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UiPath CanadaChapter
UiPath Platform
#UiPathCanadaChapter
2
Platform
Overview
Q&A
Meeting Agenda
About Us Introduction
3
About UiPath Canada Chapter!
We are an online and offline environment where RPA
developers, professionals, and enthusiasts:
- meet each other and share experiences in the RPA industry
- learn together about the challenges they encounter
- build projects and components together and expand upon
automation ideas
Platforms:
- UiPath Community Page
Senior Engineering Lead
Persistent Systems
UiPath Canada Chapter Lead
Shantanu Chande
Organizers/Team
Diana Gray
Community Leader
Community Marketing Manager
UiPath
RPA Solutions Architect
TD Bank
UiPath Canada Chapter Lead
Joel Medeiros
5
Standalone Products
UiPath Platform products
individually installed
and managed
Automation Cloud
The cloud native UiPath
Platform delivered as SaaS
from UiPath
No installation required – start
instantly, scale infinitely
One-package install on-prem (including
air-gapped) or in public cloud Linux VM
Available products installed on
supported operating systems and
physical/virtual hardware
Automation Suite
The cloud native UiPath
Platform delivered as a single,
containerized suite
5
All the products*
Integrated High Availability, backup and scale management
Integrated UiPath Portal suite experience, and shared suite functionality
Unified admin experience for organization, tenant, user and license management
*All server products. Integration Service and Communication Mining planned for a future update after preview/launch
UiPath Platform Delivery Options
6
High-Level Deployment Method Comparison
Automation Cloud Automation Suite On-Prem Standalone
Deployment Options
Products pre-deployed to the Cloud
with full governance
Single install file for the entire Suite with
On-Prem, Public or Private cloud
deployment options.
Individual install files are available per
product. Can be installed on the client’s
cloud or data centers.
Upgrade Consistent rolling upgrades Single upgrade for entire suite
Upgrades provided on a per-product
basis
Updates and Releases
Major and minor updates are provided
every two weeks
Major updates provided twice yearly as
one install for the entire Suite
Major updates are provided twice a
year for every individual product and
installed as needed
Hardware Footprint Fully Cloud-based
Single set of hardware requirements to
cover full UiPath suite (with specific
exceptions)
Hardware and software requirements
vary by product and configuration
Maintenance
Cloud Environment fully maintained by
UiPath
Clients responsible for reduced onsite
maintenance vs. MSI On-Prem due to
simplified updates + installation
Clients responsible for onsite
maintenance, with UiPath Guidance
Security
Public and Private, Standard and Air
Gapped Options
Fully containerized secure environment
Configured based on deployed
products
Deployment
Considerations
Products are pre-deployed in UiPath’s
Cloud environment
Ideally suited for more comprehensive
suite deployments
Manual install and maintenance
requirements
Reliability
Fully managed Cloud Environment with
99.9% Uptime Guarantee and built-in DR
Only HA, multi-node supported for
prod deployments. Single-node option
supported for test/QA/dev
Redundancy recommended, with single
and multi-node deployment options
Cost Benefits
Overall lower on-site IT and maintenance
costs
Lower maintenance and management
costs compared to MSI On-Prem –
especially when deploying multiple
products
Most flexibility in terms of per-product
pricing
For Cloud vs On-Prem vs Automation Suite product availability, click here.
7
UiPath Platform Architecture Overview
1 – Available as standalone install for customer deployment as well
2 – Available only on Automation Cloud
Browser
Automation Cloud or Automation Suite
Host Environment
(UiPath Automation Cloud, On
Premises or public cloud)
Desktop
Mobile
Any
UiPath Assistant
Robot Service
Studio
StudioX Marketplace
Client Applications
Apps Custom Clients
Robot.js API
Automation Portal Action Center Mobile App
Insights1
AI Center1
Data Service
Orchestrator1
Processes, Actions, ML Skills
Queues, Assets
Robot & Machine Management
Automation Hub
Task Mining
Task Capture
Task Mining
Custom Clients
Tenant & Service Management User and Groups Management Licensing
Client Applications
Test Manager1
Integration Service2
Document Understanding
Process Mining
Studio Web2
Communication Mining2
Notification Service
Automation Ops
Automation Cloud
Robots2
Serverless Robots
8
* Not all services are available in all regions
** Not all available services are shown – services here are representative
UiPath Automation Cloud Architecture
Cloud Portal provides instant signup, unified access
and centralized group and license management for
enterprise and community customers.
All services are available in the cloud* as a
multi-tenant SaaS solution managed centrally
by UiPath.
All services are configured for disaster recovery
and high availability in multiple regions to provide
customers with 99.9% availability across the globe.
Customers can configure direct directory
connection with their corporate Microsoft
Azure AD or SAML providers for authentication
to leverage their enterprise IT policies.
Customers can securely connect robots from on-
premises and/or public cloud environments managed
by their IT or managed by the Automation Cloud.
