Pega Case Fabric Hub integration for Pega Customer Service on Constellation

The Pega Case Fabric Hub Setup Assistant prepares an application on UI Kit for registration to Pega Case Fabric Hub™ by automatically creating and updating required Rules and configurations. The assistant ensures seamless integration with Case Fabric Hub.

Case Fabric Hub Setup Assistant simplifies preparing your application on UI Kit for registration in Case Fabric Hub, especially in the context of transitioning to Pega Customer Service on Constellation.

The Case Fabric Hub Setup Assistant tool provides the following benefits:

• Reduced implementation time: The tool automates repetitive and complex setup steps, significantly reducing the time required for Case Fabric Hub registration.
• Minimized manual effort: By removing the need for manual Rule creation and configuration, the tool reduces the risk of errors.
• Reliable setup framework: The tool ensures that the system consistently creates and updates all required Rules and assets.

The Case Fabric Hub Setup Assistant automates the following setup tasks in applications on UI Kit:

• Update of the following dynamic system settings (DSS):
  • In the ProcessFabricHubSVCURL DSS, the tool sets the URL of the Case Fabric Hub service from the UI.
  • In the AllowedRegistrationAccessGroups DSS, the tool sets the Admin Access Group to enable the registration in Case Fabric Hub.
• Update of the following security Rules:
  • PPFConnect service package
  • PPFConnect keystore
  • PPFConnect token profile
• Creation of the following Web Mashup Channels in the application on UI Kit:
  • CoexistenceCreateCase
  • CoexistenceOpenAssignment
  • CoexistenceOpenCase
• OAuth 2.0 client registration:
  • The tool creates and configures an OAuth 2.0 client registration.
  • The tool provides downloadable client credentials.

Prepare your Pega Customer Service™ application on UI Kit to register it in Pega Case Fabric Hub™ by using the Pega Case Fabric Hub Setup Assistant.

Before you begin:

• Install the CustomerServiceMigrationAssistant_20251126T014339422 component in your application on UI Kit. This component is provided as part of the Pega Customer Service '26.1 installation. For more information, see Installing components.
• Install the ProcessFabricHubConnector component from Pega Marketplace, and ensure that you have an open Ruleset in your Pega Customer Service application.
• Ensure that you enabled the DataSyncOperator operator. For more information, see Preparing Pega Case Fabric Hub for the Pega Cloud services environment.

In the navigation pane of App Studio, click Settings > Case Fabric Hub setup assistant.

On the Case Fabric Hub setup assistant page:

• In the Pega Case Fabric server URL field, review the Case Fabric Hub URL. The system populates this field automatically, but you can edit it if necessary.
• In the Admin access group field, review the current admin Access Group that is specific to your application on UI Kit. The system populates this field automatically, but you can edit it if necessary.

The following figure shows the Case Fabric Hub setup assistant page with the pre-populated Pega Case Fabric server URL and Admin access group fields:

Click Setup.

The system displays a timeline with the progress of asset generation and Rule update, as shown in the following figure:

When the setup is complete, copy the application alias and download the client credentials (OAuth 2.0) that the Case Fabric Hub Setup Assistant generated:

• From the Application alias URL, copy the URL.
• Click View and download.
• In the View & download dialog box, click Download credentials.

The following figure shows that the Case Fabric Hub Setup Assistant successfully processed the required Rules and the credentials are ready for download:

Use the application alias URL and downloaded client credentials to register your application on UI Kit in Pega Case Fabric Hub. For more information, see Activating applications in Pega Case Fabric Hub.

Ensure that the Pega Case Fabric Hub™ application and the applications that you register to Pega Case Fabric Hub include all the necessary Case Fabric Hub Rules by updating the implementation stack of these applications.

Update the implementation stack of the consumer application:

• In the header of Dev Studio, click the name of the application, and then click Definition.
• On the Definition tab, in the Application rulesets section, add the PegaCS-PPFHubConnector Ruleset to the application stack.

Update the implementation stack of the Pega Case Fabric Hub application:

• In the header of Dev Studio, click the name of the application, and then click Definition.
• On the Definition tab, in the Application rulesets section, add the CustomerService-PPF Ruleset to the application stack.

If your producer application is not Pega Customer Service™ on UI Kit, update the implementation stack of the producer applications:

• In the header of Dev Studio, click the name of the application, and then click Definition.
• On the Definition tab, in the Application rulesets section, add the PegaCS-PFHub-RemoteConnector Ruleset to the application stack

In the consumer application, in the header of Dev Studio, click Configure > System > Release > Toggles.

On the Toggle Management landing page, in the row for the EnablePegaProcessFabricHub identifier, click the Edit icon.

In the Edit toggle dialog box, toggle the Enable toggle for all switch on.

The following figure shows the Edit toggle dialog box with the Pega Case Fabric Hub integration enabled: