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Configuring Pega Robot Manager

5 Tasks

30 mins

 Visible to: All users
Beginner
Pega Robot Manager '24.1
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.

Challenge Walkthrough

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 8.24.1 application to access the Application menu.
  3. Click New Application to open the New Application wizard. 
    The Robot Manager application menu with the New Application option.
     
  4. In the New Application wizard, in the Build manually section, click Build from an existing Application.
    The selection of an application screen, with an option to build from an existing application.
  5. In the New Application wizard, click Pega Robot Manager 8.24.1 to begin building a new Robot Manager application.
    The New Application wizard with an option to build Pega Robot Manager 8.24.1 application.
  6. Click Build with Pega Robot Manager 8.24.1 to continue the new application build.
    New Application wizard with Build with Pega Robot Manager 8.24.1 button.
  7. On the Robot Manager Settings frame, deselect Enable Auto-balancing and then click Next.
    The Robot manager settings screen with the option to dispable auto-balancing.

2 Configure the work groups and assignment types

  1. Click Add work group to open the New work group window.
    The Add work gropu option in the Application wizard.
  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 with the option to add a group ame 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 with the fields used to add a group name and assignment types.
  9. Click Next to move on to the next step in the process
    Two recently added work groups displayed in the new application wizard, and the next button to proceed with configuration.

3 Complete the application setup

  1. In the Name your application field, enter MyTown RM. 
  2. Click Create application to continue the setup process.
    Name the new Pega Robot Manager application.
  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

The following table contains the credentials that need to be updated for the new Operator IDs:

Role Operator ID Password
Robot Manager Developer developer@mytownrm myt0wn@pp2
Robot Manager User Admin useradmin@mytownrm myt0wn@pp2
  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.
    The Security tab of the operator ID with option to force password change unselected.
  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.

5 Set Robot Manager as a default portal for the user administrator

  1. On the Operator ID tab, click useradmin@mytownrm to open the operator ID.
  2. On the Profile tab, in the Application Access section, to the right of the Access Group field, click the Open icon.
    The access group form with an open icon used to edit the form.
  3. In the Edit Access Group form, in the Available portals section, select the radio button next to the pyRobotManager.
    The form used to select the default application displayed for the access role.
  4. Click Save and then close the Edit Access Group form.

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 on assignment types of the Inquiry work group.
  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 useradmin@mytownrm new password.
  4. Repeat step 3 to open the Robot Manager portal. 
  5. Verify the Robot Manager portal opens.

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