Note that creating a process requires your user to have View and Create permissions on Processes, as well as View permissions on Packages and Environments. Read more about roles.
It is recommended NOT to deploy different versions of the same package to Robots from the same machine, but separate environments.
- Click Add. The Deploy Process window is displayed.
- Select a package from the Package Name list. The latest version of the package is automatically selected. If the package has input and/or output parameters, they are also displayed.
- From the Package Version list, select the version of the package that you want to use.
- From the Environment list, select the environment that you want to use.
- (Optional) Type a Description for the process. We recommend adding a description, especially when there are many processes deployed to Orchestrator.
- (Optional) If the package has input parameters, you can also provide values for them in the Input Values tab.
- (Optional) Enable the Enable Recording option such that, in the event of a job failure, the last moments of the execution are recorded and available for download as execution media. Configure the Scaling, Frequency and Duration options as desired.
The Recording option is only displayed on the Deploy Process window if you have View permissions on Execution Media.
- Click Create. The Deploy Process window is closed and the process is displayed in the Processes page.
A package cannot be deployed to the same environment more than once.
The name of a process does not change if, at some point, you change the name of the environment that is associated to it.
Note that managing package versions for a process requires View and Edit permissions on Processes, and View permissions on Packages.
If a process has multiple versions available, you can select which one to use from the Processes page:
- Click the View Process button for a process with multiple package versions available. The View Process window is displayed.
- In the Version Management tab:
a. Click the Use button for the corresponding version that you want to use. The View Process window is closed and your configuration is saved. If the version you updated the process to was not the latest, the exclamation mark icon is still displayed next to the process.
b. Click the Latest button if you want to update the process to the latest available package version. The View Process window is closed and your configuration is saved.
c. (Optionally) Click the Rollback button. This enables you to return to the previously used version.
You cannot update or rollback a package if the process it is part of is associated to an active job (it has one of the following statuses: Pending, Running, Stopping and Terminating).
Update multiple processes to the latest available version as follows:
- On the Processes page, select the processes you want to update to the latest available package version.
- Click Use Latest.
The Use Latest button is only enabled if your selection contains at least one process not using the latest available package version.
- Click Yes on the displayed confirmation window. The selected processes are updated to the latest version, and the icons are updated accordingly. If, for any reason, a process is not updated, an error message is displayed.
If a process has one or more input parameters, you can edit their values at the process level:
- Click the View Process button for a process with multiple versions available. The View Process window is displayed.
- In the Parameters tab, click the Edit button next to the input parameter you want to add a value for.
- Add the desired value, and click Save. The value of the input parameter is saved.
- Repeat step number 3 as many times as you need.
- Click Update. The values of all the input parameters are saved. For more information on how to fill in these values, please click here.
You can also remove the value of an input parameter by clicking the corresponding Clear Value button.
You can edit execution media settings at process level, on the Recording window.
- Click the Recording button for the desired process. The Recording window is displayed.
- Toggle the Enable Recording option to either enable or disable the recording functionality.
- If the functionality is enabled, edit the Scaling, Frequency, and Duration fields as desired.
- Click Update to save your changes, or Cancel to return to the Processes page without saving your changes.
Note that monitoring a process requires your user to have View permissions on Jobs and on Monitoring. Additionally, Edit on Monitoring is required in order to disable errors from the Error Feed widget on the Monitoring > Jobs page. View on Environments is required in order to filter the pages by environment.
Click the Monitor Process button of the desired process to see the Monitoring page associated with it. Due to the Monitor Process button being displayed on the Processes page, you also need View on Processes to access the monitoring page from here.
Alternatively, select it from the Processes Overview widget (Monitoring > Jobs).
Note that removing a process requires your user to have View and Delete permissions on Processes, as well as View permissions on Packages and Environments. Read more About Roles.
- In the Processes page, select the processes that interest you.
- Click the Remove button. The process is deleted from the Processes page and the database. Please note that deleting a process is not going to delete the package from Orchestrator, but only its association with the environment.
Alternatively, if you want to delete only one process, click the corresponding Remove button.
If you remove a process that has schedules associated with it, these are also removed, regardless if they are enabled or disabled.
You cannot remove a process if it is associated with an active job (it has one of following statuses: Pending, Running, Stopping and Terminating).