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Installing Pega Robot Manager 8.3.1

Pega Robot Manager™ 8.3.1 allows you to manage your RPA robots - start, stop, terminate and schedule them. You can configure it to suit the needs of your organization.

Installing Pega Robot Manager 8.3.1

Pega Robot Manager 8.3.1 requires Pega Platform™ 8.3 and version 19.1.7 or later of Pega Robotic Automation™.

To install Pega Robot Manager, perform the following actions:

  1. Install the latest available release of Pega Platform 8.3.1, and then verify your installation as described in the Platform Installation Guide for your environment, available on the Deployment guides page.
  2. Download Pega Robot Manager version 8.3.1 from Pega Robot Manager Marketplace page.
  3. Extract the files from the PegaRobotManager_v8.3.1.zip file.
  4. Import the Pega Robot Manager application bundle into Pega Platform:
    1. Log in to Pega Platform by using the Pega Platform administrator ID.

      The default Pega Platform address is https://<hostname>:<port>/prweb

      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).
    2. Open the Import Wizard. In the header of Dev Studio, click Configure > Application > Distribution > Import.
    3. Browse to the location where you extracted the PegaRobotManager_v8.3.1.zip file, open the Rules\PegaRobotManager_v8.3.1.jar file, and then click Next.
    4. Select Enable advanced mode to provide more granular control over the import process, click Next, and then follow the wizard instructions.
  5. Enable the Pega Robot Manager Admin operator account:
    1. 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.
    2. In the header of Dev Studio, click Configure > Org & Security > Authentication > Operator Access.
    3. In the Disabled operators section, select the check boxes next to the RMSysAdmin operator.
    4. Click Enable Selected, and then click Submit.
    5. 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.

    6. Click OK.

BankerPro sample application

The Pega Robot Manager download includes a .zip file with a preconfigured BankerPro sample application that demonstrates how you can incorporate Pega Robot Manager into a new or existing Pega application. The BankerPro application includes several case types that are configured for traditional, straight-through robotic process automation processing. Each case type has a single stage and a single processing step, which queues a new assignment to a robot by using the Assign to robot queue advanced shape. The BankerPro application installation is described in the Installing the BankerPro sample application section.

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.

Installing the BankerPro sample application

  1. Install the BankerPro sample application:
    1. Log in to Pega Platform by using the administrative ID that you set up while installing the Pega Platform (for example administrator@pega.com) and the password that you specified.

      The default Pega Platform address is https://<hostname>:<port>/prweb.

  2. Open the Import Wizard. In the header of Dev Studio, click Configure > Application > Distribution > Import.
  3. Browse to the Sample\PegaRobotManager_SampleBankerProApplication_v8.3.1.jar file, click Next, and then follow the wizard instructions.
  4. Enable BankerPro operator accounts:
    1. 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.
    2. In the header of Dev Studio, click Configure > Org & Security > Authentication > Operator Access.
    3. In the Disabled operators section, select the check boxes next to the following operators: Admin@BankerPro, Bank00, Bank01, Bank02, CustServ00, CustServ01, CustServ02
    4. Click Enable Selected, and then click Submit.
    5. 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.

    6. Click OK.

​Adding Pega Robot Manager to a new application

When you create a Pega Platform application, you can add Pega Robot Manager to your application by completing the following steps:

  1. Log in to Pega Platform as RMSysAdmin user.

    As RMSysAdmin, you can 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 14.01 application layer.
  3. In Dev Studio, open your application record:
    1. In the navigation panel of Dev Studio, click Records.
    2. Expand the Application Definition category, and then click Application.
    3. 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.
    1. In Dev Studio, click Operator icon > Access Group.
    2. In the Available portals section of the access group, add pyRobotManager to the list of portals.
    3. Click Save.

Adding Pega Robot Manager to an existing application that uses a UIKit version earlier than 14.01.

​If you have an existing Pega Platform application that uses a UIKit version earlier than 14.01, you can add Pega Robot Manager to your application by completing the following steps:

  1. Log in to Dev Studio as an administrator of your existing application.
  2. Open your application record:
    1. In the navigation panel of Dev Studio, click Records.
    2. Expand the Application Definition category, and then click Application.
    3. Click your application.
  3. In the Edit Application form, in the Built on application(s) section, add UIKit 14.01 to the application stack:
    1. Click Add application.
    2. In the Name field, press the Down Arrow key and select UIKit.
    3. In the Version field, press the Down Arrow key and select 14.01.
  4. Add your PegaRobotManager to your application stack:
    1. In the same Edit Application form, in the Built on application(s) section, click Add Application.
    2. In the Name field, press the Down Arrow key and select PegaRobotManager.
    3. In the Version field, press the Down Arrow key and select 8.
  5. Click Save.
  6. Create an access group that points to the PegaRobotManager application:
    1. Click Create > Security > Access Group.
    2. Enter a name and description, and click Create and Open.
    3. In the Application section, in the Name field, enter PegaRobotManager.
    4. In the Version field, enter 8.
    5. In the Available portals section of the access group, add pyRobotManager to the list of portals.
    6. On the Advanced tab of the access group, add the default work pool of your existing built-on application.
    7. Click Save in the Edit Access Group form.
  7. Assign the new access group to your users. For more information, see Profile tab on the Operator ID form.
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