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Challenge

Configuring Pega Robot Manager

5 Tasks

30 mins

Visible to all users
Beginner Pega Robot Manager 8.5.1 Robotic Process Automation English

Scenario

MyTown wants to assign and manage automation execution for Inquiries and Service Requests case types by using a Pega Robot Manager™ application. As an administrator, enable the RMSysAdmin operator id and create a new Pega Robot Manager application. The new application has an Inquiry work group with the Inquiries assignment type and a Service Request work group with a Service Request assignment type. The application requires the creation of two new operator ids for a developer and a user administrator.

 

 

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Enable the RMSysAdmin operator id

Note: You must successfully complete the preceding challenges, in order, before attempting to complete this task.
  1. Access the Pega Platform instance.
  2. In the User name field on the Login page, enter Admin@mytown.
  3. In the Password field, enter rules, and then press Enter.
  4. From the left Navigation panel, click Records > Organization > Operator ID to display the list of operator ids.
    robot manager operator link
  5. On the Operator ID tab, click RMSysAdmin to open the operator ID.
    rm admin operator id
  6. On the RMSysAdmin tab, click Security.
  7. In the Access Settings panel, deselect Force password change on next login and Disable operator.
    enable operator id screen
  8. In the Access Settings panel, click Update Password.
  9. On the Change Operator ID Password window, enter myt0wn@pp1 in both fields, and then click Submit.
  10. On the RMSysAdmin tab, click Save
  11. On the Navigation panel, click the operator ID icon and then click Log off.

2 Create a new application built on Pega Robot Manager

  1. Log in to Pega Platform by using Operator ID RMSysAdmin operator and Password myt0wn@pp1.
  2. From the Dev Studio header, click the Pega Robot Manager 8.4.2 application to access the Application menu.
  3. Click New Application to open the New Application wizard.  
    RM new app
  4. In the New Application wizard, click Pega Robot Manager 8.4.2 to begin building a new Robot Manager application.
    Create new Robot Manager app 842
     
  5. Click Use the application type to continue the new application build.
    confirm pega robot manager creation

3 Configure the work groups and assignment types

  1. Click Add work group to open the New work group window.
    add work group screen rm
  2. In the Give your work group a name field, enter Inquiry WG.
  3. In the What kind of assignment types do you want to process from this group? field, enter Inquiries AT.  
    Configuring work groups and assignment types
  4. Click Submit to confirm the build process. 
  5. Click Add work group to open the New work group window.
  6. In the Give your work group a name field, enter Service Request WG.
  7. In the What kind of assignment types do you want to process from this group? field, enter Service Requests AT.
  8. Click Submit to confirm the build process.  
    Configuring a 2nd work group and assignment type
  9. Click Continue to move on to the next step in the process
    set new application

 

4 Complete the application setup

  1. In the Name your application field, enter MyTown RM. 
  2. Click Create application to continue the setup process.
    create application rm screen
  3. In the Select a User or add user by email address field, enter the developer@mytownrm email address. 
  4. Click Add to create the developer@mytownrm user.
  5. In the Select a User or add user by email address field, enter the useradmin@mytownrm email address. 
  6. Select User admin from the default Developer role drop-down list. 
  7. Click Add to create the useradmin@mytownrm user.
  8. Copy the developer@mytownrm and useradmin@mytownrm passwords.
  9. Copy the username and passwords onto Notepad for later use
  10. Click Done to complete the application setup.
complete rm installation screen

5 Confirm your Work

  1. In the lower-left corner of Dev Studio, click Operator icon > Log off.
  2. Log in to Pega Platform by using Operator ID RMSysAdmin operator and Password myt0wn@pp1.
  3. From the Dev Studio header, click Launch portal > Robot Manager to open the Robot Manager portal.
  4. From the Robot Manager application, in the header, click Robots to view the work groups.
    Robot menu option
  5. On the Work groups tab, click Inquiry WG to open the work group details.
    View of work group from dashboard
  6. Verify the assignment type, Inquiries AT. 
    View of work group and assignment type in portal

 

  1. In the top right-corner of the Pega Robot Manager portal, click the operator ID and select Log off to return to Dev Studio.
  2. On the Navigation panel, click the operator ID icon and then click Log off.
  3. Log in to App Studio by using the developer@mytownrm credentials created in the New Application wizard.
  4. Change the operator password to rules.
  5. Click App Studio in the left corner and select Dev Studio
  6. Repeat steps 3-5 to verify work groups
  7. Repeat steps 7-10 to verify useradmin@mytownrm credentials are created correctly and update the password


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