Installing and enabling the Document Processing Service component

You can enhance the text analysis of file attachments by Pega Email Bot or Pega Intelligent Virtual Assistant (IVA), by using the Document Processing Service (DPS). The Document Processing Service provides optical character recognition (OCR), and analysis of forms and tables in image attachments for email bots and chatbots. You can also use DPS in your custom flows as it provides extension points and automations for custom solutions. By installing and enabling the DPS component in Pega Platform, you remove the need for third-party OCR software in your application. Instead, your email bot performs text analysis of image-based file attachments in a service on the cloud.
Before you begin: If the DPS component is not available in your application as discovered in step 3, download and prepare the DPS component for installation on your system:
  1. Obtain a .zip file for the component from Pega Marketplace.
  2. Extract the .zip file contents to your local hard drive. The extracted files include a /component folder.

A Pega Platform application and an email bot together use machine learning models to detect entities in email attachments, for example, Microsoft Word (DOC/DOCX), Open Document Format (ODT), Portable Document Format with text layer (PDF), Rich Text Format (RTF), and Simple Text (TXT). With the DPS component, the list of supported file types also includes images, for example, JPG, PNG, and PDF files without a text layer.

  1. In the header of Dev Studio, click the name of your application, and then click Definition.
  2. In the Enabled components section, click Manage components.
  3. In the Available components section, click the DPS component:
    • If the DPS component is in the list, to enable it, go to step 4.
    • If the DPS component is not in the list, click Install new to install the DPS component to your instance of Pega Platform, from the directory in which you extracted the .zip file.
    Result: The Available components section displays the DPS component.
  4. Select the Enabled check box for the DPS component.
  5. Click OK.
    Result: The Enabled components section displays the Pega DPS component.
  6. Click Save.
What to do next: To use DPS in your email bot, enable email attachment analysis to take place during email triage. For more information, see Enabling email attachments analysis during email triage.