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Configuring Pega Robot Studio to support Basic authentication

Complete the following steps so that you can publish automation packages to Pega Robot Manager using Basic authentication.

  1. In Pega Platform, configure the DefaultAuthenticationTypeForRuntimeOnlyUser Dynamic System Setting to have the value Basic.

  2. Configure the CommonConfig.xml file:

    1. In the Servers section, find the Server element with the name RobotManager.

      For example, <Server name="RobotManager" enabled="true" baseURL="https://MyPegaServer.com/prweb" RPA="false" workgroup="My Group" robotName="{MachineName}" authenticationType="Basic"/>.
    2. Set the enabled key to true.

    3. Set the authenticationType attribute to Basic or empty.

    4. Set the baseURL attribute to the Pega Platform URL and ensure that it ends in prweb.

      For example, http://www.MyPegaPlatformServer.com/prweb.
    5. In the Servers section, find the Server element with the name IdP or ADFS.

    6. Set the enabled attribute to false.

    7. If there are entries for both servers, delete the Microsoft Active Directory Federation Services (AD FS) node, because it is deprecated.

  3. Configure the StudioConfig.xml file by setting the Robotics/PackageServer/baseUrl attribute to use the Pega Robotic Automation Server URL for package deployment.

  4. Start Pega Robotic Automation Studio and enter your user name and password.

  • Pega Robot Manager authentication mechanisms

    Pega Robot Manager supports Basic authentication, OAuth 2.0 with SAML bearer, and Kerberos to authenticate client requests from Pega Robotic Automation Studio and Pega Robotic Automation Runtime.

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