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Automation Suite on EKS/AKS Installation Guide

Last updated Dec 18, 2024

SQL database

Note: Unless otherwise specified in the dedicated requirements sections, these requirements are applicable to all Automation Suite products.

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.

Note:

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.

Database creation workflow

The interactive installer automatically creates databases using the following workflow:

  1. The interactive installer script checks the value of the sql.create_db parameter in the input.json file.
    • If the sql.create_db parameter is set to true, 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.
    • If sql.create_db is set to false, 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.

  2. 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.

Automatically create the necessary databases

If you want the installer to create the databases, fill in the following fields of the input.json file:

Parameter

Description

sql.create_db

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.

sql.server_url

FQDN of the SQL server, where you want the installer to configure database.

sql.port

Port number on which a database instance should be hosted in the SQL server.

sql.username

Username / user ID to connect to the SQL server.

sql.password

Password of the username provided earlier to connect to the SQL server.

Note:
Ensure the user has the 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.

Bring your own databases

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

sql_connection_string_template

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

sql_connection_string_template_jdbc

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

sql_connection_string_template_odbc

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

sql_connection_string_template_sqlalchemy_pyodbc

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

Important:
Make sure the SQL account specified in the connection strings is granted the 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
We only use the db_securityadmin and db_ddladmin roles during installation or if the databases are reprovisioned, so you may revoke these permission afterwards.
Insights requires the db_owner role to be assigned for a successful installation.
Important:

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 and password should be url encoded to account for special characters. Document Understanding database passwords cannot start with {.
Important: The AutomationSuite_ProcessMining_Airflow database for Process Mining product must have READ_COMMITTED_SNAPSHOT enabled.
Note:
By default, 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",
  
}
Note:
If you want to override the connection string for any of the services above, set the 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;"
  }
}
To override the database connection strings for other products, set the 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

aicenter.sql_connection_str

AI Center JDBC connection string (Refer below for the JDBC format)

Note: Make sure the JDBC connection string has the format in the following sample:
"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"
        }
    }
Note: The data manager SQL connection string is optional only if you want to overwrite the default with your own.

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;",  
},
Important: Note that the names for template PYODBC connection string 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.
Important:
If you bring your own database and you configured this using the sql_connection_str and sqlalchemy_pyodbc_sql_connection_str connection strings in the processmining section of the input.jsonfile, the template connection strings sql_connection_string_template and sql_connection_string_template_sqlalchemy_pyodbc are ignored if specified.
Attention:
MultiSubnetFailover=True is not supported. Make sure to remove MultiSubnetFailover=True from any of the Process Mining connection strings.
Note: Depending on the 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 collation

Automation Suite supports SQL collation set to 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.

Important:

We do not recommend using Binary SQL or any collations that are case-sensitive, as they cause known issues while installing Automation Suite.

SQL requirements for Full-Text Search

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.

SQL authentication

Azure Active Directory based access to SQL from AKS

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",

Workload identity-based access to SQL from AKS

For general information on workload identity, see Workload identity configuration.

To set up SQL Server to use workload identity, run the following command:
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)
The following sample shows a valid SQL connection string template:
"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"
As Task Mining does not support workload identity, enabling Task Mining requires that you provide an SQL connection string override in the Task Mining section of the 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", 
  },
},
If you enable Apps or Automation Hub, you must override their respective SQL connection strings in the 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;",
},

SQL requirements for Insights

Insights requires SQL Server 2019 or 2022, including support for columnstore index and .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.

SQL requirements for Data Service

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};

SQL requirements for Process Mining

Process Mining on Automation Suite requires a separate Microsoft SQL Server for the AutomationSuite_ProcessMining_Warehouse for data storage for Process Mining process apps.
Important:

To ensure proper functioning of Process Mining, it is recommended to use Microsoft SQL Server 2022.

Below is an overview of hardware requirements and recommendations for setting up a Microsoft SQL Server database machine for AutomationSuite_ProcessMining_Warehouse.
Attention:

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.

The SQL user used in the connection strings must have the 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.

SQL requirements for AI Center

Requirements for AI Center installed on a FIPS 140-2-enabled machine

To install AI Center on a FIPS 140-2-enabled machine, take the following steps:
  1. Before starting the Automation Suite installation, take the following steps:

    1. Enable FIPS 140-2 on the machine on which you plan to install Microsoft Server by following the Microsoft instructions.

    2. Install Microsoft SQL Server on the FIPS 140-2-enabled machine.

    3. 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 domainnmap -sV -p <port> -vv --script ssl-cert domain
  2. During the Automation Suite installation, take the following steps:
    1. Append the following values to the AI Center sql_connection_string_template_jdbc connection string in the input.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.

    2. Add the exported cert from step 1.c. to the trust store of the host machine. For details see Updating the CA Certificates.

SQL requirements for HA

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.

SQL requirements for Orchestrator

Important: To increase performance, avoid deadlocks, and prevent dirty reads in SQL, make sure that the READ_COMMITTED_SNAPSHOT option is set to ON.
Use this query to check if 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'
If it is enabled, the returned value will be 1.
If it is disabled, the returned value will be 0. Use this query to enable it:
ALTER DATABASE UiPath
SET READ_COMMITTED_SNAPSHOT ONALTER DATABASE UiPath
SET READ_COMMITTED_SNAPSHOT ON
If you use different databases for Test Automation and/or Update Server, READ_COMMITTED_SNAPSHOT must be enabled on those as well.

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