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Building a Pega Robot Manager application

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By creating a new Pega Robot Manager application by using the New Application Wizard, you can configure the necessary components for attended and unattended robotic process automation applications.

For example, robotic work groups, assignment types, decision tables for robot registration, and access roles for users and robot operators.

Import Pega Robot Manager application to Pega Platform. For more information, see Importing the Pega Robot Manager application.
  1. Log in to Pega Platform as the RMSysAdmin user or any user whose current application stack has Pega Robot Manager as a built-on.

  2. In the header of Dev Studio, click Application New Application .

  3. In the New Application screen, select the Pega Robot Manager template.

  4. Confirm your selection by clicking Use this application type.

  5. In the Robot Manager settings screen, enable or disable the following application settings:

    Auto-balancing
    Enabled by default. Pega Robot Manager automatically responds to shifts in workloads across your solution through continuous monitoring of work groups and work queues to determine the work that needs priority based on service-level agreement (SLA) of open assignments. As a result, the Auto-balancing engine dynamically dispatches robots across work groups to ensure that all open assignments are processed within the SLA, reallocating robots as workloads change.

    For more information, see Auto-balancing robot workload across work groups.

    Auto-archiving of reporting data
    Enabled by default. Auto-archiving of Pega Robot Runtime operational metrics prevents your system from accumulating old or obsolete data. If you enable this option, the collected data is periodically cleaned up, based on your configuration.

    For more information, see Auto-archiving robot operational data.

    Auto-purging of reporting data
    Enabled by default. Auto-purging of Pega Robot Runtime data permanently removes old or obsolete data at specific intervals.

    For more information, see Auto-purging robot operational data.

  6. Configure robotic work groups:

    If you do not create a work group, then the wizard automatically generates a Default robotic work group.
    1. Click Add work group.

    2. Enter the work group name and at least one assignment type.

      Assignment types represent work queues that contains robotic work assignments, waiting for an available robot to process them.
    3. Optional:

      To disable automatic workload balancing for this work group, clear the Auto-balancing check box.

      You can perform this step to ensure that the number of robots assigned to this work group does not change.
      Automatic workload balancing increases efficiency and minimizes robot idle time by moving robots between work groups to complete pending assignments on time. For more information, see Auto-balancing robot workload across work groups.
    4. Click Submit.

    5. Optional:

      To add more robotic work groups, repeat steps 6.a through 6.d.

    See the following figure for reference:
    Creating robotic work groups and assignment types through the New Application Wizard
  7. Optional:

    If you created multiple work groups, you can change the default work group to which robots register by performing the following steps:

    1. In the work group tile, click the Edit icon.

    2. Select the Default work group check box.

    3. Confirm your settings by clicking Submit.

    For more information about robot registration, see Robot registration and work group assignment for RPA (unattended) robots.
  8. Click Continue.

  9. Enter the name of your new application and click Create application.

  10. Optional:

    To add users to your application, perform the following actions:

    1. Place the mouse cursor in the Select a user or add user by email address... box.

    2. Select an available user from the list or enter a valid user email.

    3. Select a user role.

    4. If you entered a user email, click Send invitation.

  11. Click Go to app.

Your new application is created. It contains Pega Robot Manager and the latest UI-Kit version in the built-on stack. 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

For more information, see Configuring how robots are assigned to work groups (initial robot registration only).

Additionally, the following access groups are now available:
  • <App_Name>:UserAdmin
  • <App_Name>:RuntimeUser
  • <App_Name>:Developer
  • <App_Name>:Administrators

For more information, see User roles.

Configure robot authentication, registration sequence, and scheduling. For more information, see Configuring Pega Robot Manager.
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