orchestrator

2023.4

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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
  - Useful concepts in unattended automation
  - How is unattended automation performed
- 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
- Managing Access and 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
- Troubleshooting Jobs
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
- 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)
- 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
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
- 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
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
- Managing organization settings
- Configuring organization authentication
- 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
- Alerts troubleshooting
- General troubleshooting
- Frequently Encountered Orchestrator Errors

Orchestrator user guide

DELIVERY:

Last updated Aug 26, 2025

About the host level

The host is the first level in the hierarchy. At this level, you can modify shared platform functionality like system administrator accounts, global authentication settings, global system email settings. You can also edit Orchestrator host settings from the host level. Only system administrators can access the host portal. Host settings apply across all the organizations.

Host Identity Management hub

The host Identity Management hub displays all the apps in your installation that are integrated with Identity Server. Only system administrators (logged in to the host) can access host portals.

In the host Identity Management hub, you can access host settings for integrated products. By default, these are:

Orchestrator: Opens the Orchestrator host portal, where you can view and manage your tenants and other global Orchestrator settings.

To open the Orchestrator host portal, select Back to Orchestrator.
Management: Open the host Management portal, where you can manage system administrators and other global settings.

To access the host Identity Management hub, navigate to https://OrchestratorURL/identity and log in to the host with your system administrator credentials. Alternatively, select Go to Identity Hub in the Orchestrator host portal.

Orchestrator host portal

The Orchestrator host portal is where you can view and manage your tenants, licenses, libraries (host feed), host-level settings, hostauthentication settings. Only system administrators (logged in to the host) can access host portals.

To access the Orchestrator host portal navigate to https:// OrchestratorURL /host and log in to the host. Alternatively, select Orchestrator in the host Identity Management hub.

Host Management portal

The Management portal at the host level is where you can view and manage system administrator accounts, global authentication settings, and . Only system administrators (logged in to the host) can access host portals.

To access the Management portal at the host level, navigate to https://OrchestratorURL/identity/management and log in to the host. Alternatively, select Management in the host Identity Management hub.

Signing in to the administration portals

Navigate to the Login page. The Login page opens.
For the Organization name, type host to access the host portals, or the name of your specific organization to access a specific organization portal.
If a different organization is already set, select Change next to its name to specify a different organization name:
In the Username or email and Password fields, type your administrator credentials.
Select Log In and you are redirected to the appropriate portal.

On this page

Host Identity Management hub
Orchestrator host portal
Host Management portal
Signing in to the administration portals

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