- Overview
- Requirements
- Pre-installation
- Installation
- Post-installation
- Migration and upgrade
- Monitoring and alerting
- Cluster administration
- Product-specific configuration
- Troubleshooting
Automation Suite on EKS/AKS Installation Guide
SQL database
You must bring an external SQL server to install Automation Suite and UiPath® products. Microsoft SQL Server 2016, 2017, 2019, and 2022 Standard and Enterprise editions are supported.
Additional Microsoft SQL platforms, such as Azure SQL Database, Azure SQL Managed Instance, or Amazon Relational Database Service, are also supported as long as the Microsoft SQL Server database engine meets the requirements. For details, see Compatibility matrix.
Make sure that the SQL server can be accessed from the cluster nodes.
Individual product support varies.
For each product you plan to deploy, you must:
- check the supported version of SQL Server as required by the product;
- meet the SQL Server configuration requirements, including SQL Server User permissions, as the product requires.
The general minimum hardware requirements for Microsoft SQL Server are as follows:
- 8 (v-)CPU
- 32 GiB RAM
- 256 GiB SSD
The minimum requirements are general guidance and do not guarantee reliable operation in a production deployment. Capacity planning is required to determine the hardware requirements for reliable operation. For details, see Capacity planning.
Each UiPath® product requires its own SQL database.
The interactive installer automatically creates databases using the following workflow:
-
The interactive installer script checks the value of the
sql.create_db
parameter in theinput.json
file.-
If the
sql.create_db
parameter is set totrue
, the installer automatically generates all the databases on your behalf. In this case, the installer uses the default database names and default templates, and ignores any custom database names you provided.For details, see Automatically create the necessary databases.
-
If
sql.create_db
is set tofalse
, you must bring your own databases. In this case, you must manually set up your databases. Note that you can use custom database names, provided that you follow the provided naming conventions. This step is critical because we use the database name in conjunction with the connection template to form the database connection string. If you do not follow the recommended naming convention, you must provide the SQL connection strings yourself.For details, see Bring your own databases.
-
-
The interactive installer generates the connection strings as follows:
-
If you did not define a connection string for your service, the installer uses the connection template to generate all database connection strings.
-
If you defined a connection string for your service, the installer uses the provided connection string for your database.
-
If you want the installer to create the databases, fill in the following fields of the input.json
file:
Parameter |
Description |
---|---|
|
Set to
true to allow the installer to create the databases. Note that the installer uses the default database names and default templates,
and ignores any custom database names you provided.
|
|
FQDN of the SQL server, where you want the installer to configure database. |
|
Port number on which a database instance should be hosted in the SQL server. |
|
Username / user ID to connect to the SQL server. |
|
Password of the username provided earlier to connect to the SQL server. |
dbcreator
role. This grants them permission to create the database in SQL Server. Otherwise the installation fails.
ODBC connection does not support usernames that contain special characters. For database usernames for AI Center, Document Understanding, and Apps, use only uppercase and lowercase letters.
If you choose to bring your own databases for a new Automation Suite installation, we strongly recommend setting up new databases rather than using existing ones. This precaution is necessary to prevent any conflicts with the operation of Automation Suite that might occur due to leftover metadata from old databases.
If you bring your own database, you must provide the SQL connection strings for every database. Automation Suite supports the following SQL connection string formats:
Parameter |
Description |
Products |
---|---|---|
|
Full ADO.NET connection string where Catalog name is set to DB_NAME_PLACEHOLDER. The installer will replace this placeholder with the default database names for the installed suite services. |
Platform Orchestrator Automation Suite Robots Test Manager Automation Hub Automation Ops Insights Integration Service Studio Web Task Mining Data Service Process Mining Document Understanding |
|
Full JDBC connection string where database name is set to DB_NAME_PLACEHOLDER. The installer will replace this placeholder with the default database names for the installed suite services. |
AI Center Integration Service |
|
Full ODBC connection string where database name is set to DB_NAME_PLACEHOLDER. The installer will replace this placeholder with the default database names for the installed suite services. |
Document Understanding Apps Integration Service |
|
Full SQL alchemy PYODBC connection string where database name is set to DB_NAME_PLACEHOLDER. The installer will replace this placeholder with the default database names for the installed suite services. |
Document Understanding Process Mining |
db_securityadmin
and db_owner
roles for all Automation Suite databases. If security restrictions do not allow the use of db_owner
, then the SQL account should have the following roles and permissions on all databases:
db_securityadmin
db_ddladmin
db_datawriter
db_datareader
EXECUTE
permission on dbo schema
db_securityadmin
and db_ddladmin
roles during installation or if the databases are reprovisioned, so you may revoke these permission afterwards.
db_owner
role to be assigned for a successful
installation.
