en-US/about_UiPathOrch.help.txt

TOPIC
    about_UiPathOrch
 
SHORT DESCRIPTION
    PSDrives and cmdlets for managing UiPath Orchestrator from PowerShell.
 
LONG DESCRIPTION
    UiPathOrch mounts Orchestrator tenants as PSDrives, enabling you to
    navigate folders, manage entities, and perform bulk operations using
    familiar PowerShell commands.
 
    239 cmdlets cover four API systems:
 
        Orch Orchestrator OData API (189 cmdlets)
        Pm Platform Management / Identity Server API (32 cmdlets)
        Du Document Understanding API (7 cmdlets)
        Tm Test Manager API (11 cmdlets)
 
KEY FEATURES
    - Mount multiple tenants simultaneously, each as a separate drive.
    - Navigate Orchestrator folder hierarchy with cd, dir, mkdir, rmdir.
    - Supports Automation Cloud and on-premises Orchestrator.
    - Bulk operations with wildcards and comma-separated values.
    - Cross-folder operations with -Path, -Recurse, and -Depth.
    - Tab completion for all parameter values (folder names, user names,
      asset names, etc.) via [Tab] or [Ctrl+Space].
    - Parallel requests and in-memory caching for fast execution.
    - -WhatIf and -Confirm for safe destructive operations.
    - CSV export/import for bulk provisioning workflows.
 
GETTING STARTED
    Step 1: Install the module
 
        Install-PSResource UiPathOrch
 
    Step 2: Set up credentials for your Orchestrator
 
        Register an external application (non-confidential or confidential)
        in the Orchestrator admin page, or prepare a Personal Access Token
        or username/password for older on-premises instances.
        See AUTHENTICATION TYPES below for details.
 
    Step 3: Configure
 
        Import-OrchConfig
 
        On first run the configuration file opens in Notepad. Fill in the
        drive name, Orchestrator URL, and authentication credentials.
        Save and run Import-OrchConfig again to mount the drive.
 
    Step 4: Connect
 
        cd Orch1:
        dir
 
    For full setup instructions, run:
 
        Get-OrchHelp
 
AUTHENTICATION TYPES
    Non-Confidential App Interactive login required, no app secret.
                           Recommended for interactive use.
    Confidential App App secret required, no interactive login.
                           For unattended scripts. Some user-info
                           commands (e.g. Get-OrchCurrentUser) are
                           not available.
    Personal Access Token Token-based authentication without OAuth
                           app registration.
    On-Premises Supports Identity Server and legacy
                           username/password authentication.
 
NAVIGATING PSDRIVE
    UiPathOrch is a PowerShell provider. Orchestrator folders appear as a
    file system.
 
        cd Orch1:\ Go to root folder
        cd Shared Go to subfolder
        cd .. Go to parent folder
        dir List subfolders
        dir -Recurse List all subfolders recursively
        ii . Open current folder in browser
 
    Tenant-level entities (users, machines, libraries) appear in the root
    folder. Folder-level entities (processes, jobs, assets, queues,
    triggers) appear in each folder.
 
FOLDER SCOPE PARAMETERS
    Most cmdlets accept these parameters to target specific folders:
 
        -Path Target folder (wildcards and comma-separated values)
        -Recurse Include all subfolders
        -Depth Limit subfolder depth
 
    Specify these BEFORE other parameters so that tab completion for
    subsequent parameters uses the correct folder context.
 
WILDCARD AND BULK OPERATIONS
    You can target multiple entities using wildcards and comma-separated
    names in positional parameters:
 
        Get-OrchAsset Config*
        Get-OrchUser a*,y*
        Remove-OrchAsset old_* -WhatIf
 
CACHE BEHAVIOR
    Standard cmdlets cache results after the first call. Subsequent calls
    return cached data instantly. Volume cmdlets (Get-OrchJob,
    Get-OrchQueueItem, Get-OrchLog) query the server when filter parameters
    are specified.
 
    To force a refresh:
 
        Clear-OrchCache
 
ESSENTIAL COMMANDS
    Import-OrchConfig Load configuration and mount drives
    Edit-OrchConfig Open configuration file in editor
    Get-OrchPSDrive Show connected drives and scopes
    Get-OrchCurrentUser Verify authenticated user
    Clear-OrchCache Clear cached data
    Get-OrchHelp Show documentation summary
    Switch-OrchCurrentUser Sign in with a different account
 
    Get-Help <CmdletName> -Full Detailed cmdlet help
    Get-Help <CmdletName> -Examples Usage examples
    Get-Command -Module UiPathOrch List all cmdlets
 
EXAMPLES
    Example 1: List assets across all folders
 
        PS Orch1:\> Get-OrchAsset -Recurse | Select-Object Path, Name, Value
 
    Example 2: Start a job with preview
 
        PS Orch1:\Shared> Start-OrchJob MyProcess -WhatIf
 
    Example 3: Export users to CSV
 
        PS Orch1:\> Get-OrchUser | Export-Csv c:\users.csv
 
    Example 4: Work across multiple tenants
 
        PS> $drives = (Get-PSDrive -PSProvider UiPathOrch).Name |
                ForEach-Object { "$_`:\" }
        PS> Get-OrchProcess -Recurse -Path $drives
 
    Example 5: Programmatic tab completion (for scripts and AI agents)
 
        PS> (TabExpansion2 'Get-OrchAsset -Path Orch1:\ -Name ').CompletionMatches
 
TROUBLESHOOTING
    Connection issues Clear-OrchCache; retry the operation.
    Permission errors Check Get-OrchUserPrivilege and
                              Get-OrchFolderUser.
    Drive mount issues Edit-OrchConfig; then Import-OrchConfig.
    Confidential app errors Normal for user-info commands. Use
                              Get-OrchPSDrive to verify connection.
    Entra ID warning Use Switch-OrchCurrentUser to sign in
                              via Entra ID.
 
NOTE
    PowerShell 7.x is required. UiPath Assistant is not required.
 
    For comprehensive documentation including migration guides,
    CSV workflows, and troubleshooting details, run Get-OrchHelp and
    refer to the Docs folder.
 
SEE ALSO
    Get-OrchHelp
    https://marketplace.uipath.com/listings/uipathorch
    https://www.powershellgallery.com/packages/UiPathOrch
 
KEYWORDS
    UiPath Orchestrator PSDrive Automation