orchestrator

2020.10

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Getting started
- Introduction
- Logging in to Orchestrator
- Resetting Your Password
- Robots
  - Robot Statuses
  - Robot Settings
- Activities Feeds
Best practices
- Organization Modeling in Orchestrator
- Managing Large Deployments
- Automation Best Practices
Tenant
- About the Tenant Context
- Robots
- Folders
- About Users
- Roles
  - Default Roles
  - Managing Roles
- Machines
  - Managing Machines
- Packages
- Audit
- Credential Stores
- Webhooks
  - Types of Events
  - Managing Webhooks
- About Licensing
  - Activating Your License
  - Managing Your Licenses
- Alerts
  - Alert Emails
  - Setting Up Alert Emails
- Settings
Actions
- About Actions
- Managing Actions
Folders Context
- About the Folders Context
- Home
  - Overview
Automations
- About Automations
Processes
- About Processes
- Managing Processes
- About Recording
Jobs
- About Jobs
- Managing Jobs
- Job States
Triggers
- About Triggers
- Managing Triggers
- Using Cron Expressions
Logs
- About Logs
- Managing Logs in Orchestrator
- Logging Levels
- Orchestrator Logs
- Protecting Sensitive Information in Studio
Monitoring
- About Monitoring
- Machines
- Processes
- Queues
- Queues SLA
Queues
- About Queues and Transactions
- 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
Storage Buckets
- About Storage Buckets
  - CORS/CSP Configuration
- Managing Storage Buckets
- Moving Bucket Data Between Storage Providers
Test Suite - Orchestrator
- 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
Action Catalogs
- About Action Catalogs
- Managing Action Catalogs
Profile
- About the Profile Page
- Managing Profile Settings
System Administrator
- About System Administrators
- Managing Tenants
- Field Descriptions for the Host Settings Page
- Maintenance Mode
Identity Server
- About Identity Server
- Identity Management Portal
- External Identity Providers
  - Field Descriptions for External Providers Page
- Installation Access Token
Authentication
- Configuring the Active Directory Integration
- Configuring SSO: SAML 2.0
- Configuring SSO: Google
- Configuring SSO: Azure Active Directory
- SmartCard Authentication
- Setting Up Auto Login for Users Under an Active Directory Group
- Configuring the SMTP Server
- Changing the Windows Authentication Protocol
Other Configurations
- Increasing the Size Limit of Package Files
- Opting Out of Telemetry
- 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
Troubleshooting
- IE 11.0.9600.17031 Issues
- Frequently Encountered Orchestrator Errors
- Cron Expressions
- Upgrade Issues

OUT OF SUPPORT

Orchestrator User Guide

DELIVERY:

Last updated Dec 12, 2023

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
Action Catalogs	View and manage Action Catalogs for the current folder.
Settings	Contains the following tabs: Users - Display the users 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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