If you manually set the connection strings in the configuration file, you can escape SQL, JDBC, ODBC, or PYODBC passwords as follows:
- for SQL: add
'
at the beginning and end of the password, and double any other'
. - for JDBC/ODBC: add
{
at the beginning of the password and}
at the end, and double any other}
. - for PYODBC:
username
andpassword
should be url encoded to account for special characters. Document Understanding database passwords cannot start with{
.
AutomationSuite_ProcessMining_Airflow
database for Process Mining product must have READ_COMMITTED_SNAPSHOT
enabled.
TrustServerCertificate
is set to False
, and you must provide an additional CA certificate for the SQL Server. This is required if the SQL Server certificate is
self-signed or signed by an internal CA. If you do not provide the SQL Server certificate in this scenario, the prerequisite
check will fail.
sql_connection_string_template example
Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net:1433;Initial Catalog=DB_NAME_PLACEHOLDER;Persist Security Info=False;User Id=testadmin@sfdev1804627-c83f074b-sql.database.windows.net;Password=***;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;
Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net:1433;Initial Catalog=DB_NAME_PLACEHOLDER;Persist Security Info=False;User Id=testadmin@sfdev1804627-c83f074b-sql.database.windows.net;Password=***;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;
sql_connection_string_template_jdbc example
jdbc:sqlserver://sfdev1804627-c83f074b-sql.database.windows.net:1433;database=DB_NAME_PLACEHOLDER;user=testadmin;password=***;encrypt=true;trustServerCertificate=false;Connection Timeout=30;hostNameInCertificate=sfdev1804627-c83f074b-sql.database.windows.net"
jdbc:sqlserver://sfdev1804627-c83f074b-sql.database.windows.net:1433;database=DB_NAME_PLACEHOLDER;user=testadmin;password=***;encrypt=true;trustServerCertificate=false;Connection Timeout=30;hostNameInCertificate=sfdev1804627-c83f074b-sql.database.windows.net"
sql_connection_string_template_odbc example
SERVER=sfdev1804627-c83f074b-sql.database.windows.net,1433;DATABASE=DB_NAME_PLACEHOLDER;DRIVER={ODBC Driver 17 for SQL Server};UID=testadmin;PWD=***;MultipleActiveResultSets=False;Encrypt=YES;TrustServerCertificate=NO;Connection Timeout=30;"
SERVER=sfdev1804627-c83f074b-sql.database.windows.net,1433;DATABASE=DB_NAME_PLACEHOLDER;DRIVER={ODBC Driver 17 for SQL Server};UID=testadmin;PWD=***;MultipleActiveResultSets=False;Encrypt=YES;TrustServerCertificate=NO;Connection Timeout=30;"
sql_connection_string_template_sqlalchemy_pyodbc example
mssql+pyodbc://testuser%40sfdev3082457-sql.database.windows.net:_-%29X07_%5E3-%28%3B%25e-T@sfdev3082457-sql.database.windows.net:1433/DB_NAME_PLACEHOLDER?driver=ODBC+Driver+17+for+SQL+Server"
mssql+pyodbc://testuser%40sfdev3082457-sql.database.windows.net:_-%29X07_%5E3-%28%3B%25e-T@sfdev3082457-sql.database.windows.net:1433/DB_NAME_PLACEHOLDER?driver=ODBC+Driver+17+for+SQL+Server"
sql_connection_string_template and sql_connection_string_template_sqlalchemy_pyodbc example (Process Mining)
"sql_connection_string_template": "Server=tcp:sfdev4515230-sql.database.windows.net,1433;Initial Catalog=DB_NAME_PLACEHOLDER;Persist Security Info=False;User Id=testadmin@sfdev4515230-sql.database.windows.net;Password='07<l[xj-=~:z`Ds&nl';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;"
"sql_connection_string_template_sqlalchemy_pyodbc": "mssql+pyodbc://testadmin%40sfdev4515230-sql.database.windows.net:07%3Cl%5Bxj-%3D~%3Az%60Ds%26nl@sfdev4515230-sql.database.windows.net:1433/DB_NAME_PLACEHOLDER?driver=ODBC+Driver+17+for+SQL+Server"
"sql_connection_string_template": "Server=tcp:sfdev4515230-sql.database.windows.net,1433;Initial Catalog=DB_NAME_PLACEHOLDER;Persist Security Info=False;User Id=testadmin@sfdev4515230-sql.database.windows.net;Password='07<l[xj-=~:z`Ds&nl';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;"
