Can someone please give me feedback on if there are any steps missed in my plan for deployment of an attended bot and having it run via the assistant? These are my steps:
1). Create user in Orchestrator
2). Add package to Orchestrator
3). Create new folder in Orchestrator.
4). Go to Folder > Automations and create a new automation with the package.
5). Go to Folder > Settings > Permissions and add the user, with Robot permissions.
After that, the user should see the process in their assistant, right?
is the user assigned to the same folder where the process is created in the âProcessesâ tab? Does user have the role for âViewâ in âProcessesâ?
Yes to both. I canât see their PC but I think they might need to re-authenticate to Orchestrator using their credentials instead of the machine key, is that right?
that depends on what authentication method youâre using. If youâve logged in via machine key then the authorisation is not linked to the Orchestrator user. Try to sign in with userâs credentials, as youâve mentioned.
Make sure that the Attended Automation User has the role âAutomation Userâ set at the Folder Level and âAllow to be Automation Userâ set at the Tenant Level.
Iâve set up a modern folder. The user reports that their assistant has no âsign inâ option under the Preferences menu. Do you know why that would be?
You can check if they have service mode installed by navigating to Services on their machine and see if UiPath Robot listed there. If so, that means itâs installed in Service Mode.
The User Mode Robot is best suited in attended automation scenarios. It runs under the user that starts it, and has the exact rights as that particular user.
You can switch the robot from Service Mode to User Mode, or vice versa. This is only possible through the UiPathStudio.msi.
I have confirmed and the userâs robot is installed in service mode. Do I have any options to get the attended process listed and working in their assistant in service mode or does the robot absolutely have to be reinstalled in user mode?
I have tried from another PC and get an error saying that âInteractive sign-in is not enabled for this tenant. Enable it from the Orchestrator settings, or connect using the machine key.â
Okay I got it working after enabling the sign-in option in Orchestrator. I cannot find a way to get it working with their current machine-key connection to though. If I change to using a classic folder would that work? Or is that a bad idea anyway?
We are not using personal workspaces (yet anyway). Right now we just want to get an attended process deployed to our production Orchestrator tenant and have some users use it with the minimum of fuss. Glancing at the documentation, it looks like personal workspaces are more for users who use Studio?
Hi Craig, if you are using a Standard Machine, please note the following: The name of the Standard Machine should be an exact match to the machine on which the UiPath Robot to be connected to Orchestrator is installed. I suspect the name of the Standard Machine does not match the users machines.
Can you please try creating a Machine Template and having the users connect with it? The name does not need match the users machine.