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BeyondTrust support in Pega Robotic Automation

Updated on September 10, 2021

Build automations that work seamlessly in a secure environment by combining Pega Robotic Automation 19.1 with BeyondTrust Password Safe, a component of BeyondInsight. Pega Robotic Automation supports Password Safe 6.9, beginning in Release 19.1.32.

Credentials are needed to authenticate with Robot Manager, Microsoft Windows, and applications throughout the Pega Robotic Automation process. When running an attended automation, a user is present and can provide these credentials. When running an unattended automation, there is no user present, and a credential provider is required.

You can integrate BeyondTrust with the Pega RPA Service and Pega Robot Runtime. The integration is an End-Point integration with no Middle Tier or Central Server. Credential retrieval is triggered by the Pega RPA Service and Pega Robot Runtime:

  1. When the service starts, the Pega RPA Service retrieves the RegistrationOperator value and uses it as the credentials to log in to the Pega Robot Manager.
  2. When the Pega Robot Manager tells the Pega RPA Service to start the robot, the Pega RPA Service retrieves the WindowsUser credentials and performs a Windows login.
  3. After the robot is logged in, the Pega RPA Service looks for the RuntimeUser credentials.
    • If there are RuntimeUser credentials, Pega Robot Runtime is started by using these credentials.
    • If there are no RuntimeUser credentials, Pega Robot Runtime is started by using the logged-in user’s credentials.
  4. When Pega Robot Runtime starts, the RegistrationOperator credentials are retrieved and Pega Robot Runtime logs in to the Pega Robot Manager.
  5. Pega Robot Runtime retrieves application credentials by using the ASO Manager or the Credential Store.
Note: For robotic processing automations, the RegistrationOperator and WindowsUser credentials are required, and the RuntimeUser credentials are optional.

For more information, see Integrating BeyondTrust and Pega Robotic Automation. This document and the BeyondTrust Setup checklist help you plan your integration of Pega Robotic Automation with BeyondTrust’s Password Safe.

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