"sql_connection_string_template_sqlalchemy_pyodbc": "mssql+pyodbc://testadmin%40sfdev4515230-sql.database.windows.net:07%3Cl%5Bxj-%3D~%3Az%60Ds%26nl@sfdev4515230-sql.database.windows.net:1433/DB_NAME_PLACEHOLDER?driver=ODBC+Driver+17+for+SQL+Server"
Default and optional DB names for Automation Suite services
{
"orchestrator": "AutomationSuite_Orchestrator",
"orchestrator_ta": "AutomationSuite_Orchestrator",
"asrobots": "AutomationSuite_Orchestrator",
"orchestrator_upd": "AutomationSuite_Platform",
"platform": "AutomationSuite_Platform",
"test_manager": "AutomationSuite_Test_Manager",
"automation_ops": "AutomationSuite_Platform",
"automation_hub": "AutomationSuite_Automation_Hub",
"insights": "AutomationSuite_Insights",
"integrationservices": "AutomationSuite_Integration_Services",
"studioweb": "AutomationSuite_StudioWeb"
"task_mining": "AutomationSuite_Task_Mining",
"dataservice": "AutomationSuite_DataService",
"aicenter": "AutomationSuite_AICenter",
"documentunderstanding": "AutomationSuite_DU_Datamanager",
"processmining_airflow": "AutomationSuite_Airflow",
"processmining_metadata": "AutomationSuite_ProcessMining_Metadata",
"processmining_warehouse": "AutomationSuite_ProcessMining_Warehouse",
"apps": "AutomationSuite_Apps",
}
{
"orchestrator": "AutomationSuite_Orchestrator",
"orchestrator_ta": "AutomationSuite_Orchestrator",
"asrobots": "AutomationSuite_Orchestrator",
"orchestrator_upd": "AutomationSuite_Platform",
"platform": "AutomationSuite_Platform",
"test_manager": "AutomationSuite_Test_Manager",
"automation_ops": "AutomationSuite_Platform",
"automation_hub": "AutomationSuite_Automation_Hub",
"insights": "AutomationSuite_Insights",
"integrationservices": "AutomationSuite_Integration_Services",
"studioweb": "AutomationSuite_StudioWeb"
"task_mining": "AutomationSuite_Task_Mining",
"dataservice": "AutomationSuite_DataService",
"aicenter": "AutomationSuite_AICenter",
"documentunderstanding": "AutomationSuite_DU_Datamanager",
"processmining_airflow": "AutomationSuite_Airflow",
"processmining_metadata": "AutomationSuite_ProcessMining_Metadata",
"processmining_warehouse": "AutomationSuite_ProcessMining_Warehouse",
"apps": "AutomationSuite_Apps",
}
sql_connection_str
for that specific service.
You still have to manually create these databases before running the installer.
Overriding the default connection string for Orchestrator and the platform
{
"orchestrator": {
"sql_connection_str": "Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net,1433;Initial Catalog=CustomOrchDB;Persist Security Info=False;User Id=testadmin@sfdev1804627-c83f074b-sql.database.windows.net;Password=***;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;"
},
"platform": {
"sql_connection_str": "Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net,1433;Initial Catalog=CustomIDDB;Persist Security Info=False;User Id=testadmin@sfdev1804627-c83f074b-sql.database.windows.net;Password=***;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;"
}
}
{
"orchestrator": {
"sql_connection_str": "Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net,1433;Initial Catalog=CustomOrchDB;Persist Security Info=False;User Id=testadmin@sfdev1804627-c83f074b-sql.database.windows.net;Password=***;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;"
},
"platform": {
"sql_connection_str": "Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net,1433;Initial Catalog=CustomIDDB;Persist Security Info=False;User Id=testadmin@sfdev1804627-c83f074b-sql.database.windows.net;Password=***;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;"
}
}
sql_connection_str
in the corresponding product blocks. The connection string should have a format supported by the respective product.
