- Getting started
- Best practices
- Tenant
- About the Tenant Context
- Searching for Resources in a Tenant
- Managing Robots
- Connecting Robots to Orchestrator
- Storing Robot Credentials in CyberArk
- Storing Unattended Robot Passwords in Azure Key Vault (read only)
- Storing Unattended Robot Credentials in HashiCorp Vault (read only)
- Storing Unattended Robot Credentials in AWS Secrets Manager (read only)
- Deleting Disconnected and Unresponsive Unattended Sessions
- Robot Authentication
- Robot Authentication With Client Credentials
- Configuring automation capabilities
- Solutions
- Audit
- Settings
- Cloud robots
- Folders Context
- Automations
- Processes
- Jobs
- Apps
- Triggers
- Logs
- Monitoring
- Queues
- Assets
- Storage Buckets
- Test Suite - Orchestrator
- Resource Catalog Service
- Integrations
- Troubleshooting
Managing Assets in Orchestrator
Sharing assets between folders enables launching jobs in multiple folders without redesigning your workflows in Studio when the underlying processes are targeting the same asset. Linking an asset to a folder makes the asset and all asset-associated objects, such as asset items, available in that folder.
An asset linked to multiple folders is marked using the icon. If the icon is not present, then the current folder is the only folder the asset resides in. Deleting it here completely removes the asset from Orchestrator.
You need the Assets - Create permission in the folders where you want to add the asset (target folders) and Assets - View in the folder where the asset currently resides (original folder). If you have Assets - Edit in the target folder, you also require Assets - Edit in the original folder.
- In the folder you want to link an asset to, on the Assets page, click Add. Three buttons are displayed allowing you to add an asset, link assets from other folders, or hide the options.
-
Click Link from other folders. The Link Assets window is displayed showing a list of all assets in the folders in which you have View permissions on Assets.
- On the Select Assets section, select one or multiple assets from the list.
-
Click Continue. You are directed to the Folder Validation section. Here you can see the folders the assets are already linked to. If there are multiple folders, their names are displayed.
- Click Remove for the corresponding asset to revert the change or click Exit to cancel the operation.
- Click Link if you want to make the link between the assets you selected and the current folder. The assets are displayed on the Assets page.
- Navigate to a folder the asset to be linked resides in.
2 - The current state of the asset displaying the number of folders it currently resides in as well as their names.
3 - The folders the asset is to be added in according to your selection in the left-hand pane.
4 - The folders the asset will be removed from.
- Click Update. A confirmation window is displayed.
- Click Cancel if you want to abort the changes or Continue for the changes to take effect. The operations are now reflected in Orchestrator according to your changes.
Unlinking assets from folders can be performed in a manner similar to the linking operation. Navigate to the link-management areas presented in the procedures above and remove the connections between a certain asset and a certain folder.
Alternatively, you can remove an asset using the Remove functionality. See Removing an Asset.
To edit an asset, click More Actions > Edit button, make the necessary changes and click Update in the Update Asset window. Only the asset value and name can be edited. All changes are audited and can be viewed in the Audit page. If you change the username of a credential asset, you have to also change the password.
You need Edit on Assets and View on Tags to add existing tags to assets.
You need Edit on Assets and Create on Tags to add new tags to assets.
- Each asset can have a maximum of one million key/value pairs.
- Labels and key/value properties are limited to 256 characters.
- Tag names can't contain these characters:
<
,>
,%
,&
,,
?
,/
,:
.
You can apply tags to a asset either when creating one or editing an existing one. To add tags to a asset when editing it, follow these steps:
- From the Assets page, click More Actions > Edit next to the desired asset. The asset is opened for editing.
- On the Labels field, start typing the name of the label. You can choose an existing label or create a new one.
- On the Properties (key-value pairs) field, click Add new.
- Add new keys and values. You can choose existing keys and/or values or you can create new ones.
- When done, click Update. Your asset is updated and the newly created tags, if any, become available for other objects.
To remove tags from a asset, follow these steps:
- From the Assets page, click More Actions > Edit next to the desired asset. The asset is opened for editing.
- On the Labels field, click the X adjacent to the name of the label to remove it. The label is removed.
- On the Properties (key-value pairs) field, click the X adjacent to the keys and/or values to remove them. The keys and/or values are removed.
- To delete a key/value pair click the Remove icon corresponding to that entry. The key/value pair is removed.
- When done, click Update. Your asset is updated and tags are removed.