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
  - Using custom email settings
    - Custom email settings
- 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
  - Deleting tags
- Overriding system email settings
  - Using default email settings
    - Default email settings
  - Using custom email settings
    - Custom email settings
- Audit logs
Troubleshooting
- About Troubleshooting
- Alerts troubleshooting
- General troubleshooting
- Frequently Encountered Orchestrator Errors
  - Desktop Has Been Disconnected While Performing UI Actions
  - A Device Attached to the System Is Not Functioning

Orchestrator user guide

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DELIVERY:

Automation Cloud Automation Cloud Public Sector Automation Suite Standalone

Last updated Feb 13, 2025

Using custom email settings

Customizing mail settings helps you tailor your email communication to precise specifications.

Go to Admin, and from the top left corner, select Host (for host email settings), or your organization name (for organization-specific email settings). Then select Mail Settings. The Mail Settings page opens.
Select the Use custom mail settings checkbox to set up your own server.
Configure the custom email settings, by providing the neccessary information for your SMTP configuration.
After entering the SMTP details, select Test mail settings to validate your settings. The Test mail settings page opens.
Add an email address for sending the test email, and select Send. This sends a test email to a designated email address to ensure that your configuration is correct and functioning as expected. Make sure to check your inbox for the test email.
Once the test email is successfully sent and received, select Save to save the SMTP settings. Custom email settings, when configured at the host level, apply to the host and all of its child organizations that do not have a custom configuration of their own. At the organization level, selecting custom settings allows you to implement a unique configuration that is specific to that particular organization. This configuration overrides any settings inherited from the host level, be they default or custom.

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