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Configuring external storage options for attachments

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Use external storage to attach content to a case or Pulse conversation.

If you are using a web storage provider, ensure that web storage providers are correctly configured. For more information, see the article Downloading and configuring pluggable web storage provider components on Pega Community.
  1. In the header of Dev Studio, click the name of the application, and then click Definition.

  2. On the Application form, click the Integration & security tab.

  3. In the Content sourcing section, configure one or more external storage systems.

    • To use external content for case attachments only:
      1. Select Source from CMIS systems.
      2. Optional: To change the label that users see when they add an attachment from this system, enter a description in the Label for this content source field.
    • To use external content for case or Pulse attachments from a web service provider:
      1. Select Source from web storage providers.
      2. In the Provider list, select an installed web storage provider for which you have an account and a content location.
      3. In the Authentication profile field, press the Down Arrow key and then select an authentication profile of type OAuth 2.0.
        You must use the same authentication profile to store content in and source content from the web storage provider.
      4. Optional: To change the label that users see when they add an attachment from this web storage provider, enter a description in the Label field.
      5. Optional: To use content from more than one web storage provider, click Add and repeat these steps to configure another provider.
    • To use external content for case or Pulse attachments from a repository:
      1. Select Source from repositories.
      2. In the Repository list, select a repository for which you have an account and a contents location.
      3. Click Browse.
      4. Select the folder from which to source attachments.
      5. Click Select.
      6. Optional: To change the label that users see when they add an attachment from this web storage provider, enter a description in the Label field.
      7. Optional: To use content from more than one folder or web storage provider, click Add.
  4. Click Save.

Content from external storage is available when you add an attachment to a case or Pulse conversation, based on the sources that you configure.

  • File and content storage

    You can control where case and Pulse attachments are stored and sourced for your application. There are different types of content storage types that you can use. The storage type is based on the content storage vendor that your business uses, your expected file size, and the number of concurrent uploads/downloads.

  • Storing case attachments using external storage

    You can configure your application to store case and Pulse attachments outside the Pega Platform database. By using external resources, you can upload large files without causing out-of-memory errors.

  • Creating an authentication profile

    Create an authentication profile to move messages securely to and from your application with a variety of connector and server rules.

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