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The UiPath Orchestrator Guide
Release notes
2022.10
2022.10.1
2022.10.2
Before you begin
Installing standalone Orchestrator
Installing Automation Suite
Compatibility matrix
Deprecation timeline
Orchestrator configuration checklist
Getting started
Introduction
User options
Logging in to Orchestrator
Resetting your password
My profile
Robots
Robot statuses
Robot settings
Auto updating client components
Activities feeds
Best practices
Organization modeling in Orchestrator
Managing large deployments
Automation best practices
Optimizing unattended infrastructure using machine templates
Organizing resources with tags
Orchestrator read-only replica
Attended vs. unattended automation
Security best practices
Performance best practices
Tenant
About the Tenant Context
Searching for resources in a tenant
Robots
Managing Robots
Connecting Robots to Orchestrator
Storing Robot credentials in CyberArk
Storing unattended robot passwords in Azure Key Vault (read-only)
Storing unattended robot credentials in HashiCorp Vault (read-only)
Deleting disconnected and unresponsive unattended sessions
Robot authentication
Robot authentication with client credentials
Folders
Managing Folders
Classic folders vs modern folders
Migrating from classic to modern folders
Administration of modern folders
Personal Workspaces
Managing Personal Workspaces
Monitoring
Unattended sessions
User sessions
License
Managing access and automation capabilities
Assigning roles
Managing roles
Default roles
FAQ
Enabling users to run personal automations
Enabling users to run automations on unattended infrastructure via unattended robots
Configuring robot accounts to run unattended automations
Machines
Managing Machines
Assigning machine objects to folders
Configuring account-machine mappings
EDR protection status
Packages
Managing Packages
About Libraries
Managing Libraries
Audit
Credential Stores
Managing Credential Stores
CyberArk® Integration
CyberArk® CCP integration
Azure Key Vault integration
HashiCorp Vault integration
BeyondTrust integration
Thycotic Secret Server integration
Webhooks
Types of Events
Managing Webhooks
Alerts
Configuring user alerts
Alert emails
Setting up alert emails
Settings
Resource Catalog Service
About Resource Catalog Service
Automation Suite robots
Automation Suite robots
Folders context
About the Folders Context
Home
Automations
About Automations
Processes
About Processes
Managing processes
Managing package requirements
About Recording
Jobs
About Jobs
Managing Jobs
Job States
Working with long-running workflows
Running personal remote automations
Troubleshooting jobs
Triggers
About Triggers
Managing Triggers
Using Cron Expressions
Folder packages
About Packages
Managing Packages
Logs
About Logs
Managing Logs in Orchestrator
Logging Levels
Orchestrator Logs
Monitoring
About Monitoring
Machines
Processes
Queues
Queues SLA
Queues
About Queues and Transactions
Queue Item Statuses
Business Exception vs Application Exception
Studio Activities Used with Queues
Bulk uploading queue items using a CSV file
Managing Queues in Orchestrator
Managing Queues in Studio
Managing Transactions
Editing Transactions
Field Descriptions for the Transactions .csv File
Review Requests
Assets
About Assets
Managing Assets in Orchestrator
Managing Assets in Studio
Storing assets in Azure Key Vault (read-only)
Storing assets in HashiCorp Vault (read-only)
Storage buckets
About Storage Buckets
CORS/CSP Configuration
Managing Storage Buckets
Moving Bucket Data Between Storage Providers
Test Suite
Test Automation
Test Cases
Field Descriptions for the Test Cases Page
Test Sets
Field Descriptions for the Test Sets Page
Test Executions
Field Descriptions for the Test Executions Page
Test Schedules
Field Descriptions for the Test Schedules Page
Test Data Queues
Managing Test Data Queues in Orchestrator
Managing Test Data Queues in Studio
Field Descriptions for the Test Data Queues Page
Test Data Queue Activities
Host administration
Host administration portals
About the UiPath Identity Server
Configuring system email notifications
Managing system administrators
Managing your host license
Allocating host licenses to tenants
Managing your licenses
Orchestrator host settings
Tenant settings - host level
Managing tenants
