Before you can develop automations in a Citrix server environment, perform configuration tasks to define project contexts on a Citrix server.

A Citrix context is a custom context that is created by Pega Robotic Automation. You use this custom context when some of your applications run locally and some run as Citrix-published applications.

To establish the custom contexts, you first set up Robot Studio so that you can interrogate the applications that you automate in a Citrix environment.

The following diagram shows the order in which you install Pega Robotic Automation software and then configure your Citrix environment to create robotic automations.

• Adding a Pega virtual channel to the allow list

  Ensure that there are no communication disruptions by adding a Pega virtual channel to the list of allowed settings. To use Robot Runtime in a Citrix environment, you must add it to the virtual channel allow list.

• Adding the Pega Loader program on the Citrix server

  Use the Pega Loader program to start Robot Runtime on your Citrix server. On the Citrix client, Robot Runtime passes information to the published virtual application (Pega.Loader.exe). The Pega Synchronization Engine uses this information to ensure that the correct verson of Robot Runtime is installed on the Citrix server.

• Citrix pass-through authentication

  Set up Citrix pass-through authentication on a Citrix client so that users only have to log in a single time. With pass-through authentication, the Citrix client uses the Windows login credentials of the user to provide a secure login without entering the credentials manually.