UiPath Orchestrator Complete Tutorial

Agenda

• Monitor robots, jobs, and queues
• Create and manage machines
• Standard machine vs. machine template
• Finding machine name
• Identifying UiPath robot if not in tray
• Understanding VDI and non-persistent VDI
• Create and manage robots
• Standard vs. floating robots
• Types of robots: attendant, non-attendant, non-production, development
• Finding domain username
• Create and manage environments
• Deploy processes
• Publish projects to orchestrator
• Upload packages to orchestrator
• Package location and version management
• Start, stop, or kill jobs

Monitoring in Orchestrator

• Login to Orchestrator: Access monitoring features from the dashboard.
• Monitoring Options:
  • Robots: Track health and state, view runtime overview.
  • Queues: Check queue statuses.
  • Jobs: View job states (e.g., unresponsive, unused).

Robot Monitoring

• Overview shows:
  • Number of robots created
  • Status of robots (e.g., unresponsive)
  • Error fields if applicable

Jobs Overview

• Displays running jobs and their respective details.

Machines Management

• Machines: Essential to create machines first before creating robots.
• Types of Machines:
  • Standard Machine: Same name as the computer, allows multiple robots.
  • Machine Template: For environments where machine names change (e.g., non-persistent VDI).

Creating Machines

• Steps to create machines:
  1. Navigate to the Machines page.
  2. Click on 'Add' and select either machine template or standard machine.
  3. Provide the necessary machine name (same as computer name for standard machines).
• Finding Machine Name:
  • Via UiPath Robot Tray settings.
  • Using command prompt: hostname or whoami for domain username.

Understanding VDI

• VDI: Virtual Desktop Infrastructure allows personalized desktops in virtual machines.
• Non-persistent VDI: User changes aren't saved, resets to the original setup post-logout.

Creating and Managing Robots

• Definition: A robot runs processes built in UiPath Studio.
• Types of Robots:
  • Standard Robots: Tied to a specific standard machine.
  • Floating Robots: Work on any machine linked with a template.

Robot Creation Steps

1. Choose standard or floating.
2. Enter robot name.
3. Provide domain username and password.
4. Select robot type: development, attended, unattended, or non-production.

Environments Management

• Definition: Grouping of robots to deploy processes.
• Create environments to manage robots effectively and avoid errors when deploying different versions.

Process Management

• Definition of Process: Association between a package and an environment.
• Steps for managing processes:
  1. Select a package and version.
  2. Link to the environment.

Deploying Processes

• Use existing packages or publish new ones via UiPath Studio.
• Ensure robots are connected during publishing.

Package Management

• Package Location: Typically found at C:\ProgramData\UiPath\Packages.
• Manage package versions directly in the Orchestrator or via UiPath Studio.

Job Management

• Start a Job: Initiate execution of a selected process.
• Stop/Kill Jobs:
  • Stop: Ends at the next appropriate point.
  • Kill: Immediately terminates the process regardless of current activity.

Conclusion

• Summary of capabilities and processes within UiPath Orchestrator.
• Encouragement to explore further and engage with questions or feedback.