orchestrator
2021.10
false
- Getting started
- Introduction
- User Options
- Logging in to Orchestrator
- Resetting Your Password
- My Profile
- Auto Updating Client Components
- Orchestrator Configuration Checklist
- Best practices
- Tenant
- Folders Context
- Automations
- Processes
- Jobs
- Triggers
- Logs
- Monitoring
- Queues
- Assets
- Storage Buckets
- Test Suite - Orchestrator
- Other Configurations
- Integrations
- Classic Robots
- Host administration
- About the host level
- Managing system administrators
- Managing tenants
- Configuring system email notifications
- Audit logs for the host portal
- Maintenance Mode
- Organization administration
- Troubleshooting
Orchestrator Configuration Checklist
OUT OF SUPPORT
Orchestrator User Guide
Last updated Oct 31, 2024
Orchestrator Configuration Checklist
-
Create host organization.
- Validate that the host admin can log in.
-
Create default organization and
Orchestrator tenant.
- Validate that the tenant admin can log in.
- Create seed data (user groups, permissions, folder structure, and assignments).
-
Create and manage tenants.
- Enable/disable features via feature flags.
- Manage licenses.
- Configure host settings: Configure mail settings and other settings for your organizations.
- Set up basic authentication, Windows AD authentication, or Azure AD authentication.
-
Manage accounts: local users,
directory users, directory groups.
- Configure and assign roles to accounts.
- Manage machines.
- Manage packages and libraries.
- Configure tenant settings: deployment (packages, libraries), security and scalability settings.
- Configure credential stores.
- Allocate licenses.
- Configure notifications - in-app & email notifications.
- Manage personal workspaces.
- Check audit.
-
Manage folders and folder
permissions:
- Assign users/groups.
- Assign machines.
- Manage processes
- Manage folder-scoped objects such as queues, assets, buckets
-
Create and edit
triggers:
- Validate jobs are launched via triggers.
-
Create, edit, start
jobs:
- Validate jobs are created and picked up by robots and executed.
- Validate logs are saved.
- Validate monitoring