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Creating a Connect CMIS rule

Updated on August 10, 2022

Create a CMIS rule to define a connection to an enterprise content management (ECM) system repository that supports the OASIS CMIS standard. The CMIS standard enables your applications to target different ECM repositories uniformly with a common interface. Using content from external systems guarantees that users access the most up-to-date versions of files.

For example, in a loan application you can source the Terms and Conditions document from an external storage system in which the files are regularly updated so that CSRs who manage loan requests use the most up-to-date version of the necessary document.

Content Management Interoperability Services (CMIS) is an open standard that allows different enterprise content management systems to inter-operate over the Internet by defining an abstraction layer for controlling diverse document management systems and repositories that use web protocols. CMIS provides a vendor-neutral, language-independent API and query language for working with ECM repositories.

  1. In the header of Dev Studio, click CreateIntegration-ConnectorsConnect CMIS.
  2. On the Create form, enter values in the fields to define the context of the rule.
    1. In the Label field, enter text that describes the purpose of the rule.
    2. Optional: To change the default identifier of the rule, click Edit, and then provide a unique value in the Identifier field.
    3. In the Context section, in the Apply to field, press the Down arrow key and select the class to which the rule applies.
      Typically, you select CMIS-ServiceData. You can also select a class that is derived from CMIS-ServiceData.
    4. In the Add to ruleset field, select the name and version of a ruleset that stores the rule.
  3. Click Create and open.
  4. On the Service tab, in the Endpoint section, in the CMIS provider list, select the provider:
    • To select a provider that is already configured, choose a provider from the list.
    • To configure a custom CMIS provider, select Other.
  5. In the Server type section, select either the Atom or SOAP server type protocol, depending on the configuration of your CMIS provider.
  6. In the Server URI field, enter or modify the URI for your CMIS provider host.
  7. In the Authentication profile list, select or create an authentication profile that has the credentials required to connect to your CMIS provider.
  8. In the Connection section, in the Timeout field, enter the number of milliseconds after which this rule times out with a failure message if no response arrives from the external system.
    By default, the time-out setting is 30,000 milliseconds. Enter 0 to wait indefinitely. The value of the Timeout field cannot contain a negative number.
  9. In the Service section, click Select a CMIS repository, and then select a repository from the specified server.
    The Repository ID field displays the unique identifier for the selected repository.
  10. Click Submit.
  11. On the rule form, click Save.
  12. Optional: To test whether Pega Platform can connect to the external system, in the Testing and simulations section, click Test connectivity.

    The system presents test results in a separate window, identifying the parameters used in the test, the steps attempted, and the outcome of each step.

  13. Optional: To create a simulator for this connect rule, click Simulations.

    For more information, see Creating connector simulators.

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