insights
2022.4
false
- Release Notes
- Getting Started
- Installation and Upgrade
- Access and Permissions
- Interacting with Insights
- Logs
Modifying Insights Configurations
Insights
Last updated Dec 10, 2024
Modifying Insights Configurations
- Go to Apps and Features. Click on
UiPath Insights and Select Modify.
- Click Next in the newly opened window.
- Click Change .
- If you want to modify the SMTP configuration, replace a Linux certificate, or change the database authentication to windows authentication, then you must first rerun the Preinstallation Tool.
- Input the new Looker Configuration File Path and
click Next.
- You can click Skip on the next pages if you do not want to implement any other changes.
- Click Next.
- Lastly, click Next in the Ready To Install window.
- Input the new Orchestrator URL and Installation
Access Token and click Next. See Installation key for instructions on how to get an
Installation Access Token.
- Click Skip in the following windows if you do not want to change any other settings available.
- Lastly, select Next in the Ready To
Install window.
- Go to Orchestrator Server and update the Insights
database connection string. You need to manually change it in Orchestrator
configuration file.
- Open the
UiPath.Orchestrator.dll.config
file. - In the
connectionStrings
section, modify theconnectionString
parameter of the keyname="Default"
as follows:- For SQL
Authentication:
connectionString="Data Source={YOUR_ORCH_DB_HOST};Initial Catalog={YOUR_ORCH_DB_NAME};User ID={YOUR_ORCH_DB_SQL_USER};Password={YOUR_ORCH_DB_SQL_PASSWORD}" />
. - For Windows
Authentication:
connectionString="Data Source={YOUR_ORCH_DB_HOST};Initial Catalog={YOUR_ORCH_DB_DATABASE_NAME};Integrated Security=true" />
.Example for SQL Authentication:<add name="Default" providerName="System.Data.SqlClient" connectionString="Data Source=sql.uipath.com;Initial Catalog=UiPathOrchestrator;User ID=docs-uipath;Password=SecretP@ssword" />
<add name="Default" providerName="System.Data.SqlClient" connectionString="Data Source=sql.uipath.com;Initial Catalog=UiPathOrchestrator;User ID=docs-uipath;Password=SecretP@ssword" />Example for Windows Authentication:<add name="Default" providerName="System.Data.SqlClient" connectionString="Data Source=sql.uipath.com;Initial Catalog=UiPathOrchestrator;Integrated Security=true" />
<add name="Default" providerName="System.Data.SqlClient" connectionString="Data Source=sql.uipath.com;Initial Catalog=UiPathOrchestrator;Integrated Security=true" />
- For SQL
Authentication:
- Open the
- Go to Apps and Features and click on UiPath Insights and Select Modify.
- You can click Skip if you do not want to add any changes in any of the other windows.
- Input your new Insights database settings.
- Click Next.
- Lastly, click Next in the Ready To Install window.
Note: The email service configuration is not removed if you uncheck the Configuring Email Service (SMTP) option.
- Navigate to Apps and Features and click on UiPath Insights and Select Modify.
- You can click Skip if you do not want changes in other windows.
- Click Configure Email Service (SMTP) .
- Enter the Email Settings to Configure the Email Service
- Click Next.
- Lastly, click Next in the Ready To Install window.
- Make sure your new certificate is imported to
both Personal (for the certificate) and Trusted Root Certification Authorities
(for the root certificate). Also ensure the certificate is valid.
- Go to IIS Manager and open the UiPath
Insights website.
- Open the Bindings page.
- Select the binding and click Edit, then
choose your new certificate from the SSL certificate drop-down menu and click
OK.
- Restart IIS.
If you want to update or replace the Looker Certificate, follow the instructions below:
- Copy the
insights cert.pfx file
on the Insights Linux Machine. - Download the script needed to update the certificate.
- Run the script using the following command:
./certificateChange.sh -c {cert.pfx filename} -s {RHEL FQDN as listed in certificate SAN}
. You will be asked to provide path to PFX file and password (if needed for the certificate).
To update the port number after Insights installation, you need to follow these steps.
Step | Action |
---|---|
1. Create domain-signed certificate | Create a domain-signed certificate with the new URL. |
2. Change port number in IIS | Open IIS Manager and navigate to Site > Insights application > Bindings to change the port number. |
3. Remove URI port number from Identity Server DB | Remove the URI port number from the the following parameters found in the Identity Server database:
|
4. Modify provisioning.url parameter in Insights config
file
|
|
5. Modify permission.url parameter in Insights config
file
|
|
6. Reset IIS | Open CMD as admin and run iisreset to reset IIS.
|
- Requirements
- Modifying the Insights Installation
- Modifying the Looker Configuration File Path
- Modifying the Orchestrator/Identity Properties
- Modifying the Insights Database Connection
- Modifying the SMTP configuration
- Updating the Portal Certificate in IIS
- Updating Looker Certificate on the Insights Linux Machine
- Updating the Port After an Installation
- Updating the SMTP settings for looker