- Overview
- Requirements
- Pre-installation- Preparing the installation
- Installing and configuring the service mesh
- Downloading the installation packages
- Configuring the OCI-compliant registry
- Granting installation permissions
- Installing and configuring the GitOps tool
- Deploying Redis through OperatorHub
- Applying miscellaneous configurations
- Running uipathctl
 
- Installation
- Post-installation
- Migration and upgrade- Upgrading Automation Suite
- Migrating standalone products to Automation Suite
- Step 1: Restoring the standalone product database
- Step 2: Updating the schema of the restored product database
- Step 3: Moving the Identity organization data from standalone to Automation Suite
- Step 4: Backing up the platform database in Automation Suite
- Step 5: Merging organizations in Automation Suite
- Step 6: Updating the migrated product connection strings
- Step 7: Migrating standalone Orchestrator
- Step 8: Migrating standalone Insights
- Step 9: Deleting the default tenant
 
 
- Performing a single tenant migration
- Migrating between Automation Suite clusters
 
- Monitoring and alerting
- Cluster administration- Performing database maintenance
- Setting up Kerberos authentication
- Configuring the FQDN post-installation
 
- Product-specific configuration
- Troubleshooting

Automation Suite on OpenShift installation guide
To successfully set up Kerberos authentication, you must meet the following prerequisites:
Ensuring the Automation Suite cluster can access your AD
Before you can configure Kerberos authentication, work with your IT administrators to ensure the Automation Suite cluster can access your AD.
The following requirements must be met:
- Automation Suite cluster must be on the same network as the AD domain;
- 
                        DNS must be set up correctly on the network so that the Automation Suite cluster can resolve the AD domain names. Note: It is critical that the Automation Suite cluster can resolve the ADdomain names. You can verify this by runningnslookup <AD domain name>on the host machine.
Configuring the AD service account for Kerberos authentication
Generating Kerberos default keytab and username parameters
Option 1: by Running the script (recommended)
- Log in with your AD administrator account on a Windows domain-joined machine.
- Run the keytab-creator.ps1 script as administrator.
- Input the following values to the script:- Service Fabric FQDN. For example,- uipath-34i5ui35f.westeurope.cloudapp.azure.com.
- AD domain FQDN. For example,- TESTDOMAIN.LOCAL.
- An AD user account. You can use an existing account, such as sAMAccountName, or you can allow the script to create a new one.
 
<KERB_DEFAULT_USERNAME> and <KERB_DEFAULT_KEYTAB> parameters required by the Kerberos setup.
                        Option 2: Manually
<KERB_DEFAULT_USERNAME> and <KERB_DEFAULT_KEYTAB> for that account as follows:
                        Optional: SQL authentication prerequisites
To configure the UiPath® cluster to connect to SQL using Windows integrated authentication/Kerberos, you need to perform a few additional steps:
- the SQL server must join the AD domain;
- the Automation Suite cluster must be on the same network as the SQL Server;
- the Automation Suite cluster can resolve the AD and SQL servers` domain names;
- the AD user must have access to SQL server and DB permissions.
To create a new login in SQL Server Management Studio, take the following steps:
a. In the Object Explorer panel, navigate to Security > Logins.
b. Right-click the Logins folder and select New Login. The Login - New window is displayed.
c. Select the Windows Authentication option. The window is updated accordingly.
d. In the Login name field, type the user domain you want to use as a service account.
e. From the Default Language list, select English.
f. Select OK. Your configurations are saved.
If the service account has already been created and added to the Security > Logins section of the SQL Server, please check whether the Default Language of that SQL account is set to English. If it isn't, please make the necessary adjustments.
db_owner user mapping role, as in the following screenshot.
                  db_owner user mapping role with the UiPath® login, grant the following permissions:
                  -  db_datareader
-  db_datawriter
-  db_ddladmin
- 
                        EXECUTEpermission ondboschema
EXECUTE permission has to be granted by using the GRANT EXECUTE SQL command, as follows:
                  USE UiPath
GO
GRANT EXECUTE ON SCHEMA::dbo TO [domain\)\)user]
GOUSE UiPath
GO
GRANT EXECUTE ON SCHEMA::dbo TO [domain\)\)user]
GOIntegrated Security=True, you need to create a unique keytab for each UiPath® application, as follows. This will be referred to as <KERB_APP_KEYTAB> for that application.
                  Generating Kerberos application keytab and username parameters
Option 1: by Running the script (recommended)
- Run the service-keytab-creator.ps1 script.
- Input the following values to the script:- AD domain FQDN. For example,- TESTDOMAIN.LOCAL.
- The username and password of an AD user account. For example, the AD user account sAMAccountNameand its password.
 
