Pega Process Fabric Hub integration for Pega Customer Service on Constellation
Achieve Coexistence between the Pega Customer Service™ UI-Kit and Constellation applications by completing the required stack setup on the respective application instances. Then, create the web mashup Channels in the Pega Customer Service UI-Kit application and register both applications on the Pega Process Fabric Hub.
Before you begin
- Install and configure Pega Process Fabric Hub application. For more information, see Setting up Pega Process Fabric Hub.
- Set up Pega Platform and the remote applications to integrate with Pega Process Fabric Hub. For more information, see Registering Pega applications in Pega Process Fabric Hub.
- Note that the PegaCS-PFHub-RemoteConnector Ruleset is available built-in for the Pega Customer Service UI-Kit application. This Ruleset provides circumstancing infrastructure support so that the remote Case harness displays only the work area when users launch the remote Case from the interaction context in the Constellation Interaction Portal. For other UI-Kit and Theme Cosmos applications, install and place the PegaCS-PFHub-RemoteConnector Ruleset on top of the application ruleset stack.
- In the Constellation application, install and place the PegaCS-PPFHubConnector Ruleset on top of the Constellation application ruleset stack. This Ruleset supports fetching the Assignments, Work Queues, Cases, and user data from Pega Process Fabric Hub.
- In Pega Process Fabric Hub, install and place the CustomerService-PPF Ruleset on top of the Pega Process Fabric Hub application ruleset stack. This Ruleset supports the data syncing of Assignments and fetching Assignments, Work Queues, Cases, and user data in the Customer Service Constellation desktop.
Creating Web mashup Channels for Coexistence
In the Pega Customer Service UI-Kit Application, you must create three Web mashup Channels. These are required to create and open the Pega Customer Service UI-Kit application service Cases and Assignments in the Pega Customer Service Constellation application.
Video
Transcript
This video shows you how to create Web mashup Channels in the Pega Customer Service UI-Kit application required for Coexistence.
To create Web mashup Channels, log in to the Pega Customer Service UI-Kit application as an administrator.
In the navigation pane of App Studio, click Channels.
In the Create new channel interface section, click Web mashup.
In the Basic options section, in the Name field, enter CoexistenceCreateCase.
Turn off the Use encryption switch.
In the Configuration section, in the Action list, select Create a new case.
In the Case type list, select any Case Type (for example, Report a lost or stolen card).
In the upper-right corner, click Save to save the mashup channel.
Click Generate mashup code to generate mashup code.
Mashup code dialog box is displayed.
Close the dialog box.
Click Back to return to the Channels landing page.
Create the second Web mashup Channel.
In the Create new channel interface section, click Web mashup.
In the Basic options section, in the Name field, enter CoexistenceOpenCase.
Turn off the Use encryption switch.
In the Configuration section, in the Action list, select Open a case by Handle.
In the Param key field, enter ParamKey.
In the Thread name field, enter CoexistenceOpenCase.
Click Save to save the mashup channel.
Click Generate mashup code to generate the mashup code.
Mashup code dialog box is displayed.
Close the dialog box.
Click Back to return to the Channels landing page.
Repeat the previous steps to create another Web mashup Channel, CoexistenceOpenAssignment. Configure the action to open an Assignment. Use ParamKey, and then name the thread CoexistenceOpenAssignment.
On the Channels landing page, you can now see the three Web mashup Channels.
You have reached the end of this video. You have learned:
- How to create three Web mashup Channels in the Pega Customer Service UI-Kit application required for Coexistence.
Registering and activating the Pega Customer Service UI-Kit and Constellation applications on Pega Process Fabric Hub
Register and activate both the Pega Customer Service UI-Kit and Pega Customer Service Constellation applications on Pega Process Fabric Hub to establish coexistence.
Video
Transcript
This video shows you how to register and activate Pega Customer Service UI-Kit and Pega Customer Service Constellation applications on Pega Process Fabric Hub.
To implement this, log in to Pega Process Fabric Hub as a configurator.
In the navigation pane of Pega Process Fabric Hub, click Registered applications.
In the upper-right corner, click Register application.
Register application dialog box is displayed. Configure the following settings:
In the Platform list, select Pega.
In the System URL field, enter the URL of the Pega Customer Service UI-Kit application.
Pega Process Fabric Hub uses the URL to connect to the component and redirect users to open a specific assignment.
Enter the client ID and client secret.
And then click Continue.
In the Application list, select Customer Service (UI-Kit).
The Description field auto populates with the application description. You can modify the description if required.
Click Create.
In the Customer Service (UI-Kit) application landing page, in the upper right corner, click Activate connection to begin sync between the Customer Service UI-Kit application and Pega Process Fabric Hub.
In the upper left corner, click Registered applications.
Repeat the previous steps to register the Pega Customer Service Constellation application. Ensure that you give the appropriate system URL, client ID, client secret, and application values in their respective fields.
The Pega Customer Service UI-Kit and Pega Customer Service Constellation applications are registered and activated on Pega Process Fabric Hub. They are displayed in the Registered applications section.
You have reached the end of this video. You have learned:
- How to register and activate the Pega Customer Service UI-Kit and Pega Customer Service Constellation applications on Pega Process Fabric Hub.