Insights
2022.10
false
- Release Notes
- Getting Started
- Access and Permissions
- Installation and Upgrade
- Interacting with Insights
- Historical data export
- Logs
- Performance and Scalability
Insights
Last updated 20 mars 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.
- 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 the Windows authentication for the database, or replace the Looker Certificate, follow the instructions below:
- Get the Looker installation directory by running
the command
below:
sudo docker inspect looker-container | jq -r '.[0].HostConfig.Binds' | grep 'deploy' | awk -F':/app/.deploy:Z' '{print $1}' | awk -F'"' '{print $2}'
sudo docker inspect looker-container | jq -r '.[0].HostConfig.Binds' | grep 'deploy' | awk -F':/app/.deploy:Z' '{print $1}' | awk -F'"' '{print $2}' - Copy the new certificate file to the location return after running the previous command (Installation directory).
- To replace the Looker Certificate, in addition to
the step 1, you need to run the command
below:
sudo docker exec -it looker-container bash /app/looker-init-job/install-certificate.sh
sudo docker exec -it looker-container bash /app/looker-init-job/install-certificate.sh
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 the Looker Settings on the Insights Linux Machine
- Updating the Port After an Installation