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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 using a web storage provider, ensure that web storage providers are configured correctly. For more information, see Downloading and configuring pluggable web storage provider components on Pega Community. Your environment type determines the repositories you can configure for your external content for case or Pulse attachments.

As best practice, use repositories for case attachments. Repositories leverage data streaming to present case data directly to your Pega application. When you use web storage or CMIS, Pega Platform places data on the clipboard before use in the application, requiring more system resources.

  • Pega Cloud environments must use pegacloudfilestorage as the repository for case attachments if you do not configure another type of repository.

    Before integrating the repository in your application, you can change the repository you use for case attachments to another external repository type after you create the repository.

    For more information, see Creating a repository.

  • On-premises and client-managed cloud systems must specify an external repository for case attachments after you create the repository.

    For more information, see Creating a repository.

  • Do not use the internal Pega Platform database.
Ensure that you review the restrictions of adding a repository for case attachments in Requirements and restrictions for case attachments in a file storage repository. If you fail to observe restrictions while you implement a repository, you can experience system failures.
  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 tab.

  3. In the Content sourcing section, configure at least one external storage systems.

    • Use external content for case or Pulse attachments from a web service provider:

      If you did not configure another type of repository, Pega Cloud clients can use pegacloudfilestorage and the /attachments sub-folder as the repository for case attachments.

      Before integrating the repository in your application, you can change the repository you use for case attachments to another external repository type after you create the repository.

      On-premise and client-managed cloud systems must specify an external repository for case attachments after you create the respective repository in Pega Platform.

      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, key and then select an authentication profile of type OAuth 2.0.
        Use the same authentication profile to store content in and 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 then repeat these steps to configure another provider.
    • 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.

        Pega Cloud clients: To use Pega Cloud File Storage, select the repository pegacloudfilestorage.

      3. Click Browse.
      4. Select the folder from which to source attachments.

        Pega Cloud clients: To use Pega Cloud File Storage, select the sub-folder /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.

Your content from external storage becomes available when you add an attachment to a case or Pulse conversation.
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