automation-suite
2022.10
false
Automation Suite Admin Guide
Last updated Aug 14, 2024

Configuration Checklist

In order to get Automation Suite ready for use, some preparation is required. This page outlines the steps you need to take to complete an initial configuration.

Host Configuration

A system administrator must perform the following actions at a minimum to configure the host so that it is ready for use:

Step

Details

Instructions

1

Configure the email address for sending system notifications

2

Add other system administrators

Note:

If a different person should configure the Orchestrator host, they need a system administrator account.

3

Activate your host license

Note:

You can also activate your license later, but note that some actions may not be available.

4

Configure the Orchestrator host from the Orchestrator host portal

5

Create organizations and assign system administrators for each

6

Allocate licenses from your host license pool to organizations

Organization Configuration

An organization administrator must perform the following actions at a minimum to configure each organization they manage so that it is ready for use:

Note: The organization administrator must have an email address associated, otherwise a 400 error is returned when trying to configure individual products.

Step

Details

Instructions

1

Activate your organization-level license

Note:

If your organization is already licensed from the host level, skip this step.

2

Add additional organization administrators, if needed

  1. Create a user account
  2. Add the account to the group Administrators (default group)

3

Configure your organization

4

Add tenants as needed

  1. Adding tenants
  2. Enabling services

5

Create groups for assigning roles and (if you enabled user license management) user licenses

6

Assign roles to groups

7

Create robot accounts for running unattended processes

  1. Adding robot accounts
  2. Adding accounts to groups

8

Allocate robot and service licenses to tenants

9

If you enabled the user license management model, allocate user licenses to groups and user accounts

10

Create user accounts for your employees and assign the appropriate user licenses and roles to each of them

  1. Adding user accounts
  2. Adding accounts to groups
  3. Manually assigning licenses
  4. Manually assigning roles
  • Host Configuration
  • Organization Configuration

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