orchestrator

2022.4

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Getting started
- Introduction
- User Options
- Logging in to Orchestrator
- Resetting Your Password
- My Profile
- Robots
  - Robot Statuses
  - Robot Settings
- Auto Updating Client Components
- Orchestrator Configuration Checklist
Best practices
- Organization Modeling in Orchestrator
- Managing Large Deployments
- Automation Best Practices
- Optimizing Unattended Infrastructure Using Machine Templates
- Organizing Resources With Tags
Tenant
- About the Tenant Context
- Searching for Resources in a Tenant
- Robots
- Folders
- Monitoring
- Managing Access and Automation Capabilities
- Machines
- Packages
- Audit
- Credential Stores
- Webhooks
  - Types of Events
  - Managing Webhooks
- Licensing
  - Managing Your Licenses
- Alerts
  - Setting Up Alert Emails
- Settings
Resource Catalog Service
- About Resource Catalog Service
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
Triggers
- About Triggers
- Managing Triggers
- Using Cron Expressions
Logs
- About Logs
- Managing Logs in Orchestrator
- Logging Levels
- Orchestrator Logs
Monitoring
- About Monitoring
- Machines
- Processes
- Queues
- Queues SLA
- Exporting usage data
Queues
- About Queues and Transactions
- 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
Orchestrator testing
- 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
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
- Environments
  - Managing Environments
- Jobs
- Triggers
- Monitoring
  - Robots
- Resources
Host administration
- About the host level
- Managing system administrators
- Managing tenants
- Configuring host authentication settings
- Managing your host license
  - Allocating Licenses to Tenants
- Configuring system email notifications
- Configuring other host settings
- Audit logs for the host portal
- Maintenance Mode
Organization administration
- About organizations
- Managing organization administrators
- Configuring organization authentication
- Configuring security options
- Licensing
  - Activating your license
- Accounts and Groups
- Registering External Applications
  - Managing External Applications
- Overriding System Email Settings
- Audit Logs
Troubleshooting
- About Troubleshooting
- Frequently Encountered Orchestrator Errors
- Cron Expressions
- Upgrade troubleshooting

Orchestrator user guide

DELIVERY:

Last updated Apr 22, 2025

About the Folders Context

Select any available folder from the sidebar menu to view and manage that folder's entities from the folder context.

Top Navigation Menu

Tab	Description
Home	Offers an overview of entities and activity on a per-folder basis.
Automations	Contains the following tabs: Processes Jobs Triggers Logs
Monitoring	Contains the following tabs: Machines Processes Queues SLA
Queues	Contains the following tabs: Queues Review Requests
Assets	View and manage Assets for the current folder.
Storage Buckets	View and manage Storage Buckets for the current folder.
Testing	Contains the following tabs: Test Sets Test Cases Test Executions Test Schedules Test Data Queues
Settings	Contains the following tabs: Manage Access - Display the accounts currently assigned to this folder, and assign others. Machines - Display the machine templates currently assigned to this folder, and assign others.

Quick Actions Drop-Down Menu

Action	Description
Create New	Select whether to create a new Process,Trigger,Queue,Asset,Bucket,Action Catalog, or Sub-Folder.
Assign	Select a User or Machine and assign them to this folder.
Start Job	Open the Start Job page in the Automations menu.
Move	Move the current folder.
Edit	Edit the current folder.
Delete	Delete the current folder and its contents.

On this page

Top Navigation Menu
Quick Actions Drop-Down Menu

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