Thursday, May 30, 2019

Installing and Testing AES: Verifying AES Installation


The next step is to validate your AES installation. To do that, login with the user name aesdeveloper. The default password is password.

Unable to Login as “aesdeveloper”?

If you are using Pega 7.4 onwards, you will realise that you are not able to login using the aesdeveloper because Pega had added a new security layer, where all newly imported users are disabled by default.

To resolve this, you need to login as another administrator, e.g. administrator@pega.com with the default password of install. Followed by searching for the aesdeveloper.

The easiest way to search for an operator is to enter it into the search box (located at the top right of the Designer Studio), followed by clicking on the search icon (🔍) as shown below.

Searching for Rules in Pega
Figure 33: Searching for Rules in Pega

The following shows the list of rules matching your search.
 Search Results for aesdeveloper
Figure 34: Search Results for aesdeveloper

Since we are looking for Operator ID, click on the “aesdeveloper” of the “Operator ID” row, which will open the aesdeveloper operator rule.
 Initial AES Developer Operator Set As Disabled
Figure 35: Initial AES Developer Operator Set As Disabled

You will notice that the "Force password change on next login" and "disable Operator" are both ticked.

To make things simple (for development and learning purposes), you should untick these. However, if you were to untick both at the same time and save, you would get the following error message:

Error Message When Unticking Both Options of Disabled Operator
Figure 36: Error Message When Unticking Both Options of Disabled Operator

To resolve this, tick only the Force password change on next login, and click the “Save” button to save it. Once saved, untick the  Force password change on next login, and click the “Save” button again.

Close this rule, and logout of Designer Studio, then login as aesdeveloper again, with the default password of password (if you have not changed it) to continue the next section.

Verifying the Installation of Rulesets

After you have login as aesdeveloper, (depending on your versions and settings, you might be asked to change the password, if so, follow the instruction accordingly).

💡
If you had unticked the “Force password change on next login”, you will not be prompted to change the password. For development and training systems, you might just want to use the default password for this user (i.e. password) or change to the generic “rules” password. No matter what you decide, always remember the password. 







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If you had forgotten any operator password, just follow the instruction in the earlier section: “Unable to Login as aesdeveloper” and click on the “Update password” button shown there. This only works for Pega managed authentication, other forms of authentication are managed externally and is beyond the scope of this guide.



Note once again, this is meant for training purposes.   









After you have successfully login, you should notice that the application is “AES”: 
 Default AES Application for AES Developer
Figure 37: Default AES Application for AES Developer

In Designer Studio, click: Designer Studio > Application > Structure > RuleSet Stack, as shown below.
 Opening the RuleSet Stack of AES Application
Figure 38: Opening the RuleSet Stack of AES Application

In the opened form, verify that the following ruleset versions are listed:
· PegaAESCriteria:01-01-01
· PegaAES:07-30-01
PegaAESCriteria and PegaAES Rulesets
Figure 39: PegaAESCriteria and PegaAES Rulesets

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The instruction in the Pega documentation stated PegaAES:07-30-01”, but mine is “PegaAES:07-30-20”. That does not matter since mine is of a newer version.   




If your system does not contain the latest rulesets, the installation was not completed successfully. You need to contact Pega support for assistance.

Testing the AES Install

While still in Designer Studio, launch either the AES User Portal or the AES Manager Portal as shown below:
 Launching the AES User / AES Manager Portal
Figure 40: Launching the AES User / AES Manager Portal

You should be able to see the respective portal, like the following:
 Example of AES Portal
Figure 41: Example of AES Portal

Note that the “Current System” drop-down list does not contain anything. This is because you have not added any monitored system yet!