Online single-node evaluation installation

Overview

Important:

You must meet the hardware and software prerequisites before proceeding with the installation. See Hardware and software requirements.

You can use a dedicated script to validate the installation prerequisites and infrastructure readiness. See Validating the prerequisites.

For a smooth installation experience, make sure to follow our best practices. See .

The installation process has the following general steps:

Step	Description
Step 1: Download the installation script and run the interactive installer	Step 1.1: Copy the interactive installer to the target machine. Step 1.2: Run the interactive installer to configure the installation options. Step 1: Downloading the installation script and running the interactive installer
Step 2: Configure the installation	Step 2.1: Run the interactive installer to configure the installation options. The tool gathers inputs for the most common options and generates a configuration file. Step 2.1: Default configuration Step 2.2: (Optional) Configure the advanced installation options. The interactive installer offers a default experience with a limited number of configuration options. To customize the installed products, set up separate SQL servers for specific products, and more, edit the configuration file. Step 2.2: (Optional) Advanced configuration After you finish editing the file, you need to re-run the installer to complete the installation.
Step 3: Complete the installation	Step 3: You have completed the installation successfully and can move to post-installation steps. You can now access the newly created cluster and suite, update certificates, resize the PVC, and more. Step 3: Completing the installation

Important:

RHEL kernel version kernel-4.18.0-477.10.1.el8_8 is affected by an issue that interrupts the installation or management of the Automation Suite cluster. Make sure that none of the Automation Suite nodes uses this kernel version either pre- or post-installation. You can update the kernel version by running the following command:

dnf install -y kernel kernel-tools kernel-tools-libs

Step 1: Downloading the installation script and running the interactive installer

You must perform this step on the machine with internet access where Automation Suite will be deployed. While these are finishing downloading, you can continue with the next steps.

Note:

The Automation Suite installer is a wrapper of multiple packages that also installs some dependencies using Red Hat Package Manager (RPM). It provides an interactive experience that helps you configure external resources such as SQL and other installation options.

Step 1.1: Copying the interactive installer to the target machine

1. Connect to the machine using SSH.

   • If you set a password, the command is as follows:

     ssh <user>@<dns_of_vm>
     

   • If you used an SSH key, the command is as follows:

     ssh -i <path/to/Key.pem> <user>@<dns_of_vm>
     

2. Become root:

   sudo su -
   

3. Move to home directory:

   cd ~
   

4. Download the installUiPathAS.sh installer. For instructions, see installUiPathAS.sh. Make sure to download the package suitable for your Automation Suite version.

5. Install unzip and jq:

   yum install unzip jq -y
   

Step 1.2: Running the interactive installer to configure the installation options

Run the script to start the interactive installer. This step generates a configuration file that you can use during the installation process.

chmod +x ~/installUiPathAS.sh
./installUiPathAS.sh

Step 2: Configuring the installation

Step 2.1: Default configuration

Run the interactive installer to configure the installation options. The tool gathers inputs for the most common installation options and generates a configuration file. HAA is not supported in single-node evaluation mode.

To install Automation Suite, take the following steps:

1. Start the interactive installer.

2. Accept the license agreement to continue the installation.

3. In Main Menu, select your deployment mode. Choose Single-node deployment (recommended for demo/evaluation purposes) and confirm your selection.

   

4. In Deployment configuration, select your environment type. Choose Online.

5. Choose your product selection. Your options are:

   • Complete (All products)
   • Select products

   For details on the product selection options, see Hardware and software requirements.

6. If you chose Select products in the previous step, indicate the products you want to install. Your options are:

   • Action Center
   • AI Center
   • Apps
   • Automation Hub
   • Automation Ops
   • Automation Suite Robots
   • Data Service
   • Document Understanding
   • Insights
   • Orchestrator
   • Process Mining
   • Task Mining
   • Test Manager

   Some Automation Suite products have additional dependencies on each other. When selecting the products you want to install, make sure you consider Cross-products dependencies. Trying to install a product without its dependencies would result in an error.

7. To install AI Center, you must follow additional steps:

   1. Specify whether AI Center requires an external Orchestrator.

      • If AI Center does not require an external Orchestrator, continue to Step 8.
      • If AI Center requires an external Orchestrator, continue to Step 7.b.

   2. Copy the Orchestrator certificate to the virtual machine. For more information on this, check the Copy the Orhcestrator certificate page.

