Defining an offline configuration for an access group

You can define settings for an access group that are related to authentication, security, connectivity, and accessibility for users and other requestors who belong to an access group.

Before you begin: You must complete one of the following tasks before defining an offline configuration for an access group:
  • Create an access group as described in Creating an access group.
  • Open an existing instance from the navigation panel by clicking Records > Security > Access Group and selecting an instance.

To define an offline configuration for an access group, click the Advanced tab and navigate to the Offline configuration section. Choose any of the following options.

  • To enable offline support for users in applications running with Pega Mobile Client, select Enable offline support. For more information, see Offline capability, the How to configure offline capability for mobile app, and the Offline mobility guidelines on Pega Community.
  • To enable offline troubleshooting with a browser, select Enable offline troubleshooting with a browser.
  • To force full data synchronization for all users of the offline-enabled application the next time that they synchronize with the server, click Force full sync for all users. If synchronization has already been done at least once, the date and time stamp of when the last full data sync operation occurred is displayed below this button.
  • To allow the offline-enabled application to process online cases and use the OSCO breakout capability, select Access group requires a connection for portions of the application. To improve the performance of the offline-enabled application by reducing server load, clear this check box, and also select the Use service session cookie (REST/HTTP only) check box for the offlinehttp service package rule.
  • To enable caching of common rules, click Enable caching.
    This option ensures a faster start of offline-enabled applications from the time of the last Pega Platform server start.
    • If a rule for an access group is based on an operator record or other data that varies between users within that access group, caching should be disabled.
    • To clear the cache, click Force full sync for all users.
  • If you select Enable caching, you can also select one of the following to control caching of node-scope data pages:
    • Select Additionally cache node scope data pages listed below and specify the names of node scope data pages to cache in addition to common rules.
    • Select Additionally cache all node scope data pages except for those listed below and specify the names of node scope data pages that should not be cached.