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Pega Robotics System Architect Essentials

This course is for software developers and System Architects working on their first Pega Robotic Automation solution or working towards the Pega Certified Robotic System Architect certification exam.

This course prepares students to take the Pega Certified Robotics System Architect (PCRSA) exam. In this course, you learn the basic functionality, process flow, terminology, and core building blocks of Pega Robot Studio. You also learn how to integrate robotic automations with Windows and web applications, and learn how to use debugging tools to test your solution.

What you'll learn

By the end of this course, you will be able to successfully:

  • Create a standard Windows form using .NET window controls
  • Integrate and interrogate a Windows application and a Web application within the solution
  • Create a unified solution using project-to-project references
  • Use the Interaction Framework within the unified solution to seamlessly maintain and transfer data and activities across the solution
  • Create a project and solution hierarchy structure to easily maintain and scale the unified solution
  • Using a defined process, create automations to streamline the process by integrating the multi-project solution through programming logic
  • Add and edit match rules on interrogated objects to create an understanding of the matching process for both Window and Web applications Generate build files and deployment packages of the unified solution
  • Use the standard Visual Studio diagnostic and debugging tools to test the unified solution

Course Outline

  1. Course Introduction

    • Before you begin
    • Completing the exercises
  2. Introduction to Pega Robotic Automation

    • Introduction to Pega Robotic Automation
    • RDA and RPA architecture
    • Pega Robot Studio IDE basics
    • Common Tool windows
    • How to organize the workspace
    • Assessment: Introduction to Pega Robotic Automation
  3. Project Management: Project Documentation

    • Solution Design Document
    • Solution Architecture Document
    • Assessment: Project documentation
  4. Project Management: Solutions and Projects

    • Robotic solutions and projects
    • How to create a solution and project
    • Assessment: Solutions and projects
  5. Project Management: Exercise

    • Exercise: Creating solutions and projects
  6. System Integration: Adapters

    • Introduction to adapters
    • Overview of adapters
    • Windows adapters
    • Web adapters
    • Universal Web adapter
    • Modifying the properties of an object
    • How to add and configure a web adapter
    • Assessment: Adapters
  7. System Integration: Exercise

    • Exercise: Adding and configuring adapters
  8. Interrogation: Basic Interrogation

    • Introduction to basic interrogation
    • Overview of interrogation
    • Web application interrogation
    • Global web pages
    • Other interrogation techniques
    • How to interrogate a web application
    • Assessment: Basic interrogation
  9. Interrogation: Match Rules

    • Introduction to match rules
    • Overview of match rules
    • Web-based match rules
    • Universal Web adapter match rules
    • Common match rule issues
    • Adapter Match Rules tab
    • Modifying match rules
    • Assessment: Match rules
  10. Interrogation: Exercise

    • Exercise: Interrogating Windows and web applications
  11. Automations: Basic Robotic Automations

    • Introduction to basic robotic automations
    • Automation development
    • Object Explorer and automations
    • Object properties, events, and methods
    • Creating an automation
    • MessageDialog
    • Types of automation links
    • Managing automation workflow
    • Automations as procedures
    • Label/Jump To component
    • Creating a procedure automation
    • Assessment: Basic robotic automation
  12. Automations: Exercise 1

    • Exercise: Creating an automation
  13. Debugging and Diagnostics: Debugging

    • Introduction to debugging
    • Overview of debugging
    • How to use breakpoints
    • Debugging automation data values
    • How to check data values
    • Assessment: Debugging
  14. Debugging and Diagnostics: Diagnostics

    • Introduction to diagnostics
    • Diagnostics settings
    • Modifying diagnostic settings
    • Diagnostic logging
    • Add a diagnostic log component to an automation
    • Dissecting a log file
    • Pega Robotic Automation Playback
    • Log file cleaner
    • Assessment: Diagnostics
  15. Debugging and Diagnostics: Exercise

    • Exercise: Using breakpoints and diagnostic logs
  16. Automations: UseKeys Property

    • Introduction to working with the UseKeys property
    • The UseKeys property
    • Application of keys
    • Setting the UseKeys property
  17. Automations: Automation Techniques

    • Introduction to automation techniques
    • Raising events
    • Automation data elements
    • Accessing automation data elements
    • Creating a Windows Form
    • Assessment: Automation techniques
  18. Automations: Exercise 2

    • Exercise: Creating Windows form and procedure automations
  19. Automations: Toolbox Components

    • Introduction to toolbox components
    • Automation variables
    • Expressions and comparisons
    • String, DateTime, and File utilities
    • Automation looping
    • Using wait logic
    • Excel File Connector
    • Assessment: Toolbox components
  20. Automations: Out-of-the-Box Configurations

    • Introduction to out-of-the-box configurations
    • Assisted Sign-on
    • Configuring Assisted Sign-on
    • Start My Day
    • Configuring Start My Day
    • Message Manifest
    • Implementing Message Manifest
    • Configuring Message Manifest
    • Assessment: Out-of-the-box configurations
  21. Automations: Exercise 3

    • Exercise: Setting UseKeys and implementing ASO
  22. Interaction Framework: Components

    • Introduction to Interaction Framework components
    • Components of Interaction Framework
    • The interaction.xml
    • Modifying the interaction.xml
    • Interaction Manager component
    • Adding the Interaction Manager component
    • Project-to-project references
    • Creating a project-to-project reference
    • Assessment: Interaction Framework components
  23. Interaction Framework: Exercise 1

    • Exercise: Adding framework components to a solution
  24. Interaction Framework: Implementing Interaction Framework

    • Introduction to implementing Interaction Framework
    • Framework context values
    • Interactions and activities
    • The Activity component
    • Adding an Activity component
    • Interaction versus activity activation
    • Updated Framework context values
    • Assessment: Implementing Interaction Framework
  25. Interaction Framework: Exercise 2

    • Exercise: Implementing interactions and activities
  26. Deployment: Automation Package Deployment

    • Introduction to automation package deployment
    • Robotic solution deployment
    • Robotic configuration files
    • Creating a project configuration file
    • Project properties
    • Deploying a solution
    • Deploying to Robot Manager
    • Assessment: Deployment
  27. Deployment: Exercise

    • Exercise: Deploying a solution using configuration files

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    5 days

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    8 days

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Pega Certified Robotics System Architect Exam
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