The cluster_config.json file defines the parameters, settings, and preferences applied to the UiPath products deployed via Automation Suite. You must update this file to change defaults and use any advanced configuration for your cluster.

To edit cluster_config.json, you can use either:

• a Linux text editor, such as vi or GNU nano, directly on the Linux machine via SSH (e.g., command: vi cluster_config.json);
• your favorite text editor and then copy paste the file on the machine.

The cluster_config.json file allows you to configure the UiPath products you want to deploy. Be aware that products may have dependencies. For details, see Cross-product dependencies.

To enable or disable a products via the cluster_config.json file, use true or false for the enabled flag.

cluster_config.json sample

{
  "fqdn": "PLACEHOLDER",
  "cluster_fqdn": "PLACEHOLDER",
  "fixed_rke_address": "PLACEHOLDER",
  "admin_username": "PLACEHOLDER",
  "admin_password": "PLACEHOLDER",
  "rke_token": "PLACEHOLDER ",
  "zone_resilience": false,
  "registries": {
    "docker": {
      "url": "registry.uipath.com"
    },
    "helm": {
      "url": "registry.uipath.com"
    }
  },
  "sql_connection_string_template": "PLACEHOLDER",
  "sql_connection_string_template_jdbc": "PLACEHOLDER",
  "sql_connection_string_template_odbc": "PLACEHOLDER",
  "sql_connection_string_template_sqlalchemy_pyodbc": "PLACEHOLDER",
  "orchestrator": {
    "testautomation": {
      "enabled": true
    },
    "updateserver": {
      "enabled": true
    },
    "enabled": true
  },
  "infra": {
    "docker_registry": {
      "username": " PLACEHOLDER ",
      "password": " PLACEHOLDER "
    }
  },
  "platform": {
    "enabled": true
  },
  "automation_hub": {
    "enabled": true
  },
  "automation_ops": {
    "enabled": true
  },
  "action_center": {
    "enabled": true
  },
  "aicenter": {
    "enabled": true
  },
  "documentunderstanding": {
    "enabled": true,
    "datamanager": {}
  },
  "task_mining": {
    "enabled": true
  },
  "apps": {
    "enabled": true
  },
  "test_manager": {
    "enabled": true
  },
  "insights": {
    "enabled": true
  },
  "dataservice": {
    "enabled": true
  },
  "asrobots": {
    "enabled": true,
    "packagecaching": true,
    "packagecachefolder": "/uipath_asrobots_package_cache"
  },
  "processmining": {
    "enabled": true
  },
  "external_object_storage": {
    "enabled": false
  },
  "identity_certificate": {},
  "profile": "ha",
  "telemetry_optout": false,
  "alternative_fqdn": "",
  "server_certificate": {
    "ca_cert_file": "/opt/UiPathAutomationSuite/UiPath_Installer/rootCA.crt",
    "tls_cert_file": "/opt/UiPathAutomationSuite/UiPath_Installer/server.crt",
    "tls_key_file": "/opt/UiPathAutomationSuite/UiPath_Installer/server.key"
  },
  "alternative_certificate": {
    "ca_cert_file": "/opt/UiPathAutomationSuite/UiPath_Installer/alt-rootCA.crt",
    "tls_cert_file": "/opt/UiPathAutomationSuite/UiPath_Installer/alt-server.crt",
    "tls_key_file": "/opt/UiPathAutomationSuite/UiPath_Installer/alt-server.key"
  }
}

General configuration

Certificate configuration

If no certificate is provided at the time of installation, the installer creates a self-issued certificate and configures it in the cluster. The validity of the certificate is 90 days.

For details on how to obtain a certificate, see the following:

• Single-node evaluation mode: Configuring the certificates
• Multi-node HA-ready production: Configuring the certificates

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Note:

Make sure to specify the absolute path for the certificate files. Run pwd to get the path of the directory where files are placed and append the certificate file name to the cluster_config.json.

---

In multi-node HA-ready production installations, a certificate is required only on the first node.

Database configuration

Automatically create the necessary databases

If you want the installer to create the databases, fill in the following fields:

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Important:

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 and Document Understanding, use only uppercase and lowercase letters.

Bring your own database

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:

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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_ddladmin
• db_datawriter
• db_datareader
• EXECUTE permission on dbo schema

🚧

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.

🚧

Important!

The AutomationSuite_ProcessMining_Airflow database for Process Mining product must have READ_COMMITTED_SNAPSHOT enabled.

📘

Note:

If you set TrustServerCertificate=False, then you may have to 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.

See Setting Certificates for more details.

Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net:1433;Initial Catalog=DB_NAME_PLACEHOLDER;Persist Security Info=False;User [email protected];Password=***;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;

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"

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;"

mssql+pyodbc://testuser%40sfdev3082457-sql.database.windows.net:_-%29X07_%5E3-%28%3B%[email protected]:1433/DB_NAME_PLACEHOLDER?driver=ODBC+Driver+17+for+SQL+Server"

{
  "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",
  "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",
    
}

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Note:

If you 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.

{
  "orchestrator": {
    "sql_connection_str": "Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net,1433;Initial Catalog=CustomOrchDB;Persist Security Info=False;User [email protected];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 [email protected];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.

"aicenter": {
    "enabled": true,
    "sql_connection_str": "jdbc:sqlserver://sfdev1804627-c83f074b-sql.database.windows.net;database=aicenter;[email protected];[email protected]_euHQZJ"
}

"documentunderstanding": {
    "enabled": true,
  {
  "datamanager": {
    "sql_connection_str": "mssql+pyodbc://testadmin:[email protected]:1433/datamanager?driver=ODBC+Driver+17+for+SQL+Server",
  }
}

External objectstore configuration

General configuration

Automation Suite allows you to bring your own external storage provider. You can choose from the following storage providers:

• Azure
• AWS
• S3-compatible

You can configure the external object storage in one of the following ways:

• during installation, using the interactive installer;
• post-installation, using the cluster_config.json file.

The following table lists out the cluster_config.json parameters you can use to configure each provider of external object storage:

Product-specific configuration

You can use the parameters described in the General configuration section to update the general Automation Suite configuration. This means that all installed products would share the same configuration. If you want to configure one or more products differently, you can override the general configuration. You just need to specify the product(s) you want to set up external object storage for differently, and use the same parameters to define your configuration. Note that all the other installed products would continue to inherit the general configuration.

The following example shows how you can override the general configuration for Orchestrator:

"external_object_storage": {
  "enabled": false, // <true/false>
  "create_bucket": true, // <true/false>
  "storage_type": "s3", // <s3,azure,aws>
  "fqdn": "",  // <needed in case of aws non instance profile>
  "port": 443, // <needed in case of aws non instance profile>
  "region": "", 
  "access_key": "", // <needed in case of aws non instance profile>
  "secret_key": "", // <needed in case of aws non instance profile>
  "use_managed_identity": false, // <true/false>
  "bucket_name_prefix": "",
  "bucket_name_suffix": "",
  "account_key": "", // <needed only when using non managed identity>
  "account_name": "",
  "azure_fqdn_suffix": "core.windows.net",
  "client_id": "" // <optional field in case of managed identity>
},

"orchestrator": {
  "external_object_storage": {
    "enabled": false, // <true/false>
    "create_bucket": true, // <true/false>
    "storage_type": "s3", // <s3,azure>
    "fqdn": "",  // <needed in case of aws non instance profile>
    "port": 443, // <needed in case of aws non instance profile>
    "region": "", 
    "access_key": "", // <needed in case of aws non instance profile>
    "secret_key": "", // <needed in case of aws non instance profile>
    "use_managed_identity": false, // <true/false>
    "bucket_name_prefix": "",
    "bucket_name_suffix": "",
    "account_key": "", // <needed only when using non managed identity>
    "account_name": "",
    "azure_fqdn_suffix": "core.windows.net",
    "client_id": "" // <optional field in case of managed identity>
  }
}

Rotating the blob storage credentials for Process Mining

To rotate the blob storage credentials for Process Mining in Automation Suite the stored secrets must be updated with the new credentials. See Rotating blob storage credentials.

Orchestrator-specific configuration

Orchestrator can save robot logs to an Elasticsearch server. You can configure this functionality in the orchestrator.orchestrator_robot_logs_elastic section. If not provided, robot logs are saved to Orchestrator's database.

The following table lists out the orchestrator.orchestrator_robot_logs_elastic parameters:

"orchestrator": {
    "orchestrator_robot_logs_elastic": {
        "elastic_uri": "https://elastic.example.com:9200",
        "elastic_auth_username": "elastic-user",
        "elastic_auth_password": "elastic-password"
    }
}

Insights-specific configuration

If enabling Insights, users can include SMTP server configuration that will be used to send scheduled emails/alert emails. If not provided, scheduled emails and alert emails will not function.

