You are currently viewing UiPath Orchestrator – Complete Guide [2021]

UiPath Orchestrator – Complete Guide [2021]

Login to Orchestrator

  1. Open a browser and go to the UiPath Automation Cloud https://cloud.uipath.com
Fig 1.1 – Automation Cloud

2a. Under ‘Orchestrator Services’, click your tenant (Fig 1.1). You’re now logged into UiPath Orchestrator and can go to Step 3. If you couldn’t do this, go to Step 2b.

Fig 1.2 – Create new tenant

2b. In case you see the ‘Create New’ under Orchestrator Services (Fig 1.2), it means you haven’t created a tenant yet. Don’t worry; we’ll do that very easily. Click ‘Create New’.

Fig 1.2 – Add tenant

2c. Click the blue ‘Add Tenant’ in the upper right corner.

Fig 1.3 – Give your tenant a name

2d. A pop-up window will open to the right (Fig 1.3). Give your tenant a name. Make sure you have ticked ‘Actions’ and ‘Processes’. ‘Data Service’, which is an easy and secure way to store your business’s data, is optional, and it doesn’t matter to this guide (if you untick, you can very easily tick it later). Remember to click the blue ‘Save’ in the lower right corner.

Fig 1.4 The Created tenant

2e. The tenant is created and click the blue ‘Orchestrator’ next to your tenant name to enter UiPath Orchestrator.

Fig 1.5 – UiPath Orchestrator

3. You’re now logged into UiPath Orchestrator.

Connect UiPath with Orchestrator

The connection between Orchestrator and UiPath/a robot can be made manually or automatically. This guide will show how to do it automatically since we try to avoid manual work.

Fig. 2.1 – Start Menu
  1. Go to your start menu (Fig. 2.1).
Fig. 2.2 – Search for UiPath Assistant

2. Type “UiPath Assistant” and open the application (Fig. 2.2).

Fig. 2.3 – An Open UiPath Assistant

3. UiPath Assistant will now be visible. If not go find it in the Windows tray (red arrow in Fig. 2.3).

Fig. 2.4 – Click sign in

4. Click the blue ‘Sign In’ button (Fig. 2.4) and a browser will open.

Fig. 2.5 – Sign in

5. Sign in to your UiPath account, you’ve created when you’ve downloaded UiPath (Fig. 2.5).

Fig. 2.6 – Click Open UiPath

6. Click ‘Open UiPath’ in the pop-up message in your browser (Fig. 2.6).

Fig. 2.7 – Connected

7. If you see the green light in your UiPath Assistant (Fig. 2.7), you have now successfully connected Orchestrator with UiPath and are ready to run your robots. If you see an error message, please go to User authentication troubleshooting below and solve it.

User authentication troubleshooting

If you get the error message “Interactive sign-in is not enabled for this tenant, Enable it from the Orchestrator settings, or connect using the machine key”, we need to enable the interactive sign-in.

Fig. 2.8 – Interactive sign-in is not enabled
  1. Click ‘OK’ to the error message (Fig. 2.8). Then open a browser and go to https://cloud.uipath.com.
Fig. 2.9 – Click tenant

2. Click your tenant (Fig. 2.9).

Fig. 2.10 – Settings

3. Make sure you click the ‘Tenant’ in the upper left corner and then ‘Settings’ in the upper right corner (Fig. 2.10).

Fig. 2.11 – Allow user authentication

4. Click the ‘Security’ button, then make sure ‘Allow both user authentication and robot key authentication’ is activated, and finally click ‘SAVE’. You can now take this chapter again and succeed in automatically connecting Orchestrator and UiPath.

Publish a project to Orchestrator

3.1 – Publish your workflow to Orhcestrator
  1. Create a workflow in UiPath Studio. I’m using this workflow with an Input Dialog and a Message Box to show later that we have a connection both ways. When you’re done with the first version, click ‘Publish’ (Fig 3.1).
Fig 3.2 – Publish properties

2. Give your package a name (or leave it the same as your workflow). You can choose an optional icon for better identification later in Orchestrator and release notes. When finished, click ‘Publish options’.

