Subscribe

UiPath Automation Ops

The UiPath Automation Ops Guide

Create and Configure Policies

Select a Policy Template

Product settings can differ from one version to another and different policy templates are available for different versions. To ensure the settings in your policies match those available in the governed products, configure Automation Ops to use the policy template for the product version used in your organization. When a new product version is installed, check if a new policy template version is available and update to it to make sure the policies include all the product settings that can be governed in that version.

When no template exists in Automation Ops for a product version, use the highest available template up to that product version. For example, if Automation Ops includes the Studio template versions 20.10.3 and 21.10.0:

  • Use template version 20.10.3 to create policies for Studio 2020.10.10 or Studio 2021.4.3.
  • Use template version 21.10.0 to create policies for Studio 2021.10.0.

To select template versions for your policies:

  1. In Automation Cloud, select Admin > Automation Ops > Settings.
  2. Select the version for each product, and then click Save.

Create a Governance Policy

  1. In Automation Cloud, select Admin > Automation Ops > Policies. Existing policies are listed in the table on the page. You can create a policy in one of the following ways:
    • To start from scratch, select Add Product Policy above the table.
    • To start from an existing policy, hover over that policy in the table, and then select Duplicate duplicate iconduplicate icon in the menu displayed on the right side of the policy row.
    • To start from a policy generated from Studio, select Upload above the table, and then select a JSON policy file that you can then further configure in Automation Ops. For more information, see Generate Governance Files from Studio.
  2. Enter a unique name for the policy, select the product it applies to, and then click Add.
  3. Configure the policy settings.

Generate Governance Files from Studio

You can generate JSON files with the settings currently configured for each Studio profile that you can then import as new policies in Automation Ops. This can be especially useful if you are migrating from the file-based governance model, as it enables you to quickly export the existing governance policies to a format that is compatible with Automation Ops.

  1. Make sure Automation Ops is enabled for the organization.
  2. Open an instance of UiPath Studio that is connected to Orchestrator using interactive sign-in.
  3. Select Home (Studio Backstage View) > Help.
  4. On the right side of the screen, select Generate Governance File > Modern Policy.
  1. Select where to save the file and enter a file name (by default uipath.modern.policies.zip).
    Extract the zip archive that contains three files:
    • uipath.policy.StudioPro.json - Contains the settings from the Studio Pro profile.
    • uipath.policy.Development.json - Contains settings from the Studio profile.
    • uipath.policy.Business.json - Contains settings from the StudioX profile.
  2. To import one of the governance files in Automation Ops, on the Policies tab, click Upload and select the file.
    A new policy is added to the table on the Policies tab.

Configure a Governance Policy

For each policy you create or edit, you must configure general policy details and the product settings to enforce.

The product settings are organized on different tabs depending on the area they apply to. After you configure a policy, click Save on the lower-right corner of the page to apply the changes.

Policy Details

Configure the following general settings for the policy:

  • Policy name - Edit the policy name. Use a unique name that makes the policy easily distinguishable.
  • Availability (days) - How long to apply a cached policy when the governed product fails to connect to Automation Ops. The default value is 30 days.
  • Priority - A number that determines the order of precedence when multiple policies are set at group level for the same user. The policy with the lowest priority value is applied first.
    The dropdown lists the priorities currently set for existing policies for the same product. Selecting a priority that is currently set for another policy automatically decreases the priority of that policy and all other policies below it by 1.
  • Description - Enter a few details about the policy.

Product Settings

To find out what you can configure for each product, see:

Updated 3 days ago


Create and Configure Policies


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.