orchestrator

2021.10

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Getting started
- Introduction
- User Options
- Logging in to Orchestrator
- Resetting Your Password
- My Profile
- Robots
  - Robot Statuses
  - Robot Settings
- Auto Updating Client Components
- Orchestrator Configuration Checklist
Best practices
- Organization Modeling in Orchestrator
- Managing Large Deployments
- Automation Best Practices
- Optimizing Unattended Infrastructure Using Machine Templates
Tenant
- About the Tenant Context
- Robots
- Folders
- Managing Access and Automation Capabilities
- Machines
- Packages
- Audit
- Credential Stores
- Webhooks
  - Types of Events
  - Managing Webhooks
- Licensing
  - Managing Your Licenses
- Alerts
  - Setting Up Alert Emails
- Settings
Folders Context
- About the Folders Context
- Home
Automations
- About Automations
Processes
- About Processes
- Managing Processes
- Managing Package Requirements
- About Recording
Jobs
- About Jobs
- Managing Jobs
- Job States
- Working with long-running workflows
Triggers
- About Triggers
- Managing Triggers
- Using Cron Expressions
Logs
- About Logs
- Managing Logs in Orchestrator
- Logging Levels
- Orchestrator Logs
Monitoring
- About Monitoring
- Machines
- Processes
- Queues
- Queues SLA
Queues
- About Queues and Transactions
- Bulk Uploading Queue Items Using a CSV File
- Managing Queues in Orchestrator
- Managing Queues in Studio
- Managing Transactions
  - Editing Transactions
  - Field Descriptions for the Transactions .csv File
- Review Requests
Assets
- About Assets
- Managing Assets in Orchestrator
- Managing Assets in Studio
Storage Buckets
- About Storage Buckets
  - CORS/CSP Configuration
- Managing Storage Buckets
- Moving Bucket Data Between Storage Providers
Test Suite - Orchestrator
- Test Automation
- Test Cases
  - Field Descriptions for the Test Cases Page
- Test Sets
  - Field Descriptions for the Test Sets Page
- Test Executions
  - Field Descriptions for the Test Executions Page
- Test Schedules
  - Field Descriptions for the Test Schedules Page
- Test Data Queues
Other Configurations
- Increasing the Size Limit of Package Files
- Setting up Encryption Key Per Tenant
- GZIP Compression
Integrations
- About Input and Output Arguments
  - Providing Argument Values
    - Orchestrator API
  - Example of Using Input and Output Arguments
Classic Robots
- Robots
- Environments
  - Best Practices
  - Managing Environments
- Jobs
  - Long-Running Workflows
    - Queues
    - Duration
- Triggers
  - Time Triggers
    - Queued Jobs Scenarios
  - Queue Triggers
- Monitoring
  - Robots
- Resources
Host administration
- About the host level
- Managing system administrators
- Managing tenants
- Configuring host authentication settings
- Managing your host license
  - Allocating host licenses to organizations
- Configuring system email notifications
- Configuring other host settings
  - Customizing the Login page
  - Orchestrator host settings
    - Tenant Settings - Host Level
- Audit logs for the host portal
- Maintenance Mode
Organization administration
- About organizations
- About Licensing
  - Activating your license
- Accounts and Groups
- Registering External Applications
  - Managing External Applications
- Audit logs
Troubleshooting
- About Troubleshooting
- Cron Expressions
- Upgrade Issues
- Frequently Encountered Orchestrator Errors

OUT OF SUPPORT

Orchestrator User Guide

DELIVERY:

DELIVERY:

Automation Cloud Automation Cloud Public Sector Automation Suite Standalone

Last updated Oct 31, 2024

Orchestrator Configuration Checklist

1. Orchestrator Provisioning

Create host organization.
1. Validate that the host admin can log in.
Create default organization and Orchestrator tenant.
1. Validate that the tenant admin can log in.
Create seed data (user groups, permissions, folder structure, and assignments).

2. Host Administration

Create and manage tenants.
1. Enable/disable features via feature flags.
Manage licenses.
Configure host settings: Configure mail settings and other settings for your organizations.

3. Orchestrator - Tenant Level

Set up basic authentication, Windows AD authentication, or Azure AD authentication.
Manage accounts: local users, directory users, directory groups.
1. 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.

4. Orchestrator - Folder Level

Manage folders and folder permissions:
1. Assign users/groups.
2. Assign machines.
Manage processes
Manage folder-scoped objects such as queues, assets, buckets
Create and edit triggers:
1. Validate jobs are launched via triggers.
Create, edit, start jobs:
1. Validate jobs are created and picked up by robots and executed.
2. Validate logs are saved.
3. Validate monitoring

On this page

1. Orchestrator Provisioning
2. Host Administration
3. Orchestrator - Tenant Level
4. Orchestrator - Folder Level

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