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Configuring Pega Robot Manager


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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.

  • Storing robotic automation packages in Pega Robot Manager

    Make your robotic solution fully compatible with your data storage policy by configuring Pega Robot Manager to use a repository for package binary files.

  • Robot registration and work group assignment for RPA (unattended) robots

    Every unattended robot must successfully register with Pega Robot Manager before it can run automations.

  • RPA Service-assisted robots and stand-alone robots

    Pega Robot Manager supports both RPA Service-assisted robots and stand-alone robots.

  • Stand-alone robot registration

    A stand-alone robot registers with Pega Robot Manager by using the administrative credentials. This type of robot cannot be started or scheduled from the Pega Robot Manager interface.

  • Configuring how robots are assigned to work groups (initial robot registration only)

    A robot can request to join a specific work group. If a specific work group is not specified by the robot, Pega Robot Manager attempts to find a work group that the robot should join from the pyGetWorkGroupByRobotID and pyGetWorkGroupForRobotByRequestorOperatorID decision tables.

  • Defining work groups that a robot can move to

    To move robots between work groups either manually or by using a schedule, you need to define a list of eligible candidate work groups for each administrative operator (registration operator) that registered the robots. All robots that were registered by the same administrative operator can move to those work groups.

  • Enabling scheduling of robots

    The ProcessRobotScheduleActions agent checks whether a schedule is set on a robot and runs the defined schedule.

  • Enabling monitoring of robot and RPA Service health

    The MonitorRobotCommandAndHeartbeat agent checks the status of robots and the RPA Service – whether the RPA Service and robot send a heartbeat signal regularly and if the robot responds appropriately when it receives commands such as start or stop.

  • Enabling automatic cleanup of disconnected robots

    The ProcessStaleRobots agent finds running robots that have lost connectivity with Pega Robot Manager and stops them. Robots that have lost connectivity (are no longer heartbeating) appear with a red error state (Needs attention).

  • Enabling automatic cleanup of stale automation assignments

    The RoboticAssignmentProcessing agent finds stale automation assignments that have been in a robot's personal work queue for longer than expected and moves them to the list of automations that have timed out. You can view automations that have timed out in the Time-outs on the Issues page.

  • Default dynamic system settings for Pega Robot Manager

    While Pega Robot Manager runs, you can change the dynamic system settings data instances that are related to robotic operations in your application to answer your specific business needs.

  • User roles

    Users with different roles can use Pega Robot Manager.

  • Associating access groups and roles

    Access groups and access roles determine the permissions of each user in your application. When you add a user in Pega Robot Manager, you associate the role with the access group to apply the role permissions to the user.

  • Configuring authentication for new users

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

  • Configuring notification thresholds

    In case of unexpected behavior or errors, Pega Robot Manager users can be notified by webgadget and email.

  • pyCompleteAutomation flow action

    In Pega Robot Manager, the pyCompleteAutomation is marked as an Extension. Its default behavior is to consider the automation status as Complete and move the flow to the next stage of the case life cycle.

  • Job schedulers (agents) that clean up history records

    Pega Robot Manager adds new job schedulers (agents) to clean up excessive history records.

  • Configuring automatic cleanup of robotic automations, events or operator history records

    Depending on your business needs, you can configure configure Pega Robot Manager to automatically clean up automations, events, or operator history records.

  • Localization considerations

    When localizing applications that use Pega Robot Manager, ensure that you adhere to the following guidelines.

  • Installing Pega Robot Manager

    Download and import the Pega Robot Manager portal into your application to monitor the performance, health, and throughput of your robotic workforce.

  • Using Pega Robot Manager

    Use Pega Robot Manager to manage and deploy automation packages to both attended robotic desktop automation (RDA) and unattended robotic process automation (RPA), monitor the performance, health, and throughput of your RPA robots; and manage the life cycle of your RPA robots, including manual start and stop, and defining scheduled actions to enable more throughput when the workload is high.

  • Creating, editing, and viewing reports in Pega Robot Manager

    The reporting feature in Pega Robot Manager extends the capabilities offered by Pega Platform, so that you can create, edit, and view reports from applications that include Pega Robot Manager in their application stack. These reports can cover health, exceptions, or usage data collected from Pega Robot Runtime.

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