From the Security tab on the Operator ID form, you can do the following actions:
Note: The Unattended operator (robot) check box is selected if this operator is a robotic automation Virtual Machine (VM). Unattended operators are generated for each registered VM in a Robotic Process Automation (RPA) solution.
Complete the following steps:
Click Update password to change your password.
In the Change Operator ID Password dialog box, in the New Password field, enter your new password .
In the Confirm New Password field, reenter the password to confirm it.
Click Submit.
The system converts the password to a hash value by using the BCRYPT algorithm. The hashed value is also contained within the Storage Stream (BLOB) column of the pr_operators table. Using the View XML action, you can only discover the hashed form of any operator password. The clear-text form of the password does not appear in the PegaRULES database and is never transmitted in any HTTP message to or from the workstation.
You can set the password policy from Designer Studio > System > Security Policies.
Any login failure is recorded as an instance of the Log-SecurityAudit class. You can view the date and time, remote host name and IP address, and user name of login failures by running the standard list view rule ListofLoginFailures.
As a security feature, the passwords for [email protected] and three other initial Operator IDs can be changed only by logging in as one of those operators.
Select the Allow rule check out check box for this user to update rules in rulesets that use rule checkout.
When this check box is selected, the Check Out or Private Edit toolbar buttons are displayed instead of the Save button, for rulesets that require checkout. In addition, this user has a personal ruleset that displays at the top of the ruleset list.
When checkout is enabled, the system saves the previous rule each time you check in a new one, supporting the Restore operation. See Restoring the earlier state of a rule.
Select this check box for most users of Designer Studio, even if they do not expect to check out rules. Clear this check box for workers, managers, and anyone who does not use Designer Studio or does not update rules.
Select this check box for developers who plan to use the New Application wizard to generate applications. When the tool generates an application, the generated rulesets are set to use check out.
If this check box was selected but is then cleared at a time when the operator's personal ruleset contains one or more checked-out rules, you cannot save the Operator ID form. This restriction prevents the creation of orphaned rules — rules that are checked out but cannot be checked in.
The operator can check in or delete all checked-out rules from the personal ruleset before clearing the check box. The operator can select Designer Studio > Application > Development > Checked Out Rules to display a list of checked out rules.
Note: For optimal performance on a production system, minimize the number of distinct users who can check out rules.
Select the Use external authentication check box so that this operator is authenticated only through external authentication facilities.
If external authentication is disabled, the system uses the password on this tab to authenticate this operator.
From the License type list, select the option that defines how the License Compliance facility classifies this operator. The option that you select could affect license compliance tracking and usage reporting. See Working with the License Compliance facility.
Select one of the following options: