- First Time Configuration
- Host Administration
- Organization Administration
- Accounts and Roles
- Licensing
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.
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 |
An organization administrator must perform the following actions at a minimum to configure each organization they manage so that it is ready for use:
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 |
|
3 |
Configure your organization | |
4 |
Add tenants as needed | |
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 | |
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 |