# Managing Licenses for Sherpa RPA through Sherpa Orchestrator

One License for Sherpa Orchestrator runs on one server in one instance and supports the management of an unlimited number of Robots.

Robots that run on User workstations require activation of the corresponding Licenses (license keys) to confirm the legitimate use of the software. During the activation of the software, Sherpa Orchestrator transmits machine information to the vendor.

All Licenses that need to be managed should be added to Sherpa Orchestrator. Sherpa Orchestrator allows storing and using Licenses for all types of Robots, as well as the License for the Orchestrator itself.

Licenses define the number and type of Robots, as well as the Jobs for which Sherpa Orchestrator can be launched. The "Licenses" screen contains the "Licenses" table:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcq1-832fkgdD2EC9nZ5BAIkzk0_u6092JIBf-Y1RBKU_8EX8LfpM-LvAKbIAHaBURAirEiKAPzrxkGuUJ-bonHUMCfhyqumAsB-cpm97EXe7qmL3s3Wu6pP60yhs6aWYilwYKctw?key=_7yLyeabPmyENobB5nzystdN" alt=""><figcaption></figcaption></figure>

It contains the following information about Licenses:

<table data-header-hidden><thead><tr><th width="137"></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Column</strong></td><td><strong>Description</strong></td><td><strong>Note</strong></td></tr><tr><td>Name</td><td>License Name</td><td><br></td></tr><tr><td>Type</td><td><p>Type of license. Possible options:</p><ul><li>Sherpa Orchestrator</li><li>Sherpa Attended Robot;</li><li>Sherpa Unattended Robot;</li><li>Sherpa Attended Floating.</li></ul></td><td>Sherpa Orchestrator - License for the Orchestrator itself.</td></tr><tr><td>Capacity</td><td>Number of Robots that can be run simultaneously under this License.</td><td>The number of assigned Robots can be greater than the number in the "Capacity" column.<br>This column is intended for Unattended Licenses.</td></tr><tr><td>Assigned</td><td>Number of Robots that have been assigned this License.</td><td>The number of assigned Robots can be greater than the number in the "Capacity" column.<br>This column is intended for Unattended Licenses.</td></tr><tr><td>Used</td><td>Number of Robots currently using this License.</td><td>The number of Robots using the License cannot exceed the number specified in the "Capacity" column.</td></tr><tr><td>Expires</td><td>Date and time of License expiration.</td><td>When a new License is added, the "Expires" column will default to the creation date until the License is activated.</td></tr><tr><td>Created</td><td>Date and time of License creation.</td><td><br></td></tr></tbody></table>

The License screen also presents the following buttons:

<table data-header-hidden><thead><tr><th width="55"></th><th width="178"></th><th></th></tr></thead><tbody><tr><td><strong>No.</strong></td><td><strong>Name</strong></td><td><strong>Description</strong></td></tr><tr><td>1.</td><td>Create</td><td>Initiates the process of creating a new License. When clicked, a form opens where the User can fill in the necessary fields.</td></tr><tr><td>2.</td><td>Refresh</td><td>Used to refresh the list of Licenses on the screen. This can be useful for obtaining up-to-date information about current changes.</td></tr><tr><td>3.</td><td>Activate</td><td>Allows activating the created License. When clicked, the Activate License window opens, where the User can select the type of activation.</td></tr><tr><td>4.</td><td>Delete Selected</td><td>Removes the selected Licenses from the system. When the button is clicked, a confirmation dialog appears.</td></tr><tr><td>5.</td><td>Export to CSV</td><td>Allows the User to export data about existing Licenses to a CSV file.</td></tr><tr><td>6.</td><td>Export to XLSX</td><td>Allows the User to export data about existing Licenses to an XLSX file.</td></tr><tr><td>7.</td><td>Import from CSV</td><td>Allows the User to import data about Licenses from a CSV file.</td></tr></tbody></table>

### Creating a New License

To create a new License, you need to click the Create button and fill out the opened form:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdD936As64gEgDtALKnVj-7uz3LNnVTpITnOXGmVyTUAkzvHmwhknw6D_6zeYrHfwLqXn6w1zyfgjjhE6_IOA7TILIjhAoj3oIMuumFt5ZbG6zDVRpFmHmvgDll9h6PobTJrfJZXw?key=_7yLyeabPmyENobB5nzystdN" alt=""><figcaption></figcaption></figure>

In the License form, the following fields are presented:

1. **Name** - the name of the License. It serves informational purposes only.
2. **Key** - the License key provided by the vendor.

Also available is the activation of one of four checkboxes:

1. Checkbox **“Prohibit launching from Sherpa Designer”**

Allows enabling a prohibition on launching the Robot from Sherpa Designer. This function is available only for Attended Floating Licenses.

