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Marketplace User Guide
Last updated Sep 5, 2024

How to Authenticate

Authenticating with UiPath Orchestrator API is dependent on the type of Orchestrator instance that you're connecting to. There are two types of Orchestrator instances, both of which use a bearer token for authentication: Cloud Orchestrator and On-premise Orchestrator.



Endpoints and Inputs

From an authentication perspective, there are two main differences between the instance types. The first is the endpoint that you send requests to and the second is the required inputs for the authentication requests.

The table below shows the different endpoints and inputs for each instance type, as well as, links to the applicable API documentation.

 

Cloud Orchestrator

On-premise Orchestrator

Endpoint

https://account.uipath.com/oauth/token

https://{{orchestrator-url}}/api/Account/Authenticate

Inputs

  • Account Logical Name
  • Tenant Logical Name
  • Client ID
  • User Key
  • Folder (optional)
  • Orchestrator URL
  • Orchestrator Tenant Name
  • Email or Username
  • Password
  • Folder (optional)

Request/Response

Note: Cloud Orchestrator: For more information about how a user can locate their Client Id, User Key, Account Logical Name, and Tenant Logical Name, see Getting the API Access Information in the Orchestrator API documentation.

Folders

Both instance types include an optional Folder input. Folders enable you to maintain fine-grained control over automations and their intrinsic entities, and personnel across the entire organization. There are two types of folders available in Orchestrator: Classic and Modern. Classic folders are enabled by default while the Modern folders functionality must be enabled by the Host or Tenant administrator.

If a user enters a Folder value, you need to retrieve the OrganizationUnitId of the folder. This identifier must be included in the Header of all subsequent API requests after authentication is completed.

How do I get a folder OrganizationUnitId value?

To retrieve the OrganizationUnitId you must have the Folder Name and follow the API requests listed below.

  1. Using the Folder Name as your input parameter, send a GET request to the GetFolders endpoint (e.g., {{base url}}/odata/Folders?$filter=FullyQualifiedName eq '{{FolderName}}').

    When the username of the user is known, you can also retrieve the OrganizationUnitId of the folder and verify its permissions in a single request. For more information see, below.

How do I verify folder permissions?

There are multiple ways to verify whether a user has permission to access a specific folder. How you verify permissions is dependent on whether or not you have the username (not the email) of the user.

Option 1 - username unknown

This option applies to Cloud Orchestrator instances, as well as, On-premise Orchestrator instances where only the user email is known.

  1. Using the entered credentials, retrieve the UserId of the user by sending a GET request to the GetCurrentUser endpoint (e.g., {{base url}}/Users/Users_GetCurrentUser).
  2. After retrieving the GET response that containts the UserId, send a GET request to the GetUsersForFolder endpoint using the Folder Name and UserId as your input parameters (e.g., {{base url}}/Folders/UiPath.Server.Configuration.OData.GetUsersForFolder(key={{*FolderOrganizationUnitId*}},includeInherited=true)?$filter=Id eq{{userId}}).
Option 2 - username known

This option applies to instances where username is known (typically this will only apply to the On-premise Orchestrator instances).

  1. Using the entered username, send a GET request to the GetAllRolesForUserByUsernameAndSkipAndTake endpoint (e.g., {{base url}}/Folders/UiPath.Server.Configuration.OData.GetAllRolesForUser(username='{{username}}',skip=0,take=0)).
    • The response includes all of the folders the user has permission to access. By parsing the response, you can verify that it includes the Folder Name the user entered and/or the OrganizationUnitId that was retrieved in a previous request.
    • The benefit of using this option is that you can get the OrganizationUnitId of the folder and verify permissions in a single request.

Multiple Users

A connector can have multiple authenticated connections to the same or different Orchestrator tenant. The purpose of multiple connections is to enable more than one user to access and use the implemented connector features (e.g., start a job, add Queue items) without sharing their Orchestrator credentials.





Examples

This section provides links to example connector user interfaces and the corresponding Orchestrator API requests for each input field.

  • Endpoints and Inputs
  • Folders
  • Multiple Users
  • Examples

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