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Challenge

Using Pega Robot Simulator

5 Tasks

45 mins

Visible to all users
Beginner Robotic Process Automation Robotic Process Automation English

Scenario

MyTown wants to use Pega Robot Simulator to mimic a multi-robot scenario for specific work groups and assignment types. Mimicking the scenario allows the testers to understand any obstacles that can arise and also provides the ability to test how Pega Robot Manager works under different, configurable conditions. Testers intend to use Pega Robot Simulator to check the connection and configuration of Pega Robot Manager™, its supporting applications, and robots to ensure proper alignment with the business need for the MyTown RM application.

To complete testing, import a test application that is already configured with mock case types to simulate the work queue configuration with the application and Pega Robot Manager. Download and configure Pega Robot Simulator to start Robotic Process Automation (RPA) Services for each case type and register two robots for each work group. Create 10 cases for each assignment type to test the robots access the correct assignment types based on the decision table configurations.

Note: Enter the Operator IDs and passwords in the Robot Simulator exactly as you have created them in the previous challenges because they are case sensitive. If you receive any errors, verify your Operator ID and password and re-enter as needed. You may need to restart the Robot Simulator to re-enter the credentials. 

 

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 Install new MyTown RM application RAP

  1. Click the following link to download the updated application that includes the completed case types for MyTown RM.
  2. In the Save As dialog box, navigate to a local directory, and then click Save to store the file.
  3. Launch the Pega Training instance and log in with user name RMSysAdmin and password myt0wn@pp1.
  4. In the Dev Studio header, click Configure > Application > Distribution > Import to access the Import wizard.
  5. In the Import wizard, click Choose file.
  6. In the Open dialog box, navigate to your RobotManagerCaseTypes.zip file, and then click Open
  7. In the Import wizard, click Next to begin the import process.
    RAP Import Wizard
  8. Continue to click Next several times accepting the defaults on each screen of the Import Wizard.
  9. On the completed rules import, click Done to exit the Import wizard.
  10. RPA rules import completed

2 Verify case types in Pega Robot Manager

  1. From the Dev Studio navigation pane, click Case Types.
  2. Confirm that the two new case types Inquiry and Service Request that are associated with the assignment types and work groups are displayed.
    RAP case types displayed

3 Configure the RPA Simulator

  1. Click the following link to download the Robot Simulator .zip file to a local directory.
  2. From the download location, extract the Robot Simulator files to a local directory or your desktop.
  3. From the extracted Pega Robot Simulator folder, double-click RPARobotSimulator.exe to start the application.
  4. In the Enter the robot server url field, on the RPA Simulator Login window, enter https://#######.pegace.net/prweb to connect the Robot Simulator to your Pega training instance.
    Robot Simulator 11
  5. Under Enter credentials used to start robots section:
    • In the User field, enter InquireRegID.
    • In the Password field, and InqRobot1!
  6. Under the Enter credentials used to create cases section:
    • In the User field, enter QueueRegID.
    • In the Password field, and QueRobot1!
    Note: The entered credentials are case sensitive.
    Robot Simulator 11 complete
  1. On the RPA Simulator Login window, click Login. The RPA Simulator Main window is displayed.
    Note: If you receive an error message stating you cannot connect or your credentials are rejected, confirm the URL and the user and password values.

4 Start RPA Services for Service Request and Inquiry

  1. In the RPA Simulator Main window, from the Select a RPA Service drop-down, select REQRPA.
  2. Click Start. The RPA Simulator Configure RPA Service window is displayed.
    RPA Simulator Main window
  3. In the RPA Simulator Configure RPA Service window, clear the Use Default credentials check box.
    • In the User field, enter SvcReqRegID
    • In the Password field, enter SvcRobot1!
      Start RPA Service window
    • Leave all default values as is and click Start RPA Service to close the configuration window and update the RPA Service Status Main window.
      RPA Service status update
  4. In the Dev Studio header, click Launch web interface > Robot Manager to open the Pega Robot Manager dashboard.
    Dev Studio Robot Manger header
  5. In Pega Robot Manager dashboard navigation header, click the Robots tab to access the Robots landing page.
  6. On the Robots landing page, click Service Request WG to access the work group details page.
    Robots landing page with workgroups
  7. On the work group details page, confirm that the SRQ00 and SRQ01 robots are in the work group in Standby mode.
    Robots in work group at standby
  8. Repeat steps 1-9 by using the INQRPA Service with the InquireRegID and InqRobot1! credentials.

    If the robots do not appear in the work group, stop the RPA service on the RPA Simulator Main window and exit the Robot Simulator. Validate the credentials for the needed service and attempt to restart. 

5 Process cases with Pega Robot Simulator

  1. On the Pega Robot Manager browser tab, click the browser Back button to return to the Service Request WG detail page.
  2. In the Robots section for robot SRQ00, click More > Start. Once the robot starts successfully, the status icon changes from light blue to green.
    Service robot start
  3. Repeat step 2 for the SRQ01 robot start process. 
    Note: It is recommended to start each robot separately because machine configurations and network connectivity may impact results.
  4. Click back into in the RPA Simulator Main window, and from the Select a case type drop-down, select MyTownRM-Work-ServiceRequest.
  5. Click Create. The RPA Simulator Case Creation window is displayed.
    Case creation selection
    • In the RPA Simulator Case Creation window, clear the Maintain case load automatically check box.
    • From the Work queue drop down, select Service Requests AT@MyTownRM.
    • In the Cases to create field, enter 10.
    • Click Start Case Creation.
      Start case creation window
    • On the Case Creation confirmation pop-up, click OK.
    • On the RPA Simulator Case Creation window, click Cancel.
  6. Return to Pega Robot Manager and confirm that the 10 cases are in the Assignment Type queue.
  7. In the Assignment Types section, click Start to begin the queue processing. 
  8. On the Start Assignment type pop-up, click Submit. The status message changes from Standby to Running and the robots begin processing the cases in the assignment type.
  9. After cases are complete, click Stop to stop the Assignment Type.
    stop service request
  10. To the right of each robot, click More > Stop to stop the robots.
    stop service request robot
  11. Repeat steps 1-9 for the Inquire robots, case type, and the assignment type.
  12. After testing both cases, in the RPA Simulator Main window, in the RPA Service Status section, click Stop to close all simulator services. 


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