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Automation Suite on OpenShift Installation Guide
Last updated Nov 26, 2024

Automation Suite overview

Automation Suite enables you to deploy the complete UiPath® automation platform on a containerized platform such as AKS, EKS, a managed Kubernetes offered by Azure or Amazon AWS, and OpenShift from Red Hat. Additionally, you can deploy Automation Suite in a Linux environment ranging from bare metal machines to on-premises virtual machine infrastructure or cloud subscriptions to any of the major providers.

Automation Suite includes:

  • The UiPath® server products, with the exception of any new products shipping in Automation Cloud first.

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

  • Common end-user portal.

This document provides documentation for installing Automation Suite on your OpenShift cluster.

Key benefits



Security and compliance

Automation Suite on OpenShift complies with the security context that the OpenShift container platform enforces. Automation Suite also complies with industry-wide security practices such as running as a non-root user and not having administrative privileges. However, Automation Suite does not bundle the OPA policies and the networking policies. If you require these policies, then you can optionally configure them directly.

Prerequisites

Before installing Automation Suite, you must make sure that your cluster meets the infrastructure requirements.

Installation

UiPath® provides the uipathctl CLI tool, which handles operations such as running prerequisite validations and installing Automation Suite on your cluster.

Post-installation management

Automation Suite provides management operations via uipathctl, such as adding new products, updating certificates, configuring Automation Suite in maintenance mode, and monitoring.

Troubleshooting

You can run health checks and tests to help detect issues and whether they are in the infrastructure layer or within Automation Suite.

Cross-deployment model feature comparison

We aim to provide feature parity between our Automation Suite deployment models. However, there will always be some differences you should be aware of.

User scenario/FeatureEmbeddedAzure/AKSAmazon/EKSOpenShift

Service capabilities

Orchestrator

YES

YESYESYES
AI CenterYESYESYESYES
AI Center with external orchestrator (standalone)YES

NO

NO

NO
AppsYESYESYESYES
Action CenterYESYESYESYES
Automation HubYESYESYESYES
Automation OpsYESYESYESYES
Data ServiceYESYESYESYES
Document UnderstandingYESYESYESYES
InsightsYESYESYESYES
Integration ServiceNOYESYESNO
Automation Suite RobotsYESYESYESYES
Process MiningYESYESYESYES
Task MiningYESYESYESNO
Test ManagerYESYESYESYES
Communications miningNONONONO
Studio WebNOYESYESNO

Architecture

KubernetesRancher RKE2AKSEKSOpenShift
Databases

MS SQL

Note:

Additional Microsoft SQL platforms, such as Azure SQL Database or Azure SQL Managed Instance, as well as Amazon Relational Database Service are also supported as long as the Microsoft SQL Server database engine meets the requirements.

Storage

  • Option 1: Object Storage (Ceph)

  • Option 2: Object storage external to the cluster

UiPath® provides Ceph.

  • Object Storage: Azure Blob

  • Filesystem: Azure Filesystem

  • Block Storage: Azure Disks

  • Object Storage: AWS S3

  • Filesystem: AWS EFS

  • Block Storage: AWS EBS

  • Objectstore - Azure Blob, AWS S3, S3-compatible objectstore
  • File System - StorageClass for workloads that do not require replication
  • Block storage - StorageClass with replication for the persistent volume

Service Mesh and Routing

Rancher provided Istio Service Mesh

Routing via envoy ingress gateway

OSS Istio Service Mesh

Routing via WASM plugin

OSS Istio Service Mesh

Routing via WASM plugin

OpenShift Service Mesh

Routing via WASM plugin

OPA

OSS Gatekeeper

OSS Gatekeeper

OSS Gatekeeper

NO

Monitoring

Rancher provided Prometheus & Grafana

OSS Prometheus & Grafana

OSS Prometheus & Grafana

NO

Caching

Embedded Redis within the cluster and provided by UiPath®

Cloud Redis outside the cluster and managed by customer

Cloud Redis outside the cluster and managed by customer

  • External Redis Enterprise

  • OpenShift Redis Enterprise Operator managed by customer

Logging Aggregation

Rancher provided Fluend/Fluent-bit

OSS Fluend/Fluent-bit

OSS Fluend/Fluent-bit

NO

Cert Manager

OSS Cert Manager

OSS Cert Manager

OSS Cert Manager

OpenShift Cert Manager Operator

Deployment tool

OSS ArgoCD

OSS ArgoCD

OSS ArgoCD

OpenShift GitOps Operator

Deployment scenario

Single Node (Non-production)

YES

NO

NO

NO

Multi Node (HA)

YES (requires additional HAA license)

YES

YES

YES

Online

YES

YESYESYES
OfflineYES

YES

YES

YES
Deployment method
Advanced CLIinstall-uipath.sh

uipathctl

uipathctluipathctl
Interactive Installer
YES (InstallUipathAS.sh)

NO

NO

GUI-based wizard for generating the cluster configuration file. For details, see [Preview] Generating the configuration file using a wizard.

Cloud deployment templates

YES (AWS, Azure, GCP)

NO

NO

NO

Marketplace

YES (AWS QS Only)

NO

NO

NO

Installation

A la carte product selection

YES

YESYESYES
Custom domainYESYESYESYES
Custom certificatesYESYESYESYES
Hardware requirements validationYESYESYESYES
Proxy configurationYESYESYESYES
Optional OSS/fabric component

NO

YESYES

NO

Enterprise grade features
Disaster Recovery

YES (Active Passive deployment)

YES

(Multi-zone architecture for UiPath® services without zone affinity. Insights not supported.)

YES

(Multi-zone architecture without zone affinity. Insights not supported.)

YES (Multi-zone architecture with zone affinity. Insights not supported.)

Backup/restoreYESYESYES

You must use your own backup and restore solution.

Upgrade

YES

YESYESYES
Troubleshooting
Support bundleYES
(support-bundle.sh)
YES (uipathctl)
YES (uipathctl)
YES (uipathctl)
Diagnostic toolYES
(diagnostics-report.sh)
YES
(uipathctl)
YES (uipathctl)
YES (uipathctl)
Health Checks

NO

YES (uipathctl) YES (uipathctl) YES (uipathctl)
Security
FIPS enabled host

YES

YES

NO

YES

Gatekeeper/OPA policyYESYESYESNO
Network policy

NO

YESYESNO
Hardened Uipath® service container imagesYESYESYESYES
ArgoCD SSOYES (LDAP only)

YES

YES

NO
mTLS for service communication

YES

YES

YES

YES

Migration options
Standalone Orchestrator to Automation Suite full migrationYESYESYES

YES

Standalone Orchestrator to Automation single tenant migration optionsYESYESYES

YES

Automation Suite on Linux to Automation Suite on AKS/EKS

YES

YES

YES

N/A

Automation Suite on Linux to Automation Suite on OpenShift

YES

N/AN/A

YES

Evaluation guide

Requirements and installation

Details

Instructions

Requirements and installation instructions for Automation Suite.

Platform evaluation

Details

Instructions

Complete an initial platform configuration.

Connect your first robot

Monitor the stack, troubleshoot issues, create alerts, and view dashboards from a centralized location.

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