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Configuring authentication for new users

Configure authentication requirements for user roles before creating users in Pega Robot Manager.

By default, all users authenticate by using basic authentication. RPA Runtime users authenticate with the registration operator account for registration purposes, and then automatically sign on through basic authentication by using a generated password. RDA Runtime users use basic authentication as a default.

Pega Robot Manager supports basic authentication and single sign-on (SSO) by using either OAuth 2.0 with SAML bearer assertion or Kerberos.

When you create user accounts in Pega Robot Manager, the authentication method that is assigned to each user is determined by their specified role and the dynamic system setting that is associated with the specified role.

  1. In the navigation panel of Dev Studio, click Records.

  2. Expand the SysAdmin category, and then click Dynamic System Settings.

  3. To specify the authentication that is used for the AutomationPackageManagement:RuntimeUser role:

    1. Click the PegaRoboticAutomationManagement owning ruleset that has the pegarobotics/DefaultAuthenticationTypeRuntimeOnlyUser Setting Purpose value.

    2. In the Value field, enter SSO or Basic.

    3. Save the rule form.

  4. To specify the authentication for all other roles:

    1. Click the PegaRoboticAutomationManagement owning ruleset that has the pegarobotics/DefaultAuthenticationType Setting Purpose value.

    2. In the Value field, enter SSO or Basic.

    3. Save the rule form.

    For information on configuring single sign-on, see Configuring authentication for Pega Robot Manager.

  5. For basic authentication users, provide the temporary password for the first-time login:

    1. In Dev Studio, specialize the pyGetGeneratedPassword activity by saving it in your application ruleset.

    2. On the Parameters tab of the pyGetGeneratedPassword activity, provide the password by populating the Default value field of the Param.generatedPassword parameter.

    Users are prompted to change the password on the first login, after they provide the temporary password. In case of login issues, users can use the Forgot password? button to get a new temporary password.

  • Configuring Pega Robot Manager

    Pega Robot Manager allows you to manage your RPA robots – start, stop, terminate and schedule them. You can configure it to suit the needs of your organization. You can also create and view reports on robot health, exceptions and usage data.

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