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The UiPath Installation and Upgrade Guide

UiPath Installation and Upgrade

Overview
UiPath Action Center
UiPath Activities
UiPath AI Center™
UiPath Apps
UiPath Automation Cloud™
UiPath Automation Hub
UiPath Automation Ops
UiPath Automation Suite
UiPath Chatbot Connector - Preview
UiPath Connectors
UiPath Customer Portal
UiPath Data Service
UiPath Developer
UiPath Document Understanding
UiPath Insights
UiPath Installation and Upgrade
UiPath Integration Service
UiPath Marketplace
UiPath Orchestrator
UiPath Process Mining
UiPath Release Notes
UiPath Robot
UiPath Studio
UiPath StudioX
UiPath Task Capture
UiPath Task Mining
UiPath Test Suite

v2020.4deprecated
v2020.10
v2021.4deprecated
v2021.10
v2022.4stable
v2022.10beta

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UiPath Installation and Upgrade Guide

Getting Started

About this guide
Compatibility Matrix
Orchestrator upgrade paths

Orchestrator Requirements

Hardware Requirements
Software Requirements
Prerequisites for Installation
About Deployment
Certificate Considerations
- Using a Certificate for the HTTPS Protocol

Orchestrator Best Practices

Security Best Practices
Performance Best Practices
- Maintenance Considerations

Orchestrator Installation

📖 Installation Considerations
About Installation
The Windows Installer
- Command Line Parameters
Azure App Service Installation
Azure Marketplace Deployment
AWS Deployment
⚙ Platform Configuration Tool
⚙ UiPath.Orchestrator.dll.config
⚙ Web.Config
- Unlocking Web.Config Sections
⚙ Webhooks AppSettings.json
- Encrypting AppSettings.Production.json
About Troubleshooting
- Orchestrator Installation Troubleshooting
Opting Out of Telemetry

Orchestrator Updating

📖 Upgrade Considerations
About Updating and Migrating
- Migrating Elasticsearch Indices
- Changing the Orchestrator / Identity Server URL
Updating Using the Windows Installer
Updating Using the Azure Script
Backup and Restore
- Orchestrator Backup and Restore
- Backup Configuration Files and NuGet Packages

Identity Server

Hardware and Software Requirements
Prerequisites for Installation
Installation
⚙ Identity Server AppSettings.json
- Encrypting AppSettings.Production.json
Maintenance Considerations
About Troubleshooting
- Identity Server Troubleshooting

Insights

Hardware and Software Requirements
Installation
- Modifying Insights Configurations
- Installation in air-gapped environment
Upgrading
Troubleshooting
Support
User Migration Tool
Architecture

High Availability Add-on

Release Notes
Hardware and Software Requirements
Installation
- Alerts and Monitoring
- Active/Active Disaster Recovery Installation
Upgrading

Studio

Hardware and Software Requirements
Install Studio
Activate Studio
- About Licensing
Update Studio
Command Line Parameters
Supported Applications and Technologies
Enabling Gmail for Email Activities
Opting Out of Telemetry
Extensions

Robot

Hardware and Software Requirements
Installing the Robot
Updating the Robot
Setting Up Windows Server for High-Density Robots
Services the Robot Connects to
UiPath.Settings File Description

Task Capture

Hardware Requirements
Software Requirements
Installation
Command Line Parameters

Task Mining

Hardware and Software Requirements
Installation
Command Line Parameters

Test Manager

Hardware Requirements
Software Requirements and Prerequisites
Installation
Authentication
Test Manager SDK
Upgrade
Backup and Restore
Troubleshooting
Known Issues

Process Mining

Hardware and Software Requirements
Server Installation
Updating the License
Deploying apps and discovery accelerators
Deploying the UiPath Process Mining Profiler
Deploying the Basic Connector
Deploying a Connector (.mvp)
Updating UiPath Process Mining
Updating a Customized Version of AppOne
Installing a Training Environment
Server Configuration
Using a Git Repository
Backup
About Telemetry
Creating Accounts for Developers
Set up Single Sign-On through Azure Active Directory
Set up Single Sign-On through Integrated Windows Authentication
Set up Single Sign-on through SAML
Set up LDAP
Set up a Credential Store
Set up Audit Logs
Two-Factor Authentication