Host authentication settings
Re-configuring authentication after upgrade
Configuring host security
Host audit logs
Customizing the Login page
Maintenance mode
Authentication
Configuring the Active Directory integration
Configuring SSO: SAML 2.0
ADFS authentication
Google authentication
Okta authentication
PingOne authentication
Custom mapping
Self-signed certificates
Private key certificates
Configuring SSO: Google
Configuring SSO: Azure Active Directory
SmartCard authentication
Organization administration
About licensing
Activating your license
Accounts and groups
Managing accounts and groups
Account types
FAQ
Registering External Applications
Managing External Applications
Audit logs
Overriding authentication and security
Setting up the Azure AD integration
Configuring the SAML integration
Overriding system email settings
Other configurations
Increasing the Size Limit of Package Files
Setting up Encryption Key per Tenant
GZIP Compression
Integrations
About Input and Output Arguments
Example of Using Input and Output Arguments
Classic robots
Robots
Managing Robots
Robot Statuses
Setup Samples
Robot Settings
Environments
Managing Environments
Machines
Packages
Processes
Jobs
Triggers
Assets
Queues
Logs
Monitoring
Robots
Processes
Queues
Queues SLA
Troubleshooting
Frequently Encountered Orchestrator Errors
Cron Expressions
Upgrade Issues
Orchestrator Mobile App
Release notes
2019 Fast Track 1.0
2019 Fast Track 2.0
2019 Fast Track 3.0
3.10.2
Push notifications
Favorite processes
Favorite jobs
Mobile device management
iOS - Root Certificate Authority
Release notes
2022.10
2022.10.1
2022.10.2
Before you begin
Installing standalone Orchestrator
Installing Automation Suite
Compatibility matrix
Deprecation timeline
Orchestrator configuration checklist
Getting started
Introduction
User options
Logging in to Orchestrator
Resetting your password
My profile
Robots
Robot statuses
Robot settings
Auto updating client components
Activities feeds
Best practices
Organization modeling in Orchestrator
Managing large deployments
Automation best practices
Optimizing unattended infrastructure using machine templates
Organizing resources with tags
Orchestrator read-only replica
Attended vs. unattended automation
Security best practices
Performance best practices
Tenant
About the Tenant Context
Searching for resources in a tenant
Robots
Managing Robots
Connecting Robots to Orchestrator
Storing Robot credentials in CyberArk
Storing unattended robot passwords in Azure Key Vault (read-only)
Storing unattended robot credentials in HashiCorp Vault (read-only)
Deleting disconnected and unresponsive unattended sessions
Robot authentication
Robot authentication with client credentials
Folders
Managing Folders
Classic folders vs modern folders
Migrating from classic to modern folders
Administration of modern folders
Personal Workspaces
Managing Personal Workspaces
Monitoring
Unattended sessions
User sessions
License
Managing access and automation capabilities
Assigning roles
Managing roles
Default roles
FAQ
Enabling users to run personal automations
Enabling users to run automations on unattended infrastructure via unattended robots
Configuring robot accounts to run unattended automations
Machines
Managing Machines
Assigning machine objects to folders
Configuring account-machine mappings
EDR protection status
Packages
Managing Packages
About Libraries
Managing Libraries
Audit
Credential Stores
Managing Credential Stores
CyberArk® Integration
CyberArk® CCP integration
Azure Key Vault integration
HashiCorp Vault integration
BeyondTrust integration
Thycotic Secret Server integration
Webhooks
Types of Events
Managing Webhooks
Alerts
Configuring user alerts
Alert emails
Setting up alert emails
Settings
Resource Catalog Service
About Resource Catalog Service
Automation Suite robots
Automation Suite robots
Folders context
About the Folders Context
Home
Automations
About Automations
Processes
About Processes
Managing processes
Managing package requirements
About Recording
Jobs
About Jobs
Managing Jobs
Job States
Working with long-running workflows
Running personal remote automations
Troubleshooting jobs
Triggers
About Triggers
Managing Triggers
Using Cron Expressions
Folder packages
About Packages
Managing Packages
Logs
About Logs
Managing Logs in Orchestrator