2. Checkbox **“Prohibit launching local robots in Sherpa Assistant”**

Allows enabling a prohibition on launching local Robots in Sherpa Assistant. This function is available only for Attended Floating Licenses.

3. Checkbox **“Prohibit execution of C#, VB, Python, and PowerShell code in scripts”**

Allows enabling a prohibition on executing C#, VB, Python, and PowerShell code in Robot scripts. This function is available only for Attended Floating Licenses.

4. Checkbox **“Force log all blocks”**

Allows enabling forced logging of all blocks in the Robot script. This function is available only for Attended Floating Licenses.

<table data-header-hidden><thead><tr><th width="56"></th><th></th></tr></thead><tbody><tr><td><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeSSFK0c8dgJ5ZpeL2Qw3Vk87WlUc7cocoLMd4rkR3iIQ-n7w2mvebUUxKRowokPEkiAO6BBEhoPWnzvviNylAZQ1r5V-bosQAzvwm0ySR7zCEbB2iIaEUR7taJZj3Xrts51bh6hQ?key=_7yLyeabPmyENobB5nzystdN" alt="" data-size="line"></td><td>Simultaneous use of the Robot in Attended and Unattended mode is allowed.</td></tr></tbody></table>

### Activating Licenses

To activate the created License, you need to click the Activate button and select one of two types of activation in the opened window:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXec0wW7Wm5NKibrtfEpqx3vknPZA7MuvKiPC9rwBWwu3e6aDT3CfMagfn9XL0M00mgT_bue2EgznwZLxP5bCU_6Cui_J2qa1yA0aROuEBr0kxrLDdYClZ0iejfLcTZYCeXxlfKpWQ?key=_7yLyeabPmyENobB5nzystdN" alt=""><figcaption></figcaption></figure>

* **Automatic**

When selecting automatic activation, click the OK button.

<table data-header-hidden><thead><tr><th width="52"></th><th></th></tr></thead><tbody><tr><td><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeSSFK0c8dgJ5ZpeL2Qw3Vk87WlUc7cocoLMd4rkR3iIQ-n7w2mvebUUxKRowokPEkiAO6BBEhoPWnzvviNylAZQ1r5V-bosQAzvwm0ySR7zCEbB2iIaEUR7taJZj3Xrts51bh6hQ?key=_7yLyeabPmyENobB5nzystdN" alt="" data-size="line"></td><td>Automatic activation is only possible if the Orchestrator has open access to the Internet.</td></tr></tbody></table>

* **Manual**

When selecting manual activation, a request code appears, which needs to be sent to the vendor for confirmation of manual activation. In response to the request code, you will receive a response code, which must be entered in the Response Code field, and then click the OK button:<br>

<figure><img src="https://3237142148-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FscP4BXwl9ufpJr5mfVln%2Fuploads%2Fgit-blob-1327d41eb19b8d32a3bb8aa24c583042ce5c1e4b%2Funnamed.png?alt=media" alt=""><figcaption></figcaption></figure>

The License will be activated, and the date and time of expiration will change in the "Expires" column.

### Local Activation

Local activation is available by default if the Robot has its own License that was activated locally. To select local activation, you need to go to the Robots window and click the Create button above the Robots table:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfIIdFZlEa1QdTyFjdCeADomElJQpjwY3pM4ibnuwRInrIXuiK0f9bKNC4xy1l4eW_ja_Omn_hOXyfE92jO7A8xTWTwmIzdjisGDdHmjTYC50yUGWk-DHoiNqPxyFOE18GqTpZF?key=_7yLyeabPmyENobB5nzystdN" alt=""><figcaption></figcaption></figure>

Next, click on the License field in the Robot pop-up window:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfM7enSwi-ZXDyQrhKKTK3nUZJKTZSkcJKzj18SrHSiBajK5gEA_cAjnqGOiwjtKdyP8Vczv2xVupAZDaJASEVL2OPsEsIxY0bu4p5j_1LtFtBXeCJCnuccYO6cNW9vrDUxuQ32iQ?key=_7yLyeabPmyENobB5nzystdN" alt=""><figcaption></figcaption></figure>

A list will appear from which you need to select Local License:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdVEMXgk3aDn1pGwuLXf-D67MgRzmsMSLodUegJvHsu0cuTACE7NfPKLYZwhueJDdmkAp2ZrG7tOHO5bvhpjXfjuSqZZDabQ9HzsusuiGUT50HWilte2M5G99nLXjcUvlTUDFaZ?key=_7yLyeabPmyENobB5nzystdN" alt=""><figcaption></figcaption></figure>

This License will be used locally (not through the Orchestrator).

<table data-header-hidden><thead><tr><th width="52"></th><th></th></tr></thead><tbody><tr><td><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeSSFK0c8dgJ5ZpeL2Qw3Vk87WlUc7cocoLMd4rkR3iIQ-n7w2mvebUUxKRowokPEkiAO6BBEhoPWnzvviNylAZQ1r5V-bosQAzvwm0ySR7zCEbB2iIaEUR7taJZj3Xrts51bh6hQ?key=_7yLyeabPmyENobB5nzystdN" alt="" data-size="line"></td><td><p>If another License is selected from the list in the License field (for the Robot added on the Robots screen), the activation of the Attended Robot from Sherpa Orchestrator will occur.</p><p>Attended Robots can be activated remotely (if the Robot has not been previously activated locally) and assigned a License from the Robots screen in Sherpa Orchestrator.</p><p>Sherpa Attended Robot Licenses are personal. One License is activated on one User account, licensed to a specific User account.</p><p>Attended Robots can be added to Sherpa Orchestrator, but this type of Robot cannot be launched from Sherpa Orchestrator by creating Jobs or Triggers. Thus, Attended Robot scripts are launched only locally.</p><p>It is advisable to register Attended Robots in Sherpa Orchestrator, for example, when you have an Unattended Robot processing some documents or applications and need to use an Attended Robot in verification station mode.</p></td></tr></tbody></table>

### Editing a Previously Created License

To view or edit information for a previously created License, you need to select the desired License from the list and click the button ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXc9wE1r_PJCUqOlfmZ5hRW-bMntnYKaOYuuTFpRjkRLARtl7dP1Rxhs2BD4sMbzk-vdVx83bqTLONCjcXgY7w0XL-_LLjIWtjD6mXIbum6ZjXrP3clIhR0vTJeeIM-wHGO7bJKSTw?key=_7yLyeabPmyENobB5nzystdN) (“Edit”) next to it. After that, a form with the settings of the selected License will open, where all necessary changes can be made:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcY_EYdcDKyUemrV2u2bb9pwCjuav8yQvZz_5rSvhWw3zSonqqwFtShzcCTWKCbhxmDyLQLzqPltz6g1QLdDkTf1qCvcDb6H4n27Zf9lBNtqgpljvooYcqfj3D3QPGqGPUiZAiCXA?key=_7yLyeabPmyENobB5nzystdN" alt=""><figcaption></figcaption></figure>

In addition to the fields filled out when creating a new License, the editing form has additional fields:

1. **GUID of the record** - a unique identifier assigned to the License after its creation. This field cannot be changed;
2. **Expires** - date and time of License expiration;
3. **Created** - date and time of License creation;
4. **Updated** - date and time of License update.

### Using Unattended Robots in Sherpa Orchestrator

Unattended Robots are Robots that run without human involvement and are managed only through the Orchestrator. They are launched through Triggers, Task Queues, or via API. Sherpa Unattended Robot Licenses are competitive. One License allows executing a script under the management of the Orchestrator on the account of any User (including a virtual account created specifically for the Robot). The total number of Licenses used at one time cannot exceed the number registered in the Orchestrator.

Options for using Unattended Robots:

* Using an Unattended Robot with manual session launch for the User. If the Orchestrator sees that the Robot is online (green indicator), the Orchestrator can assign it a Job. In this case, the Robot's account must be started manually.
* Using an Unattended Robot with automatic session launch for the User. In the classic scheme, when there is an RDP server, there is one or more accounts registered for the Robots on the server. The server itself runs continuously, but the accounts do not work by default. Accordingly, if the Orchestrator has assigned a Task to the bundled Robot, it must turn on that Robot, and for that, it must activate the corresponding account on the server. This is done by a component called [Coordinator](https://docs.sherparpa.ru/sherpa-orchestrator/rabota-v-sherpa-orchestrator/ekrany/roboty#sozdanie-koordinatora). This is a separate program that does not require a License, is installed under the Administrator account of the RDP server, and runs as a service. You can find the installation options for the Coordinator [here](https://docs.sherparpa.ru/sherpa-orchestrator/ustanovka-sherpa-orchestrator/ustanovka-sherpa-rpa-coordinator).

### Optimizing License Usage

If each License for Unattended Robots is rigidly tied to a specific machine (as is provided for Sherpa Attended Floating), you may encounter insufficient utilization of Licenses: if a License receives few Tasks but remains tied to a machine and a Robot, its use is inefficient. This can also lead to overload of other Robots. In cases where a large number of Tasks are directed to other machines, they may not cope with the workload, leading to a drop in performance.

If a User is provided with multiple Licenses under one key, they will be able to tie them to a larger number of Robots. In this case, the Orchestrator will automatically distribute Licenses among Robots based on actual load, which will increase efficiency. This significantly simplifies the task for the administrator, eliminating the need to manually change the binding of Robots to Licenses based on load.


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