orchestrator

2024.10

true

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
- 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
- Access control
- Configuring 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
- Process Data Retention Policy
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
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 13, 2024

Private Key Certificates

When configuring SAML 2.0 authentication, it is necessary to specify certain claims for the certificate provided by the identity provider. This is a step-by-step procedure on how to configure your Orchestrator instance to use a private key SAML certificate. The procedure begins with importing the certificate into the Windows Local Machine certificate store using Microsoft Management Console, and continues with the actual configuration steps required in Orchestrator/Identity Server.

Importing a Certificate in Windows

Go to Control Panel > Manage Computer Certificates. The console is displayed.
In the Console Root window's left pane, expand the Trusted Root Certification Authorities folder and then click Certificates.
Right-click Certificates and then select All Tasks > Import. The Certificate Import Wizard is displayed.
Make sure that Local Machine is selected in the Store Location section. Click Next.
Click Browse and select the certificate to upload.
Repeat this process for the Console Root / Personal folder.

Setting Orchestrator/Identity Server to Use the Certificate

Once the upload is complete, the certificate should be displayed in the console.
Double-click it. The Certificate dialog box is displayed.
On the Details tab, scroll through the list of fields and click Thumbprint.
Copy the hexadecimal characters from the box.
Remove the spaces between the characters. For example, the thumbprint "a9 09 50 2d d8 2a e4 14 33 e6 f8 38 86 b0 0d 42 77 a3 2a 7b" should be specified as "a909502dd82ae41433e6f83886b00d4277a32a7b" in Identity Server's Saml2 settings within External Providers page.

Note: When copied from the box on the Certificate window, the thumbprint contains several special characters that are only visible in ANSI encoding. Make sure to delete those using a suitable application such as Notepad++.

See below an example of getting a thumbprint ready for Identity Server's Saml2 settings within External Providers page.
Log in to the host Management portal as a system administrator.
Click Security.

Note: If you are still using the old Admin experience, go to Users instead of Security.
Click Configure under SAML SSO:

The SAML SSO configuration page opens.
Under the Signing Certificate section, set the following:
- Store name - select My
- Store location - select LocalMachine
- Thumbprint - enter the thumbprint value you've previously prepared.
Click Save at the bottom to save you changes and close the panel.
Restart the IIS server.

On this page

Importing a Certificate in Windows
Setting Orchestrator/Identity Server to Use the Certificate

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