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UiPath Orchestrator

The UiPath Orchestrator Guide

Managing Processes

Deploying Processes


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Note

You need View permissions on Packages and View and Create permissions on Processes to create a process.

  1. Navigate to Automations > Processes. The Processes window is displayed.
  2. Click Add. The Add Process window is displayed.

Process Configuration

  1. Select a package from the Package Source Name drop-down or click the upload area below to upload a new package. The latest version of the package is automatically selected.
  2. From the Package Version drop-down, select the version of the package that you want to use. If the package has input and/or output arguments, they are displayed in the Runtime Arguments section.
  3. Select an entry point from the Entry point drop-down. By default, the .xaml set as main Studio is selected. The arguments view is refreshed to display the arguments in the selected workflow. Learn more about runtime arguments.

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Important!

  • For packages published before July 2020, Orchestrator cannot determine the main entry point, hence no entry point is selected by default. You need to select the entry point from the drop-down manually.

  • If the process doesn't support multiple entry points, Orchestrator displays Default in the Entry point drop-down, and the field is disabled.

  1. If the package has input arguments, you can provide values for them in the arguments table. Edit the arguments by clicking Edit for the corresponding entry.
  2. Once you are done with the changes, click Continue. The Aditional Settings window is displayed.

Additional Settings

  1. In the Display Name field, add the name to be displayed on all pages which mention, list, or monitor processes. If left empty, the name of the package is used instead.
  2. Type a Description for the process. We recommend adding a description, especially when there are many processes deployed to Orchestrator.
  3. From the Job Priority drop-down, select the execution priority of the process.
  4. Switch on the Process can’t be stopped from UiPath Assistant option to restrict process termination from the UiPath Assistant.
  5. Switch on the Automatically Start Process option to set this process to launch automatically when the Robot agent starts.
  6. Switch on the Enable Recording option so that, in the event of a job failure, the last moments of the execution are recorded and available for download as execution media. Configure the Scaling, Frequency, and Duration options as desired

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Note

You need View permissions on Execution Media to see the Recording option.

Field

Description

Scaling

Enables you to set the scaling of the screenshots in percent. The maximum value is 100. By default, this field is set to 100.

Frequency

Enables you to configure the time interval between screenshots, in milliseconds. The minimum value is 250. By default, this field is set to 500.

Duration

Enables you to configure the length of time before failure to start the recording, in seconds. The maximum value is 120. By default, this field is set to 40.

  1. Click Create. The Add Process window is closed and the process is displayed on the Processes page.

Editing Process Settings


The display name, description, job priority, as well as the Enable Recording, Automatically Start Process, Process can’t be stopped from UiPath Assistant options can be modified after deploying a process on the Process Settings window.

  1. For the desired process, click More Actions > Process Settings. The Process Settings window is displayed.
  2. Change the desired option, and click Update to save the changes.

Managing Package Versions


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Important!

  • When first publishing a package, the main entry point defined in Studio is also set as the current entry point in Orchestrator.
  • Upon publishing a new package version, the current entry point is preserved as long as it exists in the new version; otherwise, it defaults to the main entry point defined in Studio.
  • Switching to a package version that does not have the initial entry point will default to the main entry point defined in Studio. The current entry point is kept upon upgrading if it exists on the new version as well.

Managing package versions for a process requires View and Edit permissions on Processes, and View permissions on Packages/Folder Packages.

Updating a Process in a Folder

If a process has multiple versions available, you can select which one to use from the Package Version drop-down either when creating or editing a process.

  1. Click More Actions > Edit . The Edit Process window is displayed.
  2. On the Package Versions drop-down, select the specific package version you want to use or click Rollback to return to the previously used version.

To upgrade a process to the latest version easily without accessing the Edit Process window, follow the next steps:

  1. Click More Actions > Upgrade to latest version for the desired process. The Upgrade to latest version button is read-only for processes already using the latest package version.
  2. Click Confirm on the displayed confirmation window. The selected processes are updated to the latest version, and the icons are updated accordingly. If for any reason, a process is not updated, an error message is displayed.