Action Center

Software Requirements
Hardware Requirements
Prerequisites for Installation
Installation
- Command Line Parameters
Opting Out of Telemetry
Action Center: Azure PaaS Installation

Getting Started

About this guide
Compatibility Matrix
Orchestrator upgrade paths

Orchestrator Requirements

Hardware Requirements
Software Requirements
Prerequisites for Installation
About Deployment
Certificate Considerations
- Using a Certificate for the HTTPS Protocol

Orchestrator Best Practices

Security Best Practices
Performance Best Practices
- Maintenance Considerations

Orchestrator Installation

📖 Installation Considerations
About Installation
The Windows Installer
- Command Line Parameters
Azure App Service Installation
Azure Marketplace Deployment
AWS Deployment
⚙ Platform Configuration Tool
⚙ UiPath.Orchestrator.dll.config
⚙ Web.Config
- Unlocking Web.Config Sections
⚙ Webhooks AppSettings.json
- Encrypting AppSettings.Production.json
About Troubleshooting
- Orchestrator Installation Troubleshooting
Opting Out of Telemetry

Orchestrator Updating

📖 Upgrade Considerations
About Updating and Migrating
- Migrating Elasticsearch Indices
- Changing the Orchestrator / Identity Server URL
Updating Using the Windows Installer
Updating Using the Azure Script
Backup and Restore
- Orchestrator Backup and Restore
- Backup Configuration Files and NuGet Packages

Identity Server

Hardware and Software Requirements
Prerequisites for Installation
Installation
⚙ Identity Server AppSettings.json
- Encrypting AppSettings.Production.json
Maintenance Considerations
About Troubleshooting
- Identity Server Troubleshooting

Insights

Hardware and Software Requirements
Installation
- Modifying Insights Configurations
- Installation in air-gapped environment
Upgrading
Troubleshooting
Support
User Migration Tool
Architecture

High Availability Add-on

Release Notes
Hardware and Software Requirements
Installation
- Alerts and Monitoring
- Active/Active Disaster Recovery Installation
Upgrading

Studio

Hardware and Software Requirements
Install Studio
Activate Studio
- About Licensing
Update Studio
Command Line Parameters
Supported Applications and Technologies
Enabling Gmail for Email Activities
Opting Out of Telemetry
Extensions

Robot

Hardware and Software Requirements
Installing the Robot
Updating the Robot
Setting Up Windows Server for High-Density Robots
Services the Robot Connects to
UiPath.Settings File Description

Task Capture

Hardware Requirements
Software Requirements
Installation
Command Line Parameters

Task Mining

Hardware and Software Requirements
Installation
Command Line Parameters

Test Manager

Hardware Requirements
Software Requirements and Prerequisites
Installation
Authentication
Test Manager SDK
Upgrade
Backup and Restore
Troubleshooting
Known Issues

Process Mining

Hardware and Software Requirements
Server Installation
Updating the License
Deploying apps and discovery accelerators
Deploying the UiPath Process Mining Profiler
Deploying the Basic Connector
Deploying a Connector (.mvp)
Updating UiPath Process Mining
Updating a Customized Version of AppOne
Installing a Training Environment
Server Configuration
Using a Git Repository
Backup
About Telemetry
Creating Accounts for Developers
Set up Single Sign-On through Azure Active Directory
Set up Single Sign-On through Integrated Windows Authentication
Set up Single Sign-on through SAML
Set up LDAP
Set up a Credential Store
Set up Audit Logs
Two-Factor Authentication

Action Center

Software Requirements
Hardware Requirements
Prerequisites for Installation
Installation
- Command Line Parameters
Opting Out of Telemetry
Action Center: Azure PaaS Installation

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Hardware Requirements

Item	Minimum	Recommended
CPU	1.70 GHz 32-bit (x86)	2.20 GHz 64-bit
RAM	4 GB	8 GB

Updated about a year ago

Hardware Requirements

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