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Directed WEB Access in PEGA

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59 views9 pages

Directed WEB Access in PEGA

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A
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Configuring Directed Web Access in

PEGA

What is Direct Web Access (DWA)?

Direct web access capability to support external Assignments in a Case. By collecting information
from stakeholders who are outside of your organization.

Ex: Feedback collection from external user.

XYZ corporation want to get customer feedback by providing link in an email. They fill out the
feedback form and optionally attach files before submitting. The feedback data is captured in
cases within the Pega application for management and response.
so they might not have login credentials to access the website and application.

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What are external Assignment?

External assignment are of class instance Assign-External. and it map to pr_Assign table.

pySignature is the key of the class instance

What are the pre-requisites for implement DWS ?


1. A valid Email account to send out the email to the external party.
2. The external party should be added as a work party to the case.

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Add Work party details

You can customize this DT based on your requirement

What are the steps to implement Direct web Access?


1. Define External Operator ID.

 External party will be given a directed web access one time. Authenticate
will be through encrypted signature. What about authorization ?
 We know that access groups associate with operators the application
access for the operator.
 PEGA already have external OOTB operator (external).

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 PEGA recommend give minimum access for external operator for security
reasons.

Here We will use OOTB operator ‘External’

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make the License type as Invocation in the security tab

2. Update the Public Link URL. ( Configure -> System -> Settings -> URL )

3. Configure the flow and the correspondent rule.

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Important Note : public URL is configured using Data-Admin-system-
Configuration then that will override the DDS settings.

PEGA provide us to two OOTB flow


1. EngageExternalQuick  This flow can use as Synchronous processing case. Main flow wait for
the response from the external user.

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2. EngageExternlForInformation  This flow mostly use for asynchronous processing. Can be use
as spin-off (parallel processing)

 Assignment property of the First Assignment shape you will see the assignment type
is External and it route to the External Party role.
 Expand Assignment details and you have to configure assignment details carefully

 OperatorModel  Add External operator to give external access to our application.


 DaysToExpiration  session expiration time
 Party  Party details which we created.
 CorrName  Correspondence Name which we want to send to user.
 HarnessPurpose  Harness details which want to show external user.

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Now Let’s go with Example 

 I have created simple application. Here enter Name and Email.


 After submit generated Like will go via Email

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Then Click Link and you will land you provided Harness. Now you are external user for this
Application.

When the user completes and submits the Assignment, the requestor connection ends. The
external user cannot repeat the Assignment or reuse the URL or password because the
session is authenticated for one time only.

 In this article I hope to explain what is Directed Web Access (DWA) and why DWA.
 Based on your requirement you can customize this. And not necessary use OOTB
Flow. You can use your own flow.

Reference  https://docs.pega.com/bundle/platform/page/platform/case-management/directed-
web-access-external-users.html

Thank you
….. Happy Learning.…

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