Hello and welcome back to the next module of this course which is Orchestrator Functionalities. In the previous module, you understood introduction to Orchestrator, Orchestrator capabilities connect a robot to Orchestrator, and publish a project to Orchestrator. By the end of this module, you will be able to understand user interface of Orchestrator and contexts of Orchestrator. In this video, you will understand the user interface of Orchestrator. Let's get started. When you open the UiPath Automation Cloud homepage, you will see a dashboard with two sections. The Orchestrator services section lists the available Orchestrator services through this account. The license allocation section shows the allocation of licenses to various users, robots, and services associated with this account. You can also see panels of the left and right sides of the screen. The right panel can be used to download UiPath Studio and watch a video to connect to your first robot. The left panel can be used to access various UiPath services. The Orchestrator's homepage can be accessed by clicking the Orchestrator option on the left panel. You can also click the Orchestrator from the Orchestrator services section. The homepage of Orchestrator is divided into two contexts, they are tenant and folder. You can switch between these contexts using the tenant in My Folders tab from the sidebar. Also, multiple menus are available in Orchestrator for easier access to its functionalities. The My Profile and License pages can be accessed through the vertical ellipsis icon on the top right. The Alerts icon displays notifications for robots, queue items, triggers, jobs, processes, and tasks. The Help icon displays a list of links to the Orchestrator guide, community forum, quick tour of Orchestrator, and idea and bug submission forms. The Create New icon displays a list of shortcuts to various entities of Orchestrator. Let us understand the tenant context and its entities. The tenant context is used to manage tenant-level entities of Orchestrator deployment and Orchestrator settings and licenses. It consists of 13 entities. Let's see each of them one-by-one. The Robots page shows the robot configuration and how this maps to attended and unattended scenarios. There are three tabs on this page. The first is Configured Robots. This tab shows the robot configuration made in modern folders. The second is Unattended Sessions. This tab gives you an overview of all unattended sessions and related information. The third is User Sessions. This tab gives you an overview of all user sessions starting from the assistant and related information. The Folders page shows the folders present in Orchestrator. A folder is a storage area that helps you keep the projects separate. There are two tabs on this page. The first is Folders. This tab can be used to create and manage folders in the tenant. Here, existing folders can be deleted or updated and new folders can be added. The second is Personal Workspaces. This tab allows you to explore and manage personal workspaces. A workspace is a modern folder available for the dedicated use of a particular attended user. The Manage Access page allows you to view and configure the Orchestrator users and groups. This page also offers the option to manage users and other services and check permissions for a specific user or group. There are two tabs on this page. The first is Assign Roles. This tab allows you to manage accounts and groups and check roles and permissions. The second is Roles. This tab allows you to define and manage tenant and folder roles. There are two categories of permissions on this tab. The first is tenant permissions which is used to define a user's access to resources at the tenant level. The second is folder permissions which is used to define the user's access and ability within their assigned folder. Based on the permissions included, there are three types of roles. The first is tenant roles. This role includes tenant permissions and is required for working at the tenant level. The second is folder roles. This role includes permissions for working within a folder. The third is mixed roles. This role includes both types of permissions. The Machines page allows you to provision and manage machine entities and use them to connect robots to Orchestrator. This page offers options to add, remove, and edit machines. The Packages page displays all the projects published from UiPath Studio and the ones that were manually uploaded. It allows you to manage packages across folders centrally. There are two tabs on this page. The first is Packages. This tab allows you to view and manage packages. It also offers an upload button to add a new package to Orchestrator. The second is Libraries. This tab shows the libraries that have been published from Studio. The Audit page displays the audit trail for actions performed by the Orchestrator users. There are two tabs on this page. The first is Audit. This tab allows you to view the user's actions and export the data in a CSV file. The second is Test Automation Audit. This tab shows the audit trail for test automation. The Credential Stores page allows you to access and manage per tenant credential stores. You can create new stores, view existing stores and their properties, and delete any current credential store. The Webhooks page allows you to integrate the UiPath automation with the entire application ecosystem. It also allows you to set webhooks to connect the Orchestrator events to the application. The Webhooks page enables you to easily set them up and view the ones that have been previously created. The License page allows you to manage the licenses across the tenant. Here, you can activate, renew, remove, and allocate licenses. You can either acquire an individual license for one tenant or an aggregated license for multiple. The Alerts page displays notifications for robots, queue items, triggers, jobs, processes, and actions. This page shows alerts from all the folders. Alerts