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 | |
3 | Activate your host license | Online activation (you have internet access) |
4 | Configure the Orchestrator host from the Orchestrator host portal | Settings |
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:
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 | |
2 | Add additional organization administrators, if needed |
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3 | Configure your organization | Choose the default language |
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 |
Updated 6 months ago