automation-suite
2022.4
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Automation Suite Installation Guide
Last updated Nov 21, 2024

Online Single-node Evaluation Installation

This page explains how you can perform an online Automation Suite installation with a single-node evaluation setup.

Overview

Important:

You must meet the hardware and software prerequisites before proceeding with the installation. See Hardware and software requirements.

You can use a dedicated script to validate the installation prerequisites and infrastructure readiness. See Validating the prerequisites.

For a smooth installation experience, make sure to follow our best practices. See .

Take 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:

Step

Description

Step 1: Download the installation script and run the interactive wizard

Step 1.1: Copy the interactive install wizard to the target machine for InstallationStep 1.2: Run the interactive install wizard to configure the install options

Step 2: Configure the installation

Step 2.1: Run the interactive wizard to configure the install options: The tool will gather inputs for most common install options and generate a configuration file that will be used during the installation.

Step 2.2: (Optional) Configure the advanced install options. The default install configuration includes the products used in the core automation platform, and a shared SQL server to be used by all products. To customize the products installed or have separate SQL servers used for specific products, you can do so by editing the configuration file. If you use a proxy to connect to the internet, you will configure it at this point.

After you finish editing the file, you need to re-run the wizard to complete the installation.

Step 3: Complete the installation

Step 3: You have completed the installation successfully and can move to post-installation steps.

You can now access the newly created cluster and suite, update certificates, resize the PVC, and more.

Important:

RHEL kernel version kernel-4.18.0-477.10.1.el8_8 is affected by an issue that interrupts the installation or management of the Automation Suite cluster. Make sure that none of the Automation Suite nodes uses this kernel version either pre- or post-installation. You can update the kernel version by running the following command: 

dnf install -y kernel kernel-tools kernel-tools-libsdnf install -y kernel kernel-tools kernel-tools-libs

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

You must perform this step on the machine with internet access where Automation Suite will be deployed. While these are finishing downloading, you can continue with the next steps.
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: Copying the interactive installer to the target machine

  1. Connect to the machine using SSH.

    • If you set a password, the command is as follows:

      ssh <user>@<dns_of_vm>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>ssh -i <path/to/Key.pem> <user>@<dns_of_vm>
  2. Become root:
    sudo su -sudo su -
  3. Move to home directory:
    cd ~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 -yyum install unzip jq -y

Step 1.2: Running the interactive installer to configure the installation options

Run the script to start the interactive installer. This step generates a configuration file that you can use during the installation process.
chmod +x ~/installUiPathAS.sh
./installUiPathAS.shchmod +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.

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.


    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 manually.

    You can go to the following section here: Advanced configuration step for more details. After editing, you can re-run the wizard to continue with installation.

    If you are installing Task Mining, make sure that you enable both AI Center and Task Mining in the 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.

Note:

You must to re-run the interactive installer to complete the installation.

Step 3: Completing the Installation

Note: You have completed the installation successfully, and you can now move to post-installation steps.

Updating Certificates

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.

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