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Integrating with file and content management systems

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File storage and knowledge management repositories store assets and provide versioning and metadata support. Pega Platform can communicate with common repository technologies and can also act as a binary repository.

You can use repositories as follows:

  • In a continuous integration and delivery pipeline, to provide centralized storage for software that is to be tested, shipped or deployed. Pega Platform can browse, publish, or fetch artifacts that are created whenever an action creates a RAP: for example, exporting an application, product, branch, or component.
  • In case processing, to store and source file attachments.

Pega Platform includes wizards to create the following repository types.

  • JFrog Artifactory
  • Amazon S3
  • File system
  • Microsoft Azure
  • Pega Platform

You can also create custom repositories that behave in the same way as the repositories shipped with Pega Platform. For more information, see Creating a custom repository type.

The repository is an instance of the Data-Repository class which holds all information required to connect to a repository.

Access to repositories is controlled by roles:

  • PegaRULES:RepositoryAdministrator – The user can create, modify, and delete repository instances and browse and fetch contents from the repository. The PegaRules:SysAdm4 role includes this access.
  • PegaRULES:RepositoryUser – The user can view repository instances and browse and fetch contents from the repository.
  • 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.

  • Viewing file storage destinations

    The file specification, also called the file spec, is the path to the file storage destination. View the structure and the contents of the file storage location to help in troubleshooting.

  • Adding a file repository

    Add a file repository to store case attachments in external storage or for DevOps.

  • Using file repositories

    Learn the ways in which you can use a file repository to store your content, such as case and Pulse attachments.

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