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 If a different person should configure the Orchestrator host, they need a system administrator account. | Managing system administrators |
| 3 | Activate your host license 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 | Settings Enable or disable tenant features 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:
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 If your organization is already licensed from the host level, skip this step. | Managing your organization license |
| 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 | 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 | 1. Adding tenants 2. 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 | 1. Adding robot accounts 2. 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 | 1. Adding user accounts 2. Adding accounts to groups 3. Manually assigning licenses 4. Manually assigning roles |
Updated 8 days ago