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	Configuring system email notifications
2	Add other system administrators Note: If a different person should configure the Orchestrator host, they need a system administrator account.	Managing system administrators
3	Activate your host license Note: You can also activate your license later, but note that some actions may not be available.	Online activation (you have internet access) Offline activation (no internet access)
4	Configure the Orchestrator host from the Orchestrator host portal	Configure external identity providers at host level Registering clients to Identity Server
5	Create organizations and assign system administrators for each	Creating organizations
6	Allocate licenses from your host license pool to organizations	Allocating host licenses 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.	Managing your organization license
2	Add additional organization administrators, if needed	Create a user account Add the account to the group Administrators (default group)
3	Configure your organization	Choose the default language Overriding system email notifications (optional) Configure authentication settings Choose the license management model for your organization Register external applications
4	Add tenants as needed	Adding tenants Enabling services
5	Create groups for assigning roles and (if you enabled user license management) user licenses	Adding groups
6	Assign roles to groups	Managing service-level roles
7	Create robot accounts for running unattended processes	Adding robot accounts Adding accounts to groups
8	Allocate robot and service licenses to tenants	Allocating robot and service licenses
9	If you enabled the user license management model, allocate user licenses to groups and user accounts	Assigning user licenses
10	Create user accounts for your employees and assign the appropriate user licenses and roles to each of them	Adding user accounts Adding accounts to groups Manually assigning licenses Manually assigning roles