0
Enterprise SaaS (one instance per region)
Company 1 Deployment
On-Premises
Robot Robot Studio Studio
Company 2 Company N
Enterprise SaaS (Europe, United States, Japan, Australia, Canada, Singapore)
Company 1
Enterprise SaaS Community (Europe)
Load Balancing, WAF, DDOS protection
Cloud Portal
Identity/User
and Groups
Licensing
Task
Mining
Task
Capture
Managed by customer
Public Cloud
Studio Studio Task
Mining
Task
Capture
Managed by customer
Public Cloud
Robot Robot
Managed by customer OR managed by
UiPath using Elastic Robot Orchestration
Robot Robot
Apps
HA
DR
Customer’s cloud
Enterprise IDP
Tenant**
Insights
Integration
Service
AI Center Automation Hub
Automation
Cloud Robots
Task Mining Data Service
Orchestrator
Automation Ops
9
Automation Suite enables you to deploy the full
UiPath automation platform* in the environment
of your choice, including bare metal machines, on-
premises Virtual Machine infrastructure, or cloud
subscriptions to any of the major providers.
** Not all available services are shown – services here are representative
Integration Service will be available in the future releases.
UiPath Automation Suite Architecture
Robot workforce
On-Premises
Robot Robot Studio Studio
On-premises environment (bare metal or virtual)/private cloud, public cloud
Organization 1
Portal
Identity/User
and Groups
Licensing
Task
Mining
Task
Capture
Managed by customer
Public Cloud
Studio Studio Task
Mining
Task
Capture
Managed by customer
Apps
HA
DR
Customer’s cloud or
on-premises enterprise IDP
Tenant**
Org 2
Data Service
Test Manager Insights
Automation
Hub
Action Center AI Center
Document
Understanding
Orchestrator Task Mining
Org N
Fabric Monitoring & Alerting Cluster Management
Automation Suite
Kubernetes-based infrastructure, cluster
management, and monitoring tools, all
preconfigured, dedicated to and optimized for
UiPath, all supported by UiPath. This enables
running all the products at scale and with HA.
All shared suite capabilities that enable you to
easily configure the integration with existing
enterprise systems, such as AD, AAD, or SAML,
across all products; a common experience is offered
across the suite for the user, tenant, external
applications, and license management.
Load Balancing, WAF, DDOS protection
Automation Ops
10
High Availability and Failover Architecture
High availability and disaster recovery
• Deploy platform in correct configuration
• Ensure redundancy in datacenter for Orchestrator,
HAA, Elasticsearch and SQL Server
Failover
• Deploy a DR datacenter with Orchestrator,
replicated Elasticsearch and Secondary SQL
Server Database
Multi-tenancy
• Supported by orchestrator
Active Primary Datacenter Passive DR Datacenter
UiPath Robot UiPath Robot UiPath Robot UiPath Robot UiPath Robot
Orchestrator
Operator
UiPath Robot UiPath Robot UiPath Robot UiPath Robot UiPath Robot
Network Load
Balancer
UiPath
Orchestrator
UiPath
Orchestrator
HAA Node 2
HAA Node 1
HAA Node 3
Shared
Storage
*NUGET
Package Path
UiPath
Orchestrator
*NUGET
Package Path
Shared
Storage
SQL Listener
Primary Replica
SQL Server
Always On
Availability Group
Elasticsearch & Kibana
(optional)
Node 2
Master + Data
Node 3
Master + Data
Node 1
Master + Data
SQL Listener
Secondary Replica
SQL Server
Always On
Availability Group
Elasticsearch & Kibana
(optional)
Node 1
Master + Data
Elasticsearch
Snapshot/Restore
AG Syncronization
Data
Replication
11
Test Suite
UiPath Test Suite is the testing solution powered by
the UiPath Platform.
Components
includes Test Manager App, Test Manager Hub,
Studio, Orchestrator Testing Module and Test Robots.
UiPath Test Manager Overview
CI/CD Integrations
CI/CD pipelines that allow you to deploy testing
projects and manage them.
12
Discover/Automate/Operate
UiPath structures its offerings around three main
pillars: Discovery, Automate, and Operate. These
pillars form the backbone of its integrated platform,
enabling organizations to identify automation
opportunities, develop and deploy robots, and
manage their robotic workforce effectively
UiPath Test Manager Overview
Test Suite
UiPath Test Manager enhances each of the UiPath
pillars by ensuring that automation opportunities are
identified based on solid data, that bots are deployed
with confidence after rigorous testing, and that
operational bots are continuously monitored and
optimized.
13
Application Testing
Can be used to test software applications, web apps,
mobile apps, CRM/ERP systems, and SAP
UiPath Test Manager Overview
RPA Testing
Test Suite is also used by RPA Teams to test their
Robotic Process Automations
14
Integrations
Native integrations to widely used ALM tools: think
ServiceNow, SAP Solution Manager, Azure DevOps,
Jira, and even Jira plugins like Xray
UiPath Test Manager Overview
Source Controls
It can work with version control tools like Git, SVN,
and TFS.
15
Test Suite
helps test any technology and proactively
resolve issues.
Components
includes Test Manager App, Test Manager Hub,
Studio, Orchestrator Testing Module and Test Robots.
Open Architecture
Integration with 3rd party ALM tools, CI/CD, Open
Source, source control, open APIs, etc.
