orchestrator

2023.4

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Getting started
- Introduction
- User options
- Logging in to Orchestrator
- Resetting your password
- 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
- Unattended automation
  - Useful concepts in unattended automation
  - How is unattended automation performed
- Organizing Resources With Tags
- Orchestrator Read-only Replica
- Exporting grids in the background
Tenant
- About the Tenant Context
- Searching for Resources in a Tenant
- Robots
- Folders
- Monitoring
- Managing Access and Automation Capabilities
- Machines
- Packages
- Audit
- Credential Stores
  - Managing credential stores
  - Integrating credential stores
- Webhooks
  - Types of Events
  - Managing Webhooks
- Licensing
  - Managing Your Licenses
- Alerts
- Settings - Tenant Level
Resource Catalog Service
- About Resource Catalog Service
Folders Context
- About the Folders Context
- Home
Automations
- About Automations
Processes
- About Processes
- Managing Processes
- Managing Package Requirements
- Recording
Jobs
- About Jobs
- Managing Jobs
- Job States
- Working with long-running workflows
- Running Personal Remote Automations
- Troubleshooting Jobs
Triggers
- About triggers
  - Time triggers
  - Queue triggers
- Managing triggers
  - Creating a Time Trigger
  - Creating a Queue Trigger
- Managing Non-Working Days
- Using Cron Expressions
  - Triggering jobs on the last day of the month
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
- Storing Assets in Azure Key Vault (read only)
- Storing Assets in HashiCorp Vault (read only)
- Storing Assets in AWS Secrets Manager (read only)
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
- Testing Data Retention Policy
Other Configurations
- Increasing the Size Limit of Package Files
- Setting up Encryption Key Per Tenant
- GZIP Compression
Integrations
- About Input and Output Arguments
  - Example of Using Input and Output Arguments
Classic Robots
- Robots
- Environments
  - Managing Environments
- Jobs
- Triggers
- Monitoring
  - Robots
- Resources
Host administration
- About the host level
- Managing system administrators
- Managing tenants
- Configuring host authentication settings
- Managing your host license
  - Allocating Licenses to Tenants
- Configuring system email notifications
- Configuring other host settings
- Audit logs for the host portal
- Maintenance Mode
Organization administration
- About organizations
- Managing organization administrators
- Managing organization settings
- Configuring organization authentication
- Configuring organization security
  - Session policy
  - Restricting access to a set of users
- About licensing
  - Activating your license
- Accounts and groups
  - Managing access
  - Managing accounts and groups
- Authorizing external applications
  - Managing external OAuth applications
  - Configuring fine-grained access for confidential apps
- Managing tags
- Overriding system email settings
  - Email setup
    - System emails are not sent - SslHandshakeException
- Audit logs
Troubleshooting
- About Troubleshooting
- Frequently Encountered Orchestrator Errors
- Browser group policies
- Cron Expressions

Orchestrator User Guide

DELIVERY:

DELIVERY:

Automation Cloud Automation Cloud Public Sector Automation Suite Standalone

Last updated Nov 11, 2024

Configuring host authentication settings

As a system administrator, you can choose the authentication and related default security settings for your installation. These settings are inherited by all organizations as default.

Global authentication settings (host level)

The platform allows you to configure an external identity provider to control how your users sign in. Settings here apply to all organizations.

Note:

The instructions indicated in the following table are for a new installation or if you are configuring one of the external providers for the first time.

If you upgraded and were already using one or more of the external providers listed below, the configuration is migrated, but you might need to perform some reconfiguration tasks. If so, follow the instructions in Reconfiguring authentication after upgrade instead.

The following table provides an overview of the different host-level external providers available:

External Provider Integration	Authentication	Directory Search	Administrators Provisioning
Active Directory and Windows Authentication	Administrators can use SSO with Windows Authentication using the Kerberos protocol	Administrators can search for users from the Active Directory	For a user to be able to login, either the user or a group that the user is a member of should already be added to the UiPath platform. Active Directory users and groups are available in the UiPath platform through directory search.
Azure Active Directory	Administrators can use SSO with Azure AD using the OpenID Connect protocol	Not supported	Users must be manually provisioned into the UiPath organization with an email address matching their Azure AD account.
Google	Users can use SSO with Google using the OpenID Connect protocol	Not supported	Users must be manually provisioned into the UiPath organization with an email address matching their Google account.
SAML 2.0	Users can use SSO with any Identity Provider that supports SAML	Not supported	Users must be manually provisioned into the UiPath organization with a username/email/external provider key (as configured in their external identity provider configuration) matching their SAML account.

Note: Differences between integrating Azure AD at host-level and organization-level: The host-level Azure AD external identity provider only enables SSO functionality. The organization-level Azure AD integration enables SSO, directory search, and automatic user provisioning.

Installation key

The installation key is a token used to allow SSO connections to Orchestrator for integrated applications.

Log in to the Management portal as a system administrator.
On the Security Settings page, the current installation key is displayed and you can click the Copy icon to copy it to your clipboard:
(Optional) To generate a new installation key, click Generate new.

A success message appears from the top right indicating that a new key was generated.

On this page

Global authentication settings (host level)
Installation key

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