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Preparing for a Pega Robot Manager update

Updated on December 20, 2022

Complete the prerequisite tasks to ensure a successful Pega Robot Manager upgrade.

  1. Back up your application files and your Pega Platform application.
  2. Export all Dynamic System Settings (DSS) instances that you have customized.
  3. Stop all robots and assignment types.
    For more information on:
  4. Ensure that your installation of Pega Robotic Automation is version 19.1.64 or later.
    For more information about downloading Pega Robotic Automation builds, see Download Pega PRA software.
  5. In the Platform Support Guide for your environment (available on the Deployment guides page), review the system requirements for the latest version of Pega Platform
    For information on system requirements, see Pega Robotic Automation installation instructions.
  6. For your environment, review the appropriate Platform Installation Guide on the Deployment guides page.Then, in accordance with that guide, install and verify the latest release of Pega Platform
    For more information, see Deployment guides page.
  7. If you customized the Robot Manager dynamic system settings, note your changes somewhere safe so that you can restore them after updating.
    Tip: You can filter all of the dynamic system settings that relate to Robot Manager, as shown in the following figure:
    Filtering Pega Robot Manager dynamic system settings by using the Pega-Robotic-AutomationPackageManagement owning ruleset
    Filtering the dynamic system settings by using the Pega Robotic Automation Package Management owning ruleset.
  8. Delete all agent schedule instances that apply to the Pega-Robotic-AutomationPackageManagement ruleset:
    1. In the navigation pane of Dev Studio, click Records.
    2. Click SysAdminAgent Schedule.
    3. Search for agent schedule instances that apply to the Pega-Robotic-AutomationPackageManagement ruleset.
    4. If you previously customized settings for any agent schedule instance, make a note of your settings somewhere safe so that you can restore them after updating.
      Note: Agent schedule instances are automatically re-created after an upgrade. If you customized any instances, you must re-enter your settings after updating.
    5. Delete each agent schedule instance.
What to do next: Upgrade Robot Manager to the latest version.

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