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Configuring reporting in Pega Robot Manager

Setting up Pega Platform to use reports in Pega Robot Manager

Reporting in Pega Robot Manager™ uses Elasticsearch to process reports faster. To enact this process, you must set a dedicated Search or Universal node for quicker indexing of records from the Pega database to the Elasticsearch data store.

During the installation of Pega Robot Manager, the required Pega Platform™ configurations are turned on by default. To review the default settings, see the Pega Community article Setting up Pega Platform for using reports in Pega Robot Manager.

Note: Avoid updating the default time zone for Pega Robot Manager reporting to match your organization’s primary time zone. This time zone is used to convert the time provided by a bot before storing the value. When viewing a report, the dates and times are converted dynamically to the operator’s time zone and displayed by using the converted value.

Enabling and disabling reporting in Pega Robot Manager

You can enable the data collection on Pega Robot Runtime™ for the reporting feature on Pega Robot Manager by configuring the RuntimeConfig.xml file.

  1. Log in as an administrator of the current Pega Robot Manager application.
  2. On the Pega Robot Manager dashboard, click Settings.
  3. On the Settings page, click the Runtime configs tab.
  4. Click the file that you want to edit. 
    Note: If only the Master settings file exists, create a new Runtime configuration file. For more information, see the Pega Community article Creating Runtime configuration files.
  5. Click Edit.
  6. In the XML editor, find the line that contains the <PublishToRobotManager enabled="value"> command, and then set the value to "true". The correct command reads <PublishToRobotManager enabled="true">
    Screenshot of the edited runtime config file showing the PublishToRobotManager enabled value set to true.
  7. Click Save.
    Screenshot showing location of save button, to the upper right of the XML editor
  8. In the Save changes dialog box, describe the change, and then click Submit.

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