Configuring Pega Platform to register virtual machines

Virtual machines (VMs) must first register with Pega Platform before they can retrieve assignments that are routed to their work queues.

Before you begin: 

Complete the following steps so that Pega Platform can register VMs:

  1. Create a Pega Platform operator ID, whose credentials are also used by Pega Robotic Automation Runtime, that registers the robotic VMs. You can assign to the administrative operator any access group that points to your application, but the access group must contain the PegaRULES:RoboticAdministrator role, which provides the minimum privileges needed to register a VM.

    Complete the following steps:

    1. Create an operator ID. For more information, see About Operator ID data instances.
    2. Create an access group for the operator and assign it to the operator ID. For more information about access groups, see Access Group data instances.
    3. Add the PEGARULES:RoboticAdministrator role to the access group that you created. For more information, see Access Group form Completing the Definition tab. Do not add any other roles or access groups to the operator ID.
  2. Configure the work group and work queues from which each VM will register to obtain assignments.

    Complete the following steps:

    1. Create a work group that contains the work queues from which the VMs obtain assignments. The work group should be associated with a ruleset in your application stack. For more information about work groups, see About Work Group data instances.
    2. Create a work queue for each VM from which the VM retrieves assignments. For more information about work queues, see About Work queue data instances.
    3. Click the Work queue tab.
    4. From the Type list, select Robotic.
    5. In the Maximum queue length field, enter the maximum number of assignments that should be in the work queue at any time.
    6. In the Maximum automation execution time (seconds) field, enter the amount of time that the VM is expected to take to run the automation that is specified on the assignments in this work queue.
    7. In the Work group field, enter the work group to which the work queue belongs.
    8. Configure other work queue settings, as appropriate.
    9. Click Save to save the rule form.
  3. Map access groups to the work groups into which VMs authenticate.

    Complete the following steps:

    1. Click Records.
    2. Expand Decision and click Decision tree.
    3. Click pyGetAccessGroupForRobotByWorkGroup in the decision table in the Pega-Robot-Register class and save it to your application ruleset.
    4. Add the access groups and their corresponding work groups to the decision table. For more information about decision tables, see About Decision Tables.
    5. Click Save to save the rule form.
    Note: Ensure that the access group has privileges to read, write, and delete instances of the History-Data-Robot- access class.