UiPath Orchestrator

UiPath Orchestrator is a web application that enables you to orchestrate your UiPath Robots in executing repetitive business processes.

Orchestrator lets you manage the creation, monitoring, and deployment of resources in your environment, acting in the same as an integration point with third-party solutions and applications.

Capabilities of UiPath Orchestrator:
  • Provisioning : creates and maintains the connection between Robots and web application
  • Deployment : assures the correct delivery of the package versions to the assigned Robots for execution
  • Configuration : maintains and delivers Robot environments and processes configuration
  • Queues : ensures automatic workload distribution across Robots
  • Monitoring : keeps track of Robot identification data and maintains user permissions
  • Logging : stores and indexes the logs to an SQL database and Elasticsearch (depending on your architecture and configuration)
  • Inter-connectivity : acts as the centralized point of communication for 3rd party solutions or applications

RPA UiPath Studio User Interface

Login to UiPath Orchestrator

  • First, you have to create robots to execute your task.
  • Then you have to create a Project and Publish it so that you can use it as a process.
  • Once you create a process, you have to assign a robot to execute this process in a specific environment, and this will create a Job.
  • So, to make your Orchestrator perform all the above actions, you have to first login to the Orchestrator.
  • Go to https://platform.uipath.com/
  • If you already have an account, then login or else choose an option to sign up(I am choosing Signup with email) and enter your credentials.
    choosing-signup-throgh-email-rpa-uipath
  • Once you logged in to UiPath Orchestrator, you will find the below page.
    welcome-automation-first-era-rpa-uipath
  • I am clicking on the cherchertechDeafult. When you Signup with email, it will ask you to enter the organization name. Once you logged in, it will show your organization name as a default login. So by clicking on your organization name, you will be directed to the UiPath Orchestrator, which looks like below.
    uipath-orchestrator-rpa-uipath
  • The UiPath Orchestrator helps you to monitor Processes, Queues, Assets, Robots, Jobs, and Triggers.

Introduction to UiPath

User Interface of UiPath Orchestrator

The user interface of UiPath Orchestrator has divided into three parts, such as :

  • Monitoring
  • Automation
  • Management
    monitoring-automation-management-rpa-uipath

The Monitoring menu contains the following options, such as :

  • Robots : The global and folder overview of your robots and activity.
  • Jobs : Execution instances of processes assigned to robots.
  • Queues : Overview of queues and transaction statuses and SLA predictions.
  • Logs : Overview of all robot logs.
    monitoring-tools-rpa-uipath

The Automation menu contains the following options, such as :

  • Processes : Folder view of the distribution of package versions to Robot environments
  • Triggers : Time or event triggers for job execution
  • Queues and Transactions: Work queues used to distribute work items to robots with real-time monitoring of each queue item
  • Assets : Shared variables or configurations that can be invoked in the design processes by developers and used in your processes
  • Tasks : Human intervention assignments required for long-running process resumption
    automation-tools-rpa-uipath

The Management menu contains the following options, such as :

Machines:

Machines are nothing but your Computer/Laptop. It is used to add Machines to the orchestrator to connect with robots. There are two types of robots we can create:

  • Standard Machines : Standard machines can be used when the name of the machine on which you wanted to define robots remains the same each time you connect to it. You define the machine once and then can connect to any number of robots in the robots page.
The Name of the Standard machine must be the same as your system/Computer name.

  • Machine Templates : The Machine Templates are used when the name of the machine on which you want to define robot changes every time as in the case of the Non-Persistent Virtual Desktop infrastructures(VDI). Is allows floating robots to run on any machine linked with the generated access key.
Machine Templates only works for active directory users, Attended Floating Robots and Development Floating Robots.

  • Folders: Organizational management and resource allocation
  • Users and Roles: Users and permissions management

Robots and Environments:

The robot is an execution host that runs the processes built in UiPath Studio. From the robots page, you can add robots to the orchestrator and connect with created machines.

Two types of Hosting Robots can be created :

Standard Robots:

The standard robot works only on the standard machine, which is defined when we are creating it. So Once you choose the option to create a standard robot, you have to mention the Machine Name, Robot Name, password, Robot type, and description.

