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Maestro Automate user guide

Convert to Maestro Orchestrate

When a Maestro Automate workflow should convert to Maestro Orchestrate, what changes when it does, and how to convert it without rebuilding it.

Most workflows stay in Maestro Automate. When a workflow's design calls for more, such as runs that wait for days, you can convert it to Maestro Orchestrate, the UiPath product for long-running business processes. Converting is optional and isn't a rebuild: the workflow file stays the same, and you can convert it back.

When to convert​

Convert a workflow when one of these applies. If you're planning a new process, the same list tells you where to start: in Maestro Orchestrate when one of these applies, and in Maestro Automate otherwise.

  • The process waits on a human or an external event for more than a day.
  • Someone must act on a run while it's in progress: pause it, resume it, migrate it to a new version, or move it to a different step.
  • You need a run in Maestro more than 30 days after it ends, for example to look back at it for an audit or a compliance review.
  • More than 50 runs happen at the same time, routinely.
  • The process needs the Business Process Model and Notation (BPMN) or Case canvas.

Examples are order-to-cash, claims processing, employee and customer onboarding, procure-to-pay, product recall, and Know Your Customer (KYC) and compliance case handling.

What changes​

Maestro AutomateMaestro Orchestrate
How long a run can last24 hoursNo limit, so a workflow can wait days and continue where it stopped
Runs at the same time50No limit
How long a run is kept in Maestro30 days after the run ends30 days by default. An administrator can set 1 to 180 days.
CanvasesThe Flow canvasThe Case, Flow, and BPMN canvases

Maestro Orchestrate also adds these controls and views for runs:

  • Pause and resume a run.
  • Migrate a run to a new version.
  • Go to a specific step in a run that's in progress.
  • The Monitoring tab in Maestro, with monitoring and incident dashboards and alerts. It leaves out the runs of Maestro Automate versions, even when the same process also has Maestro Orchestrate versions.
  • Process optimization dashboards.
  • Run data through the Maestro API.

The work a run calls, the traces of that work, and audit events are kept the same way in both products. How long run data is kept describes their retention settings.

Runs of a converted workflow are priced as Maestro Orchestrate runs. Pricing describes Maestro Automate pricing.

Convert a workflow​

  1. Open the workflow on the canvas.
  2. In the bottom toolbar, select the product menu. It shows Maestro Automate, and in Studio Web it's labeled Build as.
  3. Select Maestro Orchestrate, "Orchestrate a business process across agents, humans, and systems".

The workflow keeps its nodes and settings. To convert it back, select Maestro Automate in the same menu. Deploy the workflow again for the change to apply to its runs.

Note:

Until Maestro Automate runs have a section of their own, they appear as Maestro Flow processes in Maestro's instance management, together with Maestro Orchestrate runs.

Next steps​

  • When to convert​
  • What changes​
  • Convert a workflow​
  • Next steps​

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