Need help getting started with PegaKM
I'm having issues using PegaKM and I could use some advice. How do I set up an appropriate access group? According to the user guide
It is a best practice to modify one of your Pega application’s System Administrator operator’s access group or create a new operator to include the KMPortal portal and PegaKM:Publisher role. The operator’s application rule should also include the PegaKMPortal:07-21 ruleset that is placed above any Pegarulesets
I did this but when I switch to the KMPortal it does not look like the same as the KMPortal that I see when I use the shiiped KMpublisher accesgroup. I don't see the left panel with the Dashboard, work, Knowledge... menu options. Instead I see a header with menu options for Onboarding wizard, search case types, update case types, etc.
***Edited by Moderator Marissa to update SR Details***
After talking with Pega Support I learned that I needed to create a new application based on PegaKM and add my rulesets to that new application. Additionally I copied and updated the shipped publisher and approver access groups and pointed them to my new app. The PegaKM application uses a different skin than CustServ. Originally I tried to create a new KM application using CustServ as the basis. That helped a little but the UI was corrupted because of the different skins. With this latest change the UI is correct and I can choose my roles from the taxonomy Authorized Role drop down.
None of this is really mentioned in the KM user guide.
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