Managing Robots

In modern folders, there is no robot management per se, as robots are created automatically. However, you are required to define the licensing, execution, and authentication aspects of the robot to be created. Find below the steps to have a functional setup that allows you to execute jobs in modern folders.

Attended Setup

Create a machine template or a standard machine. For personal workspace accounts, a machine template is automatically created.

Where from: Tenant > Machines

See here how to create a machine.
Connect UiPath Assistant to Orchestrator using the key generated by the machine entity.

Where from: UiPath Assistant > Orchestrator Settings

See here how to connect the UiPath Robot to Orchestrator.
Configure the account:
1. Assign tenant roles from Tenant > Manage Access > Assign roles. Assigning roles
2. On the Robot setup step, switch the Attended Robot toggle to on to automatically create a robot for the account.
3. If the user license management model is disabled, select the license type. What is my licensing model?
4. If the account is for a user who has their own Studio or StudioX license, select the Stand-alone checkbox. This way, Orchestrator doesn't allocate a license from its license pool, only the local license is used.
  
  Note: If the option is not visible, you must submit a request to Licensing Support.
5. Set the username used to log on to the machine on which the UiPath Robot is installed, configure the execution settings of the UiPath Robot.
Assign the account to one or multiple folders while choosing the appropriate roles at the folder level. Personal workspace users can work in the context of their own workspace directly.

Important: This gives access to that folder and makes the processes deployed there available and ready to get executed.

Where from: Tenant > Folders

See here how to assign accounts to a folder.
Start a job.

Where from: UiPath Assistant

In attended mode, the UiPath Assistant shows the processes across all the folders the account is assigned to.

These processes cannot be started or triggered in unattended mode from Orchestrator unless it's for debugging purposes. See Studio design and Orchestrator debugging.

Unattended Setup

On Tenant > Machines, create a machine template or a standard machine. Standard machines are used to ensure backward compatibility with classic folders, but they provide limited functionality. We recommend migrating to modern folders and using machine templates instead.
- Assign the necessary runtimes to the template. A template with X number of runtimes sets aside X licenses from the tenant's pool of licenses for each workstation connected to Orchestrator using that template. This allows you to execute X processes concurrently on each such workstation.
  
  Say you assigned 2 unattended and 3 nonproduction runtimes to a machine template. Three workstations connected to Orchestrator using that machine template withhold 6 ( 2 unattended X 3 workstations) unattended and 9 (3 nonproduction x 3 workstations) nonproduction licenses from the tenant's pool of licenses. This enables you to execute a number of 2 unattended, respectively 3 nonproduction processes, concurrently on each such workstation.
- Select the process type and process compatibility on the Supported Usage section. This allows you to optimize your unattended infrastructure by restricting unattended machines to executing certain types of processes. For example, you can configure cheaper machines such as Linux to execute cross-platform processes, and specialize Windows machines in foreground automation (which cannot run elsewhere). See an example of optimizing an unattended infrastructure consisting of a Windows desktop, one high-density Windows Server, and three Linux machines.
Connect your machines to Orchestrator using the key generated by a machine template.

See here how to connect the UiPath Robot to Orchestrator.
Configure the account: set its role at the tenant level, enable automatic robot creation, set the username and password used to log on to the machine such that the Robot can authenticate, select the credential store, and configure the execution settings of the Robot.

Where from?

Tenant > Manage access > Assign roles

See here how to manage roles.
Assign the account and machine template to one or multiple folders while choosing the account roles at the folder level.

Important: This gives access to that folder and makes the processes deployed there available and ready to get executed.

Where from?

Tenant > Folders

See here how to assign accounts to a folder.

See here how to assign machines to a folder.
Start a job, configuring its priority and runtime type. You can specify the account under which it gets executed, or you can leave it undefined.
Important: Unattended jobs are dynamically executed by automatically pairing the accounts and machines in your environment. If the account is specified, only the machine is dynamically allocated. If no account is specified, both are dynamically paired to each other. The latter is the optimal job execution mechanism, as it optimizes resource consumption.

Where from?
- Folder context > Automations > Jobs
- UiPath Robot Tray (for unattended robots used in attended mode)
See here how to start a job.

In unattended mode, the UiPath Assistant shows the processes across all folders to which both the account and machine template have been assigned. These processes can be started or triggered in unattended mode from Orchestrator.

A user using an unattended robot in attended mode (the user logs on to the machine) does not have access to the processes in folders to which the user alone is assigned. Their access is restricted to processes found in folders to which both themselves and the machine template are assigned.

Important:

Dynamic Allocation Usage Convention: On a host machine you need to provision a Windows user for each account that belongs to the folders to which the corresponding machine template is assigned to.

Say you connected a server to Orchestrator using the key generated by machine template, FinanceT. That machine template is assigned to folders FinanceExecution and FinanceHR, where 6 accounts are assigned as well. Those 6 accounts need to be provisioned as Windows users on the server.

Graphical Representation of a Basic Modern Unattended Setup

Graphical Representation of a Complex Modern Unattended Setup

Debugging

Enabling a Troubleshooting Session for Unattended Processes

Note: Robots - Edit is the minimum permission required to use troubleshooting sessions.