<KERB_APP_USERNAME> and <KERB_APP_KEYTAB> parameters required by Kerberos.
                        Option 2: Manually
Run the following script manually:
# Generate keytab file and output it in the desired path 
ktpass /princ <AD username>@<AD domain in cap> /pass <AD user password> /ptype KRB5_NT_PRINCIPAL /crypto AES256-SHA1 /out <path to keytab file> -setpass 
# Converts AD user's keytab file to base 64 
[Convert]::ToBase64String([System.IO.File]::ReadAllBytes("<path to the generated keytab file>"))# Generate keytab file and output it in the desired path 
ktpass /princ <AD username>@<AD domain in cap> /pass <AD user password> /ptype KRB5_NT_PRINCIPAL /crypto AES256-SHA1 /out <path to keytab file> -setpass 
# Converts AD user's keytab file to base 64 
[Convert]::ToBase64String([System.IO.File]::ReadAllBytes("<path to the generated keytab file>"))<AD username> will be the <KERB_APP_USERNAME> corresponding to the <KERB_APP_KEYTAB>.
                        This section explains how you can configure Automation Suite as a Kerberos client for LDAP or SQL access.
<KERB_DEFAULT_KEYTAB>, configure Automation Suite as a Kerberos client by following the instructions in Configuring Kerberos authentication via input.json.
                  ad_username with that <KERB_APP_USERNAME>, and user_keytab as <KERB_APP_KEYTAB> under the configuration section of the service.
                  Configuring Kerberos authentication via input.json
- 
                        In the input.jsonfile, set thekerberos_auth_config.enabledparameter totrue.
- 
                        If you want to use Kerberos for SQL access, configure the
                           sql_connection_string_template,sql_connection_string_template_jdbc, andsql_connection_string_template_odbcwith the Integrated Security flag.
- 
                        If you want to set up a different AD user per service, take the following
                           steps: 
                        
                        
- 
                        After updating the input.jsonfile, run the installer script to update the configuration. For details, see Managing products.
Sample of updating Orchestrator and the platform to use Kerberos authentication
"kerberos_auth_config": {
    "enabled" : true, 
    "ticket_lifetime_in_hour" : 8, 
    "ad_domain": "PLACEHOLDER - INSERT ACTIVE DIRECTORY DOMAIN ",
    "default_ad_username": "PLACEHOLDER - INSERT KERB_DEFAULT_USERNAME",
    "default_user_keytab": "PLACEHOLDER - INSERT KERB_DEFAULT_KEYTAB"
  },
"sql_connection_string_template": "PLACEHOLDER",
"sql_connection_string_template_jdbc": "PLACEHOLDER",
"sql_connection_string_template_odbc": "PLACEHOLDER",
"orchestrator": {
    "sql_connection_str": "Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net,1433;Initial Catalog=AutomationSuite_Orchestrator;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;",
    "kerberos_auth_config": {
      "ad_username": "PLACEHOLDER - INSERT KERB_APP_USERNAME for Orchestrator",
      "user_keytab": "PLACEHOLDER - INSERT KERB_APP_KEYTAB for Orchestrator"
    }
    "testautomation": {
      "enabled": true
    },
    "updateserver": {
      "enabled": true
    }
},
"platform": {
    "sql_connection_str": "Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net,1433;Initial Catalog=AutomationSuite_Platform;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;",
    "kerberos_auth_config": {
      "ad_username": "PLACEHOLDER - INSERT KERB_APP_USERNAME for platform",
      "user_keytab": "PLACEHOLDER - INSERT KERB_APP_KEYTAB for platform"
    }
}"kerberos_auth_config": {
    "enabled" : true, 
    "ticket_lifetime_in_hour" : 8, 
    "ad_domain": "PLACEHOLDER - INSERT ACTIVE DIRECTORY DOMAIN ",
    "default_ad_username": "PLACEHOLDER - INSERT KERB_DEFAULT_USERNAME",
    "default_user_keytab": "PLACEHOLDER - INSERT KERB_DEFAULT_KEYTAB"
  },
"sql_connection_string_template": "PLACEHOLDER",
"sql_connection_string_template_jdbc": "PLACEHOLDER",
"sql_connection_string_template_odbc": "PLACEHOLDER",
"orchestrator": {
    "sql_connection_str": "Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net,1433;Initial Catalog=AutomationSuite_Orchestrator;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;",
    "kerberos_auth_config": {
      "ad_username": "PLACEHOLDER - INSERT KERB_APP_USERNAME for Orchestrator",
      "user_keytab": "PLACEHOLDER - INSERT KERB_APP_KEYTAB for Orchestrator"
    }
    "testautomation": {
      "enabled": true
    },
    "updateserver": {
      "enabled": true
    }
},
"platform": {
    "sql_connection_str": "Server=tcp:sfdev1804627-c83f074b-sql.database.windows.net,1433;Initial Catalog=AutomationSuite_Platform;Persist Security Info=False;Integrated Security=true;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=False;Connection Timeout=30;Max Pool Size=100;",
    "kerberos_auth_config": {
      "ad_username": "PLACEHOLDER - INSERT KERB_APP_USERNAME for platform",
      "user_keytab": "PLACEHOLDER - INSERT KERB_APP_KEYTAB for platform"
    }
}Service groups and services
The following table lists the available service groups and the services that they
                        include, The names are slightly different in the input.json file, or in the ArgoCD UI.
                     
| Service group name for  | Service group name for ArgoCD | Included services | 
|---|---|---|
| 
 | 
 | Orchestrator, Webhooks | 
| 
 | 
 | Identity, License Accountant (LA), Audit, Location, License Resource Manager (LRM), Organization Management Service (OMS) | 
| 
 | 
 | Automation Hub, Task Mining | 
| 
 | 
 | Test Manager | 
| 
 | 
 | Automation Ops | 
| 
 | 
 | AI Center | 
| 
 | 
 | Document Understanding | 
| 
 | 
 | Insights | 
| 
 | 
 | Data Service | 
| 
 | 
 | Automation Suite Robots | 
| 
 | 
 | Process Mining | 
For Kerberos authentication to be used when logging in to Automation Suite, you must further configure Automation Suite host settings.
Removing Kerberos authentication completely
To remove Kerberos authentication completely, take the following steps:
- If you used Kerberos to configure AD integration, reconfigure AD with the username and password option by following the instructions in Configuring the Active Directory integration.
- If you used SQL integrated authentication, configure the SQL connection strings to use User Id and Password.
- Disable Kerberos authentication. In the cluster_config.jsonfile, set thekerberos_auth_config.enabledparameter tofalse, then run the installer script to update the configuration. For details, see Managing products.
Removing SQL integrated authentication
To remove SQL integrated authentication, take the following steps:
- Configure the SQL connection strings to use User Id and Password.
- If want to disable SQL integrated authentication for all the services, in the cluster_config.jsonfile, set thekerberos_auth_config.enabledparameter tofalseand then run the installer script to update the configuration. For details, see Managing products.
- Prerequisites
- Ensuring the Automation Suite cluster can access your AD
- Configuring the AD service account for Kerberos authentication
- Optional: SQL authentication prerequisites
- Configuring Automation Suite as a Kerberos client
- Configuring Kerberos authentication via input.json
- Configuring the Active Directory integration
- Disabling Kerberos authentication
- Removing Kerberos authentication completely
- Removing SQL integrated authentication