Storing case attachments outside the Pega Platform database

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

1. In the Designer Studio header, click Application name > Definition.
2. On the Application form, click the Integration & security tab.
3. In the Content storage section, select and configure a storage type.

   For more information about supported storage types, see Content storage types.

   • Store in CMIS system:

     1. In the Connector name field, press the Down Arrow key, and then select a Connect CMIS rule that defines connections to CMIS repositories.

   • Store in web storage provider:

     1. In the Provider list, select an installed storage provider.

     2. In the Authentication profile field, press the Down Arrow key, and then select an authentication profile of type OAuth 2.0 that authenticates the connection to the provider that you use.

        Note: You must use the same authentication profile when storing or sourcing content from a web storage provider.

     3. Click Browse, and then select the folder that stores the case and Pulse attachments.

     4. If you are connecting to your web storage provider account from this application for the first time, follow the prompts to authenticate and authorize the connection with your web storage provider.

   • Store in repository

     1. In the Repository list, select a data repository.

     2. Click Browse, and then select the folder that stores the case and Pulse attachments.

4. Optional: To prompt users to decide whether an attachment is removed from the external content management system when they remove it from a case, select the Prompt users for confirmation before deleting content check box.
5. Click Save.