- Overview
- Requirements
- Pre-installation
- 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: Migrating standalone Test Manager
- Step 10: Deleting the default tenant
- Performing a single tenant migration
- Migrating between Automation Suite clusters
- Migrating from Automation Suite on EKS/AKS to Automation Suite on OpenShift
- Monitoring and alerting
- Cluster administration
- Product-specific configuration
- Orchestrator advanced configuration
- Configuring Orchestrator parameters
- Configuring appSettings
- Configuring the maximum request size
- Overriding cluster-level storage configuration
- Configuring NLog
- Saving robot logs to Elasticsearch
- Configuring credential stores
- Configuring encryption key per tenant
- Cleaning up the Orchestrator database
- Skipping host library creation
- Troubleshooting
- The backup setup does not work due to a failure to connect to Azure Government
- Pods in the uipath namespace stuck when enabling custom node taints
- Unable to launch Automation Hub and Apps with proxy setup
- Robot cannot connect to an Automation Suite Orchestrator instance
- Log streaming does not work in proxy setups
- Velero backup fails with FailedValidation error
- Accessing FQDN returns RBAC: access denied error

Automation Suite on EKS/AKS installation guide
Granting installation permissions
Installation permissions are relevant only if you cannot provide admin privileges to the Automation Suite installer. If you can provide the required admin privileges to the installer, you do not need to follow the instructions in this section.
Automation Suite relies on specific permissions during installation. These permissions are assigned to the service account, which plays a pivotal role in installing the various Automation Suite components.
To configure all the permissions required for installation, take the following steps:
Step 1: Creating a service account
To create a service account, take the following steps:
- Create the
<uipath>namespace:kubectl create namespace <uipath>kubectl create namespace <uipath> - Create a service account named
uipathadmin:kubectl create serviceaccount uipathadmin -n <uipath>kubectl create serviceaccount uipathadmin -n <uipath> - Use the existing
admincluster role to grant admin permissions to theuipathadminservice account in the<uipath>namespace:kubectl create rolebinding uipathadmin --clusterrole=admin --serviceaccount=<uipath>:uipathadmin -n <uipath>kubectl create rolebinding uipathadmin --clusterrole=admin --serviceaccount=<uipath>:uipathadmin -n <uipath>
Step 2: Creating the required roles
The uipathadmin service account requires certain permissions during the Automation Suite installation. You provide the necessary permissions by creating roles. To create each role, save its configuration as a YAML file and run the following command, replacing the <file_name.yaml> placeholder with the actual name of the YAML file:
kubectl apply -f <file_name.yaml>
kubectl apply -f <file_name.yaml>
You can create the YAML file for each role by copying its corresponding configuration from the following table:
Figure 1. Automation Suite installation permissions
| Permissions | Purpose | Configuration |
|---|---|---|
| Query the namespace [read-only] |
Required to check whether the namespaces, such as the
<istio-system> namespace, are available or not.
|
|
| List nodes and CRDs [read-only] | The prerequisite check and diagnostic health check tool require this permission to perform node validations, such as checking available capacity on the node. |
|
| Get storage classes [read-only] | The prerequisite check and diagnostic health check tool require this permission to perform the validations. |
|
uipath roles [write] |
Most of the Automation Suite installation is performed via ArgoCD.
However, some components are installed via Helm charts.
The uipathctl tool runs an installation job that connects to
the kube-api-server and installs Helm charts in the
<uipath> namespace, which requires namespace-level
role-creator permissions.
|
|
<istio-system> roles [write]
Provide these permissions only if you want the installer to configure the WASM plugin. |
The following operations are performed in the
<istio-system> namespace:
|
|
<istio-system> roles [read-only]
Provide these permissions if Istio and the WASM plugin are already configured. |
The following operations are performed in the
<istio-system> namespace:
|
|
Step 3: Binding the roles
You must bind the roles that you created in the previous step to the uipathadmin service account, by running the following commands:
kubectl -n <istio-system> create rolebinding istio-system-automationsuite-rolebinding \
--role=istio-system-automationsuite-role --serviceaccount=<uipath>:uipathadmin
kubectl -n <istio-system> create rolebinding namespace-reader-rolebinding \
--clusterrole=namespace-reader-clusterrole --serviceaccount=<uipath>:uipathadmin
kubectl -n <uipath> create clusterrolebinding list-nodes-and-crd-rolebinding \
--clusterrole=list-nodes-and-crd-clusterrole --serviceaccount=<uipath>:uipathadmin