Example for setting database connection string for AI Center
Parameter |
Description |
---|---|
|
AI Center JDBC connection string (Refer below for the JDBC format) |
"aicenter": {
"enabled": true,
"sql_connection_str": "jdbc:sqlserver://sfdev1804627-c83f074b-sql.database.windows.net;database=aicenter;user=testadmin@sfdev1804627-c83f074b-sql.database.windows.net;password=TFgID_9GsE7_P@srCQp0WemXX_euHQZJ"
}
"aicenter": {
"enabled": true,
"sql_connection_str": "jdbc:sqlserver://sfdev1804627-c83f074b-sql.database.windows.net;database=aicenter;user=testadmin@sfdev1804627-c83f074b-sql.database.windows.net;password=TFgID_9GsE7_P@srCQp0WemXX_euHQZJ"
}
Sample Document Understanding connection string
"documentunderstanding": {
"enabled": true,
"sql_connection_str": "Server=SERVER_PLACEHOLDER;Initial Catalog=DB_NAME_PLACEHOLDER;Persist Security Info=False;User Id=USER_PLACEHOLDER;Password='PASSWORD_PLACEHOLDER';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;",
"datamanager": {
"sql_connection_str": "SERVER=SERVER_PLACEHOLDER;DATABASE=DB_NAME_PLACEHOLDER;DRIVER={ODBC Driver 17 for SQL Server};UID=USER_PLACEHOLDER;PWD={PASSWORD_PLACEHOLDER};;Encrypt=yes;TrustServerCertificate=no;Connection Timeout=30;hostNameInCertificate=customer-sql.database.windows.net",
"pyodbc_sql_connection_str": "mssql+pyodbc://testadmin%40sql.database.windows.net:Z%3Aw%21%zE%3Cb4@sql.database.windows.net:1433/DB_NAME_PLACEHOLDER?driver=ODBC+Driver+17+for+SQL+Server"
}
}
"documentunderstanding": {
"enabled": true,
"sql_connection_str": "Server=SERVER_PLACEHOLDER;Initial Catalog=DB_NAME_PLACEHOLDER;Persist Security Info=False;User Id=USER_PLACEHOLDER;Password='PASSWORD_PLACEHOLDER';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;",
"datamanager": {
"sql_connection_str": "SERVER=SERVER_PLACEHOLDER;DATABASE=DB_NAME_PLACEHOLDER;DRIVER={ODBC Driver 17 for SQL Server};UID=USER_PLACEHOLDER;PWD={PASSWORD_PLACEHOLDER};;Encrypt=yes;TrustServerCertificate=no;Connection Timeout=30;hostNameInCertificate=customer-sql.database.windows.net",
"pyodbc_sql_connection_str": "mssql+pyodbc://testadmin%40sql.database.windows.net:Z%3Aw%21%zE%3Cb4@sql.database.windows.net:1433/DB_NAME_PLACEHOLDER?driver=ODBC+Driver+17+for+SQL+Server"
}
}
Sample Process Mining connection string
"processmining": {
"enabled": true,
"app_security_mode": "system_managed",
"warehouse": {
"sql_connection_str": "Server=tcp:sfdev4515230-sql.database.windows.net,1433;Initial Catalog=AutomationSuite_ProcessMining_Warehouse;User Id=testadmin@sfdev4515230-sql.database.windows.net;Password='password';Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://testadmin%40sfdev4515230-sql.database.windows.net:07%3Cl%5Bxj-%3D~%3Az%60Ds%26nl@sfdev4515230-sql.database.windows.net:1433/AutomationSuite_ProcessMining_Warehouse?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES&Trusted_Connection=yes",
"master_sql_connection_str": "Server=tcp:sfdev4515230-sql.database.windows.net,1433;Initial Catalog=master;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;"
},
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://testadmin%40sfdev4515230-sql.database.windows.net:07%3Cl%5Bxj-%3D~%3Az%60Ds%26nl@sfdev4515230-sql.database.windows.net:1433/AutomationSuite_Airflow?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES"
"sql_connection_str": "Server=tcp:sfdev4515230-sql.database.windows.net,1433;Initial Catalog=AutomationSuite_ProcessMining_Metadata;User Id=testadmin@sfdev4515230-sql.database.windows.net;Password='password';Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
},
"processmining": {
"enabled": true,
"app_security_mode": "system_managed",
"warehouse": {
"sql_connection_str": "Server=tcp:sfdev4515230-sql.database.windows.net,1433;Initial Catalog=AutomationSuite_ProcessMining_Warehouse;User Id=testadmin@sfdev4515230-sql.database.windows.net;Password='password';Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://testadmin%40sfdev4515230-sql.database.windows.net:07%3Cl%5Bxj-%3D~%3Az%60Ds%26nl@sfdev4515230-sql.database.windows.net:1433/AutomationSuite_ProcessMining_Warehouse?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES&Trusted_Connection=yes",
"master_sql_connection_str": "Server=tcp:sfdev4515230-sql.database.windows.net,1433;Initial Catalog=master;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;"
},
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://testadmin%40sfdev4515230-sql.database.windows.net:07%3Cl%5Bxj-%3D~%3Az%60Ds%26nl@sfdev4515230-sql.database.windows.net:1433/AutomationSuite_Airflow?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES"
"sql_connection_str": "Server=tcp:sfdev4515230-sql.database.windows.net,1433;Initial Catalog=AutomationSuite_ProcessMining_Metadata;User Id=testadmin@sfdev4515230-sql.database.windows.net;Password='password';Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
},
sql_connection_string_template_sqlalchemy_pyodbc
and the PYODBC connection string sqlalchemy_pyodbc_sql_connection_str
used when you bring your own database are different. Also connection string names are different for the template SQL sql_connection_string_template
and sql_connection_str
used when you bring your own database.
sql_connection_str
and sqlalchemy_pyodbc_sql_connection_str
connection strings in the processmining
section of the input.json
file, the template connection strings sql_connection_string_template
and sql_connection_string_template_sqlalchemy_pyodbc
are ignored if specified.
