orchestrator
2023.10
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Orchestrator user guide

Last updated Sep 24, 2025

Orchestrator Configuration Checklist

1. Orchestrator Provisioning

  1. Create host organization.
    1. Validate that the host admin can log in.
  2. Create default organization and Orchestrator tenant.
    1. Validate that the tenant admin can log in.
  3. Create seed data (user groups, permissions, folder structure, and assignments).

2. Host Administration

  1. Create and manage tenants.
    1. Enable/disable features via feature flags.
  2. Manage licenses.
  3. Configure host settings: Configure mail settings and other settings for your organizations.

3. Orchestrator - Tenant Level

  1. Set up basic authentication, Windows AD authentication, or Azure AD authentication.
  2. Manage accounts: local users, directory users, directory groups.
    1. Configure and assign roles to accounts.
  3. Manage machines.
  4. Manage packages and libraries.
  5. Configure tenant settings: deployment (packages, libraries), security and scalability settings.
  6. Configure credential stores.
  7. Allocate licenses.
  8. Configure notifications - in-app & email notifications.
  9. Manage personal workspaces.
  10. Check audit.

4. Orchestrator - Folder Level

  1. Manage folders and folder permissions:
    1. Assign users/groups.
    2. Assign machines.
  2. Manage processes
  3. Manage folder-scoped objects such as queues, assets, buckets
  4. Create and edit triggers:
    1. Validate jobs are launched via triggers.
  5. Create, edit, start jobs:
    1. Validate jobs are created and picked up by robots and executed.
    2. Validate logs are saved.
    3. Validate monitoring

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