Overview

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Important!

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

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

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

These steps will enable you to install the Automation Suite across multiple machines. Internet access is required for this mode of installation.

The installation process has the following general steps:

Step 1: Downloading the installation script and run the interactive wizard

This step needs to be performed on the machine with internet access where Automation Suite will be deployed. While these are finishing the download, you can continue with the next steps.

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Note:

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

Copy the interactive install wizard to the target machine for the installation.

1. Connect to the first machine using SSH.

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

ssh <user>@<dns_of_vm>

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

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

2. Become root.

sudo su -

3. Move to home directory:

cd ~

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

5. Install unzip and jq.

yum install unzip jq -y

Step 2: Configuring the installation

Run the installer on the first server only.

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

Step 2.1: Basic configuration

Run the interactive install wizard to configure the installation options. The tool gathers inputs for most common installation options and generates a configuration file that you can use during the installation.

If you run the installation using the default configuration, you opt for the default experience. You will install our core platform, Orchestrator, Insights, Action Center, Test Manager, Automation Ops, Automation Hub, and Data Service.

High Availability is enabled by default, but you can disable it using the advanced configuration.

Running the interactive wizard

Click for instructions to run the interactive wizard

When you start the interactive wizard, the main menu opens, requiring that you choose the deployment mode: single-node evaluation or multi-node HA-ready production. Once you make a choice, details about each mode are displayed. After that, you have the option to continue with the current choice or go back to the main menu.

To install Automation Suite using the interactive wizard, take the following steps:

1. Select Install the UiPath Automation Suite.

2. Select the deployment mode: select multi-node.

3. Select continue.

4. Select online installation.

5. Enter the DNS hostname / load balancer URL.

6. Specify whether you want to use Kerberos Auth for SQL connections.

7. Enter the SQL Server URL. Follow the prompt to enter the connection port, username, and password.

8. Enter whether you want the installer to auto-create the necessary DBs (Select Yes unless you have existing Automation Suite Databases).

9. Once the configuration parameters are defined, the installer will autogenerate the configuration. You can edit the configuration parameters directly in the terminal.

10. You can also see guidance and more details for certificates at Configuring the certificates. Note that certificates are autogenerated, and we recommend rotating them after installation is complete.

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Important

At this point, you can directly edit the cluster_config.json file for advanced configuration settings in the UiPathAutomationSuite folder. After you edit the configuration file, you need to re-run the wizard to complete the installation or complete it manually. You can go to the following section here: Advanced configuration step for more details.

11. At this point, you can proceed with the installation.

12. The process will complete and you will have the first node set up:

13. To continue with the multi-node HA-ready production installation, run the command provided by the wizard on all the nodes in the terminal in sequence, specifying the agent or server for each node being joined.

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You can also add additional nodes post-installation. For details, see Adding a new node to the cluster.

14. Once all the machines are joined, run the next command on the first server to complete installation of services:

Step 2.2: (Optional) Advanced configuration

You can find the cluster_config.json configuration file in the installation folder.

You can use this file for more advanced settings. You can enable additional products, disable any of the default products, configure your SQL DBs and their respective connection strings, and certificates. You can also enable proxy settings if you use a proxy for internet connection.

For advanced configuration, refer to Advanced installation experience.

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Note:

If you exit the wizard and perform advanced configuration, you need to re-run the interactive wizard for the installation to be complete.

Step 3: Completing the installation

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Note:

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

Updating certificates

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Important!

The installation process generates self-signed certificates on your behalf. However, the Azure deployment template also gives you the option to provide a CA-issued server certificate at installation time instead of using an auto-generated self-signed certificate.

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

For instructions, see Managing certificates.

Accessing Automation Suite

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

Resizing PVC

To resize the PVC, see Resizing PVC.

If you installed AI Center, we recommend resizing the PVC to 200 immediately after the installation to avoid downtime. For more information on this, check Resizing PVC for AI Center.