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:
|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|
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.
|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