Updating Multiple Processes in a Folder

Enables you to update multiple processes in a folder to the latest available package version.

  1. On the Processes page, select the processes you want to update to the latest available package version.
  2. Click Use Latest. The Use Latest button is only enabled if your selection contains at least one process not using the latest available package version. The button is disabled if your selection contains processes using the latest available package version.
  3. Click Confirm on the displayed confirmation window. The selected processes are updated to the latest version, and the icons are updated accordingly. If for any reason, a process is not updated, an error message is displayed.

Updating Processes Across Folders

Updating processes across multiple folders/subfolders at once can be performed at the package level. Orchestrator searches for and displays all processes associated with the selected packages, allowing you to select which of them should be updated to the latest available package version. The search is performed on a per-feed basis as follows:

  • Tenant Feed - Orchestrator searches for all processes associated with the selected packages in all folders/subfolders that use the tenant feed.
    Packages page (Tenant context > Packages tab)
  • Folder Feed - Orchestrator searches for all processes associated with the selected packages in that particular folder feed, subfolders included.
    Folder Packages page (Folder context > Automations tab > Folder Packages tab)

The upgrade process is similar at both tenant feed and folder feed levels. According to the context you're in, navigate to the location described above and then:

  1. Select the packages for upgrading and click Upgrade available processes to latest versions. The Upgrade multiple processes window is opened displaying a list with all processes not employing the latest version of a package. The following information is displayed on the Upgrade multiple processes window:
    a. The name of the package
    b. The latest version of the package
    c. The number of processes not using the latest package version
    d. The names of the processes, along with the current package version and the path of the folder/subfolder they reside in.
Upgrading processes that use packages residing in a folder feed.Upgrading processes that use packages residing in a folder feed.

Upgrading processes that use packages residing in a folder feed.

Upgrading processes that use packages residing in the tenant feed.Upgrading processes that use packages residing in the tenant feed.

Upgrading processes that use packages residing in the tenant feed.

  1. For each package select the processes that you would like to upgrade. When done, click Upgrade. Selected processes are bulk updated with the latest version of their packages.

Managing the Value of Input Arguments


If a process has one or more input arguments, you can edit their values at the process level:

  1. Click More Actions > Edit for a process. The View Process window is displayed.
  2. On the Runtime Arguments section, in the Arguments table, click the Edit button next to the input argument meter you want to add a value for.
  3. Add the desired value and click Save. The value of the input argument is saved.
  4. Repeat step number 3 as many times as you need.
  5. Click Update. The values of all the input arguments are saved. For more information on how to fill in these values, please click here.

You can also remove the value of an input argument by clicking the corresponding Clear Value button.

Monitoring a Process


Click More Actions > Monitor Process button of the desired process to see the Monitoring page associated with it. Due to the Monitor Process button being displayed on the Processes page, you also need View on Processes to access the monitoring page from here.
Alternatively, select it from the Processes Overview widget (Monitoring > Jobs).

Note that monitoring a process requires your user to have View permissions on Jobs and on Monitoring. Additionally, Edit on Monitoring is required in order to disable errors from the Error Feed widget on the Monitoring > Jobs page. View on Environments is required in order to filter the pages by the environment.

Removing Processes


Note that removing a process requires your user to have View and Delete permissions on Processes, as well as View permissions on Packages. For processes deployed in classic folders, View permission on Environments is also required. Read more about roles.

  1. In the Processes page, select the processes that interest you.
  2. Click the Remove button. The process is deleted from the Processes page and the database. Please note that deleting a process is not going to delete the package from Orchestrator, but only its association with the environment/folder.

Alternatively, if you want to delete only one process, click the corresponding Remove button.

If you remove a process that has triggers associated with it, these are also removed, regardless if they are enabled or disabled.

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Note:

You cannot remove a process if it is associated with an active job (it has one of following statuses: Pending, Running, Stopping and Terminating).

Updated 5 months ago


Managing Processes


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