Setup Assistant and Studio

Hi,

I’m trying to setup a Studio and Assistant configuration using the Enterprise Trial of Orchestrator.

I am running into a lot of issues and errors. It seems there is a lot of setup needed to get going.

My desired situation is to use a Client Id to configure both.
In Studio I get the message that no robot exists.
In assistant I get the message that it was unable to retrieve a license.

From what I can tell, both are possible using the trial.
Unfortunately I am unable to set this up, so it works.

Can anyone here tell me the steps to configure this correctly?

Ideally from start to finish.

  • Create robot
  • Create machine
  • Assign robot to machine
  • Allocate license to machine
  • Login to Studio using Client Id
  • Login Assistant using Client Id.

Thanks!

Hi Serge,

  • Are you signed into Assistant with an account which has a UiPath Developer license?
  • Is Troubleshooting Session enabled if you’re using an unattended license, and you’ve made sure that you’ve created a robot which has your logged in credentials set in Orchestrator?

Cheers,
Josh

Hi Josh,

My confusion is probably what are the related settings to set everything up.

What I wanted was to login with a Client Id, use a Robot both Attended and Unattended

What I did now was configure a single user as Automation Developer and configure Unattended details.
This seems to work (both Studio and Assistant no longer have messages saying something is wrong)
When I check Robots (Orchestrator → Tenant → Robots) I see my user twice, one with an attended robot type and one unattended.

I’m unclear if my intended scenario is actually possible.

@Serge_Fonville

Its displayed twice because of the toles or licenses procided to the same user…

Did you get the client id from orchestrator?

https://docs.uipath.com/orchestrator/automation-cloud/latest/user-guide/robot-authentication-with-client-credentials

And for robot to run in unattended you have to install the robot in service mode and not in usermode

https://docs.uipath.com/robot/docs/robot-service

Cheers

@Anil_G

It sort of works now.
I added both attended and unattended to my own user.
When I open Studio I no longer get a message, when I open Assistant it says its Connected, Licensed.

What I wanted was doing the same, but with a robot account.

Unfortunately I cannot find any documentation that tells me how to do this.

@Serge_Fonville

Then for one user assign robot role and unattended license…

Install uirobot in service mode on that robot machine

https://docs.uipath.com/installation-and-upgrade/docs/unattended-community

Cheers

@Anil_G, I contacted UiPath Support and we resolved the issue through the following changes:

  • Reinstalled Studio & Robot in Service Mode
  • Connect the Assistant using the Client Id
  • Associating the Robot with the Machine (after enabling mapping)
  • Add unattended credentials to the robot
  • Configure the user (me) with a license type of “Automation Developer”
  • Grant the “Robot” role to the robot
  • Grant “Automation User” to the automation user
  • Sign in the assistant with my user

I believe this is all we did, it was quite a lot, but it is working now.

You’re help definitely pointed me in the right direction and I am very grateful!

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