orchestrator
2021.10
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Orchestrator User Guide
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Nov 11, 2024

Managing Machines

Adding a Standard Machine

  1. Click Add a new machine on the Machines page.
  2. Click Add Standard Machine. The Add Standard Machine window is displayed.
  3. Enter the exact name of the workstation the Robot is installed on.

  4. Enter a description for your machine in the Description field.
  5. Assign the desired runtimes to the machine. You can edit the runtimes number later on by editing the machine on the Machines page or the License page.

  6. Configure account-machine mappings.
  7. Click Provision. Your machine is displayed on the Machines page. You can now start adding robots to the machine, as explained here.

Adding a Machine Template

  1. Click Add a new machine on the Machines page.
  2. Click Add Machine Template. The Add Machine Template window is displayed.
  3. Enter a name in the Template Name field. It can be changed later on as its key can be used to connect UiPath Robot to any workstation, regardless of the name.
  4. Enter a description for your machine in the Description field.
  5. Assign the desired runtimes to the machine. You can edit the runtimes number later on by editing the machine on the Machines page or the License page.
  6. Specify the process type and process compatibility the machines are allowed to execute. Trying to execute anything outside of this configuration is considered invalid. Orchestrator prevents starting jobs on invalid configurations. Trying to start a job in an invalid setup results in a descriptive error message providing you with details about how to fix your configuration.
    FieldDescription

    Process type

    On the machine infrastructure employing that machine template you can execute:

    • only background processes, (1)
    • only foreground processes, (2)
    • both background and foreground processes. (3)

    Process compatibility

    On the machine infrastructure employing that machine template you can execute:

    • Windows-compatible processes only, (4)
    • cross-platform processes only, (5)
    • both Windows-compatible and cross-platform processes. (6)
  7. Configure account-machine mappings.
  8. Click Provision. Your machine is displayed on the Machines page. You can now start adding robots to the machine, as explained here.

Displaying the Machine Key for a Standard Machine

Click More Actions > Edit Machine. The Edit Machine: [machine_name] window is displayed. Here you can see the Machine Key,Name, and Description fields for the desired machine.

Note: On the Edit Machine window, you also have the possibility to edit its description. Simply type the new description in the corresponding field and click Update. If you do not have Edit permissions on Machines, and you have on Robots, the Edit button is replaced by View.

Displaying the Machine Key for a Machine Template

Click More Actions > Edit. The Edit Machine: [machine_name] window is displayed. Here you can see the Machine Key,Template Name, and Description fields for the desired template.

Note: On the Edit Machine Template window, you also have the possibility to rename your template or edit its description. Simply type the new name or description in the corresponding field and click Update. If you do not have Edit permissions on Machines, and you have on Robots, the Edit button is replaced by View.

Deleting a Machine

Click the More Actions button and then Remove. Alternatively, select one or multiple machines from the Machines page and click Remove.

Note: You can only delete machines if they do not have any Robots attached to them.

Displaying Logs for a Machine

To view a specific machine's logs, click the corresponding More Actions button and then View Installed Versions & Logs.

Displaying Robot Versions for a Machine

To view the versions of every Robot connected to a specific machine, click the More Actions button and then View Installed Versions & Logs.

You can also see a cumulative output of the created Robots' versions on the Installed Version column on the Machines page according to various scenarios:

  1. No Robots
    • no Robots were ever provisioned on the machine.
  2. Unknown
    • 1 or more Robots were created, but none of them is connected;
    • 1 or more Robots were created after the Robot-Orchestrator connection had been established.
  3. [installed version]
    • 1 Robot with a version later than 18.2.0 was registered, and it is connected;
    • more Robots having a version later than 18.2.0 (the same one) were provisioned, and they are all connected.

      For example, if you have provisioned one 18.2.4 Robot, which is connected, then 18.2.4 is displayed. If you provisioned a number of 18.3.0 Robots, say 11, and they are all connected, then 18.3.0 is displayed.

  4. < 18.2.0
    • 1 Robot with a version before 18.2.0 was provisioned, and it is connected;
    • more Robots having a version before 18.2.0 were provisioned, and they are all connected.

      For example, if you have provisioned one 18.1 Robot, which is connected, then <18.2.0 is displayed. Similarly, if you provisioned a number of 17.1.0 and 18.2.0 Robots, say 9 and 5, and they are all connected, then <18.2.0 is displayed.

  5. [number of distinct known versions]
    • 2 or more Robots having different versions were registered, and they are all connected.

      For example, you have provisioned a total of 14 Robots (10 with 18.3.0, 2 with 18.2.4, 2 with a version before 18.2.0). In this case, 3 versions is displayed.

If you hover over the values in this column, more details are displayed in the tooltip.



The table below illustrates how the Installed Version column is populated and the tooltip of each value for different scenarios.

Scenario

Installed Version Column

TooltipContentExamples

No Robots were ever created on the machine

No Robots

No Robots

You created 4 Robots, none are connected

Unknown

Unknown: 4 robot(s)

You provisioned a number of 18.3.0 Robots, say 11, and they are all connected

18.3.0

18.3.0: 11 robot(s)

You provisioned a number of 17.1.0 and 18.2.0 Robots, say 9 and 5, and they are all connected

<18.2.0

<18.2.0: 14 robot(s)

You provisioned a total of 14 Robots (10 with 18.3.0, 2 with 18.2.4, 2 with a version before 18.2.0)

3 versions

18.3.0: 10 robot(s)

18.2.4: 2 robot(s)

<18.2.0: 2 robot(s)

Total: 14 robot(s)

Displaying the Robots Connected to a Machine

To view the Robots connected to a specific machine, click the More Actions button and then View Robots. You are automatically redirected to the Robots page, where all Robots connected to your machine are displayed.

Enabling/Disabling a Machine

Only available for Unattended, NonProduction, Testing-purposed machines. Disable a machine from the corresponding Unattended/NonProduction/Testing license pages in order to prevent instant license consumption.

  1. In the License page, click See More for the type of license that interests you (Unattended/NonProduction/Testing). The corresponding page is displayed.
  2. Turn off the toggle in the Active column. A dialog is displayed asking for confirmation on disabling the machine.
  3. Click Yes. The machine is disabled.
  4. Turn on the toggle to enable the machine.

Keep in mind that you cannot disable a machine as long as Robots on that machine are still running, regardless of what folder they are in.

Assigning Machines to Folders

Assigning machines to folders has multiple implications. See Assigning Machine Objects to Folders for details.

Optimizing Unattended Infrastructure Using Machine Templates

Maximize efficiency and cut infrastructure costs by distributing unattended automation workload to existing infrastructure by specializing machines in executing particular processes.

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