kubectl -n <uipath> create rolebinding uipath-automationsuite-rolebinding \
--role=uipath-automationsuite-role --serviceaccount=<uipath>:uipathadmin
kubectl -n <uipath> create clusterrolebinding storage-class-reader-binding \
--clusterrole=storage-class-reader --serviceaccount=<uipath>:uipathadmin
# This step is needed only if you want installer to configure the WASM Plugin. Otherwise skip it.
kubectl -n <istio-system> create rolebinding uipadmin-istio-system \
--clusterrole=admin --serviceaccount=<uipath>:uipathadmin
kubectl -n <istio-system> create rolebinding istio-system-automationsuite-rolebinding \
--role=istio-system-automationsuite-role --serviceaccount=<uipath>:uipathadmin
kubectl -n <istio-system> create rolebinding namespace-reader-rolebinding \
--clusterrole=namespace-reader-clusterrole --serviceaccount=<uipath>:uipathadmin
kubectl -n <uipath> create clusterrolebinding list-nodes-and-crd-rolebinding \
--clusterrole=list-nodes-and-crd-clusterrole --serviceaccount=<uipath>:uipathadmin
kubectl -n <uipath> create rolebinding uipath-automationsuite-rolebinding \
--role=uipath-automationsuite-role --serviceaccount=<uipath>:uipathadmin
kubectl -n <uipath> create clusterrolebinding storage-class-reader-binding \
--clusterrole=storage-class-reader --serviceaccount=<uipath>:uipathadmin
# This step is needed only if you want installer to configure the WASM Plugin. Otherwise skip it.
kubectl -n <istio-system> create rolebinding uipadmin-istio-system \
--clusterrole=admin --serviceaccount=<uipath>:uipathadmin
Step 4: Generating the kubeconfig file
After you assign all the permissions to the service account, you must create a kubeconfig file to pass to the uipathctl tool for the installation.
Generating the kubeconfig file on Linux or Mac
To generate the kubeconfig file on Linux or Mac, run the following commands:
# Create a token
token="$(kubectl -n <uipath> create token uipathadmin --duration=8760h)"
# copy current kubeconfig to a temp file
mkdir temp
cp ~/.kube/config temp/kubeconfig.tmp
# Find the user name and unset it in the temp file
kube_user_name="$(kubectl config view -o jsonpath="{.users[0].name}")"
kubectl -n <uipath> config unset users."${kube_user_name}" --kubeconfig="temp/kubeconfig.tmp"
# Update the credentials in the temp file
kubectl -n <uipath> --kubeconfig="temp/kubeconfig.tmp" config set-credentials uipathadmin --token="$token"
# Set the context and the namespace
kubectl --kubeconfig="temp/kubeconfig.tmp" config set-context --current --namespace=<uipath> --user=uipathadmin
mv temp/kubeconfig.tmp temp/uipathadminkubeconfig
# Create a token
token="$(kubectl -n <uipath> create token uipathadmin --duration=8760h)"
# copy current kubeconfig to a temp file
mkdir temp
cp ~/.kube/config temp/kubeconfig.tmp
# Find the user name and unset it in the temp file
kube_user_name="$(kubectl config view -o jsonpath="{.users[0].name}")"
kubectl -n <uipath> config unset users."${kube_user_name}" --kubeconfig="temp/kubeconfig.tmp"
# Update the credentials in the temp file
kubectl -n <uipath> --kubeconfig="temp/kubeconfig.tmp" config set-credentials uipathadmin --token="$token"
# Set the context and the namespace
kubectl --kubeconfig="temp/kubeconfig.tmp" config set-context --current --namespace=<uipath> --user=uipathadmin
mv temp/kubeconfig.tmp temp/uipathadminkubeconfig
If the operation was successful, you should see a kubeconfig file named uipathadminkubeconfig.
Generating the kubeconfig file on Windows
You must perform this step using Windows Powershell.
To generate the kubeconfig file on Windows, run the following commands:
# Create a token
$token = kubectl -n <uipath> create token uipathadmin --duration=8760h
# copy current kubeconfig to a temp file
mkdir temp
cp ~/.kube/config temp/kubeconfig.tmp
# Find the user name and unset it in the temp file
$kube_user_name = kubectl config view -o jsonpath="{.users[0].name}"
kubectl -n <uipath> config unset users."${kube_user_name}" --kubeconfig="temp/kubeconfig.tmp"
# Update the credentials in the temp file
kubectl -n <uipath> --kubeconfig="temp/kubeconfig.tmp" config set-credentials uipathadmin --token="$token"
# Set the context and the namespace
kubectl --kubeconfig="temp/kubeconfig.tmp" config set-context --current --namespace=<uipath> --user=uipathadmin
mv temp/kubeconfig.tmp temp/uipathadminkubeconfig
# Create a token
$token = kubectl -n <uipath> create token uipathadmin --duration=8760h
# copy current kubeconfig to a temp file
mkdir temp
cp ~/.kube/config temp/kubeconfig.tmp
# Find the user name and unset it in the temp file
$kube_user_name = kubectl config view -o jsonpath="{.users[0].name}"
kubectl -n <uipath> config unset users."${kube_user_name}" --kubeconfig="temp/kubeconfig.tmp"
# Update the credentials in the temp file
kubectl -n <uipath> --kubeconfig="temp/kubeconfig.tmp" config set-credentials uipathadmin --token="$token"
# Set the context and the namespace
kubectl --kubeconfig="temp/kubeconfig.tmp" config set-context --current --namespace=<uipath> --user=uipathadmin
mv temp/kubeconfig.tmp temp/uipathadminkubeconfig
If the operation was successful, you should see a kubeconfig file named uipathadminkubeconfig in the temp folder.