Fig 3.3 – Publish options

3. In the ‘Publish to’ click the dropdown menu, choose ‘Orchestrator Tenant Processes Feed’ and click ‘Publish’ in the lower right corner.

Fig 3.4 – Project published succesfully

4. You’ve now published your project to Orchestrator.

Assets

An asset is stored in Orchestrator. That can be a name (e.g. NewsletterURL) and a corresponding value (e.g. https://andersjensen.org/email-newsletter). This asset can be retrieved by multiple UiPath workflows. What’s even more useful is that assets can be stored as a credential (username/password) and securely stored in Orchestrator (encrypted with AES 256). Once a password is typed in for a credential asset, it can be accessed further – convenient if multiple users have access to the same Orchestrator tenant.

String Assets

Create a string asset in Orchestrator

Fig. 4.1 – Click ‘Assets’ in the folder
  1. Assets can be limited to a folder or can be shared amongst folders. Here an asset in the Hafnia folder is created. In your chosen click ‘Assets’ (Fig. 4.1).
Fig. 4.2 – Click the ‘+’

2. Click the blue/white ‘+’ icon to the right (Fig. 4.2).

Fig. 4.3 – Click the ‘+’ icon to add a new asset.

3. To add a new asset click the blue/white ‘+’ icon again (Fig. 4.3).

Fig. 4.4 – Add values for the asset you want to create

4. Now, fill in the name you want to give your asset in ‘Asset name’ (Fig. 4.4). Please give it a describing name. I’ve chosen the name “NewsLetter”. In the drop-down menu, choose “Text” as the type. Text here is the same as a string in UiPath/.NET. The description of your asset is optional. If Global Value is enabled, every user will receive the asset unless overridden in the table below. If Global Value is disabled, only the users specified in the table below will receive it. Under ‘Text *’, fill in the value of your asset. That could, e.g., be a folder name or a phone number that you want to share among projects. When finished, click ‘Create’.

Fig. 4.5 – Asset is created

5. Your asset is now created and you can call it in UiPath by referring to its name “Newsletter” (Fig. 4.5).

Credential Assets

Create a credential asset in Orchestrator

Fig. 4.6 – Click ‘Assets’ in the folder
  1. Assets can be limited to a folder or can be shared amongst folders. Here an asset in the Hafnia folder is created. In your chosen click ‘Assets’ (Fig. 4.6).
Fig. 4.7 – Click the ‘+’

2. Click the blue/white ‘+’ icon to the right (Fig. 4.7).

Fig. 4.8 – Click the ‘+’ icon to add a new asset.

3. To add a new asset click the blue/white ‘+’ icon again (Fig. 4.8).

Fig. 4.9 – Add values for the credential asset, you want to create

4. Give your asset a name (Fig. 4.9). This is the name you will use in UiPath to get the Asset from Orchestrator. In the drop-down menu, choose “Credential” as the type. You can give the asset an optional description. If Global Value is enabled, every user will receive the asset unless overridden in the table below. If Global Value is disabled, only the users specified in the table below will receive it. Under “Username*” and “Password*” specify the username and password you want to use in the credential asset. When finished, click ‘Create’.

Fig. 4.10 Credential Asset is created

5. Your credential asset is now created and you can call it in UiPath by referring to its name “LinkedInLogin” (Fig. 4.10).

Robots

How to create an unattended robot

An unattended robot can run without the user starting the automation (clicking Start in the UiPath Assistant). The unattended robot can be started by a trigger (e.g., at a certain time, which can be recurring or when a new item has been added to an Orchestrator queue).

