Setting Up Interactive Sign-In

The Interactive Sign In feature provides an option to connect Orchestrator, Studio, and UiPath Assistant using the user's account, simplifying the process and offering better sync across the platform. This turns the user's account into the main link between all of the UiPath products, removing the need to use a machine or license key while creating a frictionless experience for deploying and connecting Robots and Studio to Orchestrator.

Benefits of Interactive Sign In

• Instant access to queues, assets, and processes in Orchestrator folders without any complicated steps, provided they have been granted access to them. Simply authenticate in Studio or Assistant with your user credentials and everything is there. Syncing all Desktop products to the same Orchestrator tenant is being taken care of as well. All products are connected using a single user account. This includes licensing which is being inherited via Orchestrator removing the need for using a License Key. Interactive Sign In is a per-tenant feature, meaning that it automatically applies the settings for the new tenant.
• You no longer need to create individual machines or machine templates for each robot. These are created automatically and the robots are seamlessly connected to Orchestrator in the authentication process of the user, fully removing the need for users to configure the robots with Machine Keys.
• Processes tied to the user account in Orchestrator (individually or via folders) are found immediately in the UiPath Assistant and a personal workspace is created for that user in Orchestrator. Besides being able to view, configure, and run, you can also remove processes tied to a personal workspace directly from the UiPath Assistant.

Deployment

Attended Robots

Attended Robots need to be installed in User Mode to be able to sign in without machine key and they work in the same Windows Session as the user is logged in on the machine. The UiPath^® Assistant connects to Orchestrator to get access to resources in orchestrator (queues, assets) as well as to determine the processes a user has permissions to execute, when the authentication is completed, the user can start and manage processes from the UiPath^® Assistant.

When the UiPath^® Assistant connects to Orchestrator via Interactive Sign In, the necessary resources for running attended processes are synced from Orchestrator and a machine key connection is not required.

Note:

• If you install the attended robot in User Mode and your environment is already configured to use SSO with Azure Active Directory, during setup, you can enable the Assistant to automatically sign in first time it starts. More information can be found in the Installing the Robot documentation.
• If you install the attended robot in Service Mode, you must first connect to Orchestrator from Studio or Assistant with a machine key, and only afterwards you can use Interactive Sign In.

Unattended Robots

Unattended Robots are installed in Service Mode and rely on the Robot Service to start a Windows Session every time a job is triggered from Orchestrator to run an Unattended Process. The Robot Service is launched by the Windows Service Control Manager under the Local System. It can open interactive Windows sessions, and has all the rights of a machine administrator. As such, it enables automatic session management (such as log on and log off) for unattended jobs. In this situation, a Machine Key connection is needed as the above is done by having the Robot Service listed under the Windows services in services.msc, not tied to a specific user.

If you want to make use of Interactive Sign In to troubleshoot Unattended Robots, you first need to log on to that machine in a user session, then authenticate with your account in the UiPath^® Assistant to gain access to processes.

User-Mode and Service-Mode Install

During the installation process, it's important to choose the best type of robot deployment in order to take full advantage of the UiPath^® products.

Depending on the use case, Robots can be deployed in User Mode or Service Mode and the connection to Orchestrator can be done through machine key or Interactive Sign In.

For more information, see Installing the Robot.

Important: User-Mode deployments do not support Secure XAML, meaning that users can access .XAML files without having admin rights.

Recommended Deployment

The following tables describe the recommended deployments for modern folders:

Using Modern Folders

Robot type	Installation Type	Orchestrator Connection
Attended	User Mode	Interactive Sign In
Unattended	Service Mode	Machine Key
Development (Studio)	User Mode	Interactive Sign In

Setup - New Customer

Setting up Orchestrator

1. Creating Your UiPath Organization

1. Go to https://cloud.uipath.com/portal_/register and create an account with UiPath.
2. Sign in to your account.
3. When prompted to create a new organization, fill in the name and region, agree to the Terms of Use, and click Continue.
4. The organization is created and a default tenant is created for it. To find out more about tenant management, see About Tenants.

2. Licensing in Orchestrator

Interactive Sign In relies on the licensing you have configured in Orchestrator for the user authentication through Studio or UiPath Assistant. Users receive permissions and licenses based on the groups and roles that they are assigned to.

For a step-by-step guide on managing users, assigning roles, working with groups, and providing access to folders in Automation Cloud, see the Managing Users page.

If you are using the on-prem version of Orchestrator, see About Users for more information on how to manage users and groups.

Getting Started With Studio and Assistant

1. Downloading and Installing UiPath Studio

Log in to your account in Automation Cloud, and then click the resource center link on the right side of the page to access the resources page where you can download the latest Enterprise version of UiPath Studio.

Run the MSI installer and, when prompted to choose what to install, select Studio to install Studio, the Robot, and the Assistant. If you open the advanced options of the installer, make sure not to select the option Register as Windows Service for the Robot.

Use the following links to access product documentation:

• Robot
• Studio
• About UiPath Assistant

2. Connecting Studio and Robot to Orchestrator

The first time you open Studio, you are prompted to connect to Orchestrator, either by signing in or by using your machine key. For attended automation, signing in is the easiest way to do this.

You can also sign in later from the UiPath Assistant or Studio. From Assistant, open the Preferences menu on the top-right side of the window and click Sign In. A browser opens and asks for your credentials. After the login process is complete, the status icon next to the Preferences menu turns green and, when you access the Preferences menu, your name is displayed at the top.

For more information about signing in from Assistant, see Interactive Sign in.

When signing in through the UiPath Assistant, the Robot and Studio are automatically connected to Orchestrator and licensed as per your settings in Orchestrator.

3. Publishing and Configuring a Process in Orchestrator

After you create and publish a process to Orchestrator, you must configure it so that you can add it to the UiPath Assistant.

1. Go to https://cloud.uipath.com and sign in.
2. Click on your tenant name.
3. In the main page of your tenant, select Folders.
4. If the process was published to the Orchestrator Tenant Processes Feed it was added to the Shared folder. Access that folder and then select the Processes tile.
5. A new page opens where you can see the processes in the selected folder. Click the plus icon on the right side of the page.
6. On the Add Process page, select the process you want to configure by typing its name in the Package Name box, and then select the package version (the latest one is selected by default).
7. Click Create. The process is now listed in Orchestrator.

See the managing processes in Orchestrator documentation page for more details.

4. Running the Process from UiPath Assistant

After the process is configured in Orchestrator, when you open the UiPath Assistant, the process you created is there and ready to run.

Note: If the process is not visible in UiPath Assistant after configuring it in Orchestrator, make sure that it is added to a folder that you have access to.