are sent in real-time and can have one of the following severity levels; info, success, warn, error, or fatal, and can fit in one of the following components; robots, transactions, triggers, jobs, process, actions, and queues. The Settings page allows you to configure the Orchestrator application. There are seven tabs on this page. The first is General. This tab allows you to change the time zone and language of the Orchestrator. The second is Deployment. This tab allows you to adjust settings for packages and libraries. The third is Mail. This tab allows you to configure email settings to send email alerts to users with a provided email address. The fourth is Security. This tab allows you to specify the number of hours a robot can run offline without checking for its Orchestrator license. The fifth is Scalability. This tab allows you to specify if the robot's service should subscribe to signal or channels of Orchestrator and configure the transport protocols to work best for you. The sixth is Non-working Days. This tab allows you to configure calendars of non-working days in which triggers with non-working days restrictions are not launched. The seventh is Cloud Connections. This tab allows you to create a connection with a provider for elastic robot Orchestration. Now, let us understand the folders context and its entities. The folders context allows you to select any available folder from the sidebar to view and manage the folders entities. The folders context contains a personal workspace folder and regular Orchestrator folders. You can rename it as My Workspace. The Shared folder is a regular Orchestrator folder. The regular Orchestrator folders are used to collaborate across an organization. These folders are set up by admins with fine-grained controls and are shared between multiple users. On the other hand, personal workspaces are used by the owner to implement automation. Only the owner of the Orchestrator account can access it and use it at any time. The folders context consists of eight entities. Let's see each of them one-by-one. The Homepage gives you a quick overview of Orchestrator entities in the folder. It shows the counter processes, assets, queues, triggers, users, and machines. It also shows the job status, job history, and transactions. The Automation page allows you to run processes, deploy packages, and manage jobs, triggers, and logs. There are four tabs on this page. The first is Processes. This tab allows you to deploy packages, manage processes, and run automation. The second is Jobs. This tab allows you to execute and view process runs. The third is Triggers. This tab allows you to schedule automatic process runs. The fourth is Logs. This tab shows the logs generated by process executions. The Monitoring page allows you real-time monitoring of Orchestrator entities. There are four tabs on this page. The first is Machines. This tab gives you an overview of machine statuses. The second is Processes. This tab gives you an overview of process runs outcomes. The third is Queues. This tab gives you an overview of queue-related details. The fourth is SLA. This tab allows you to monitor the evolution of queues' SLA metrics. The Queues page allows you to create new queues. There are two tabs on this page. The first is Queues. This tab allows you to add queue items for processing. The second is Review Requests. This tab shows processed queue items that need further review. The Assets page allows you to manage shared credentials or variables used in processes. They allow you to store specific information so that the robots can easily access it. The Assets page enables you to create new assets. It also displays all previously created assets which can be edited or deleted. There are four types of assets. The first is text that stores only strings. The second is bool that supports true or false values. The third is integer that stores only whole number. The fourth is credential that contains usernames and passwords that the robot requires to execute processes such as login details for SAP or Salesforce. The Storage Buckets page allows you to manage different types of storage solutions integrated with automation. These are used to provide a power folder storage solution for RPA developers when creating automation projects. The Testing page allows you to conduct testing. There are five tabs on this page. The first is Test Sets. This tab allows you to manage test sets. A test set represents a grouping of several individual test cases. The second is Test Cases. This tab allows you to manage test cases across all the projects and application versions. The third is Test Executions. This tab allows you to manage test executions. The test executions serve as an immutable record of the execution of any respective test set at a specific point in time. The fourth is Test Schedules. This tab allows you to schedule tests. Here, you can plan and define test execution time intervals. The fifth is Test Data Queues. This tab allows you to store and manage test data. The Settings page allows you to manage user permissions and machines assigned to the folder. There are two tabs on this page. The first is Manage Access. This tab allows you to view and manage the Orchestrator users assigned to this folder. The second is Machines. This tab shows the machines assigned to this folder. There is an important folder under the folders contexts called My Workspace. The My Workspace folder is a modern folder available for the dedicated use of a particular attended user. As you can see, this folder also has home, automations, monitoring, queues, assets, and storage buckets. These entities allow you to do the same thing as the entities in the Shared folder. This folder is a personal workspace of the user. Any user with an attended modern robot assigned to them can be the owner of a personal workspace, provided this feature was made active by the Orchestrator admin on the respective tenant. That's it for this video. Thanks for watching.
