orchestrator

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Getting started
- Introduction
- Licensing
- Robots
  - Robot Statuses
  - Robot Settings
- Auto Updating Client Components
- Time-to-live Periods
- Orchestrator Outbound IP Addresses
- Notifications
Best practices
- Organization Modeling in Orchestrator
- Automation Best Practices
- Optimizing Unattended Infrastructure Using Machine Templates
- Unattended automation
- Organizing Resources With Tags
- Orchestrator Read-only Replica
- Exporting grids in the background
Tenant
- About the Tenant Context
- Searching for Resources in a Tenant
- Robots
- Folders
- Monitoring
- Access control
- Configuring automation capabilities
- Machines
- Solutions
- Packages
- Audit
- Credential Stores
- Webhooks
  - Types of Events
  - Managing Webhooks
- Licensing
  - Managing Your Licenses
- Settings
Cloud robots
- Unified Pricing licensing
  - Consuming platform units
  - Platform units calculus example
- Flex licensing
- Elastic Robot Orchestration
- Automation Cloud™ Robots - VM
- Automation Cloud™ Robots - Serverless
- Configuring VPN for cloud robots
- Configuring an ExpressRoute connection
- Live streaming and remote control
- My notifications
Folders Context
- About the Folders Context
- Home
Automations
- About Automations
Processes
- About Processes
- Managing Processes
- Managing Package Requirements
- Recording
- Live streaming and remote control
  - Live streaming and remote control via RealVNC
    - Error scenarios
  - Live streaming and remote control via TightVNC
    - Error scenarios
Jobs
- About Jobs
- Managing Jobs
- Job States
- Working with long-running workflows
- Running Personal Remote Automations
- Process Data Retention Policy
Apps
- About Apps
- Publishing an App to a Tenant
- Managing Apps
- Running a Deployed App from a Folder
Triggers
- About triggers
- Managing triggers
- Managing Non-Working Days
- Using Cron Expressions
  - Triggering jobs on the last day of the month
Logs
- About Logs
- Managing Logs in Orchestrator
- Logging Levels
Monitoring
- About Monitoring
- Machines
- Agents
- Processes
- Queues
- Indexes
- Queues SLA
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)
- Storing Assets in AWS Secrets Manager (read only)
Business Rules
- About Business Rules
  - Permissions for Business Rules
- Managing Business Rules
  - Creating a business rule
Storage Buckets
- About Storage Buckets
  - CORS/CSP Configuration
- Managing Storage Buckets
Indexes
- About indexes
- Managing indexes
Orchestrator testing
- FAQ - Deprecating the testing module
- 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
- Testing Data Retention Policy
Resource Catalog Service
- About Resource Catalog Service
Integrations
- About Input and Output Arguments
  - Example of Using Input and Output Arguments
Troubleshooting
- About Troubleshooting
- Alerts troubleshooting
- General troubleshooting
- Frequently Encountered Orchestrator Errors

Orchestrator user guide

DELIVERY:

Last updated May 21, 2025

Managing indexes

The Indexes page displays your currently configured indexes and enables you to create new indexes in shared folders that you have permissions to.

For each listed index, you can view its name, data source, description, last updated date, the ingestion status, and when it was last queried. Use the refresh icon to retrieve the latest information.

For any listed index, select the context menu to:

Edit the index, to update the index description. Once you create an index, you cannot change the ingestion technique, but you can specify which data formats to ingest in that specific job.
Sync the index with the data source, to ingest the latest data.
Monitor the index. This option redirects you to the tenant-level Monitoring Indexes page to view specific index details, such as the number of queries and sync history. For details, see Indexes.
Delete the index. This action can break existing processes for indexes used in Agents, GenAI activities, or Autopilot.

Creating indexes

Creating indexes is supported only in shared folders.

To create an index, take the following steps:

From the Indexes page, select the Add Index button. The Add Indexes window is displayed.
Under General Details, add an Index name and a Description.
Under Data Settings, configure your preferred data source: Storage Bucket or Connector. Ensure your data is stored within shared folders.
1. If you choose Storage bucket:
  - Select the Orchestrator folder containing the bucket.
  - Choose the file type matching the files in your specified bucket. Select All for all file types. Note that certain file types or large scale of documents may take longer to ingest.
2. If you select Connector:
  - Navigate to the desired Orchestrator folder for connection creation.
  - Select the appropriate Integration Service connector.
  - Choose an existing connection or create a new one.
  After establishing the connection, select the Data Source location (the folder in the external storage system), and the File type. Optional: Enable Include subfolders to access nested directories.
Under Additional settings, specify the ingestion pattern:
- Advanced – (Multi-modal) Ingest large scale of image-based and text-based documents.
- Basic – Ingests text-based documents.
Select Save.

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