Connecting the Robot to Orchestrator

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 orchestrator. Let’s us look into the same.

Login to Uipath Orchestrator

To login to UiPath Orchestrator, you first have to register yourself, i.e, to become a Tenant, follow the below steps:

Step 1: Go to https://platform.uipath.com/ and then choose the option “ Become a Tenant ” Refer below.

Step 2: As soon as you click on the option, you will be redirected to the registration page. Here, you have to mention the Tenant name, Username, Name, Surname, Email Address, Admin Password and Confirm Password. Then agree to the Terms of Conditions and click on Create The Tenant. Refer to the snapshot below.

Step 3: Once you become a Tenant, go back to Login Page and mention your Username and Password. After that, click on Login. This step will log in to your Orchestrator.

Once you Login to your account in Orchestrator, you will see the dashboard. This dashboard consist of various option for you to create and know the processes, queues, machines, jobs etc.

Now, that I have told you how to Login to UiPath’s Orchestrator, let me show you next how you setup robots, process, environment and jobs.

How To Create Robots, Environments, Process and Jobs?

To understand the working of Orchestrator let us consider a sample project of asking a user for details and displaying those details in a Message Box.

I will show you, how to create this automation task, further in the Process section. But, before that, let me first show you how to add a Machine and then we will create a Robot.

How to add a Machine in Orchestrator?

To create Machine, go to the Machines Tab, and click on the “ + ” option. When you click on the Plus option, you will see the following three options:

*An option to create a Standalone Machine.

*Option to create Floating Machine Template.

*An option to close

You can choose to create any of the above two options, as per your need. Here I will be creating a Standalone Machine.

To add your machine, you have to mention the machine name. Now, to know your machine name, go to the Properties of My Computer , and your computer name will be the machine name . Then click on Provision to add your machine.

Once your Machine has been added to Orchestrator, your next step is to create Robots. Next, in this article, let us look into how to create robots.

How to create Robots in Orchestrator?

To create Robots, go to the Robots Tab, and click on the “ + ” option. When you click on the Plus option, you will see the following three options:

An option to create a Standalone Robot. This robot will work only on a single standard machine.

An option to create Floating Robot. This robot will work on any machine

An option to close

You can choose to create any type of robots, as per your need. Here I will be creating a Standalone Robot. So, once you choose the option to create a Standalone robot, you have to mention the Machine Name, Name, Domain Name, Password, Choose Type and Description. Then click on Create.

NOTE: To know the Domain Name, you can go to the Command Prompt and type the command “ whoami “.

The next step is to create a Environments

To create Robots, go to the Environments Tab , and click on the “+” option. When you click on the Plus option, you will see the following dialog box to create a Environment. Mention the Name and Description as below, and then click on Create .

Once you Click on Create , you will see another Dialog Box , wherein you have to select the Robot which will execute tasks in the created environment. Then click on Update .

This will create your Robot And Environments. The next step is to enable UI Robot.

Since UI Robot is not enabled by default, you have to enable it. To enable the UI Robot, you have to go the directory where UiPath has been installed. Then Double-Click on the UI Robot.

The above step will enable the UI Robot. Now, the next step is to activate the robot.

To activate your robot, you have to Right-Click on the UI Robot symbol and then you have to go to Settings .

In the Settings on UI Robot, mention the Orchestrator URL and the Machine Key . Then click on Connect . This will activate your UI Robot.

If you wish to check whether your Robot is available or not, you can go to the UiPath and see the status to be Available. Refer below.

The next step is to create a Process.

To create a Process in Orchestrator, you first have to create a project in the UiPath Studio and then Publish it.

So, to do that let us consider a Project wherein, we are asking the user for Details and then we will display the details in a Message Box. Refer below for the sequence.

image

NOTE: While you are saving your project, remember to save it with starting 0’s as Orchestrator does not list down all the projects which are Published. So, to make sure your project is listed in the Orchestrator give your project name starting with 0s’ and then end with a name. Here, I have named by Project “TimeSchedule”.

Now, once your project is saved, publish your project, by choosing the Publish option in the Ribbon Tab . This will publish your project to the orchestrator.

Once your project is published, the next step is to create a Process.

To create a Process, go to the Process Tab , and click on the “+” option. When you click on the Plus option, you will see the following dialog box to create a Process. Mention the following :

Package Name(Your published project name)

Package Version

Environment(The environment which you created above)

Description

Once you mention all these details, click on Create to create a process. Refer below.

The above step will create a process. Now, once your process has been created, your next step is to create a Schedule to execute your task.

T he next step is to create a Schedule .

Schedule enable you to execute jobs in a preplanned manner, at regular intervels on Robots. Input values for processes which support input and output can be managed at this level as well. You can assign Robot to perform different schedules according to the foolwing options.

  1. All Robots- Schedules are executed by all the Robots in aspecific environment.

2.Specific Robots- Schedules are executed by the Robots selected by the user.

  1. Allocate Dynamically- Define how many times a process is to be executed according to the given schedule. This option enables you to utilize your resources to their greates extenst. As soon as a Robot becomes Available, it executes

the indicated process according to the provided schedule. Keep in mind that the execution time of the schedules can be adjusted according to a specific time zone.

The Schedule page enable you to create new schedule. It also displays all previously created schedules, which can be further adited, enable, or disabled

You can view the jobs started by a specific schedule on the Jobs windows, byt seleding MORE ACTION>VIEW JOBS . A schedule job can also be stopped after a custom amount of time with the STOP or KILL option on the ACTION tab.

T he next step is to create a Job .

To create a Job in Orchestrator, you have to click on the play button. Then you have to mention the Process for which you want to schedule a Job and choose the robot which will execute the task. Then click on Start .

Once your Job is Executed, you will see the status as successful.

4 Likes

Hi @ajkv,
Nicely done sir :slight_smile:
Additionally I will add that whole process including configuration and also working with Orchestrator is available to everyone in our Academy in “Level 2 - Orchestrator” training. You will have possibility to manually do some stuff on your own :wink: