About Automation Suite

Automation Suite is the self-hosted UiPath business platform that allows you to manage multiple UiPath products as one integrated solution. It provides a comprehensive set of tools and services for end-to-end automation, including process mining, document understanding, task mining, test management, and more. Automation Suite offers flexibility in deployment options, allowing you to install it on-premises or in the cloud. With Automation Suite, you can enable or disable specific products based on your needs.

Automation Suite includes the following:

• All server products, except for any new products shipping in Automation Cloud first.

• All shared suite capabilities that enable you to easily configure the integration with existing enterprise systems, such as AD, AAD, or SAML, across all products. We offer a common experience across the suite for the user, tenant, external applications, and license management.

• Common end-user portal.

This guide offers extensive instructions to cater to varying needs. For end users, it provides general documentation on how to use and navigate the Automation Suite portal. For administrators, the guide provides documentation on how to set up the organization security, authentication, licensing, and other configurations.

Product and service offering

The UiPath platform consists of various products designed to automate processes, enhance collaboration, and drive operational efficiency:

• Action Center

  UiPath Action Center is a tool designed to help you manage and resolve exceptions, errors, or decisions that require human intervention in your automation workflows. It provides a central interface for handling these exceptions, allowing human workers to review, make decisions, and take actions as needed to ensure the successful completion of automated processes.

  Visit the Action Center documentation.

• Automation Ops

  UiPath Automation Ops is a tool that enables you to manage and implement governance policies based on user profiles, and to manage the feeds available in your organization.

  Visit the Automation Ops documentation.

• Data Service

  UiPath Data Service is a persistent data storage service that brings no-code data modeling and storage capabilities to your automation projects.

  Visit the Data Service documentation.

• Document Understanding

  UiPath Document Understanding uses pre-defined solutions to extract and categorize data from common document types. Utilizing pre-trained models, it can pull information from standard documents with ease.

  Visit the Document Understanding documentation.

• Insights

  UiPath Insights is a tool that serves as a platform for data modeling and analytics using a combination of available business metrics and operational insights into your automations and robot performance.

  Visit the Insights documentation.

• Orchestrator

  UiPath Orchestrator is a tool for streamlining the deployment, monitoring, and governance of your automation processes and robots, giving you flexibility to schedule and trigger these processes as per your requirements. It also supports the management of transactional data, often used in automating business processes.

  Visit the Orchestrator documentation.

About Identity Server

UiPath® Identity Server is a service that offers centralized authentication and access control across UiPath products. Its purpose is to provide a coherent experience and parity of functionality for authentication and some aspects of authorization across all UiPath products and services. For Identity Server, these products and services are considered clients.

With the integration of Identity Server, its clients have a shared onboarding and user management experience. Behind the scenes, authentication is performed via Identity Server, which offers SSO experience and generates tokens to communicate with other products via APIs. Once a user signs in, Identity Server seamlessly performs the calls when accessing other products or services. The sign-out experience is similar - once a user signs out of one client, Identity Server performs the sign-out calls to all the other clients.

Identity Server also acts as a federation gateway, supporting external identity providers, thus shielding its client applications from details of how to connect to these external providers.

Identity Server offers Authentication as a Service, containing the centralized login logic and workflow for all its integrated applications, making it easier for services to integrate with each other over one standard protocol family: OAuth. It is built in .NET Core 3.1 on top of the IdentityServer4 open-source library, and supports the OpenID Connect and OAuth 2.0 frameworks.