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Enabling the machine that hosts the RPA service to register with Pega Robot Manager

Suggest edit Updated on October 7, 2021

Configure a Windows environment that hosts a robot to access Pega Robot Manager by using the registration operator credentials.

When you configure the RPA service with the registration operator credentials, Robot Manager can open and close Windows session for the robot machine as needed.

Before you begin: Configure Pega Robot Runtime to connect to Robot Manager by using basic authentication. For more information, see Authenticating Pega Robot Manager users through the basic method. To register an unattended robot with Robot Manager, provide the registration operator credentials in the Credential Manager utility for each Windows machine that hosts the RPA service. Depending on your security policy, you can reuse the registration operator credentials on multiple machines.
  1. In a Windows machine that hosts the RPA service, open the Program Files(x86)/Pegasystems/Pega RPA Service folder.
  2. Double-click the CredMgrUI.exe file to launch the Credential Manager utility, as shown in the following example:
    Accessing the Credential Manager utility on a robot virtual machine
    Configure registration operator details by accessing the Credential
                                Manager utility on a Windows machine running Pega Robot
                                Runtime
  3. In the Credential Manager utility, provide the registration operator credentials:
    1. In the Credentials Details section, expand the Credential list and select Registration operator.
    2. In the Username field, enter the Pega Platform ID of the registration operator for this robot to use to register with Robot Manager.
    3. In the Password field, enter the current Pega Platform registration operator password.
      Note: Update this field every time you change the registration operator password in Pega Platform (for example, when the password expires).
    4. Click Add.
  4. Provide the Windows machine credentials:
    1. In the Credentials Details section, expand the Credential list and select Windows user.
    2. In the Username field, enter the virtual machine name.
    3. In the Password field, enter the current password to the virtual machine.
      Note: Update this field every time you change the virtual machine password, for example, because of your security policy best practices.
    4. Click Add.
      Note: When the RPA Service registers with Robot Manager, the service creates an operator in Robot Manager and starts to send heartbeat messages in regular intervals. When a machine needs a command (for example, to stop or start), Robot Manager writes that command in a table. The RPA service retrieves that command during the next call to the heartbeat service.
    For more information, see the following figure:
    Configuration of Robot Runtime access to Robot Manager
    Use the Credential Manager utility to configure robot access to
                                Robot Manager
  5. Launch the Services application.For example: You can use the Windows search bar to find and launch the Services application, as shown in the following figure:
    Launching the Services application
    You can quiclky find and launch the Windows Services app by using
                                the search bar
  6. From the list of services, select Pega RPA Service.
  7. Perform one of the following actions:
    • If the service is stopped, click Start.
    • If the service is running, click Restart.
    For reference, see the following figure:
    Pega RPA Service in the Services application
    Starting or restrting Pega RPA Service in the Service application
                                in Windows
Result: The Robots landing page in Pega Robot Manager displays the robot that has the Standby status. The robot name corresponds to the pattern that you configured in the CommonConfig.xml file, for example, robotName="{MachineName}", as shown in the following figure:
A robot that successfully connected to Robot Manager
A robot that successfully connected to Robot Manager appears on the Robots
                        landing page with the Standby status.
    • Previous topic Updating Pega Robot Manager decision tables with registration operator details
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