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?
that seems to be everything. What problem do you encourage?
The user does not see the processes. We have on-prem Orchestrator. Do I have to enable interactive sign-in for assistant in our Orchestrator?
is the user assigned to the same folder where the process is created in the “Processes” tab? Does user have the role for “View” in “Processes”?
Yes to both. I can’t 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 you’re using. If you’ve logged in via machine key then the authorisation is not linked to the Orchestrator user. Try to sign in with user’s credentials, as you’ve mentioned.
Make sure that the Attended Automation User has the role “Automation User” set at the Folder Level and “Allow to be Automation User” set at the Tenant Level.
Are you using modern or classic folders?
I’ve set up a modern folder. The user reports that their assistant has no ‘sign in’ option under the Preferences menu. Do you know why that would be?
I imagine that the Studio/Assistant was installed in service mode rather than user mode.
Please see here for more on user mode: According to Deployment
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 it’s 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.
Let us know the outcome!
I have confirmed and the user’s 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 ‘Interactive sign-in is not enabled for this tenant. Enable it from the Orchestrator settings, or connect using the machine key.’
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?
Do you have personal workspaces enabled on your Orchestrator? Have the users tried connecting with their personal workspace keys?
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?
Personal workspaces can be used for Attended Users and Studio Developers.
For the machine key, can you please confirm if you are using the Standard Template or Machine Template?
I’m not sure. Where can I see this?
At the tenant level, navigate to “Machines”
When you get there, you will see this + button to add either a Standard Machine or Machine Template.
Also on this page you will see the “type” column which will tell you if your existing keys are standard machines or machine templates
They say Standard, but the only entries for Machines are our production machines which run unattended processes.
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.
Please let me know the outcome, thanks!
There are no machines listed for the attended users’ robots at all.
I’ll try the machine template. Will I still be able to grant access to the attended processes in a modern folder to users connected by this method?
What is the guidance on when to use a machine template vs. interactive logins for deploying attended processes to the UiPath Assistant?