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

Use the following steps to install Automation Suite on a single machine that has access to the internet.

The installation process has the following general steps:

For a successful online single-node evaluation installation, take the following steps.

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

You must perform this step 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.

Step 1.1: Copy the interactive installation wizard to the target machine for installation

1. Connect to the 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 1.2: Run the interactive install wizard to configure the install options

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Note:

This step generates a configuration file that will be used during the following installation process.

Run the script to begin interactive wizard:

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

Step 2: Configuring the installation

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.

By running the installation using the default configuration, you are opting to run our default experience. You will install our core platform: Orchestrator, Insights, Test Manager, Action Center, Automation Ops, Automation Hub, and Data Service.

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 the single-node option.

3. Select continue.

4. Select online installation.

5. Enter the DNS hostname.

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. Specify whether you want the installer to automatically create the necessary DBs (see the next step for details).

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

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Note:

At this step, you can directly edit the cluster_config.json for advanced configuration settings in the UiPathAutomationSuite folder. After you edit the configuration file, you can rerun the wizard to complete the installation or complete it manually.

For details, see Advanced configuration step.

If you want to install Task Mining, make sure that you enable both AI Center and Task Mining in cluster_config.json.

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

11. The process will complete and you will have the suite installed on a given machine.

Step 2.2: (Optional) Advanced configuration

This step is optional.
You can find the cluster_config.json file in the UiPathAutomationSuite folder. You can use this file to 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 single-node evaluation installation, note that you cannot enable High Availability.

For advanced configuration, see Advanced installation experience.

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Note:

You need to re-run the wizard to complete the installation.

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 downtimes. For more information on this, check Resizing PVC for AI Center.