Install new, select the file that you downloaded from Pega Exchange, and click Open.
  5. Select the Enabled check box to enable this component for your application, and click OK.
  6. In the list of enabled components, verify that the Pega AEM Connector is selected, and save your changes to the rule form.
  7. In Dev Studio, click RecordsSysAdminRepository.
  8. Click Create.
  9. Enter a description and a name for your repository.
  10. Click Create and open.
  11. In the Definition tab, click Select.
  12. Select Adobe Experience Manager as the repository type.
  13. Optional: By default, Pega Customer Decision Hub for Financial Services can create and delete files and folders in Adobe Experience Manager. If you want to disable this functionality, select Read-Only.
  14. In the Repository configuration section, in the Publish host name field, enter the host name of your Adobe Experience Manager repository.
    Pega Customer Decision Hub for Financial Services will use this host name to access Adobe Experience Manager.
  15. Optional: If you want to automatically publish content to Adobe Experience Manager, enter the Author host name of your Adobe Experience Manager repository in the Author host name field, and select Auto Publish. The Author host name field is only available if you did not set the Adobe Experience Manager repository to Read Only in step 13.
  16. In the Root path field, enter the name of the folder where Adobe Experience Manager assets are stored. The Pega AEM connector will allow you to browse the assets in this folder from inside Pega Customer Decision Hub for Financial Services.
    Note: The Root folder path must not start with the / character.
  17. In the Authentication section, in the Authentication profile field, enter the name of a new authentication profile and click the Open icon to configure the profile.
    The authentication profile stores the credentials that Pega Customer Decision Hub for Financial Services needs to authenticate with the Adobe Experience Manager API.
  18. In the Type field, select Basic.
  19. Enter a name and description for your authentication profile.
  20. Click Create and open.
  21. Enter the user name, password, realm and host name required to authenticate with Adobe Experience Manager. For more information, refer to the Adobe API documentation.
  22. Select Preemptive authentication.
  23. Click Save.
  24. On the Definition tab of your repository, click Test connectivity. If there are any errors, ensure that the credentials in the authentication profile are correct, and that Pega Customer Decision Hub for Financial Services can access the URLs you entered in the Publish host name and Author host name fields.
  25. Click Save.
  26. Click RecordsSysAdminDynamic System Settings.
  27. Edit the following Dynamic System Settings:
    • MarketingImageAssets/IsRepositoryStorageEnabled – Set the value to True
    • MarketingImageAssets/CustomRepositoryName – Enter the name of the repository you created
    • MarketingImageAssets/Folder – Enter a valid sub-folder of the Root folder. If you leave this field blank, the Root folder is used as the destination folder for your images.
  28. Flush the D_RepositorySettings data page to make sure the configuration changes are applied.
    1. Click RecordsData ModelData Page.
    2. Open the D_RepositorySettings data page.
    3. On the Load Management tab, click Clear data page.
    4. Select Flush All.
    5. Click Submit.
  • Previous topic Configuring the Collections logic
  • Next topic Allowing Pega Customer Decision Hub for Financial Services to access images from Adobe Experience Manager

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