Orchestrator
2023.10
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Orchestrator User Guide
Last updated Feb 15, 2024

Managing Large Deployments

Orchestrator's features and capabilities are focused on enabling your organization to deploy and manage its automation solutions on any scale easily. Development of these capabilities was based upon incorporating the following aspects:

  • Simplified Deployment and Management

    • Enhanced integration of Active Directory groups to manage automation and robot access for users.
    • Use of Active Directory groups for the delegation and control of management access.
  • Flexible User Permissions

    • The ability to isolate management of automation solutions across teams and departments.
    • Delegation of administration over automation solutions to a team or department of Administrators.
    • Enable sharing of automation solutions between teams, departments, or company-wide.

These aspects are manifested in the Active Directory integration with Orchestrator and the Folders organization modeling paradigm.

Active Directory Integration

An enhanced integration model with your organization's Active Directory provides for simplified user and group management in Orchestrator:

  • All directory users are potential Orchestrator users.
  • Only permissions for Directory account or Directory group access to Orchestrator resources (i.e. robots, assets, etc.) need to be managed in Orchestrator. Learn more About Roles and Managing Roles.
  • AD group membership and roles are cached in Orchestrator, synced at login, and refreshed every hour. You no longer need to manually update an Orchestrator user whenever their AD membership changes.

    Important: If you grant any user permissions explicitly within Orchestrator, that user and the assigned permissions will persist in Orchestrator regardless of changes to their AD group membership.

Organization Management Using Folders

Folders can be used for the isolated and independent management of both users and resources within Orchestrator:

  • Orchestrator automation resources are grouped within the folder context as opposed to being tenant-wide.
  • Access to automation solutions is managed by granting users or groups access to a folder and the requisite permissions to execute the processes contained there. Those processes are then visible to the user in the robot tray. See how to Manage Folders and Add Users.
  • Authorized users are automatically granted a license, if available, upon connecting a robot to Orchestrator.
  • Active Directory Integration
  • Organization Management Using Folders

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