Configure UiPath for AI agent imports

To import AI agents from UiPath, you need to perform configuration tasks in your UiPath account.

About this task

Configuring UiPath for AI agent imports requires setup in your UiPath account. In UiPath, you create an external application that grants Okta read access to Orchestrator folders and executions. Okta uses the client ID and client secret from this application to authenticate requests to the UiPath API.

Before you begin

  • You have the Org Admin role in UiPath.
  • You have permission to manage apps in Okta.
  • You have integrated the UiPath app in your org. See Add existing app integrations.

Procedure

  • Create an external application in UiPath
    1. Sign in to your UiPath account portal.
    2. Go to Product launcher > Admin > External Applications.
    3. Click Add application.
    4. In Application name, enter a recognizable name (for example, Okta AI Agent Import).
    5. In Access token lifetime (seconds), enter the token lifetime that meets your security requirements.
    6. In Application type, select Confidential application.
    7. In Resources, click Add scopes.
    8. In Resource, search for and select Orchestrator.
    9. In User scope(s), select the following scopes:
      • OR.Folders.Read
      • OR.Execution.Read
    10. Click Save.
    11. In Redirect URL, enter the following callback URL, replacing {domain} with your Okta org's root URL: {domain}/oauth2/v1/sts/callback
    12. Click Add. A dialog appears displaying your app ID and app secret.
    13. Copy the App ID and App secret and store them in a secure location.
  • Find your UiPath organization URL
    1. Go to Product launcher > Admin > Settings.
    2. Select the General tab.
    3. Copy the value in the URL field.
  • Add the required URL to the app instance
    1. Optional. If you haven't already entered your UiPath organization URL in the app instance, complete the following steps.
      The URL defines the base API path that Okta uses to fetch AI agents.
      1. In the Admin Console, go to Applications and Resources > Applications.
      2. Select the UiPath app instance.
      3. Select the General tab.
      4. In the App Setting section, click Edit.
      5. In Organization URL, paste the UiPath organization URL that you copied earlier.
      6. Click Save.
  • Find your UiPath tenant name
    1. Go to Product launcher > Admin.
    2. In the left-hand menu, under Tenants, select the tenant that contains the agents that you want to import.
    3. Copy the tenant name.
      If your AI agents are in more than one tenant, repeat these steps for each tenant.
    4. Record the app ID, the app secret, and the tenant names.
      You need these values when you configure the AI agent import in Okta.