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UiPath Automation Suite

The UiPath Automation Suite Guide

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
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

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 6 months ago


Configuration checklist


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