Posted: 18 Jan 2018 16:02 EST Last activity: 6 Jun 2019 5:41 EDT
Configuring FCM: Step by step approach
Step 1 : Make sure both the master and remote instances should be installed and running
Step 2 : Create business scenario
Sub Step 1 : Create same operator in master and remote system.
Sub Step 2 : Create application in each PRPC system.
REMOTE SYSTEM CONFIGURATION :
Step 1 : In the Remote system , publish the case type as Remote and allow new work creation.
Sub Step 1 : Create a case type in the remote system . This case type will be used to run from the master system.
Sub Step 2 :In the Advanced Tab of case type rule form select “Publish as a Remote Case Type” checkbox and “Permit new work creation” checkbox.
Step 2 : Create a new Dynamic System Setting named 'prconfig/authentication/redirectguests/default with value 'false' and restart the system.
MASTER SYSTEM CONFIGURATION : Step 1 : Deploy prgateway.war and register the remote system on the master server using gateway
Sub Step 1 : Deploy prgateway.war on the master system server .It could be found with PRPC distribution under Additional products/IAC
Sub Step 2 : Add the remote system as a host on the gate way (http://hostname:port/prgateway/index.jsp). Note down the Connection Name given . This will be used to configure in the Master system Case type rule form .
Step 2 : Create a Remote case type that will act as a stub class to run remote work object .
Sub Step 1 : Expand the ADVANCED SETTINGS on the modal that appears while creating a new case type from Case Explorer , and check “Remote Case type” checkbox.
Sub Step 2 : Open the case type rule form (Click on the Link that is given on the case type “Open Case Type Defintion to Configure details” if present .).
Sub Step 3 : Create a new Remote System instance and specify in the case type rule form . Configuring the fields on the remote system instance is given in next step.
Step 3 : Configure the remote system instance
Sub Step 1 : Specify the gateway url of the master server in the Gateway URL field .
Sub Step 2 : Specify the remote instance name (PRPC instance) in the System URL
Sub Step 3 : Give the name of the connection that is used to register remote system on Master system’s gateway .
Sub Step 4 : Specify the application name created on the remote system.
Step 4 : Configure remaining fields in the case type.
Sub Step 1 : After specifying the remote system field , click on the Retrieve information . It gives the number of case types that are exposed as remote case type from the remote system .
Sub Step 2 : From the Class Name drop down , select the case type you want to run .
Sub Step 3 : Expand the supported Actions(If not already expanded) and select “Create New Work checkbox” . Select the starting process from the starting process drop down and Check the “Show in New work Menu” checkbox. Save the case type.
Sub Step 4 : The selected starting flow starts coming up in the Create menu and clicking on it will create a new work item in the remote system.
ACCESSING OOTB SECTIONS :FCM provides three sections -pxFCMCreateNewWork ,pxFCMOpenWork , pxFCMShowHarness for creating work item, opening workitem and show harness respectively from remote system.
Please refer to below link for more details on these gadgets.
We have FCM package installed (i.e. Pega-FCM:07-10). These rules mentioned in the post are not available in Pega-FCM package and in FCM package seems we have to use FCMR functions. Do we need to follow the same steps as explained here? Is it really required to mark case types as remote in both master and remote systems if we use FCM Pega package?