MultiSubnetFailover=True
is not supported. Make sure to remove MultiSubnetFailover=True
from any of the Process Mining connection strings.
app_security_mode
setting either a new SQL user is created for every Process Mining app by the system (app_security_mode="system_managed"
), or a single SQL user account is created that is used for all process apps (app_security_mode="single_account"
). Note that app_security_mode="system_managed"
is the default setting, and that this requires advanced permissions for the database user.
Sample Process Mining connection string
-
Scenario: setup with Kerberos authentication.
"processmining": {
"enabled": true,
"warehouse": {
"sql_connection_str": "Server=tcp:assql2019.autosuitead.local,1433;Initial Catalog=AutomationSuite_ProcessMining_Warehouse;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://:@assql2019.autosuitead.local:1433/AutomationSuite_ProcessMining_Warehouse?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES&Trusted_Connection=yes",
"master_sql_connection_str": "Server=tcp:assql2019.autosuitead.local,1433;Initial Catalog=master;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;"
},
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://:@assql2019.autosuitead.local:1433/AutomationSuite_Airflow?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES&Trusted_Connection=yes"
},
"processmining": {
"enabled": true,
"warehouse": {
"sql_connection_str": "Server=tcp:assql2019.autosuitead.local,1433;Initial Catalog=AutomationSuite_ProcessMining_Warehouse;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://:@assql2019.autosuitead.local:1433/AutomationSuite_ProcessMining_Warehouse?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES&Trusted_Connection=yes",
"master_sql_connection_str": "Server=tcp:assql2019.autosuitead.local,1433;Initial Catalog=master;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;"
},
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://:@assql2019.autosuitead.local:1433/AutomationSuite_Airflow?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES&Trusted_Connection=yes"
},
Sample Process Mining connection string
-
Scenario: Metadata database and data warehouse use separate SQL server (Non-Kerberos authentication).
"processmining": {
"enabled": true,
"warehouse": {
"sql_connection_str": "Server=tcp:uipath-integration1.database.windows.net,1433;Initial Catalog=AutomationSuite_ProcessMining_Warehouse;Persist Security Info=False;User Id=userid;Password='password';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://userid:password@uipath-integration1.database.windows.net:1433/AutomationSuite_ProcessMining_Warehouse?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES",
"master_sql_connection_str": "Server=tcp:uipath-integration1.database.windows.net,1433;Initial Catalog=master;Persist Security Info=False;User Id=userid;Password='password';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;"
},
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://userid:password@uipath-integration2.database.windows.net:1433/AutomationSuite_Airflow?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES"
"sql_connection_str": "Server=tcp:uipath-integration2.database.windows.net,1433;Initial Catalog=AutomationSuite_Airflow;Persist Security Info=False;User Id=userid;Password='password';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
},
"processmining": {
"enabled": true,
"warehouse": {
"sql_connection_str": "Server=tcp:uipath-integration1.database.windows.net,1433;Initial Catalog=AutomationSuite_ProcessMining_Warehouse;Persist Security Info=False;User Id=userid;Password='password';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://userid:password@uipath-integration1.database.windows.net:1433/AutomationSuite_ProcessMining_Warehouse?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES",
"master_sql_connection_str": "Server=tcp:uipath-integration1.database.windows.net,1433;Initial Catalog=master;Persist Security Info=False;User Id=userid;Password='password';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;"
},
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://userid:password@uipath-integration2.database.windows.net:1433/AutomationSuite_Airflow?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES"
"sql_connection_str": "Server=tcp:uipath-integration2.database.windows.net,1433;Initial Catalog=AutomationSuite_Airflow;Persist Security Info=False;User Id=userid;Password='password';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
},
Sample Process Mining connection string
-
Scenario: using custom
app_security_mode
.
"processmining": {
"enabled": true,
"app_security_mode": "system_managed",
"warehouse": {
"sql_connection_str": "Server=tcp:assql2019.autosuitead.local,1433;Initial Catalog=AutomationSuite_ProcessMining_Warehouse;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://:@assql2019.autosuitead.local:1433/AutomationSuite_ProcessMining_Warehouse?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES&Trusted_Connection=yes",
"master_sql_connection_str": "Server=tcp:assql2019.autosuitead.local,1433;Initial Catalog=master;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;"
},
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://:@assql2019.autosuitead.local:1433/AutomationSuite_Airflow?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES&Trusted_Connection=YES"
},
"processmining": {
"enabled": true,
"app_security_mode": "system_managed",
"warehouse": {
"sql_connection_str": "Server=tcp:assql2019.autosuitead.local,1433;Initial Catalog=AutomationSuite_ProcessMining_Warehouse;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://:@assql2019.autosuitead.local:1433/AutomationSuite_ProcessMining_Warehouse?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES&Trusted_Connection=yes",
"master_sql_connection_str": "Server=tcp:assql2019.autosuitead.local,1433;Initial Catalog=master;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;"
},
"sqlalchemy_pyodbc_sql_connection_str": "mssql+pyodbc://:@assql2019.autosuitead.local:1433/AutomationSuite_Airflow?driver=ODBC+Driver+17+for+SQL+Server&TrustServerCertificate=YES&Encrypt=YES&Trusted_Connection=YES"
},
Sample Studio Web connection string
"studioweb": {
"enabled": true,
"sql_connection_str": "Server=tcp:ci-asaksdev7031068.database.windows.net,1433;Initial Catalog=AutomationSuite_StudioWeb;Persist Security Info=False;User Id=mssqladminun;Password='****';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;"
},
"studioweb": {
"enabled": true,
"sql_connection_str": "Server=tcp:ci-asaksdev7031068.database.windows.net,1433;Initial Catalog=AutomationSuite_StudioWeb;Persist Security Info=False;User Id=mssqladminun;Password='****';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;"
},
SQL_Latin1_General_CP1_CI_AS
at both the server and database level. We strongly recommend this particular setup for optimum performance and stability.