The insights.smtp_configuration fields details:

"insights": {
    "enabled": true,
    "smtp_configuration": {
      "tls_version": "TLSv1_2",
      "from_email": "[email protected]",
      "host": "smtp.sendgrid.com",
      "port": 587,
      "username": "login",
      "password": "password123"
    }
  }

Process Mining-specific configuration

If enabling Process Mining, we recommend users to specify a SECONDARY SQL server to act as a data warehouse that is separate from the primary Automation Suite SQL Server. The data warehouse SQL Server will be under heavy load and can be configured in the processmining section:

Automation Suite Robots-specific configuration

Automation Suite Robots can use package caching to optimize your process runs and allow them to run faster. NuGet packages are fetched from the filesystem instead of being downloaded from the Internet/network. This requires an additional space of minimum 10GB and should be allocated to a folder on the host machine filesystem of the dedicated nodes.

To enable package caching, you need to update the following cluster_config.json parameters:

Monitoring configuration

To provision enough resources for monitoring (see Using the monitoring stack), you should consider the number of vCPUs in the cluster and the amount of desired metric retention. See below for how to set the following monitoring resource configurations.

The following table describes the monitoring field details:

"monitoring": {
  "prometheus_retention": 14,
  "prometheus_memory_limit": 16000,
  "prometheus_storage_size": 104
}

Optional: Configuring the proxy server

📘

Note:

Make sure you meet the proxy server requirements before configuring the proxy server during installation.
For details, see Step 2: Adding proxy configuration to each node.

While running the interactive installer wizard, you need to exit it and update the cluster_config.json during the advanced configuration step.

You need to add the following to the configuration file using vim or your favorite editor to the configuration file:

"proxy": {
  "enabled": "true",
  "http_proxy": "http://<PROXY-SERVER-IP>:<PROXY-PORT>",
  "https_proxy": "http://<PROXY-SERVER-IP>:<PROXY-PORT>",
  "no_proxy": "alm.<fqdn>,<fixed_rke_address>:9345,<fixed_rke_address>:6443,<named server address>,<metadata server address>,10.0.0.0/8,<private_subnet_ip>,<sql server host>,<Comma separated list of ips that should not got though proxy server>"
}

Optional: Enabling resilience to zonal failures in a multi-node HA-ready production cluster

To enable resilience to zonal failures in a multi-node cluster, take the following steps:

1. Make sure nodes are spread evenly across three availability zones. For a bare-metal server or VM provided by any vendor except for AWS, Azure, or GCP, zone metadata has to be provided via the configuration file at /etc/default/k8s-node-labels on every machine in following format.

NODE_REGION_LABEL=<REGION_NAME>
NODE_ZONE_LABEL=<ZONE_NAME>
cat > /etc/default/k8s-node-labels <<EOF
EXTRA_K8S_NODE_LABELS="topology.kubernetes.io/region=$NODE_REGION_LABEL,topology.kubernetes.io/zone=${NODE_ZONE_LABEL}"
EOF

2. Update the cluster_config.json file during the advanced configuration step.

To update the cluster_config.json using the interactive installation wizard, exit at advanced configuration step and add the following to the configuration file using vim or your favorite editor:

"zone_resilience": true

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If you enable resilience to zonal failure, passing the --zone and --region arguments is:

• recommended if you provision your machines on AWS, Azure, or GCP, and metadata services are enabled as the installer populates the zone and region details.
• mandatory if you provision your machines on AWS, Azure, or GCP, and metadata services are disabled, or if you opt for a different cloud provider.

Optional: Passing custom resolv.conf

The Kubernetes cluster that Automation Suite deploys uses the name servers configured in /etc/resolv.conf. Kubernetes does not work with local DNS resolvers (127.0.0.1 or 127.0.0.0/8), so if you have such name servers configured in /etc/resolv.conf file, you need to pass a file reference with the correct nameserver entries accessible from anywhere on the VM in the .infra.custom_dns_resolver parameter in cluster_config.json.
For details on a known limitation, see Kubernetes documentation.

Optional: Increasing fault tolerance

By default, the multi-node HA-ready production profile allows for one server node going down without causing a deployment failure. You can increase the tolerance to server node failure using the fault_tolerance parameter in the cluster_config.json file. The parameter modifies the replication factor of in-cluster storage components such as Ceph and Longhorn.

Hardware requirements

To increase fault tolerance beyond 1, make sure your environment meets the following requirements:

• Your cluster consists of a minimum of 2x+1 server nodes, where x is the required server node fault tolerance;
• Each server node has raw device configured.

How to increase fault tolerance

To increase fault tolerance beyond 1, take the following steps:

1. Set fault_tolerance to the required value in the cluster_config.json file. If you set it before starting the installation or upgrade operation, you do not need to take any additional steps.

2. Run the uipathctl.sh installer to modify the in-cluster Ceph objectstore replication factor. Wait until the operation completes successfully.

3. Run the install-uipath.sh installer to modify the Longhorn volumes replication factor. Wait until the operation completes successfully.