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Attachments using CMIS

Updated on January 18, 2022

Content Management Interoperability Services (CMIS) is an open standard that allows different content management systems to interoperate over the Internet. Specifically, CMIS defines an abstraction layer for controlling diverse document management systems and repositories using web protocols.

CMIS provides a common data model covering categorized files and folders with generic properties that can be set or read. There is a set of services for adding and retrieving documents. There might be an access control system, a checkout and version control facility, and the ability to define generic relations. Three protocol bindings are defined: one using WSDL and SOAP, another using AtomPub, and a browser-friendly one using JSON. The model is based on common architectures of document management systems. To use a CMIS system ensure that Store in CMIS repository is selected on the Integration & security tab.

For the current implementation, the protocol using AtomPub has been leveraged. This requires the creation of an Atom Server rule in the application instance with the necessar y details. A Dynamic System Setting called CMIS/URL in PegaFS has been set up to contain the URL of the CMIS server. This will need to be updated.

A new Connect-CMIS rule was created and the new Atom Server instance is referenced in the rule. This rule is used in the Application rule form that helps the application instance interact with the CMIS server configured in the referenced rule forms.

Configure this rule on the Integration and security tab of the Application rule form in order to direct the application to connect to the specified server for managing content uploaded for work. Select the Enable for attachments check box to leverage the CMIS server capabilities.

The CMIS Folder field is the server folder where the uploaded files are stored. You must select this folder explicitly when you change the Connector (Connector Name field), and you should save the application rule form after you select the CMIS folder. If you select a connector and no folders are displayed, do the following: save the application rule form, browse for folders, select the folder, and then resave the application rule form. For consistency while uploading and searching for documents, create a folder on the server to hold your content.

Note: Theconfiguration described above assumes that there is a working CMIS server in place. In this case, the server configured is an Alfresco instance. However, that is not a requirement. You can use any CMIS-compatible server and configure it in the same way and the runtime behavior will not be affected.
  • Previous topic Attachment capabilities in Pega Platform
  • Next topic Configuration to support customer properties metadata

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