orchestrator

2023.10

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Getting started
- Introduction
- User options
- Logging in to Orchestrator
- Resetting your password
- 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
- 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
- Packages
- Audit
- Credential Stores
  - Managing credential stores
  - Integrating credential stores
- Webhooks
  - Types of Events
  - Managing Webhooks
- Licensing
  - Managing Your Licenses
- Alerts
- Settings - Tenant Level
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
- Recording
Jobs
- About Jobs
- Managing Jobs
- Job States
- Working with long-running workflows
- Running Personal Remote Automations
- Process Data Retention Policy
Triggers
- About triggers
  - Time triggers
  - Queue triggers
- Managing triggers
  - Creating a time trigger
  - Creating a queue trigger
- 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
- Orchestrator Logs
Monitoring
- About Monitoring
- Machines
- Processes
- Queues
- 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)
Storage Buckets
- About Storage Buckets
  - CORS/CSP Configuration
- Managing Storage Buckets
- Moving Bucket Data Between Storage Providers
Test Suite - Orchestrator
- 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
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
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
- Managing organization settings
- Configuring organization authentication
  - Setting up the Azure AD integration
  - Configuring the SAML integration
    - Setting up SAML SSO with Azure AD
- Configuring organization security
  - Session policy
  - Restricting access to a set of users
- About licensing
  - Activating your license
- Accounts and groups
  - Managing access
  - Managing accounts and groups
- Authorizing external applications
  - Managing external OAuth applications
  - Configuring fine-grained access for confidential apps
- Managing tags
- Overriding system email settings
  - Email setup
    - System emails are not sent - SslHandshakeException
- Audit logs
Troubleshooting
- About Troubleshooting
- Frequently Encountered Orchestrator Errors
- Browser group policies
- Cron Expressions

Orchestrator User Guide

DELIVERY:

DELIVERY:

Automation Cloud Automation Cloud Public Sector Automation Suite Standalone

Last updated Nov 11, 2024

Configuring SSO: SAML 2.0

Orchestrator can handle single sign-on (SSO) authentication based on SAML 2.0. To enable it, both Orchestrator/Identity Server as Service Provider, and an Identity Provider must be properly configured so that they can communicate with each other. If SAML is enabled and correctly configured, a button is displayed at the bottom of the Login page. If the external identity provider uses a multi-factor authentication protocol, the user needs to comply to the corresponding rules as well in order to successfully log in.

Important:

Orchestrator/Identity Server supports multiple identity providers. In this guide we exemplify the following:

Overview

To enable SAML authentication, the high-level process is as follows:

Define a user in Orchestrator and have a valid email address set on the Users page.

This applies if your email address is set as a SAML attribute. You can configure a custom mapping strategy as well.
Import the signing certificate provided by the Identity Provider to the Windows certificate store using Microsoft Management Console, and set Orchestrator/Identity Server to use it accordingly.
Add the configuration specific to the identity provider you want to use in the Saml2 settings (Users > Authentication Settings > External Providers), making sure the Enabled checkbox is selected. Follow the instructions for the identity provider you use:
- ADFS
- Google
- Okta
- PingOne

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