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Installing Pega Robotic Automation Studio

Pega Robotic Automation Architect Essentials

Version 8.0
Copyright 2016
Pegasystems Inc., Cambridge, MA
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Updated: September 28, 2016


1 Downloading Pega Robotic Automation Studio

2 Requirements

3 Installing Pega Robotic Automation Studio

10 Contacting us
10 Training location
10 Our goal

This document provides step-by-step instructions for installing Pega Robotic Automation
Studio in preparation for taking the Pega Robotic Automation Studio Architect Essentials
course. This training course is designed to help you realize the full value of your Pega Robotic
Automation Studio software.
There are two editions of Studio, as explained here:

Studio (standalone) Studio is a complete standalone version built for developers who do not have
Microsoft Visual Studio 2015 installed.
As part of the Studio installation, the Microsoft Visual Studio 2015 Isolated Shell is
installed, which provides the IDE foundation for Studio and a familiar, feature-rich
development environment.
Studio plug-in The Studio plug-in for Microsoft Visual Studio 2015 integrates with Visual Studio 2015,
so you can leverage Microsoft developer tools to rapidly create Studio projects from
within Visual Studio.

Both editions include support for all of the features in the Pega Robotic Automation Studio
Integrated Development Environment (IDE) and you can switch between editions as your needs and
environments change. For the training courses, we recommend that you install the standalone
This document includes these topics:
Requirements on page 2
Installing Pega Robotic Automation Studio on page 3
Contacting us on page 10

Note The information in this document bears no guarantee or warranty but is a general guide to the Terms of
Service and Service Level Agreements. Customer support conditions and service may vary based on

Installing Pega Robotic Automation Studio |

You must download and install Pega Robotic Automation Studio on a laptop which meets
the following, minimum system requirements.
If you have a previous version of Pega Robotic Automation Studio installed, you must uninstall it first
before installing version 8.0.

Component Requirement
Processor Dual core or faster processor
RAM 4 GB total RAM
Disk space 10 GB
Operating system These Windows operating systems are supported:
Windows 7 (32- and 64-bit)
Windows 8.1 (32- and 64-bit) *
Windows Server 2008 R2 (64-bit)
Windows Server 2012 R2 (64-bit)
Browser Microsoft Internet Explorer versions 8-11 (32-bit) are supported. The 64-bit version of
Internet Explorer 11 is also supported. Pega Robotic Automation Studio offers limited
support for these browsers:
Google Chrome versions 38-52.
Mozilla Firefox versions 31-39.
Mozilla Firefox ESR versions from 31.6.0-38.3.0 (expected to work through Firefox ESR
For more information, visit the Knowledge Base:
Studio > Browsers
Other You must also have these applications:
applications Microsoft .NET Framework - You must have versions 2.0 (bundled with 3.5 SP1), 4.0,
and 4.6.
Note: If you do not have the correct versions of these applications, the Setup wizard will
download and install them. For more information, see this knowledge base article:
What pre-requisites does the Setup wizard install?
* You must install update 2919355 (available through Windows Update) before installing Visual Studio 2015
because the .NET Framework 4.6 installer requires this update.

Note All applications integrated via the Pega Robotic Automation Studio must run at the same integrity
level. The sole exception is that this version of Studio supports Internet Explorer protected mode.

Installing Pega Robotic Automation Studio |

Installing Pega Robotic Automation

Use the following instructions to install Studio 8.0.
1. Download from the Completing the exercise lesson and unzip the Studio setup file into a temporary
folder location.

Note For the best results, install the Studio software from a local drive, not a drive mapped to your network.

2. Launch the setup executable file (OpenSpanStudioV2015Setup.exe).

The Pega Robotic Automation Studio Setup wizard starts.

Note The Studio Installation Service installs prerequisites and performs machine checks before installing
Studio on your machine. If any programs required to run Studio are missing, you are prompted to install

3. Click Next to continue. The Office support window appears.

4. Select the version of Microsoft Office installed on your machine. Select None if Office is not
installed on your machine, the installed version is not listed, or if you do not plan to integrate
Microsoft Office.

Studio includes connectors you can use in automations to, for instance, write data to cells in Excel
spreadsheets, schedule appointments in Outlook, or write and read text from Word documents. On
this panel, you enable those connectors for your version of Office.

5. Click Next to continue. The Training CRM Application Setup File window appears.
6. Click Yes to install the sample CRM application setup file used with training.

Installing Pega Robotic Automation Studio |

7. Click Next to continue. The OpenSpan Services window appears.

8. For training purposes, make sure the Check to install OpenSpan Services on this device option
is checked. Click Next to continue.
The Management Console Connectivity Configuration window appears.

Installing Pega Robotic Automation Studio |

9. For training purposes, uncheck the Enable Management Console Connectivity checkbox. The
system retrieves values from the CommonConfig.xml file and displays these values in the fields
on this window.
The Robotic Desktop Automation (RDA) Integration window appears.

Installing Pega Robotic Automation Studio |

10. RDA Integration lets the solutions you create with Studio and run with Runtime communicate
with other Pega 7 Platform applications. For these exercises, click the Enable RDA Integration box
and then click Next to accept the defaults.
The Installation Folder window appears.

11. Accept the default installation folder for Studio or click Browse to select a different location on
the Select Installation Folder window.
Click Next to continue. The Browser Extension Installation panel appears.

Installing Pega Robotic Automation Studio |

12. Check the appropriate browser extension boxes if you plan to automate other browsers in
addition to Internet Explorer. Studio offers limited support for the browsers shown on this panel.
For more information, visit the Knowledge Base:
Studio > Browsers
13. Click Next to continue. The Configure Shortcuts window appears.

The default Studio installation folder is Program Files, which is protected by default in Windows 7. So,
for Studio to save files and folders on Windows 7 machines, you must do one of the following:
Give all potential users full control permissions to the Studio program folder.
Install Studio to a location other than the Program Files folder.

14. :Choose from these options:

Click If you want...

Desktop A Studio shortcut created on the desktop.
Start Menu Programs folder A program group and shortcuts created on the Start menu.
Startup folder Studio to start automatically each time Windows starts.

15. Click Next to continue. The Disclaimer window appears.

16. Click the I accept these terms radio button and then click Next to continue. The Ready to Install
window appears.

Installing Pega Robotic Automation Studio |

17. Click Install to begin the installation.

The Installing Studio window shows the installation progress. When the installation finishes, a
confirmation window appears.
18. Click Finish to exit the Setup wizard.

You may be prompted to restart your system to apply configuration changes. If so, simply restart your
system. Pega Robotic Automation Studio is now installed and ready to use.

Installing Pega Robotic Automation Studio |

Contacting us
Use the following contact information if you have any problems, questions, or if you want to schedule
training for key personnel in your company.

Training location
11175 Cicero Drive
Suite 200
Alpharetta, GA 30022

Phone numbers: +1.678.527.5400 (General Calls)

+1.877.733.1137 (Direct Support Number)
+1.678.527.5401 (Fax)
Support email:

Our goal
Our goal is to deliver a leading support experience and help you realize the value of your Pega
Robotic Automation Studio investment. We encourage you to provide feedback on our progress
toward that goal. Send any feedback to: