Enate Help
What's New in EnateEnate WebsiteEnate AcademyFeedback
English
English
  • Hi, welcome to Enate Help
  • ✨What's New in Enate
  • Work Manager
    • 💻Work Manager
      • User Roles in Work Manager
      • Home Page
        • Bar Chart and Grid
        • Team Bar - Viewing Your Team
          • Team Bar for Team Members
          • Team Bar for Team Leaders
      • Setting Teams and Queues
      • Quickfind
        • Quickfind Searches with Custom Data Fields
        • How Quickfind works - specifics
      • Managing Contacts
        • Adding, Editing and Deleting Contacts
        • Contacts Page
        • Contact Activity Page
        • Contact Tags
        • Contacts Card
      • Emails
        • Composing Emails
        • Canned Texts
        • Email Attachments
        • Saving an Email as a Draft
        • Scheduling Emails
        • Email Inbox View
        • Sent Items View
        • Outbox View
        • Unhandled Emails
          • Creating New Email Routes from Unhandled Emails
          • Viewing Deleted Emails
          • Unhandled Emails Further Specifics
        • Blocked Email Addresses
      • Using Multiple Tabs
      • Focus List
      • Notifications
      • Getting New Work
      • Creating New Work
        • Bulk Create Work Items
        • Creating a Work Item from an Existing Email
      • Work Item Overview
        • Overview of Work Item Types
        • Adding a Note
        • Defects Card and Recording Defects
        • Timeline
        • Files Tab
        • Time Tracking
        • Forecasting for Cases
        • Custom Cards
        • Viewing Recently Accessed Work Items
      • Processing a Ticket
        • The Ticket Screen
        • Processing a Ticket
        • Merging a Ticket into another Ticket/Case/Action
        • Splitting a Ticket
        • Converting a Ticket into a Case
      • Processing a Case
        • The Case Screen
        • Processing a Case
        • Manually Launching An Action
        • Reworking a Case
        • Sub Cases
      • Processing an Action
        • The Action Screen
        • Processing an Action
        • 'Wait for Sub Cases to Complete' Actions
        • 'ABBYY FlexiCapture' Actions
        • 'Document Extraction' Actions
        • 'Peer Review' Actions
        • 'Send Email' and 'Send Email and Wait' Actions
        • 'Trigger External API' Actions
        • Approval Actions
      • Working with Linked Work Items
        • Linking Existing Work Items
        • Creating New Linked Work Items
        • Viewing Linked Work Items
        • Sharing Emails between Linked Work Items
        • Related Group vs Linked Work Items
      • Working Between Teams
      • Assigning / Reassigning / Unassigning Work
      • Feedback Features
      • Reports
        • Team View Report
        • User's Overview Report
        • Sentiment Analysis Report
        • User Insights Report
      • User Availability Insights
        • The Insights Popup
        • Main Insights Page
        • Main Insights Page: Team Leader Features
        • The User Insights Report
      • Advanced Search
      • User Settings
        • Email Signature Optimisation
      • Test Mode
      • Multilingual Support
      • Appendix
        • How to enable spell check in Enate
        • Potential Validation Errors for Bulk Creation of Work Items
        • Search terms ignored - further details
        • System behaviour for Determining Assignee, Owner & Queue for Work Items
        • Screen Resolution Support
  • Builder
    • 🛠️Builder
      • Navigating Builder
      • Service Lines Screen
        • Creating New Ticket Types in a Service Line
        • Creating New Case Types in a Service Line
        • Creating New Action Types in a Service Line
      • Service Matrix Screen
        • Screen Overview
        • Creating and Editing Customers
        • Creating and Editing Contracts
        • Creating and Editing Services
        • Adding new Tickets & Cases
        • Ways to Create Work Items in Work Manager
        • Process Grouping Work Items
      • Ticket Configuration
        • Cloning from existing Ticket settings
        • The Ticket Screen
        • Adding a Ticket Category Row & Settings
        • Configuring Ticket Attributes
        • Setting a Ticket Live
      • Case Configuration
        • Creating a New Case Process
        • Case Screen Overview
        • Case-level Settings - Case Info Tab
        • Adding Actions to a Case
          • Manual Actions
          • Peer Review Actions
          • Send Email Actions
          • Send Email and Wait Actions
          • Start Case Actions
          • Approval Actions
          • Trigger External API Actions
          • IDP Data Extraction Actions
          • ABBYY OCR FlexiCapture Actions
          • Wait for Sub-Cases to Complete Actions
          • Adding Ad-hoc Actions
          • Adding Action Checklists
        • Case Conditionality
          • Case Conditionality - Formatting Examples
          • Conditionality Based on an Action's Checklist
          • Conditionality – Advanced Mode C# Tips
        • Merging Branches in a Case
        • Ending a Case Early
        • Setting a Case Live
      • Email Mailbox Configuration
        • Email Connectors
        • Email Routes
        • Microsoft Office 365 Email Integration with Enate via Graph API model
        • Setting up your Email Infrastucture
          • Inbound Email Setup
          • Outbound Email Setup
        • Incoming Emails - Processing Logic
          • Wildcard Routes for incoming BCC Emails
          • Wildcard Email Routes - Possible Scenarios
          • Subsequent Email Responses - Scenarios
        • Email Processing Modes - Options
        • Email Receipt & Deduplication
        • Dealing with Incoming Out of Office Emails
        • Enate via Graph API model
      • Email Template Configuration
        • Default Email Templates
        • Creating New Email Templates
