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Updating the robotics configuration files for SSO authentication through OAuth with SAML bearer

Updated on December 20, 2022

Update the common configuration settings to authenticate attended robot operators and package publish requests in Pega Robot Manager through OAuth with SAML bearer.

The CommonConfig.xml file stores the settings that specify the authentication method, and therefore drive the connection between your robotic solution and Robot Manager. For more information about the CommonConfig.xml file, see Common configuration settings.

  1. Open the CommonConfig.xml file in a text editor of your choice.
    Typically, the file is in the C:\ProgramData\Pegasystems directory.
  2. In the Servers section, for the RobotManager server object, define the following details:
    1. Set the enabled attribute to true.
    2. Set the baseURL attribute to the Pega Platform URL on which Robot Manager is installed and ensure that the URL ends with prweb.
      For example,
    3. Set the RPA attribute to false.
      For example:
      <Server name=”RobotManager” enabled=”true” baseURL= 
      RPA=”false” workgroup=”Savings accounts” robotName=”{MachineName}”
      authenticationType=”Basic” RPAServiceOperator=”ACME.RPA_Service” />
  3. In the Servers section, for the server object whose Server name is IdP, define the following details:
    1. Set the enabled attribute to true.
    2. Set the baseURL attribute to the STS authentication endpoint.
    For example:
    <Server name="IdP" enabled=”true” 
    baseURL="https://sts-hostname/OSTS/SecurityTokenService.svc/IWSTrustFeb2005" />
What to do next: Users that you add through the Robot Manager interface are automatically associated with an authentication method, based on their role and the values in specific dynamic system settings. Before adding users, either manually or through import, specify SSO as the default authentication method that is assigned to each user role.

For more information, see Specifying the default authentication method for new Pega Robot Manager users.

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