UiPath Orchestrator

The UiPath Orchestrator Guide

Orchestrator Configuration Checklist

Provision Orchestrator

  1. Host organization created, host admin can log in
  2. Default organization/Orchestrator tenant, tenant admin can log in
  3. Seed data (default groups/permissions/folder and assignments) is created

Host administration

  1. Create and manage tenants (feature flags)
  2. Manage licenses
  3. Host settings (important: SMTP settings, deployment, libraries)

Orchestrator - Tenant level

  1. Log in, log out, switch tenants
    • Basic authentication, Windows authentication, AAD authentication
  2. Manage users: local users, AD users & AD groups
    • Auto-provision robots
    • Assign permissions
  3. Manage machines
  4. Manage packages/libraries
  5. Tenant settings (important: SMTP settings, deployment, libraries, calendars)
  6. Credential stores
  7. Licenses (should match host allocation)
  8. Audit
  9. Notifications - in-app & email notifications
  10. Manage folders & folder permissions:
    • Create folders & subfolders
    • Assign users/groups
    • Assign machines
    • Manage personal workspaces (delete, explore)

Orchestrator - Folder level

  1. Manage folders & folder permissions:
    • Assign users/groups
    • Assign machines
  2. Process management (create, edit, start job)
  3. Manage folder-scoped objects: queues, assets, buckets
  4. Triggers: create, edit time, and queue triggers; validate jobs are created
  5. Jobs: jobs are created, picked up by robots, executed, logs are saved

Updated 25 days ago

Orchestrator Configuration Checklist

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.