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Integration & security tab of the Application form

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Use this tab to secure changes to your application, configure content management and enable content security. Optionally configure the application for Federated Case Management and project management.

Select Require password to update application if you want users to enter a password to update the application rule, and click Update password to set the password.

Content management for cases

Optional. Use these fields to configure your application to access content from, or store content in, an external CMIS repository or web storage provider. The Pega 7 Platform supports various EMC systems, such as Alfresco, Microsoft SharePoint, and EMC Documentum, as CMIS repositories, and Box as a web storage provider.

Notes:

Content storage

Field

Description
Store in Pega database (default) Select this option to enable the storage of case and Pulse attachments in the default database for the Pega 7 Platform.
Store in CMIS repository Select this option to enable the storage of case attachments in a CMIS repository. Complete the following fields:
 
Connector name Select or create a Connect CMIS rule that will be used to connect to the CMIS system.
Root level folder Click Browse to select the folder location in the CMIS system to store case attachments for this application.
Store in web storage provider

Select this option to enable the storage of case and Pulse attachments in an external web storage provider. Complete the following fields:
 
Provider

The system supports only Box as a web storage provider and does not allow you to change the value of this field.
Authentication profile

Select or create an Authentication Profile data instance of type OAuth 2.0 for a Box provider that will be used to authenticate the connection with Box.

Note: You must use the same authentication profile to store content in and source content from the web storage provider.
Target folder

Click Browse to select the folder location in your web storage provider account to store case and Pulse attachments for this application.

Note: If you are connecting to your web storage provider account from this application for the first time, you may be prompted to authenticate and authorize the connection with your web storage provider.
Give users the option to delete content from repository Select this check box to enable the option of removing attachments from cases while retaining the content in the CMIS repository or web storage provider. This check box is cleared by default.

Content sourcing

Field

Description
Source from CMIS repository

Select this check box to allow the browsing and selection of content in a CMIS repository for case attachments. Complete the following field:
 
Label for 'Upload CMIS content' menu item

Enter a description for the menu item that you will see when you add case attachments from a CMIS repository to a case. If this field is empty, the system uses the default value.
Source from web storage provider Select this check box to allow the browsing and selection of content in a web storage provider for case and Pulse attachments. Complete the following fields:
 
Provider

The system supports only Box as a web storage provider and does not allow you to change the value of this field.
Authentication profile

Select or create an Authentication Profile data instance of type OAuth 2.0 for a Box provider that will be used to authenticate the connection with Box.

Note: You must use the same authentication profile to store content in and source content from the web storage provider.
Label

Enter a description for the menu item that you will see when you add case or Pulse attachments from your web storage provider to a case. If this field is empty, the system uses the default value.

Federated case management

This array appears only if there is a remote case type defined in the current application and the Show in New Work Menu option is selected on Remote Case Configuration tab of the Case Type rule form. For more information, see Case Type form – Completing the Remote Case Configuration tab.

Field

Description
Remote Case Type Name The Short Description value of the case type. Read only.
Implementation Class The Applies To class of the case type. Read only.

Project management

Field

Description
Enable Project Management If there is a Project Management Framework (PMF) instance on your system, select to make project tracking features available to developers in the current application. This setting updates the Project Tracking check box on the Project Management tab of the System Settings landing page.

Content security

You can select an existing Content Security Policy from the options provided, or create a one by clicking the icon to the right of the field.

You can set the mode for what the system does when a policy is violated:

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