When interactive authentication is enforced, in UiPath Assistant you can only see the processes to which you have access and only after signing in to your account. A user license is also required. Therefore, unattended processes which do not run under your account are not available in UiPath Assistant for troubleshooting.

So, if you need to debug an unattended process, you can temporarily enable a troubleshooting session. Doing this lets you see and run the unattended process locally, without requiring a user license.

The troubleshooting session is temporary and the above only applies while troubleshooting is active.

Go to Tenant > Robots > Unattended sessions.
Identify the machine where the error occurred and click at the right end of the machine row.

Note: The option is only available if interactive authentication is enforced.

You can find out on which machine a process ran from the Monitoring > Processes tab.

The Configure troubleshooting session dialog opens:
Under Troubleshooting session, click the toggle to switch it to Enabled.
In the Session timeout (minutes) box, edit the value to change the number of minutes the troubleshooting session should be active.

After the specified number of minutes passes, the troubleshooting session is automatically disabled and no further connections are accepted. However, any existing connections remain active until disconnected.
Click Save.
In Orchestrator, go to Tenant > Machines and click at the right of the machine row to copy the machine key to your clipboard.
In UiPath Assistant, click the Preferences icon in the title bar and select Preferences.
Select the Orchestrator Settings tab and click Disconnect or Sign Out if needed so that you can edit the connection settings.
Configure the connection as follows:
- Connection Type - Select Machine Key.
- Orchestrator URL - Add the URL to the Orchestrator instance, which should include the tenant and organization.
- Machine Key - Paste the copied machine key from your clipboard.
Click Connect and then close the Preferences window.
If you do not see the unattended processes in Assistant, then go to Preferences > Sign In and log in with your credentials.

Extending or Disabling a Troubleshooting Session of Unattended Processes

Note: Robots - Edit is the minimum permission required to use troubleshooting sessions.

When you have finished debugging, you can disable the troubleshooting session for the machine so that it won't allow attended connections anymore. Or, if you need to, you can extend the amount of time that the session is active.

In Orchestrator, go to Tenant > Robots > Unattended sessions.
Click at the right end of the machine row.
In the Configure troubleshooting session dialog:
- Close the session: Click the toggle under Troubleshooting session to switch it to Disabled.
  
  When disabled, no further connections are accepted. However, any existing connections remain active until disconnected.
- Extend the session: Edit the value in the Session timeout (minutes) box with a greater value to extend the session to the specified duration.
Click Save.
Disconnect UiPath Assistant to close the connection.

Studio Design & Orchestrator Debugging

To build workflows in Studio or StudioX while debugging in Orchestrator, the developer's account needs both an attended and an unattended robot.

To set up the developer's account for both attended and unattended use:

Add user and configure user details.
Where from?

Tenant > Manage access > Assign roles
- The developer must be granted the roles appropriate to the desired level of access to Orchestrator tenant resources. See standard Orchestrator roles and their purpose. (3)
- Allow web login to allow the developer to access Orchestrator. (4)
Create and configure the attended robot.
- For directory users the Domain\Username is prefilled. (6)
- To build workflows and start jobs from the UiPath Assistant, you need a user license that offers Studio capabilities and enables you to provision the Robot for that specific user in Orchestrator. See the UiPath Licensing Portal for details about available SKUs. (7)
- Create a personal workspace for the user to facilitate workflow debugging in the context of the workspace. (8)
Create and configure the unattended robot.
- For directory users the Domain\Username is prefilled. (10)
- See details about credentials and credential stores. (11, 12, 13)
- When and why to disable concurrent execution. (14)
Configure robot settings
- See more about robot settings. (15)
Create a machine template or a standard machine to connect the Robot to Orchestrator using its key. Attach runtimes to it to allow unattended execution.
Where from?

Tenant > Machines
- Orchestrator automatically manages machine templates for personal workspace owners. A machine template with a Development runtime is automatically created and assigned to each new personal workspace.
- Debugging without using the Personal Workspaces feature requires attaching a NonProduction runtime to the machine used for debugging. This secures a runtime from the pool of licenses available at the tenant level and assigns it to the template. This enables the account to start jobs from Orchestrator. The allocated runtime is consumed when executing a job.
- Learn more about machine entities in Orchestrator
Connect the Robot to Orchestrator using the key generated by the machine entity.
Where from?

UiPath Assistant > Preferences > Orchestrator Settings
- Personal workspace owners must use the key of the personal workspace machine.
- See here how to connect the Robot to Orchestrator.
Developers can publish automation projects and launch jobs from Orchestrator in the context of their workspace right away. To perform debugging operations in folders other than their personal workspaces, the following extra steps are required:
- Debugging using the Assistant: The account must be assigned to the desired folders to make the contained resources available to them.
- Debugging using Orchestrator: Both the account and the machine entity (personal workspace machine template) must be assigned to the desired folders. In Orchestrator you can execute only processes from folders to which both your account and the machine template are assigned.
  
  Note:
  F.A.Q.
  
  I do not have any runtimes available when starting a job from Orchestrator
  
  Make sure you assigned both the account and the machine to the folder that contains the process to be executed
  
  Make sure you assigned runtimes to the machine template used to connect the Robot to Orchestrator. This is only necessary if you are not using Personal Workspaces.