As I am working on Open Span, finished a sample POC based on the exercise document. After deployment of the project, I see there are 2 files generated. viz., CRMAdapter.OpenSpan and CRMAdapter.manifest. I would like to know the next steps after finishing this exercise. I didn't find much details about the next steps in the document.
The next steps with deployment depends on the package to user management criteria of the company.
Pega offers a cloud service in which these deployment files are uploading to a cloud based management console that allows a designated administrators to distribute packages to the agents desktops. This cloud based console is called Pega Robotic Automation Deployment Portal (PRADP).
If the company chooses to manage the automation packages outside of the cloud service, they can do so. Usually the company elects to store the packages on to a shared network drive/drives in which the agents would have access to download the packages from said location.
You would need to supply both the .manifest and the .openspan to this designated shared location. The .manifest file indicates the version of package that is being downloaded. It is the file that is used to determine if a newer version of the package has been uploaded to the shared location.
The .opespan file contains all of the automation instructions for runtime and its location should be specified in the startproject setting found in the runtimeconfig.xml under the user's appdata directory. Setting the startproject setting to the shared location of the .openspan file will instruct Runtime to automatically start the specified project at the start of Runtime.
If you do not wish to start the same project each time Runtime is launched, you can manually select the .openspan file that you wish to launch by right clicking the Pega Robotics Runtime icon in the system icon tray, selecting load project, and navigating to which ever .opespan project file of your chosen using the windows explorer open dialog window.
One quick question is like what exact diff b/w RPA and RDA in terms of automation process? If you can explain me the generic example to explain both of them along with when we can go for RPA and when we can choose RDA?
The difference between RPA and RDA is that the RDA is an automation solution that assist the agent to handle simple repetitive tasks. The agent plays a role in facilitating when the automation is triggered and stopped depending on their work flow.
An example of that would be a agent receives a call and needs to retrieve all necessary info related to the customer that is calling. Instead of the agent manually retrieving the data from various applications, the RDA assists in gathering this information in parallel to the agent speaking with customer.
The agent is the one that determines when the data is retrieved and what particular information is gathered by providing an account number to the RDA to assist with.
The RPA is a headless operation in comparison. There are no agents to instruct the robot when to collect the information. There are no users interacting with the robot. The design of the automation is totally self sustaining.
Suppose you have a massive amount of records that require updating, but the record access is mutually exclusive. Mutual exclusion meaning only one agent can access the record at a time. You wouldn't want to update these records in the middle of a work period, because that would disrupt the call flow of the agents and it would not prove helpful if the account record was already in use by one of the human agents.
Instead, you would create a headless (no user interaction) automation to update the records during off peak hours, i.e. (2 AM in the morning). This headless automation could be started with the use of the Windows scheduler that starts the Robot at a specific time every night, or every 1st and 2nd Tuesday of the month which ever you prefer. The Robot would start from the task scheduler and perform the necessary updates while the agents are not accessing the records. This headless operation is called an RPA.
Both RDA and RPA are solution automations, but designed with two different task in mind.