Logging Levels
Orchestrator Logs
Monitoring
About Monitoring
Machines
Processes
Queues
Queues SLA
Queues
About Queues and Transactions
Queue Item Statuses
Business Exception vs Application Exception
Studio Activities Used with Queues
Bulk uploading queue items using a CSV file
Managing Queues in Orchestrator
Managing Queues in Studio
Managing Transactions
Editing Transactions
Field Descriptions for the Transactions .csv File
Review Requests
Assets
About Assets
Managing Assets in Orchestrator
Managing Assets in Studio
Storing assets in Azure Key Vault (read-only)
Storing assets in HashiCorp Vault (read-only)
Storage buckets
About Storage Buckets
CORS/CSP Configuration
Managing Storage Buckets
Moving Bucket Data Between Storage Providers
Test Suite
Test Automation
Test Cases
Field Descriptions for the Test Cases Page
Test Sets
Field Descriptions for the Test Sets Page
Test Executions
Field Descriptions for the Test Executions Page
Test Schedules
Field Descriptions for the Test Schedules Page
Test Data Queues
Managing Test Data Queues in Orchestrator
Managing Test Data Queues in Studio
Field Descriptions for the Test Data Queues Page
Test Data Queue Activities
Host administration
Host administration portals
About the UiPath Identity Server
Configuring system email notifications
Managing system administrators
Managing your host license
Allocating host licenses to tenants
Managing your licenses
Orchestrator host settings
Tenant settings - host level
Managing tenants
Host authentication settings
Re-configuring authentication after upgrade
Configuring host security
Host audit logs
Customizing the Login page
Maintenance mode
Authentication
Configuring the Active Directory integration
Configuring SSO: SAML 2.0
ADFS authentication
Google authentication
Okta authentication
PingOne authentication
Custom mapping
Self-signed certificates
Private key certificates
Configuring SSO: Google
Configuring SSO: Azure Active Directory
SmartCard authentication
Organization administration
About licensing
Activating your license
Accounts and groups
Managing accounts and groups
Account types
FAQ
Registering External Applications
Managing External Applications
Audit logs
Overriding authentication and security
Setting up the Azure AD integration
Configuring the SAML integration
Overriding system email settings
Other configurations
Increasing the Size Limit of Package Files
Setting up Encryption Key per Tenant
GZIP Compression
Integrations
About Input and Output Arguments
Example of Using Input and Output Arguments
Classic robots
Robots
Managing Robots
Robot Statuses
Setup Samples
Robot Settings
Environments
Managing Environments
Machines
Packages
Processes
Jobs
Triggers
Assets
Queues
Logs
Monitoring
Robots
Processes
Queues
Queues SLA
Troubleshooting
Frequently Encountered Orchestrator Errors
Cron Expressions
Upgrade Issues
Orchestrator Mobile App
Release notes
2019 Fast Track 1.0
2019 Fast Track 2.0
2019 Fast Track 3.0
3.10.2
Push notifications
Favorite processes
Favorite jobs
Mobile device management
iOS - Root Certificate Authority
Introduction to the Orchestrator API
Read me
About OData and References
Orchestrator URL
API References
Logical Resources and Metadata
Available Operations
Enumerated Types
The Swagger definition
Authorizing API calls in Swagger
Managing Logical Resources
Basics
Authenticating
Using OAuth for External Apps
Response Codes
Building API Requests
Permissions Per Endpoint
Health Check Endpoints
Examples using the Orchestrator API
UiPath Connector Guide - a Postman API collection
Alerts Requests
Assets Requests
Calendars Requests
Environments Requests
Folders Requests
Generic Tasks Requests
Jobs Requests
Libraries Requests
License Requests
Packages Requests
Permissions Requests
Personal Workspaces Requests
Processes Requests
Queue items requests
Robots Requests
Roles Requests
Schedules Requests
Settings Requests
Tenants Requests
Tasks Requests
Task Catalogs Requests
Task Forms Requests
Transactions Requests
Users Requests
Webhooks Requests
Queue retention policy requests
Platform Management APIs
User management
Audit query
Group
Message Template
Robot account
Settings
User
Login attempts
License management
License resource management
License accountant
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