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The UiPath Chatbots Guide

Connect to UiPath Orchestrator

To connect to an Orchestrator service that has your unattended robots and processes follow the below steps:

  1. Access the Build page of the connection.
  2. Click the Connect option corresponding to the Orchestrator tile. The connection wizard is launched.
  3. In the wizard, select the Deployment Type of your Orchestrator from the drop-down. The following steps differ based on your selection:

Connecting to Cloud Orchestrator

  1. Log in to your Cloud Platform Orchestrator instance.
  2. In the Services page, click the three-dotted (...) button corresponding to the service that contains your processes.
  3. Click API Access. The API Access window is displayed.

🚧

Warning:

Don’t close this window until the configuration is completed.

  1. Copy the following information in their corresponding fields:
    • User Key
    • Account Logical Name
    • Tenant Logical Name
    • Client ID
  1. Open the Service option > Folders page and retrieve the Folder Name.
  2. Copy the name of the folder that contains your processes and unattended robots.

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Note:

Folder names are case sensitive and must be identical to the source.

  1. Click Connect.
  2. A confirmation message containing the name of the connected Orchestrator service is displayed if all the information provided is correct.

Connecting to On-prem Orchestrator

  1. Navigate to your On-prem Orchestrator service.
  2. Enter the URL of your Orchestrator in the URL field from the connection wizard.
  1. If you use a non-standard port, set the optional Port field.
    This number is usually displayed at the end of the URL used to access your Orchestrator service. If you don’t see a number, you can leave this field blank.
  1. Set the Tenant field to the name of the Orchestrator tenant that contains your unattended robots and processes.

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Note:

Tenant names are case sensitive and must be identical to the source.

  1. Set the Username and Password fields to the username and password of the account that you'll use to connect to Orchestrator.

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Note:

Make sure that this account has all the needed roles assigned as specified in the Prerequisites page.

  1. Open Service > Folders page and retrieve the Folder Name.
  2. Copy the name of the folder that contains your processes and unattended robots.

πŸ“˜

Note:

Folder names are case sensitive and must be identical to the source.

  1. Click Connect.
  2. A confirmation message containing the name of the connected Orchestrator service is displayed if all the information provided is correct.

Updated 4 months ago


Connect to UiPath Orchestrator


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