Floating Robots:

The Floating Robots work on any machine defined in Orchestrator, as the machine name is not relevant when creating it. Only the attended and development robots can be floating.

These types of robots only work with Active Directory users and are useful if the machine you wanted to add a robot to has a different name each time it is spawned, such as for Non-Persistent VDI's.

In the floating scenario, you only need to define one machine templates and Floating Robots. The template persists across your entire VDI such that each of the users can connect to there robots using one key, the machine template key.

Essentially it is a floating licensing which is often used when you have a large pool of users but they are all not working at the same time. So instead you can choose a floating license in order to minimize the number that you need to support the number of users.

There are Four types of Robots we can create :

  • Attended Robots: It works on the same work station as a human user and is usually triggered by the user through there actions. You cannot start processes from the orchestrator on this type of robot, and they cannot run under the locked screen. It can be started only from the robot Tray. Attended robots should only run under human supervision.
  • Unattended Robots: Unattended robots can run in virtual environments and can automate any number of processes. This robot is responsible for remote execution. Monitoring, Providing, Scheduling support for work queues. The Unattended robots can be run under the locked screen.
  • Non-Production Robots: It retains all the features of the Unattended robot. But it should be used only for development and testing purposes.
  • Development Robots: It has the features of unattended robots, but it should only be used to connect your studio to orchestrator for development purposes.
  • Packages and Libraries: Business process definition packages published by developers, and libraries of grouped packages upload for sharing and reuse
  • Task Catalogs: Containers used to categorize your tasks based on various criteria

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Basics of Automation in UiPath Studio

Connecting a Robot to the UiPath Orchestrator

In the article, we are going to connect our local robot into the Orchestrator, and the same procedure follows for all the robots you wanted to connect to the Orchestrator.

Once you connect the robot to the Orchestrator, then you will be able to do anything directly from the central Orchestrator on any pc to run the robots or to Schedule them and any other task.

Create a Standard Machine:
  • Click on the Management option and select the Machine from the drop-down list
    select-machines-from-management-rpa-uipath
  • By Clicking on the Machine option, the machine page will be opened.
    machines-wizard-rpa-uipath
  • Click on the + symbol and select the Standard option
    plus-symbol-rpa-uipath
    select-standard-machine-rpa-uipath
  • The name of the Machine should be the same as your desktop name.
  • To Know the name of the Desktop: Right-click on This PC, and select Properties.
    select-this-pc-and-properties-rpa-uipath
  • You can see the desktop name.
    computer-name-rpa-uipath
  • Enter the Computer name as Machine name and then click on Provision.
    enter-machine-name-and-click-on-provision-rpa-uipath
  • Once you click on the PROVISION, you will get a pop-up message as successfully copied DESKTOP-HL8NM9A's key to the clipboard.
    po-up-message-as-successfully-copied-rpa-uipath
  • We do not have any robots, let us create a standard robot.

Introduction to UiPath Robot

Creating a Standard Robot

  • Go to the Robots tab under Management and then select the Robots
    select-robots-under-management-rpa-uipath
  • Click on the + symbol and select the Standard type robot.
  • Select the Machine name which you have created before
  • Enter the Name of the robot as Developmentrobot
  • Select the type of robot as Studio
  • Enter the Domain/Username which should be the same as Machine name.

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  • And then, enter the password which you had given while logging into the UiPath Orchestrator and then click on the Create button.
    enter-password-and-click-on-create-rpa-uipath
  • After creating a robot you will see the status as Disconnected.
    robot-status-as-disconnected-rpa-uipath
Connect UiPath to Robot:
  • Open the UiPath Robot from the tray
    open-uipath-tray-rpa-uipath
  • Click on the Settings option and then select the Orchestrator Settings.
    select-orchestrator-settings-rpa-uipath
  • Enter the Machine Name, Orchestrator URL, Machine Key(To get the Machine key, go to the machine tab and then click on the copy symbol, it will copy the machine key) paste the machine key in the Machine key box.
    orchestrator-settings-rpa-uipath
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