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Case attachments in CMIS repositories

You can configure your application to access, store, and manage versions of case attachments by using external ECM repositories that support CMIS. The Pega 7 Platform allows you to source content from CMIS repositories, store content in CMIS repositories, or do both.

For example, if a .docx case attachment in an CMIS repository contains spelling mistakes, you can check out the .docx file and lock it to prevent other users from modifying it. Then, you can edit the file locally to correct the spelling mistakes and check in the file with a comment such as "Corrected spelling mistakes.". The application retains the original unaltered file as the first version and the updated file as the second version.

To enable your application to use CMIS versioning, configure the Integration & security tab of the application rule and create Connect CMIS rules to define connections with CMIS repositories. Then, perform the following tasks:

Note: Some ECM providers have limited support for CMIS versioning, which the Pega 7 Platform handles with the selection of the CMIS provider type in the Connect CMIS rule. For example, selecting Microsoft Sharepoint as a provider disables some features of the Pega 7 Platform for managing attachment versions.

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