        • 'Reply Instructions' Email Template - 'Expression of Intent' Instructions
        • Viewing Where Email Templates Are In Use
        • Comparing & Merging Email Templates
        • Canned Response Configuration
      • Custom Data and Custom Card Configuration
        • Creating Custom Data Fields
        • Creating a Custom Card
        • Importing / Exporting Custom Cards
        • Advanced Custom Cards
        • Linking Custom Cards to Cases / Tickets / Actions
        • Quickfind with Custom Data – Configuration and Rules
        • Extension Properties
      • Schedules and Triggers
        • Schedule Setup
          • Creating a Schedule Structure
          • Creating a Schedule
          • Linking a Schedule to a Case
        • Schedule Behaviour for Auto-Launching Cases
        • Triggers
          • Creating a New Trigger
          • Editing an Existing Trigger
          • Viewing Cases Launched by Triggers in Work Manager
      • Shared, Standardised Settings – ‘Flavours’
        • Due Date Flavours
        • Allocation Flavours
        • General Settings Flavours (Action Only)
        • Follow Up Settings
        • Exception Activities – Creating and Cloning New Flavours
      • Case and Ticket Configuration Validation
      • Approval Flows
      • Integrations - Marketplace
      • User Management
        • Service Agents
        • Robots
        • Self Service Users
        • User Groups & Data Permissions
        • User Roles & Feature Access
        • Application Credentials
      • Working Calendar Management
      • Adding Localizations
      • Viewing Deleted Items
      • System-Wide Settings
        • General Settings
        • Defect Parties
        • File Tags
        • Office 365 Integration
        • Suppliers
        • Queues
        • Contact Tags
        • Departments
        • Locations
        • Cost Centers
        • Password Policy
        • SSO Settings
        • Approval Settings
        • Privacy Policy Display
      • Maximum Limits in Enate
      • Useful Links
      • Validation Codes
      • Administration
        • Enate System Setup Requirements / Whitelisting
        • Binary Data Storage Options - 'Bring Your Own Bucket'
        • Files: Anti-Malware Scanning
        • Activities Audited in Enate
        • 2021.1 Engine Descriptions
        • Open Source Components
        • SSO Configuration
  • EnateAI
    • EnateAI
      • EnateAI for Email
        • Enate AI - Email Classification
        • EnateAI - Email Data Extraction
        • Enate AI Sentiment Analysis
        • EnateAI - 'Thank You' Email Evaluation
        • Email Connector-level control over Email Integrations
      • EnateAI - Document Classification
      • EnateAI for IDP - Document Extraction
      • EnateAI - AI Analyst (Beta)
        • AI Prompts
          • Bank File Reconciliation
          • Investment Case Content Creation
          • Credit Card Statement Reconciliation
      • Set Confidence Thresholds for your Integrations
  • Enate BI
    • Enate Data Dictionary
  • Integrations
    • Enate Integration Services powered by SnapLogic
      • SnapLogic Overview
        • Using SnapGPT to help you in SnapLogic
      • iPaaS Patterns
      • Build your Pipeline - Enate Integration Pattern 1
      • Enate Integration Services FAQs
      • Resources and Links
    • Enate Integrations
      • Set Confidence Thresholds for your Integrations
      • Email Connector-level control over Email Integrations
      • Auto-classify emails - Email Classification
      • Auto-populate Custom Cards with Email Info - Email Data Extraction
      • Analyse sentiment in emails - Sentiment Analysis
      • Auto-evaluate 'Thank You' emails -Thank You Email Evaluation
      • Auto-tag email attachments - Document Classification
      • Auto-extract document data - Document Extraction
      • Set up a Bot status monitor in Power Automate
      • Integrate third-party WebApps by Iframe with Enate's Advanced Custom Cards
      • Extract Emails & Attachments to SharePoint with Power Automate
      • Auto-notify other apps of new Cases, Tickets & comms with Enate's Webhooks
      • Auto-populate row data into an Enate Case with UiPath
      • Create a Webform that turns requests into Tickets with Enate's APIs
      • Default Current Date & Time into a Field with Enate's Advanced Custom Cards
      • GPT Providers
      • APIs
        • API Changes
        • API Enums
      • ABBYY FlexiCapture
        • Setting up Enate & ABBYY Integration
        • How ABBYY FlexiCapture Actions Work At Runtime
      • Webhooks
        • How to work with Enate's Webhooks
        • List of Enate's Webhooks
        • API Webhook Subscription
        • Webhook Troubleshooting
      • UiPath
        • Setting Up Enate & UiPath Integration
        • Enate UiPath Activity Libraries
        • Enate & UiPath Orchestrator Synchronization
          • UiPath Synchronization V4
          • UiPath Cloud Synchronization V3
          • UiPath Cloud Synchronization V2
          • General Questions and Issues, Debugging and Troubleshooting
      • UiPath Communications Mining
      • Blue Prism
        • Setting Up Enate & Blue Prism Integration
        • Enate Blue Prism Connectors
      • Automation Anywhere
        • Getting Started with Automation Anywhere
      • Power Automate
      • Advanced Custom Card Code
        • Custom Card Validation
        • Custom Card HTML
        • Custom Card CSS
  • WHITE PAPERS
    • Enate White Papers
  • Implementation
    • Enate Implementations
    • Enate Academy Training Courses
  • 📙Glossary of Enate Terms
  • 💬Feedback
Powered by GitBook
On this page
  • Synchronization between Enate and Uipath orchestrator
  • Details Required to Configure a Connection
  • Extracting Details from Orchestrator
  • Enate Process and Queue Configuration
  • Builder Configuration
  • Adding Robots to the Queue
  • Manage Page View and Running a Work Item

Was this helpful?

Export as PDF
  1. Integrations
  2. Enate Integrations
  3. UiPath
  4. Enate & UiPath Orchestrator Synchronization

UiPath Cloud Synchronization V2

PreviousUiPath Cloud Synchronization V3NextGeneral Questions and Issues, Debugging and Troubleshooting

Last updated 2 years ago

Was this helpful?

UiPath Cloud Synchronization V2 supports synchronisation with classic folders in UiPath Cloud Orchestrator.

UiPath Cloud Synchronization V2 only works with version 2019.9.6 and above of Enate.

See here for more information regarding which version of UiPath in Enate works with which versions of UiPath Orchestrator:

Synchronization between Enate and Uipath orchestrator

In Enate, we have a dedicated RPA section available in the Builder, where we can create and maintain the connections to Orchestrators :

Within this section, we can configure multiple UiPath Orchestrators with which the Enate environment can be synchronised.

Details Required to Configure a Connection

To add a new connection, click on Add Connection, give a name to the RPA connection based on the release version select the relevant technology (here we have selected the technology as UiPath cloud synchronization V2). The popups are dynamically launched according to the RPA Technology selected.

To establish a connection, we need below details:

  • URL - URL of the UiPath Orchestrator

  • Account Logical Name - Account logical name for UiPath Orchestrator

  • Client Id - Client Id for UiPath Orchestrator

  • Folder Name - The name of the folder

  • Tenant Logical Name - Tenant logical name for UiPath Orchestrator

  • User Key - User key for UiPath Orchestrator

  • Credential Store Name – The name of the credential store, used to store robot credentials

Extracting Details from Orchestrator

Login into UiPath Orchestrator with the username and Password.

To get the details required to establish the RPA connection, click on admin (on the left-hand side) and then go to Tenants.

Expand the Tenants, click on the ellipses on the right-hand side of the orchestrator, select API access, copy the User Key, Account Logical Name, Tenant logical Name, Client Id and paste it in the desired sections of RPA connection in Enate

Copy and paste the relevant data in the relevant fields of the below-highlighted section.

To create or access the folders, select the orchestrator (on the left side) and then go to tenants, click on the folders tab, we can use an available folder or else can create a new one. (As of now Enate supports only the classic folders).

