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Associating Pega Robot Manager with an existing application

Updated on October 7, 2021

Improve the management of your robotic workforce by associating the Pega Robot Manager portal with your application.

Robot Manager facilitates viewing, scheduling, and performance management of attended and unattended robots in your enterprise. Note: The New Application Wizard provides a faster and more convenient way of building applications for robotic operations. For more information, see Building a Pega Robot Manager application.
Before you begin: Import Robot Manager application to Pega Platform. For more information, see Importing the Pega Robot Manager application.

    Adding Robot Manager to the application stack

  1. Log in to Pega Platform as the application administrator.
  2. Open your application record:
    1. From the Dev Studio header, select ApplicationDefinition, as shown in the following example:
      Configuring application definition
      Configuring application definition
  3. In the Edit Application form, in the Built on applications section, add the PegaRobotManager application to the stack:
    1. Click Add application.
    2. In the Name field, enter PegaRobotManager.
    3. In the Version field, enter the last version.
    See the following figure for reference:
    Adding Pega Robot Manager to the application stack
    Adding Pega Robot Manager to the application stack
  4. If your application is using a UIKit version earlier than UIKit 15.01, add UIKit 15.01 to the application stack:
    1. In the Built on applications section, click Add application.
    2. In the Name field, press the Down Arrow key and select UIKit.
    3. In the Version field, press the Down Arrow key and select 15.01.
  5. Confirm your settings by clicking Save.

    6. Configuring the access group for Robot Manager users

  6. Create an access group:
    1. In Dev Studio, click Create SecurityAccess Group.
    2. In the Name field, enter the name of the access group.
    3. In the Description field, enter the description of the access group.
    4. Confirm your settings by clicking Submit.
  7. Configure access to Robot Manager:
    1. In the Application section, enter the name and version of your current application.
    2. In the Available portals section, enter pyRobotManager.
    3. In the Available roles section, add at least one user role by clicking Add role.For example: To grant users full administrative privileges, consider adding the following user roles:
      • <App_Name>:Administrator
      • <App_Name>:User
      • PegaRobotManager:RobotRegistrator
      • AutomationPackageManagement:Admin
    See the following figure for reference:
    Creating an access group for robot administrators
    Creating an access group for robot administrators
  8. Confirm your settings by clicking Save.
  9. Assign the access group to a user to allow them to perform robot administrative actions.
    For more information, see Learning about access groups.
What to do next: Configure authentication settings for your users and robots. For more information, see Securing access to Pega Robot Manager.

Tags

Pega Platform 8.6.1 Robotic Process Automation

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