orchestrator
2022.10
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- Getting started
- Introduction
- User Options
- Logging in to Orchestrator
- Resetting Your Password
- My Profile
- 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
- Organizing Resources With Tags
- Orchestrator Read-only Replica
- Tenant
- About the Tenant Context
- Searching for Resources in a Tenant
- Robots
- Managing Robots
- Connecting Robots to Orchestrator
- Storing Robot Credentials in CyberArk
- Storing Unattended Robot Passwords in Azure Key Vault (read-only)
- Storing Unattended Robot Credentials in HashiCorp Vault (read-only)
- Deleting Disconnected and Unresponsive Unattended Sessions
- Robot Authentication
- Robot Authentication With Client Credentials
- SmartCard Authentication
- Folders
- Managing Folders
- Classic Folders Vs Modern Folders
- Migrating From Classic to Modern Folders
- Administration of Modern Folders
- Personal Workspaces
- Managing Personal Workspaces
- Monitoring
- Unattended Sessions
- User Sessions
- License
- Managing Access and Automation Capabilities
- Assigning Roles
- Managing Roles
- Default Roles
- FAQ
- Enabling Users to Run Personal Automations
- Enabling Users to Run Automations on Unattended Infrastructure Via Unattended Robots
- Configuring Robot Accounts to Run Unattended Automations
- Machines
- Managing Machines
- Assigning Machine Objects to Folders
- Configuring Account-machine Mappings
- EDR Protection Status
- Packages
- Managing Packages
- About Libraries
- Managing Libraries
- Audit
- Credential Stores
- Managing Credential Stores
- CyberArk® Integration
- CyberArk® CCP Integration
- Azure Key Vault Integration
- HashiCorp Vault Integration
- BeyondTrust Integration
- Thycotic Secret Server Integration
- Webhooks
- Types of Events
- Managing Webhooks
- Licensing
- Managing Your Licenses
- Alerts
- Configuring User Alerts
- Alert Emails
- Setting up Alert Emails
- Settings
- Deployment Tab
- Robot Security Tab
- Scalability Tab
- 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
- About Recording
- Jobs
- About Jobs
- Managing Jobs
- Job States
- Working with long-running workflows
- Running Personal Remote Automations
- Troubleshooting Jobs
- Triggers
- About Triggers
- Managing Triggers
- Using Cron Expressions
- 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
- Queue Item Statuses
- Business Exception Vs Application Exception
- Studio Activities Used With Queues
- 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)
- 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
- Managing Test Data Queues in Orchestrator
- Managing Test Data Queues in Studio
- Field Descriptions for the Test Data Queues Page
- Test Data Queue Activities
- 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
- Managing Robots
- Robot Statuses
- Setup Samples
- Environments
- Managing Environments
- Jobs
- Triggers
- Monitoring
- Robots
- Resources
- Host administration
- About the host level
- Managing system administrators
- Managing tenants
- Configuring host authentication settings
- Reconfiguring authentication after upgrade
- Allowing or restricting basic authentication
- Configuring SSO: SAML 2.0
- ADFS Authentication
- Google Authentication
- Okta Authentication
- PingOne Authentication
- Custom Mapping
- Self-signed Certificates
- Private Key Certificates
- Configuring SSO: Google
- Configuring SSO: Azure Active Directory
- Configuring the Active Directory Integration
- Switching between Active Directory adapters
- Managing your host license
- Allocating Licenses to Tenants
- Configuring other host settings
- Customizing the Login page
- Session Policy
- Orchestrator Host Settings
- Configuring system email notifications
- Audit logs for the host portal
- Maintenance Mode
- Organization administration
- About organizations
- Managing organization administrators
- Managing organization settings
- Configuring organization authentication
- Allowing or restricting basic authentication
- Setting up the Azure AD integration
- Configuring the SAML integration
- Configuring security options
- Session policy
- About licensing
- Activating your license
- Accounts and groups
- Managing access
- Managing accounts and groups
- Authorizing external applications
- Managing external OAuth applications
- Overriding system email settings
- Audit logs
- Troubleshooting
- About Troubleshooting
- Alerts troubleshooting
- General troubleshooting
- Upgrade troubleshooting
- Frequently Encountered Orchestrator Errors
OUT OF SUPPORT
Orchestrator user guide
Last updated Dec 16, 2025