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
- 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
- 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 Oct 9, 2024

User options

The user menu is available from any page and can be accessed by clicking the icon with your initials in the top-right corner of the screen. This menu gives you access to the Preferences page and to the Sign Out option.

Selecting the user language

By default, the language selected for your organization applies to the user interface. However, you can choose a different language for the user interface for yourself.

To change the language of the user interface:

Click the user menu from the top-right corner of any page and select Preferences.

The Preferences page is displayed.
In the General > Preferences section, select the desired option from the Language menu.

For details about the supported languages across our products, see Localization Support.

Selecting the theme

Click the user menu from the top-right corner of any page and select Preferences.

The Preferences page is displayed.

In the General > Preferences section, select the radio button corresponding to the desired option from the Theme menu.

Option	Details
Auto select theme	The theme of Orchestrator is automatically set to light or dark theme according to your current Windows theme setting.
Dark theme	All Orchestrator pages display in dark theme.
Light theme	This is the default setting.

Signing out

To sign out from your current Orchestrator organization, open the user menu from the top-left corner of any page and select Sign out:

On this page

Selecting the user language
Selecting the theme
Signing out

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