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Configuring Pega Robot Manager

4 Tasks

30 mins

 Visible to: All users
Beginner Pega Robot Manager 8.8 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

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 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. 
    Create new Pega Robot Manager app
     
  4. In the New Application wizard, click Pega Robot Manager 8.8.2 to begin building a new Robot Manager application.
    Configure PRM app in wizard.
  5. Click Build with Pega Robot Manager 8.8.2 to continue the new application build.
    Build Pega Robot Manager app
  6. On the Robot Manager Settings frame, deselect Enable Auto-balancing and then click Continue.
    Enable auto-balancing on new PRM app

2 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.  
    The New work group dialog box that allows adding new 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.  
    The New work group dialog box that allows adding new work groups and assignment types.
  9. Click Continue to move on to the next step in the process
    The work groups added in the process of setting up new application on Pega Robot Manager.

3 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. 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.
    The complete configuration screen with the newly created users.

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.
    Select Operator ID
  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.
    Change Developer's password
  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.

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. On the left navigation panel, select Unattended RPA > Work groups, and then  click Inquiry WG to open the work group details.
    The view of work groups from Pega Robot Manager dashboard.
  5. Verify the assignment type, Inquiries AT. 
    The view of assignment types from Pega Robot Manager dashboard.
  1. In the top right 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 Dev Studio by using the developer@mytownrm new password.
  4. Repeat step 3 to open the Robot Manager portal. 
  5. Verify the Robot Manager portal opens.

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