   3. Specify the Orchestrator URL for AI Center. Example: https://orchestrator.example.com.

   4. Specify the Identity URL for AI Center. Example: https://orchestrator.example.com/identity.

   5. Specify the path to the Orchestrator certificate file. Example: /opt/UiPathAutomationSuite/UiPath_Installer/orch.cer.

   6. Specify the path to Identity certificate file. Example: /opt/UiPathAutomationSuite/UiPath_Installer/identity.cer.

   7. Specify the metering API key.

      Note:

      metering_api_key is the Document Understanding API key from the AI Center cloud account.

8. Confirm your product selection to determine the minimum hardware and software requirements.

   Note:

   Some Automation Suite products require a dedicated agent node. Before continuing, make sure you meet the hardware requirements.

   For details on how to add dedicated agent nodes, see the following:

   • Adding a dedicated agent node for Task Mining
   • Adding a dedicated agent node with GPU support
   • Adding a dedicated agent node for Automation Suite Robots

9. Enter the Automation Suite FQDN.

10. Specify whether you would like to bring your own object store for the selected products. If you select No, you opt for the default object store. If you select Yes, choose one of the following options:

    • Azure Storage Account – Indicate if you want to use managed identity-based with your Azure storage account, provide the following details corresponding to your choice, then specify if you want the containers to be automatically provisioned for all the selected products:
      • If Yes, provide the Azure storage account name and endpoint suffix, and your client ID;
      • If No, provide the Azure storage account name and endpoint suffix, and your Azure account key;
    • AWS S3 – Provide the prefix and suffix for the bucket names, the AWS region where buckets are hosted, the access key and the secret key for the S3 account, and specify if you want the buckets to be automatically provisioned for all the selected products.
    • Other S3 Compatible storage – Specify the prefix and suffix for the bucket names, the S3 server FQDN, the S3 port, the access key and the secret key for the S3 account, and specify if you want the buckets to be automatically provisioned for all the selected products.
    Note:

    Many S3 objectstores require the CORS set to all the traffic from the Automation Suite cluster. You must configure the CORS policy at the objectstore level to allow the FQDN of the cluster.

11. Specify whether you want to use Kerberos Authentication for SQL connections.

12. Enter the SQL Server FQDN. Follow the prompt to enter the connection port, username, and password.

    Note:

    If you install Process Mining, a second SQL Server is recommended. Make sure to provide the warehouse SQL Server URL, connection prompt, username, and password.

    For details on the hardware requirements the second SQL Server must meet, see SQL requirements for Process Mining. For more information on how to configure SQL Server for Process Mining, see Process Mining-specific configuration.

13. Specify whether you want the installer to automatically create the necessary databases.

14. Provide CA certificates for any external server software that requires a secure TLS communication, otherwise the installation will fail. If you did not enable the TLS communication, you can configure the certificates post-installation.

    Note:

    The installer accepts only Base64-encoded DER certificates in PEM format. If the external servers have different CAs, you can concatenate all the public certificates in a single file.

15. After defining the configuration parameters, the installer autogenerates the configuration. You can edit the configuration parameters directly in the terminal.

    Note:

    You can now directly edit thecluster_config.json for advanced configuration settings in the UiPathAutomationSuite folder. After you edit the configuration file, you need to re-run the interactive installer to complete the installation or complete it manually.

16. At this point, you can proceed with the installation. When the process completes, you have Automation Suite installed on a given machine.

    Note:

    At the end of the installation process, you are prompted with a deployment summary that gives you access to the Cluster Administration portal, host portal, organization administration interface, Rancher, ArgoCD, and more.

Step 2.2: (Optional) Advanced configuration

This step is optional.

You can find the cluster_config.json file in the UiPathAutomationSuite folder. You can use this file to enable additional products, disable any of the default products, configure your SQL DBs and their respective connection strings, and certificates. You can also enable proxy settings if you use a proxy for internet connection.

For single-node evaluation installation, note that you cannot enable High Availability.

For advanced configuration, see Advanced installation experience.

Note:

You must to re-run the interactive installer to complete the installation.

Step 3: Completing the installation

Note:

You have completed the installation successfully, and you can now move to post-installation steps.

Updating certificates

The installation process generates self-signed certificates on your behalf. These certificates are compliant with FIPS 140-2. The Azure deployment template also gives you the option to provide a CA-issued server certificate at installation time instead of using an auto-generated self-signed certificate.

Self-signed certificates will expire in 90 days, and you must replace them with certificates signed by a trusted CA as soon as installation completes. If you do not update the certificates, the installation will stop working after 90 days.

If you installed Automation Suite on a FIPS 140-2-enabled host and want to update the certificates, make sure they are compatible with FIPS 140-2.

For instructions, see Managing certificates.

Accessing Automation Suite

To access the newly created cluster and suite, see Accessing Automation Suite.