While you have the flexibility to use a collation of your choice, be aware that untested configurations can potentially lead to unexpected issues.
We do not recommend using Binary SQL or any collations that are case-sensitive, as they cause known issues while installing Automation Suite.
Document Understanding requires the SQL Server to have the Full-Text Search component of the SQL Server Database Engine, which is not always installed by default.
If you did not select Full-Text Search when you installed SQL Server, run SQL Server Setup again to add it before configuring Document Understanding.
For more info, check this guide on how to add/install features on SQL server. You can also check here all the components that can be added to the SQL Server, which includes also Full-Text Search.
You may choose to access Microsoft SQL server via Azure Active Directory from AKS cluster. The following example shows some connections strings using the AAD access method:
"sql_connection_string_template": "Server=tcp:sfdev3888449-sql.database.windows.net,1433;Authentication=Active Directory Service Principal;Initial Catalog=DB_NAME_PLACEHOLDER;Persist Security Info=False;User Id=5c6b8ff1-efb4-48ca-a530-f744f1d438df;Password='I5V8Q~srSTWf0onUYeHLK..qLO69pP7MZ3KIMaB2';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;",
"sql_connection_string_template_jdbc": "jdbc:sqlserver://sfdev3888449-sql.database.windows.net;authentication=ActiveDirectoryServicePrincipal;database=DB_NAME_PLACEHOLDER;user=5c6b8ff1-efb4-48ca-a530-f744f1d438df;password={I5V8Q~srSTWf0onUYeHLK..qLO69pP7MZ3KIMaB2};encrypt=true;trustServerCertificate=false;hostNameInCertificate=*.database.windows.net;loginTimeout=30;",
"sql_connection_string_template_odbc": "SERVER=sfdev3888449-sql.database.windows.net;Authentication=ActiveDirectoryServicePrincipal;DATABASE=DB_NAME_PLACEHOLDER;DRIVER={ODBC Driver 17 for SQL Server};UID=5c6b8ff1-efb4-48ca-a530-f744f1d438df;PWD={I5V8Q~srSTWf0onUYeHLK..qLO69pP7MZ3KIMaB2};Encrypt=yes;TrustServerCertificate=no;Connection Timeout=30;hostNameInCertificate=sfdev3888449-sql.database.windows.net",
"sql_connection_string_template_sqlalchemy_pyodbc": "mssql+pyodbc://5c6b8ff1-efb4-48ca-a530-f744f1d438df:I5V8Q~srSTWf0onUYeHLK..qLO69pP7MZ3KIMaB2@sfdev3888449-sql.database.windows.net:1433/DB_NAME_PLACEHOLDER?driver=ODBC+Driver+17+for+SQL+Server&authentication=ActiveDirectoryServicePrincipal",
"sql_connection_string_template": "Server=tcp:sfdev3888449-sql.database.windows.net,1433;Authentication=Active Directory Service Principal;Initial Catalog=DB_NAME_PLACEHOLDER;Persist Security Info=False;User Id=5c6b8ff1-efb4-48ca-a530-f744f1d438df;Password='I5V8Q~srSTWf0onUYeHLK..qLO69pP7MZ3KIMaB2';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;",
"sql_connection_string_template_jdbc": "jdbc:sqlserver://sfdev3888449-sql.database.windows.net;authentication=ActiveDirectoryServicePrincipal;database=DB_NAME_PLACEHOLDER;user=5c6b8ff1-efb4-48ca-a530-f744f1d438df;password={I5V8Q~srSTWf0onUYeHLK..qLO69pP7MZ3KIMaB2};encrypt=true;trustServerCertificate=false;hostNameInCertificate=*.database.windows.net;loginTimeout=30;",
"sql_connection_string_template_odbc": "SERVER=sfdev3888449-sql.database.windows.net;Authentication=ActiveDirectoryServicePrincipal;DATABASE=DB_NAME_PLACEHOLDER;DRIVER={ODBC Driver 17 for SQL Server};UID=5c6b8ff1-efb4-48ca-a530-f744f1d438df;PWD={I5V8Q~srSTWf0onUYeHLK..qLO69pP7MZ3KIMaB2};Encrypt=yes;TrustServerCertificate=no;Connection Timeout=30;hostNameInCertificate=sfdev3888449-sql.database.windows.net",
"sql_connection_string_template_sqlalchemy_pyodbc": "mssql+pyodbc://5c6b8ff1-efb4-48ca-a530-f744f1d438df:I5V8Q~srSTWf0onUYeHLK..qLO69pP7MZ3KIMaB2@sfdev3888449-sql.database.windows.net:1433/DB_NAME_PLACEHOLDER?driver=ODBC+Driver+17+for+SQL+Server&authentication=ActiveDirectoryServicePrincipal",
For general information on workload identity, see Workload identity configuration.
