orchestrator
2023.4
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Orchestrator User Guide
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Nov 11, 2024

Connecting Robots to Orchestrator

You can connect your robots to Orchestrator in different ways based on the robot authentication settings configured in Orchestrator, typically by an administrator. If you are not aware of any robot authentication settings, please ask your Orchestrator administrator to provide details so as to be able to use the right method to connect your robot.

What Are My Authentication Settings

The robot authentication settings can be seen and configured on Tenant > Settings, on the Robot security tab, usually by an administrator. Your Orchestrator administrator should provide you with details so as to be able to use the right method to connect your robot.

Connecting Attended Robots to Orchestrator

Interactive Sign-In

Sign in with your credentials to connect your robot to Orchestrator. This gives the robot access to Orchestrator resources and provides the user with operational rights to products such as Studio or the Assistant.

  1. Open the Assistant.
  2. On the Preferences menu, click Orchestrator settings. The Orchestrator configuration window is displayed.
  3. On the Connection type field, select Service URL. The content of the window is adjusted according to the selection.
  4. On the Service URL field, enter the URL of the Orchestrator instance you want to connect to.
  5. Click Sign In. You are directed to the Login page of your Orchestrator instance.
  6. Log in as usual.

  7. Once your identity is confirmed, the Assistant is populated with the processes in the Orchestrator folders you have access to.



Note:

  • When using interactive sign-in, there is no need to create machine objects in Orchestrator.

  • You require the View permission on Packages at the tenant level to download packages and libraries.

Important: Interactive sign-in is not supported in a classic folder context.

Using the Client Credentials in the Assistant

Use client credentials to connect attended robots to Orchestrator. The client ID - client secret pair is generated via machine template objects in Orchestrator.

There are two ways to connect your robot with client credentials: using the Assistant or the command line.

  1. Open the Assistant.
  2. On the Preferences menu, click Orchestrator settings. The Orchestrator configuration window is displayed.
  3. On the Connection type field, select Client ID. The content of the window is adjusted according to the selection.
  4. In the Orchestrator URL field, enter Orchestrator’s web address, such as https://myOrchestrator.uipath.com/.
  5. In the Client ID field, enter the client ID generated by the machine object in Orchestrator.
  6. In the Client Secret field, enter the client secret generated by the machine object in Orchestrator.
  7. Click Connect. The robot is now connected to Orchestrator.


Using the Client Credentials in the Command Line

  1. Open Command Prompt.
  2. Go to the directory where your robot is installed. For example:
    cd C:\Program Files\UiPath\Studiocd C:\Program Files\UiPath\Studio
  3. Use the --connect, --url, --clientID, and --clientSecret command-line arguments to connect your robot and pass the Orchestrator URL, client ID, and client secret. For example:
    UiRobot.exe --connect --url <OrchestratorURL> --clientID <clientID> --clientSecret <clientSecret>UiRobot.exe --connect --url <OrchestratorURL> --clientID <clientID> --clientSecret <clientSecret>
    Note: When using PowerShell, you need to escape the $ character in the client secret using "". For example, you should pass a client secret such as Bepx8O3XqSHrt$ZU as "Bepx8O3XqSHrt""$""ZU".

Connecting Unattended Robots to Orchestrator

In unattended automation, the host machine is connected and licensed in unattended mode so the designated way to execute processes is Orchestrator. If you want to use the machine in attended mode (opening the Assistant) when Interactive Sign-In is enforced, you need to sign in, otherwise you cannot see the processes in the Assistant, and the robot appears as "Connected, Unlicensed".

Using the Client Credentials in the Assistant

Use client credentials to connect unattended robots to Orchestrator. The client ID - client secret pair is generated via machine template objects in Orchestrator.

There are two ways to connect your robot with client credentials: using the Assistant or the command line.

  1. Open the Assistant.
  2. On the Preferences menu, click Orchestrator settings. The Orchestrator configuration window is displayed.
  3. On the Connection type field, select Client ID. The content of the window is adjusted according to the selection.
  4. In the Orchestrator URL field, enter Orchestrator’s web address, such as https://myOrchestrator.uipath.com/.
  5. In the Client ID field, enter the client ID generated by the machine object in Orchestrator.
  6. In the Client Secret field, enter the client secret generated by the machine object in Orchestrator.
  7. Click Connect. The robot is now connected to Orchestrator.


Using the Client Credentials in the Command Line

  1. Open Command Prompt.
  2. Go to the directory where your robot is installed. For example:
    cd C:\Program Files\UiPath\Studiocd C:\Program Files\UiPath\Studio
  3. Use the --connect, --url, --clientID, and --clientSecret command-line arguments to connect your robot and pass the Orchestrator URL, client ID, and client secret. For example:
    UiRobot.exe --connect --url <OrchestratorURL> --clientID <clientID> --clientSecret <clientSecret>UiRobot.exe --connect --url <OrchestratorURL> --clientID <clientID> --clientSecret <clientSecret>
    Note: When using PowerShell, you need to escape the $ character in the client secret using "". For example, you should pass a client secret such as Bepx8O3XqSHrt$ZU as "Bepx8O3XqSHrt""$""ZU".

Update the Default Orchestrator URL for Mac

To update the default Orchestrator URL service when using the Assistant on a Mac, change it from store.json (/Applications/UiPath Assistant.app/Contents/Robot/uipath.config~/Library/Application Support/UiPath/store.json): 

"MAIN_WINDOW_SERVICE_LOGIN_DETAILS": {
        "nextServiceUrl": "https://cloud.uipath.com",
        "defaultServiceUrl": "https://cloud.uipath.com"
    }"MAIN_WINDOW_SERVICE_LOGIN_DETAILS": {
        "nextServiceUrl": "https://cloud.uipath.com",
        "defaultServiceUrl": "https://cloud.uipath.com"
    }

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