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Installing Pega Robot Manager 842
Installing Pega Robot Manager 842
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Pega Robot Manager™ 8.4.2 allows you to manage your RPA robots - start, stop, terminate and
schedule them. You can configure it to suit the needs of your organization.
For information about upgrading from previous versions of Pega Robot Manager, see Upgrading to
Pega Robot Manager 8.4.2.
For a new installation, see Installing Pega Robot Manager 8.4.2.
For information about using Pega Robot Manager, see Using Pega Robot Manager 8.4.2.
For information about configuring Pega Robot Manager, see Configuring Pega Robot Manager.
1. Review the system requirements for Pega Platform 8.4, as described in the Platform Support Guide
for your environment, available on the Deployment guides page.
2. Install the latest available release of Pega Platform 8.4, and then verify your installation as
described in the Platform Installation Guide for your environment, available on the Deployment
guides page.
3. Download Pega Robot Manager version 8.4.2 from Pega Robot Manager Marketplace page.
4. Extract the files from the PegaRobotManager_v8.4.2.zip file.
5. Import the Pega Robot Manager application bundle into Pega Platform:
a. Log in to Pega Platform by using the Pega Platform administrator ID.
To log in, use the administrator ID and password that you set up when you installed Pega
Platform. This login must be a Pega-Plaform-level administrator (and not an application-
specific account).
b. Open the Import Wizard. In the header of Dev Studio, click Configure > Application >
Distribution > Import.
c. Browse to the location where you extracted the PegaRobotManager_v8.4.2.zip file, open the
Rules\PegaRobotManager_v8.4.2.jar file, and then click Next.
d. Select Enable advanced mode to provide more granular control over the import process, click
Next, and then follow the wizard instructions.
If your Pega Platform application is running on an Oracle database, enable the Do not set
restore point or save metadata during the import option.
6. Enable the Pega Robot Manager Admin operator account:
a. Log in to Pega Platform by using the administrator ID that you set up when you installed Pega
Platform (for example, administrator@pega.com) and the password that you specified.
b. In the header of Dev Studio, click Configure > Org & Security > Authentication > Operator
Access.
c. In the Disabled operators section, select the check boxes next to the RMSysAdmin operator.
d. Click Enable Selected, and then click Submit.
e. In the Enable Operator window, copy the temporary passwords of the sample operators and
communicate them to the users who will be using them, following your organization's security
protocols.
When you log in to Pega Platform as a sample operator for the first time, you are prompted to
set a new password.
f. Click OK.
The application also includes preconfigured work groups and assignment types (work queues). Use work
groups to segment your RPA robot population into groups of robots that perform similar types of work.
The BankerPro application includes work groups for Banking and Customer service.
2. Open the Import Wizard. In the header of Dev Studio, click Configure > Application > Distribution >
Import.
3. Browse to the Sample\PegaRobotManager_SampleBankerProApplication_v8.4.2.jar file, click Next, and then follow the
wizard instructions.
4. Enable BankerPro operator accounts:
a. Log in to Pega Platform by using the administrative ID that you set up when you installed
Pega Platform (for example administrator@pega.com) and the password that you specified.
b. In the header of Dev Studio, click Configure > Org & Security > Authentication > Operator
Access.
c. In the Disabled operators section, select the check boxes next to the following operators:
Admin@BankerPro, Bank00, Bank01, Bank02, CustServ00, CustServ01, CustServ02
d. Click Enable Selected, and then click Submit.
e. In the Enable Operator window, copy the temporary passwords of the sample operators and
communicate them to employees who will be using them, following your organization's
security protocols.
When you log in to Pega Platform as a sample operator for the first time, you are prompted to
set a new password.
f. Click OK.
1. Log in to Pega Platform as RMSysAdmin user or any user whose current application stack has Pega
Robot Manager as a built-on.
As RMSysAdmin you can only create a new application, but you cannot view the Pega Robot
Manager portal.
To add more assignment types (work queues), click + Add assignment type.
c. Click Submit.
d. If you created multiple work groups: To change the default work group for the robots to
register to, click the Edit icon in the work group tile. Then select the Default work group check
box and click Submit.
e. Click Continue.
6. Enter the name of your new application and click Create application.
7. Optional: To add users to your application, perform the following actions:
To add an existing user, select the user, and then select the associated user role. Click Add.
To add a new user, enter an email address, and then select the associated user role. Click
Add, and then click send invitation.
8. Click Go to app.
Result: Your new application is created. It contains Pega Robot Manager and the latest UI-Kit version in
the built-on stack. Also, the following decision tables are automatically configured for the robots to
register:
Pega-Robot-Register pyGetWorkGroupByRobotID
Pega-Robot-Register pyGetCandidateWorkGroupListByDispatchOperator
Pega-Robot-Register pyGetAccessGroupForRobotByWorkGroup
Pega-Robot-Register pyGetWorkGroupForRobotByRequestorOperatorID
When you create a Pega Platform application, you can add Pega Robot Manager to your application by
completing the following steps:
As RMSysAdmin you can only create a new application, but you cannot view the Pega Robot
Manager portal.
2. Create a custom application by using the New Application wizard in Dev Studio. Your application is
automatically configured to be built on the UIKit 15.01 application layer.
3. In Dev Studio, open your application record:
a. In the navigation panel of Dev Studio, click Records.
b. Expand the Application Definition category, and then click Application.
c. Click your application.
4. In the Edit Application rule form, in the Built on application(s) section, add the PegaRobotManager
application to the stack:
1. Click Add application.
2. In the Name field, enter PegaRobotManager.
3. In the Version field, enter 8.
5. Click Save.
6. Open your operator access group.
a. In Dev Studio, click Operator icon > Access Group
b. In the Available portals section of the access group, add pyRobotManager to the list of portals.
c. Click Save.