Orchestrator User Guide

DELIVERY:

Last updated Dec 12, 2023

ADFS Authentication

Configure a machine to support ADFS and make sure you have access to the ADFS Management software. Address to your system administrator in this regard.

Configure ADFS to Recognize a New Orchestrator Instance

Note: The below steps are valid for the ADFS Management tool. Please note that the below procedure is a broad description of a sample configuration. For a fully detailed how-to, visit the official ADFS Documentation.

Open ADFS Management and define a new relying party trust for Orchestrator as follows:
1. Click Relying Party Trusts.
2. In the Actions panel, click Add Relying Party Trust. The Add Relying Party Trust Wizard is displayed.
3. In the Welcome section, select Claims Aware.
4. In the Select Data section, choose the Enter data about relying party manually option.
5. In the Specify Display Name section, in the Display name field, insert the URL of the Orchestrator instance.
6. The Configure Certificate section does not need any specific settings so you may leave it as it is.
7. In the Configure URL section, select the Enable support for the SAML 2.0 Web SSO Protocol and fill in the URL of the Orchestrator instance plus the suffix identity/Saml2/Acs in the Relying party SAML 2.0 SSO service URL field. For example, https://cloud.uipath.com/identity/Saml2/Acs.
8. In the Configure Identifiers section, fill in the URL of the Orchestrator instance in the Relying party trust identifier field.
9. In the Choose Access Control Policy section make sure to select the Permit everyone access control policy.
10. The next two sections (Ready to Add Trust and Finish) do not need any specific settings so you may leave them as they are.
11. The newly added party trust is displayed on the Relying Party Trusts window.
12. Make sure that the default value for your URL is Yes (Actions > Properties > Endpoints).
Select the relying party trust and click Edit Claim Issuance Policy from the Actions panel. The Edit Claim Issuance Policy wizard is displayed.
Click Add rule and create a new rule using the Send LDAP Attributes as Claims template with the following settings:
Once ADFS is configured, open PowerShell as an administrator and run the following commands:
- Set-ADFSRelyingPartyTrust -TargetName "DISPLAYNAME" -SamlResponseSignature MessageAndAssertion (Replace DISPLAYNAME with the value set on point 1.e.)
- Restart-Service ADFSSRV

Set Orchestrator/Identity Server to Use ADFS Authentication

Define a user in Orchestrator and have a valid email address set on the Users page.
Import the signing certificate provided by the Identity Provider to the Windows certificate store using Microsoft Management Console. See here how to do that.
Make sure that the following configuration is present in Identity Server's SAML2 settings within the External Providers page (read here how to access Identity Server):
- Select the Enabled check box.
- Set the Service Provider Entity ID parameter to https://cloud.uipath.com/identity/Saml2/Acs.
- Set the Identity Provider Entity ID parameter to the value obtained by configuring ADFS authentication.
- Set the Single Sign-On Service URL parameter to the value obtained by configuring ADFS authentication.
- Select the Allow unsolicited authentication response check box.
- Set the Return URL parameter to https://cloud.uipath.com/identity/externalidentity/saml2redirectcallback.
- Set the External user mapping strategy parameter to By user e-mail.
- Set the SAML binding type parameter to HTTP redirect.
- In the Signing Certificate section, set Store name parameter to My from the drop-box.
- Set the Store locationparameter to LocalMachine.
- Set the Thumbprint parameter to the thumbprint value provided in the Windows certificate store. Details here.
  
  Note:
  Replace all occurrences of https://cloud.uipath.com/identity with the URL of your Orchestrator instance.
  
  Make sure that the URL of the Orchestrator instance does not contain a trailing slash. Always fill it in as https://cloud.uipath.com/identity, not https://cloud.uipath.com//identity/.
Click Save to save the changes to the external identity provider settings.
Restart the IIS server after performing any configuration changes within Identity Server.