To create an unattended robot make sure you have:

Fig 5.1 – Click Tenant and Folders

1. Click ‘Tenant’ in the upper right corner and then ‘Folders’ (Fig 5.1)

Fig 5.2 – Create a new folder

2. Create a new folder by clicking the icon showed in Fig 5.2.

Fig 5.3 – Name folder

3. Give your folder a name you like and click ‘Create’ (Fig 5.3).

Fig 5.4 – Edit User

4. Click ‘Users’, find your user, click the three dots to the right and click ‘Edit’ (Fig 5.4).

Fig. 5.5 – Roles dropdown

5. Click the ‘Roles’ dropdown (Fig. 5.5).

Fig. 5.6 – Allow to be Automation User

6. Tick ‘Allow to be Automation User’ and aftwards click ‘Unattended Robot’ (Fig. 5.6).

Fig. 5.7 – Automatically create an unattended robot for this user

7. Slide the button at ‘Automatically create an unattended robot for this user’ so it becomes blue (Fig. 5.7).

Fig. 5.8 – Start Menu

8. Now go to your start menu (Fig 5.8).

Fig. 5.9 – Comand Prompt

9. Search for ‘cmd’ and click to open it (Fig. 5.9).

Fig. 5.10 – whoami

10. In the command prompt, type in “whoami” and click Enter. Underneath, select the ‘desktop-kgjkmkh\anders jensen’ (yours will be named after your desktop) and copy it (ctrl+c) (Fig. 5.10).

Fig. 5.11 – Fill in the information for the Unattended Robot

11. Paste it (ctrl+v) into ‘Domain\Username’ and type your Windows password in ‘Password’. Now you can click Update (Fig. 5.11).

Fig. 5.12 – Edit Machine

12. Click ‘Machines’, then the three dots to the right and ‘Edit Machine’ (Fig 5.12).

Fig. 5.13 – Assign an Unattended Runtime

13. Assign an Unattended Runtime under ‘License – Unattended Runtimes’ by typing in 1. Click ‘Update’ (Fig. 5.13).

Fig. 5.14 – Manage Machine

14. Click back to ‘Folders’, click ‘Anders’ (or your folder name), then ‘Machines’ and finally the 9 white dots on the blue (Fig. 5.14).

Fig. 5.15 – Add machine

15. Tick the box next to your machine and click ‘Update’ (Fig. 5.15).

Fig. 5.16 – Add Package

16. Click your folder, then ‘Automations’ and the ‘+’ sign (Fig. 5.16).

Fig. 5.17 – Choose Package

17. Choose the package you want to run and then click ‘Continue’ (Fig. 5.17).

Fig. 5.18 – Create Process

18. Click ‘Create’ (Fig. 5.18).

Fig. 5.19 – Run the Unattended Robot

19. Click the play icon to run your unattended robot (Fig. 5.19).

Fig. 5.20 – Start

20. Make sure you have selected ‘Unattended’ in Job type and then click ‘Start’ (Fig. 5.20).

Fig. 5.21 – Succes

21. Congratulations, you’ve now made your unattended robot (Fig. 5.21).

Queues and Transactions

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Anders Jensen

RPA DEVELOPER, YOUTUBER & UIPATH MOST VALUED PROFESSIONAL 2021 Anders Jensen is the RPA Lead at Lessor A/S (Part of Paychex Inc) and an advanced certified UiPath RPA Instructor. Using his extensive experience in automating interfaces such as Windows, SAP, and browsers, Anders develops enterprise RPA solutions automating work for customers and colleagues one task at a time. In the evenings and weekends, Anders is passionate about teaching others RPA by making instructional videos on his YouTube channel.

This Post Has 4 Comments

  1. Priyanka Pandey

    Great article for those who are new to UiPath. This is the 1st article I found where someone has given the detail of how to create robot in 2021 version.

    1. Anders Jensen

      Thanks a lot, Priyanka. Let me know if you have any questions in the process. I’ll try to update the article over the next weeks. Have a great weekend. Kind regards, Anders

  2. Thomas Allweyer

    Thanks for this useful tutorial!
    The UIPath Orchestrator is very confusing for a beginner, and there isn’t any helpful explanation on the offical website.

    1. Anders Jensen

      Hey Thomas. I’m happy you could use the tutorial. My aim is always to make it as simple as possible. Sometimes that cost a bit on the theoretical side, but then we can turn to the documentation 🙂 Kind regards, Anders

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