az sql server ad-admin create --display-name test --object-id $userAssignedManagedIdentityObjectId -g $(TARGET_RG) -s $(TARGET_RG)
az sql server ad-admin create --display-name test --object-id $userAssignedManagedIdentityObjectId -g $(TARGET_RG) -s $(TARGET_RG)
"sql_connection_string_template":"Server=tcp:sql_dns_name,1433;Initial Catalog=DB_NAME_PLACEHOLDER;Persist Security Info=False;Authentication=Active Directory Managed Identity;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;"
"sql_connection_string_template_jdbc":"jdbc:sqlserver://sql_dns_name;database=DB_NAME_PLACEHOLDER;authentication=ActiveDirectoryMSI;encrypt=true;trustServerCertificate=false;hostNameInCertificate=*.database.windows.net;loginTimeout=30;"
"sql_connection_string_template_sqlalchemy_pyodbc"://@sql_dns_name:1433/DB_NAME_PLACEHOLDER?driver=ODBC+Driver+17+for+SQL+Server"
"sql_connection_string_template_odbc": "SERVER=sql_dns_name;DATABASE=DB_NAME_PLACEHOLDER;DRIVER={ODBC Driver 17 for SQL Server};FEDAUTH=ActiveDirectoryDefault;Encrypt=yes;TrustServerCertificate=no;Connection Timeout=30;hostNameInCertificate=*.database.windows.net"
"sql_connection_string_template":"Server=tcp:sql_dns_name,1433;Initial Catalog=DB_NAME_PLACEHOLDER;Persist Security Info=False;Authentication=Active Directory Managed Identity;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;"
"sql_connection_string_template_jdbc":"jdbc:sqlserver://sql_dns_name;database=DB_NAME_PLACEHOLDER;authentication=ActiveDirectoryMSI;encrypt=true;trustServerCertificate=false;hostNameInCertificate=*.database.windows.net;loginTimeout=30;"
"sql_connection_string_template_sqlalchemy_pyodbc"://@sql_dns_name:1433/DB_NAME_PLACEHOLDER?driver=ODBC+Driver+17+for+SQL+Server"
"sql_connection_string_template_odbc": "SERVER=sql_dns_name;DATABASE=DB_NAME_PLACEHOLDER;DRIVER={ODBC Driver 17 for SQL Server};FEDAUTH=ActiveDirectoryDefault;Encrypt=yes;TrustServerCertificate=no;Connection Timeout=30;hostNameInCertificate=*.database.windows.net"
input.json
file. The sample below shows an example of such
a Task Mining section: "task_mining": {
"sql_connection_str": "Server=tcp:sql_dns_name,1433;Initial Catalog=AutomationSuite_Task_Mining;Persist Security Info=False;User Id=userid;Password='psw';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
"external_object_storage": {
"account_key": "accountkey",
},
},
"task_mining": {
"sql_connection_str": "Server=tcp:sql_dns_name,1433;Initial Catalog=AutomationSuite_Task_Mining;Persist Security Info=False;User Id=userid;Password='psw';MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
"external_object_storage": {
"account_key": "accountkey",
},
},
input.json
file to ensure workload identity
support. The sample below shows an example of such SQL connection string overrides:
"apps": {
"sql_connection_str": "Server=tcp:sql_dns_name,1433;Initial Catalog=AutomationSuite_Apps;Authentication=Active Directory Integrated;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
},
"automation_hub": {
"sql_connection_str": "Server=tcp:sql_dns_name,1433;Initial Catalog=AutomationSuite_Automation_Hub;Authentication=Active Directory Integrated;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
},
"apps": {
"sql_connection_str": "Server=tcp:sql_dns_name,1433;Initial Catalog=AutomationSuite_Apps;Authentication=Active Directory Integrated;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
},
"automation_hub": {
"sql_connection_str": "Server=tcp:sql_dns_name,1433;Initial Catalog=AutomationSuite_Automation_Hub;Authentication=Active Directory Integrated;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;Max Pool Size=100;",
},
.json
functions.
