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How to externalize file attachments in PEGA -S3

How to externalize the attachments in PEGA? 


What is externalization?

By default PEGA stores the file attachments in the database tables

How to store file attachments in external storage system (S3)?


PEGA provides some forms to configure Amazon S3 connectivity and achieve the externalization of attachments in below 3 simple steps

STEP 1: Create Authentication profile

Create-> Security->Authentication Profile














STEP 2: Create a Repository and check the test connectivity
Create->Sysadmin->Repository


STEP 3: configure the storage location to AmazonS3
Open the application instance -> Integration & security tab ->content storage upload section -> select the S3 repository


























this step completes the Configuration

Validate/Test the file location
Pick a case -> Recent-content (attachment)->upload a file























Validate the file in the Amazon S3



Validate the file in the Database /Internal process?
Data-Admin-WorkAttach-File
 coming soon...

Potential issues in the configuration

you are not authorized to create, modify or lock DATA-REPOSITORY











Please follow below steps to overcome this issue 





Additional points to consider :

  • Make sure the connections are secure and followed the organizational security polices
  • Make sure connection exceptions scenarios.
  • What happens if S3 goes down? ( it does in internal S3 scenario)

Limitation/More to explore

  • Currently it doesn't supports to configure On-premises S3 storage ( you need to customize)
  • how to extend for  other types attachments.
  • how to support multiple buckets in single application.