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UiPath Automation Cloud™

UiPath Automation Cloud™ 指南

有关 Automation Cloud 和我们的云服务当前状态的信息,请参阅“状态”页面。

管理组织设置

Organization settings are broadly-applicable and impact everyone who uses Automation Cloud. Settings can impact all tenants, all services, and all users, except where options exist to customize more granularly.

 

Accessing organization settings


If you are an organization administrator, you can access the Admin pages, which include the organization settings.

To access organization settings

  • From the App launcher (top left corner), select Admin. You are then redirected to the organization settings page.
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  • If you are already browsing the Admin pages, click your organization name at the top of the panel on the left:
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更改组织名称或 URL


  1. Go to Admin, select your organization, and then select Settings:
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The Settings page for the organization opens.

  1. In the Organization Name field, you can edit the name of your organization.
    You can enter up to 30 characters of any type, but the last character cannot be an underscore _.
  2. In the URL field, you can modify the URL for your organization.
    Before proceeding, see impact of changing the URL.
    规则:
    • 最多 15 个小写字母或数字字符
    • 以字母开头
    • 不允许使用空格或特殊字符。
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  1. When you're finished editing, click Save Changes to apply the new name or URL.

更改 URL

更改 Automation Cloud 组织的 URL(也称为Account Logical Name)会大大影响使用先前 URL 的实体。

  • Robots configured at the services level are disconnected. If you change the URL, you need to reconnect your Robots, entering the new URL.
  • 包含组织 URL 的书签已失效。您必须向用户发送新的 URL。
  • User invites that were sent before the URL change are no longer valid. You must send new invites for the colleagues who haven’t joined yet.
  • Mobile Orchestrator 用户已断开连接。向其发送新 URL 以再次连接。

 

本地化


您可以全局更改语言(将更改传播给访问您组织的所有用户),也可以在本地级别更改语言(仅供您自己使用)。默认语言为“English”
在某些情况下,您可能需要刷新页面或注销,然后重新登录,以便页面上的所有元素都已本地化。

全局语言设置

You can change the language used for system emails sent by Automation Cloud and other services to your users.
If a service has a different language setting for system emails, that setting takes precedence.

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用户语言设置

Each user can localize the user interface for themselves by selecting the desired language from the Preferences page.
Selecting the user language

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

 

Adding your company logo


您可以对 Automation Cloud 进行个性化设置,以便在标头中显示您自己的公司徽标:

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To add your logo

  1. Go to Admin, select your organization, and then select Settings.
    The Settings page for the organization opens.
  2. 在“公司徽标”下,单击“上传浅色主题徽标”,然后选择徽标图像。
    您可以上传大小不超过 3000 x 3000 像素的图像文件。我们支持允许透明像素的格式,例如 PNG。系统会按比例自动调整图像大小,使其最大宽度为 151 像素。
  3. 如果您的徽标在深色背景上看起来不佳,请单击“上传深色主题徽标”,以添加备用图像,供用户选择深色主题时使用。
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  1. 单击“保存”以添加您的徽标。

标头中会显示当前主题的相应徽标。

 

查找您的支持 ID


“支持 ID”是组织的唯一标识。如果要执行以下操作,您必须提供此 ID:

To view your Support ID, go to Admin, select your organization, and then select Settings.
The Settings page for the organization opens and the Support ID is shown in the top-right of the page.

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隐藏未使用的服务


对于组织范围内的服务,您可以选择对组织中所有非管理员的用户隐藏左侧栏导航图标。如果用户拥有服务的直接 URL,他们仍可以使用该服务,此更改只会移除导航图标。

隐藏未使用的服务:

  1. Go to Admin, select your organization, and then select Settings.
    The Settings page for the organization opens.
  2. Along the top, select the Advanced tab.
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  1. 在“用户界面自定义”下,单击要隐藏或显示的服务的切换按钮。
    打开确认对话框。
    如果您要隐藏 “Apps”,请确保向需要 Apps 的用户提供 Apps 的直接 URL。否则,他们将无法再导航到该服务。
  2. 确认更改。系统不会立即更改。
    切换按钮将更新,所选设置(“显示”或“隐藏”)将显示在切换按钮旁边。
  3. Click Save Changes at the bottom of the page to apply your changes.

导航栏中的隐藏项目不再对您的用户可见,只有组织管理员才能继续查看这些项目。显示的项目在导航栏中对所有用户可见。

 

更改许可证管理选项


User license management allows you to get more out of user licenses because one license can be used across all tenants. When this setting is disabled, user licenses are bound to the tenant to which they are allocated.

For more information about this option, see User license management.

Enabling user license management

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仅在以下情况下启用用户许可证管理:

Enabling user license management automatically sets the Enforce user authentication, disable robot key authentication security setting in Orchestrator. Any users who use robot key authentication can no longer connect their robots to Orchestrator until they switch to interactive authentication. This setting is incompatible with classic folders.