Copy and paste the folder name in the below-highlighted section of the RPA connection.

To get the credential store name, go to the credential stores tab in the Uipath orchestrator, copy and paste the credential store name in the dedicated section of the RPA connection (as shown below).

Test the connection and enable it, once the connection is successful.

After establishing the connection, we need to connect the machine to the orchestrator. To do that, go to the machines tab in the tenant, and then click on add a new standard machine, basically the name of the machine will be the laptop’s name (Open the Control Panel. Click System and Security > System). Give License as 1.

The next step is to create a Robot, Click on the folder which we created and then go to the Robots tab, click on Add robot(standard). Provide the Machine name, name of the robot, select the type (Non-Production), domain name/Username (the one which we use to login into the system), the password is the password used for logging into the system and the credential type will be windows.

Once the Robot is created, we need to create the Environment, (environment is the bot farm that we create on Enate), click on Add environment, give the name to the Environment, and click on create.

Since the connection between Enate and UiPath orchestrator is already established, environments and robots will be synced into Enate automatically.

In the Assets section, Enate will sync the environment URL and robot credentials.

And now when we go to the Robots section (under user management) in Enate, we can see the bot farm and the robot’s name.

Once the machine is connected to the orchestrator the relevant folder will appear at the bottom of the routine as shown below screenshot. (e.g., Amidha Folder).

In the Main file of UiPath Bot Routine, below Routine is published.

Get credential activity is used along with Enate activities. The output from getting credential activity will be username and password which is synchronized with Enate and UiPath orchestrator which will then be used for authentication of bot into Enate instance.

Username is the Username of the Bot created in Enate and password is the password created in Enate and it is a secure password. So Please tick the checkbox of “Secure String “ in Authentication.

The next step is to publish the Main file of the UiPath bot routine, to do that, select the package name that needs to be published. (Publish will publish the process in the relevant folder)

Once the package is published, go to the folders in the Uipath orchestrator, and then go to the Automations tab, click on Add Process. In the Package source name, select the package which was published recently.

Go to the Robots in the User management tab on Enate, select the Bot Farm and define the integration process. (In the Integration process user needs to select which process needs to be triggered when the Action for the Bot Farm is available to work on)

Enate Process and Queue Configuration

Builder Configuration

In Builder, we now need to configure an action that can be performed by the bot. To achieve that we need to go configure the Bot Farm in the Action General Settings in the Action Info.

In the general settings, the user needs to define the bot farm (can be performed by Robotics Group) and the estimated duration for the bot to complete the action.

Adding Robots to the Queue

Team Leaders are the only people who can access the Queues Page. To add the robot to the queue, navigate to the queues section from work manager, click on edit and then add the queue in which the bot needs to be added.

Once the respective queue is added, click on the ‘+’ icon on the queue and then add the robot.

The below screenshot explains how to add a robot to the queue.

As shown in the below Screenshot, the bot is now added to the queue.

Manage Page View and Running a Work Item

Once a Bot Action is launched in Enate, it sends a message to the UiPath Orchestrator which in turn creates a job in Orchestrator (which is available in Automation’s tab in UiPath Orchestrator). Orchestrator, then invokes the bot to perform the action defined in the bot routine.

Team Leaders can see the bot farm and the current status of Bots in the Work manager.

In the above screenshots, there is an action that is available for a bot to perform. When the Bot Routines executes the bot will get the action. If there are multiple work items then the bot will get the single most important piece of work based on the SLA.

We can now see that the Action is completed by the Bot which was created in the Uipath orchestrator and synchronized in Enate.

Open the URL

The URL will be the URL of the Uipath orchestrator. i.e., .

To connect the machine (laptop) to the UiPath Orchestrator, copy the machine key from the machines tab in tenants and then open the Uipath Assistant in the machine(laptop), click on preferences in UiPath Assistant and then go to Orchestrator settings (on the left-hand side), select the connection type as Machine Key, give the machine name & machine key and orchestrator URL e.g. , where ( is the URL of UiPath Orchestrator, /AnkitEnate is the Account Logical Name/ AnkitEnate is the Tenant Name) after filling in the details click on connect, now the machine got connected to the Uipath Orchestrator.

https://cloud.uipath.com/portal
https://cloud.uipath.com/portal
https://cloud.uipath.com/AnkitEnate/AnkitEnate
https://cloud.uipath.com-
20KB
Enate & UiPath Orchestrator Sync Settings.xlsx