Configuring Pega Robot Manager

Archived

4 Tasks

30 mins

Pega Robot Manager 8.8

Pega Robot Manager '24.1 Pega Robot Manager '23 Pega Robot Manager 8.6.4 Pega Robot Manager 8.5.3

Visible to: All users Applies to: Pega Robot Manager 8.8

Beginner

Robotic Process Automation

English

Scenario

MyTown wants to assign and manage automation execution for Inquiries and Service Requests case types using a Pega Robot Manager™ application. The enabled Robot Administrator login configures the new Pega Robot Manager application.

Complete the following tasks to configure the application:

• Configure the appropriate settings for the application.
• Set up both the Service Request and Inquiries work groups and assignment types.
• Create two new operator IDs for a developer and a user administrator.

The following table provides the credentials you need to complete the challenge:

Role	User name	Password
Robot Manager System Administrator	RMSysAdmin	myt0wn@pp1

Detailed Tasks

1 Create a new application built on Pega Robot Manager

1. In the Pega Platform instance for the challenge, enter the following credentials:
   1. In the User name field, enter RMSysAdmin 
   2. In the Password field, enter myt0wn@pp1.
2. From the Dev Studio header, click the Pega Robot Manager 8.8.2 application to access the Application menu.
3. Click New Application to open the New Application wizard. 
   
    
4. In the New Application wizard, click Pega Robot Manager 8.8.2 to begin building a new Robot Manager application.
   
5. Click Build with Pega Robot Manager 8.8.2 to continue the new application build.
   
6. On the Robot Manager Settings frame, deselect Enable Auto-balancing and then click Continue.
   

2 Configure the work groups and assignment types

1. Click Add work group to open the New work group window.
   
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.  
   
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.  
   
9. Click Continue to move on to the next step in the process
   

3 Complete the application setup

1. In the Name your application field, enter MyTown RM. 
2. Click Create application to continue the setup process.
   
3. In the Select a User or add user by email address field, enter the developer@mytownrm email address.
4. Select Robot manager developers from the role drop-down list.  
5. Click Add to create the developer@mytownrm user.
6. In the Select a User or add user by email address field, enter the useradmin@mytownrm email address. 
7. Select Robot manager user admin from the role drop-down list. 
8. Click Add to create the useradmin@mytownrm user.
9. Click Done to complete the application setup.
   

4 Update the passwords for the new Operator IDs

1. In the navigation pane, click Records > Organization > Operator ID to display the list of operator IDs.
   
2.  On the Operator ID tab, search for and click developer@mytownrm to open the operator ID.
3. On the developer@mytownrm tab, click Security.
4. In the Access Settings window, clear the Force password change on next login checkbox.
   
5. In the Access Settings window, click Update Password.
6. In the Change Operator ID Password window, enter myt0wn@pp2 in both fields, then click Submit.
7. On the developer@mytownrm tab, click Save. 

8. Close the developer@mytownrm form.

9. Repeat steps 2-8 to update the password for the useradmin@mytownrm user.

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Available in the following mission:

• Pega Robot Manager v3