For Azure SQL, ensure the database is S3 service objective or above.
Make sure the compatibility level for Insights database is set to 130 or higher. In most cases, the default settings meet this requirement. For more info, refer to View or Change the Compatibility level of a Database - SQL Server.
The installation validates both conditions and alerts you if minimum requirements are not met.
Data Service requires SQL Server version 2016 or higher.
If you create your own database using SQL Server version 2019 or higher, make sure to grant the following Data Service permissions to your users:
GRANT ALTER ANY SENSITIVITY CLASSIFICATION TO {userName};
GRANT VIEW ANY SENSITIVITY CLASSIFICATION TO {userName};
GRANT ALTER ANY SENSITIVITY CLASSIFICATION TO {userName};
GRANT VIEW ANY SENSITIVITY CLASSIFICATION TO {userName};
AutomationSuite_ProcessMining_Warehouse
for data storage for Process Mining process apps.
To ensure proper functioning of Process Mining, it is recommended to use Microsoft SQL Server 2022.
AutomationSuite_ProcessMining_Warehouse
.
When setting up Microsoft SQL Server make sure that the timezone of the SQL Server machine where the Airflow database and a dedicated Process Mining database are installed, is set to UTC.
To calculate the hardware requirements, you need to have an indication of:
- the number of (million) events in your process.
-
the number of case and event fields in your output data.
Note: In a development environment, for performance reasons, it is recommended to work on a small development dataset with a limited number of records.
You can use the Capacity calculator to determine the hardware requirements for setting up a dedicated Microsoft SQL Server machine for Process Mining. When you add Process Mining to the Product section, the minimum requirements for 1 Dedicated SQL Server are displayed.
See also Hardware requirements.
db_securityadmin
database-level role both during and post-installation to enable per app security on the Process Mining data warehouse SQL
Server. For details, see the official Microsoft documentation on Database-level roles.
See also Configuring process app security.
-
Before starting the Automation Suite installation, take the following steps:
-
Enable FIPS 140-2 on the machine on which you plan to install Microsoft Server by following the Microsoft instructions.
-
Install Microsoft SQL Server on the FIPS 140-2-enabled machine.
-
Get the Microsoft SQL Server certificate by running the following command from the SQL Server or any server that can connect to the SQL server with the configured SQL host name:
nmap -sV -p <port> -vv --script ssl-cert domain
nmap -sV -p <port> -vv --script ssl-cert domain
-
-
During the Automation Suite installation, take the following steps:
-
Append the following values to the AI Center
sql_connection_string_template_jdbc
connection string in theinput.json
file:encrypt=true;trustServerCertificate=false;fips=true;
.Example:
jdbc:sqlserver://sfdev1804627-c83f074b-sql.database.windows.net:1433;database=DB_NAME_PLACEHOLDER;user=testadmin;password=***;encrypt=true;trustServerCertificate=false;fips=true;Connection Timeout=30;hostNameInCertificate=sfdev1804627-c83f074b-sql.database.windows.net"
jdbc:sqlserver://sfdev1804627-c83f074b-sql.database.windows.net:1433;database=DB_NAME_PLACEHOLDER;user=testadmin;password=***;encrypt=true;trustServerCertificate=false;fips=true;Connection Timeout=30;hostNameInCertificate=sfdev1804627-c83f074b-sql.database.windows.net"For details on database configuration, see Advanced installation experience and Updating the SQL database.
-
Add the exported cert from step 1.c. to the trust store of the host machine. For details see Updating the CA Certificates.
-
For a high-availability configuration of your SQL Server, select an Always On availability group. For more info, refer to Overview of Always On availability groups.
READ_COMMITTED_SNAPSHOT
option is set to ON
.
READ_COMMITTED_SNAPSHOT
is enabled or
disabled:
SELECT is_read_committed_snapshot_on FROM sys.databases
WHERE name= 'UiPath'
SELECT is_read_committed_snapshot_on FROM sys.databases
WHERE name= 'UiPath'
1
.
0
. Use this query to
enable it:
ALTER DATABASE UiPath
SET READ_COMMITTED_SNAPSHOT ON
ALTER DATABASE UiPath
SET READ_COMMITTED_SNAPSHOT ON
READ_COMMITTED_SNAPSHOT
must be enabled on those as well.
- Database creation workflow
- Automatically create the necessary databases
- Bring your own databases
- SQL collation
- SQL requirements for Full-Text Search
- SQL authentication
- Azure Active Directory based access to SQL from AKS
- Workload identity-based access to SQL from AKS
- SQL requirements for Insights
- SQL requirements for Data Service
- SQL requirements for Process Mining
- SQL requirements for AI Center
- Requirements for AI Center installed on a FIPS 140-2-enabled machine
- SQL requirements for HA
- SQL requirements for Orchestrator