Use this tab to define the work pools associated with this access group, and to define other settings related to capabilities such as authentication, security, connectivity, and accessibility for users or other requestors who reference this access group.
Field |
Description |
Name |
Lists the classes that are marked as You can enter any class group for which the container class (the Rule-Obj-Class instance with the same name as the class group) belongs to a ruleset listed in the Production RuleSets array or available to users through application rules. This restriction ensures that the rules of the application (in addition to the case types) are available to users associated with this access group. As a best practice, select the radio button on the class group that contains the case types in which users associated with this access group most often create cases. This selection determines the default work pool that appears on the top of the Application Explorer tree when you open an application. The names (the class rule Short Description text) of the workpools listed here appear in the Application menu Switch Work pool list. If you leave this array blank:
Work pool names appear on this Work Pool Selector list in the order that the corresponding work pools are listed here. If this array contains more than a few, consider reordering them to present the work pool names alphabetically, or in another order meaningful to users. Leave blank if users who enter new cases and are associated with this access group use a composite portal that includes the standard section @baseclass.NewWork. The cases that such users can enter appear on the Cases and Data tab of the Application rule, not here. |
Field |
Description |
Authentication timeout |
Enter a number of seconds after which the system challenges idle browser sessions (for users of this access group), asking users to re-enter their Operator ID and password. This time-out event does not cause session context or clipboard contents to be lost. If users respond to the challenge and are re-authenticated, they can usually continue processing where they left off, unless the system released locks they held in the meantime, or the system was stopped and restarted. This setting is also taken into account in an offline-enabled application that is either online or offline. When the time-out value is reached, users are automatically logged out when they perform any action and the login screen is redisplayed. Note: This authentication time-out is not related to the |
HTTP/HTTPS home directory |
Typically, accept the default of If you changed the name of this directory, enter the new directory name here. |
Rule security mode |
This setting determines whether and how the system executes rules accessed by members of this access group. In Pega Platform, rules can be made to require privileges in two ways:
Allow is the default and recommended setting. Deny is the strictest setting and requires creating privileges for rules and access roles. Use Warn mode only when you want to identify rules for which users need generated privileges to execute. You can then use the Pega Platform activity to generate missing privileges and add them to roles where needed. See the PDN article Setting role privileges automatically for access group Deny mode. Select one of these options:
A best practice is to use Allow mode for Rule Security Mode, and use the Access Manager to configure authorization for rules. When more specific security is needed for an individual rule, specify a privilege for the rule. See Access of Role to Object form - Completing the Privileges tab. If you want to specify privileges for all rules and users, and you have sufficient time and resources to perform a system-wide exercise including all expected users, see the PDN article Setting role privileges automatically for access group Deny mode. |
Field |
Description |
Enable accessibility add-on | Select to provide users associated with this access group with more accessible versions of several standard harness, section, and flow actions rather than the normal standard versions. To provide maximum accessibility support, also include the PegaWAI ruleset in the Production RuleSets list for such users. See Understanding accessibility. |
Production RuleSets |
Optional. Enter production rulesets and versions specific to this access group. For example, in a production setting, you can identify one ruleset and version that remains unlocked and holds only rules expected to be changed often. Such rules can be delegated to management. A ruleset with this purpose is sometimes called a local-only or production ruleset. Caution: Leave blank except for developers and others who modify rules. While your profile includes the ruleset versions listed here, they are not considered part of the current application. Rules in the ruleset versions listed here might not be visible in the Application Explorer, Guardrails tool, or Document wizard facilities. As a best practice for good security — and to avoid a warning when you save the Access Group form, select from the ruleset versions that appear in the Production RuleSets array on the Definition tab of the application rule. The system uses this information at log-on time to assemble the ruleset list for this user. The order of your entries in this array affects rule resolution. At login, the system appends these entries to the top of your ruleset list, but starting at the bottom of this array. The order of rows in this array becomes the order they appear in the ruleset list. For example, if during sign-on this access group is accessed when the (partial) ruleset list contains Alpha:01, Beta:02, and Gamma:03 (in that order), and this array contains Red:07, Blue:08, and Green:09 (in that order), the result is Red:07, Blue:08, Green:09, Alpha:01, Beta:02, Gamma:03. You can include a full version number or an initial portion of a version number. Separate the ruleset name from the version (or partial version) with a colon, as in these examples:
Except for users who have the PegaRULES:WorkUser4 role, include at least one ruleset version that is not locked. If all ruleset versions that a user can access are locked, that user cannot create new rules. (Typically, managers have access to a local customized ruleset for storing only those rules that are personal, customized versions of reports.) Note: List distinct rulesets here. A user or other requestor can access rules in only one major version of a ruleset; access to version 04-10-15 includes access to 04-10-14 and 04-04-11, but not to 03-01-01 or 02-15-07. To reorder the rows of this array, hold the mouse pointer over a number. Click and drag to another row. To duplicate or move a row, hold the mouse pointer over a number. Or, right-click to access a menu with Cut, Copy, and Insert options. |
Field |
Description |
Enable offline support |
Enables offline support for all users of the access group in applications running with Pega Mobile Client. See Offline capability, the How to configure offline capability for mobile app, and the Offline mobility guidelines PDN articles to learn more. |
Force full sync for all users |
Click to force full data synchronization for all users of the offline-enabled application the next time that they synchronize with the server. If synchronization has already been done at least once, the date/time stamp of when last full data sync operation has occurred is displayed below this button. |
Access group requires a connection for portions of the application |
Select to allow the offline-enabled application to process online cases and use the OSCO breakout capability. To improve the performance of the offline-enabled application by reducing server load, clear this check box, and also select the Use service session cookie (REST/HTTP only) check box for the offlinehttp service package rule. |
Enable caching |
Select to enable caching of common rules for all operators in the access group. This option ensures a faster start of offline-enabled applications from the time of the last Pega Platform server start. If you click Force full sync for all users, the cache is automatically cleared. If this check box is selected, you can optionally, in addition to common rules:
Note: If a rule for an access group is based on an operator record or other data that varies between users within that access group, caching for such an access group should be disabled. |
Node scope data pages |
Optional. Select one of the following:
|
Leave these fields blank for an access group that supports logging on to Pega Platform from external systems, or that supports workers or managers who never create rules.
Field |
Description |
Default destination ruleset |
Optional. Select a ruleset from those listed in the Production RuleSets array or from those listed in the application that the system suggests as a destination ruleset when users associated with this access groups create a rule.
When a user associated with this access group creates a rule by clicking the New or Save As buttons, the system suggests this ruleset for the new rule. If you leave this field blank, the Save As form uses the ruleset of the existing rule being saved as the default ruleset for the new rule, if a version that is unlocked is available to you. |
Version | Optional. Required if the ruleset is not blank. Enter the ruleset version (for the ruleset identified in the previous field) that the requestor associated with this access group usually adds rules into. During New operations (and certain Save As operations), this version appears as the default ruleset version. |