If you are now switching to secure authentication, this requires recompiling the workflows that use Orchestrator activities or make direct HTTP calls to the Orchestrator API utilizing 2020.10 activity packages or later.

  1. In Orchestrator, make sure your organization is not using any classic folders and that interactive authentication is enforced.
  2. Go to Admin, select your organization, and then select Settings.
    The Settings page for the organization opens.
  3. Along the top, select the Advanced tab.
  4. Under User License Management, click Enable.
    A warning message opens.
  5. Click Enable to proceed.
  6. Allocate user licenses to your users.

 

Disabling user license management

If user licensing was enabled for your organization, but you do not find it valuable, you can switch back to the legacy licensing model.

StepWhere
1Disable user licensing.Automation Cloud > Admin > Organization > Settings > Advanced > User License Management
2.Recreate your previous allocation schema, by re-allocating user licenses to each tenant.Automation Cloud > Admin > Tenant > Licenses > Edit allocation
3Disable the user authentication enforcement if you were not using interactive authentication before enabling user license management.Orchestrator > Tenant > Settings > Security > Enforce user authentication, disable robot key authentication.

 

Moving data to a different region


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This feature is currently in preview and only available on request.
If you want to try out this feature, contact Support to request that we enable it for your organization.

You can choose to move your organization-level data to a different region. Doing so does not affect service-level data, which remains in the region that is set for each tenant.
组织数据和服务数据

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在开始之前

Your organization will be unavailable for the duration of the migration process, which typically takes under 30 minutes. We recommend performing the migration outside business hours to avoid disruptions to your users and announcing planned downtime for Automation Cloud beforehand.

Before starting the migration, we calculate and show you the estimated duration.

To move your organization-level data to a different region:

  1. Go to Admin, select your organization, and then select Settings.
    The Settings page for the organization opens.
  2. Along the top, select the Advanced tab.
  3. Under Data residency for your organization, click Request Move:
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The Migrate organization to new region wizard opens.

  1. On the first step, review the information about what data is subject to the migration, and then click Next in the bottom right.
  2. On the second step, select the region to which you want to move your data from the New Region list.

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For the time being, the Singapore region is not available for moving organization data.

  1. When you're ready to start the migration within the next 15 minutes, click Calculate migration time.
    It may take several minutes to calculate how long the migration would take. When ready, the estimated duration is displayed:
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  1. Click Next to proceed to the next step.
    You have 15 minutes to start the migration, otherwise you must start over. Your remaining time is shown in the bottom right.
  2. Review the migration details and, when you're ready to begin, click Start migration.
    When the migration starts, you are logged out of Automation Cloud.

While the migration is in progress, you cannot connect to your organization. An email message is sent to all organization administrators after the migration completes, at which point you can sign back in.

If the migration was successful, you can see the new region listed in Admin > Organization Settings.

 

删除组织


如果组织存在重复,您要从云端迁移到本地,或者您刚刚决定要停止使用 Automation Cloud,作为组织管理员,您可以选择显式删除组织的数据。

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备注:

This operation deletes the organization, not the user accounts. The UiPath user accounts that were members of the deleted organization are not deleted as part of this operation. Users can continue to use their accounts to log in to the UiPath Forum, Academy, or any other Automation Cloud organizations of which they are members.

Enterprise organizations

If you want to delete your Automation Cloud organization and its data, please open a Support ticket to request that we delete your organization for you.

Community and Enterprise Trial organizations

If you are the organization administrator for a Community and Enterprise Trial organization, you can delete your organization yourself.

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重要

最初,我们会执行软删除,这意味着您的任何用户都将无法再访问组织、服务和数据。在七天内,您可以选择撤消删除操作,但我们不保证可以还原所有数据
七天的宽限期过后,您的数据将无法访问。

要删除组织,请执行以下操作:

  1. Go to Admin, select your organization, and then select Settings.
    The Settings page for the organization opens.
  2. Along the top, select the Advanced tab.
  3. 在页面底部单击“删除”。系统将打开“删除组织”对话框。
  4. 选择您决定删除组织的原因,然后单击“继续”进入下一步。
  5. 在字段中键入组织名称(注意标点符号和大写字母),然后单击“删除”
    If any tenant operations - such as enabling a tenant - are still in progress, you cannot go through with the deletion. If this happens, allow some time for the operation to conclude and try again later.

该组织已删除,您的任何用户都将无法再访问,您已从 Automation Cloud 组织中注销。

系统会将确认电子邮件消息发送到组织管理员的电子邮件地址,其中会详细说明如何在必要时在七天内撤消删除操作。

Updated 28 days ago


管理组织设置


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