Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Configuring your application for compatibility with Pega Field Service and Pega Route Service

Updated on May 18, 2021

Configure either Pega Field Service or Pega Route Service to ensure that your application works as intended.

Before you begin: Create an implementation application. For more information, see Creating the application.
  1. Set up a new application and version to ensure that all the node scope data pages use the implementation application:

    1. In the navigation pane of Dev Studio, click RecordsSecurityAccess Group.

    2. Select the PEGAFSM-SUITE:ADMINISTRATORS access group.

    3. On the Definition tab, in the Application section, in the Name list, select a new application.

    4. In the Version list, select a relevant version.

    5. Click Save.

  2. Set the URL for Pega Field Service so that the route dispatch process functions:

    1. In the navigation pane of Dev Studio, in the search box, enter PegaFSM.

    2. In the Dynamic System Settings type section, select PegaFSM • FSM/System/URL.

    3. On the Settings tab, enter the URL for the environment of Pega Field Service.

      For example: https://<hostname>:<port>/prweb
    4. Click Save.

  3. Create a new operator and use it to set up the FSMUserAuthentication Profile:

    1. In the navigation pane of Dev Studio, click RecordsOrganizationOperator ID.

    2. Click Create.

    3. Enter a short description and the operator ID.

    4. Click Create and open.

    5. On the Profile tab, in the Application Access section, in the Access Group list, select PegaFSM:RestrictedAccess.

  4. Configure the Pega Field Service user name and password:

    1. In the navigation pane of Dev Studio, click RecordsSecurityAuthentication Profile.

    2. Select FSM user.

    3. Enter a user name.

    4. To configure the password, click Set password.

    5. Click Save.

  5. Configure the access groups for the operators listed in the table:

    1. In the navigation pane of Dev Studio, click RecordsOrganizationOperator ID.

    2. Search for a model operator from the Model Operators for Pega Field Service table or Model Operators for Pega Route Service table.

      For example: ModelDispatcher
    3. On the Profile tab, in the Application Access section, in the Access Group list, select a related access group as listed in the following table.

      For example: PegaFSM:Dispatcher
    4. Repeat steps 5.a through 5.c for all the operators listed in the table.

    Model Operators for Pega Field Service

    Model OperatorAccess Group
    ModelDispatcher<your implementation application>:Dispatcher
    modelfieldworker<your implementation application>:FieldWorker

    Model Operators for Pega Route Service

    Model OperatorAccess Group
    ModelFODispatcher<your implementation application>:Dispatcher
    ModelFOFieldWorker<your implementation application>:FieldWorker
    modelregionaladmin<your implementation application>:RegionalAdmin

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us