Built on proven production-grade technology (SOC 2,
VeraCode certified, compliance and governance
capabilities, role-based access management, asset
and data management).
UiPath Test Manager Architecture
Studio
Orchestrator
Test Robots
Test
Manager
Hub
Task Capture
Analytics & Reporting Manual Testing
Requirements Mgmt
Atlassian Jira/Xray
Jenkins
Azure
DevOps
SAP Solution Manager
ServiceNow
Azure Devops
Ktern
(Change Impact Mining)
◢ Web Service
Test Manager App
◢ Browser Application
MicroFocus ALM/QC
Automation
Ops
OnPrem/Cloud
OnPrem/Cloud
(Your tool)
API
Tricentis qTest
Connectors
Redmine
16
Insights
Insights is a web application that serves as a
platform for data modeling and analytics using a
combination of available business metrics and
operational insights
Default Templates
By default, all users have access to the Robots and
Machines, Processes, Queues, and Attended
Reporting Templates that are included with the product
UiPath Insights Overview
My Dashboards
Dashboards that you create from scratch or copy from
the templates
17
Schedules
Share dashboards directly with users by allowing
you to send your reports via email.
Alerting
Alerts allow you to stay on top of your most important
KPIs. You can keep an eye on important aspects of
your business by adding alerts for important values
from widgets from various dashboards.
UiPath Insights Overview
Availability
Schedules and Alerts are available on the Cloud and
Standalone versions.
18
UiPath Insights pulls data from robot
logs, Orchestrator SQL database, and integrations
with Automation Hub and Document Understanding.
Data extracted includes:
• Operational job and queue data
• Business metrics included in custom
user-defined logs
• Variables stored in queues.
• Automation Hub Component and Idea Data
Customers have the option to enable a real time
data export pipeline to either AWS SQS or Azure
Event Hub.
The power of Insights Cloud comes from the
underlying technology powered by Google Cloud,
which allows advanced data model creation and
live querying of the Snowflake database.
UiPath Cloud Insights Architecture
Automation Cloud
Routing Service Insights Permissions
Location Service Identity Service
Portal
Insight Portal Provisioning
Orchestrator
Azure
Data
Factory*
Orchestrator DB
and Robots Blob
Snowflake Data Warehouse
Read Path
Write Path
Insights UI
Insights is accessed from the Automation
Cloud portal.
Looker
21
Orchestrator Monitoring
Orchestrator provides a monitoring solution that
gives you real-time metrics to help you keep an eye
on the health and state of your system.
Objects
There are four entities available in the Monitoring page
- Machines,Processes,Queues, and Queues SLA -
each concerning the corresponding resource as found
in Orchestrator.
UiPath Orchestrator Real-time Monitoring
Permissions
The monitoring functionality is controlled by a general-
purpose permission set (Monitoring), per-object
permissions (Machines, Robots, Queues, Jobs) and
filter-pertaining permissions (Environments and
Folders)
Historical monitoring
Available on Cloud, the Historical (Insights) tab,
powered by the Insights service, provides information
that dates back to up to two years.
22
Availability
Available on Cloud and on Automation Suite.
Overview
• Enable the real-time export of UiPath Orchestrator
events to Splunk.
• Combine UiPath data with your own external
monitoring data to enrich your reporting and connect
to ticketing systems.
• Have a standardized UiPath-owned data export
populated in real-time with the fields you need for
consistent reporting.
UiPath Orchestrator Real-time Data Export
23
Overview
• Three out-of-the-box templates: Real-time Processes, Real-time Queues, Real-time Machines.
• These templates allow for an in-progress view of Orchestrator entities with the ability to filter for any folder,
process, machine name or queue name.
• Ability to create and manage alerts, based on your custom trigger for Processes, Queues or Machines. After
creating your specific alert, you, the group or the person selected will be alerted as soon as the trigger happens.
UiPath Insights Real-time Monitoring
Public Preview
• This feature is available for all customers while in Public Preview.
• In General Availability customers need to purchase the Advanced tier, to see and use this feature.
24
Availability
Only available on Cloud, Automation Suite, and
Standalone installation.
Overview
• Elasticsearch is optional and is used to store
messages logged by the Robots.
• Logs can be sent to ElasticSearch and/or to a local
SQL database.
Elasticsearch Server
25
Education
Learn RPA Skills
- Free Community Software
- Academy
- Certification
- Academic Alliance
Support
Solve problems
- Forum
- Documentation
- Community Blog
- Use Cases Repository
- Job Board
Network
Grow your career
- Meetups & DevCon
- Mentorship
- Hackathons
- MVP Program
- Automation Champions
An ecosystem enabling
developer success
26
Vibrant ecosystem of more than 1.5 million professionals and citizen developers learning, getting
support, and succeeding together in their automation careers.
• Start with the free Community Edition to get trained and certified
• Then upgrade to the Enterprise version of the product
Academy
• Get crowdsourced support and share product feedback on UiPath Forum
• Check the product documentation
• Join the Insider Preview for early testing
Forum
Community Events
• Access the latest articles and video tutorial content created by community members and
UiPath engineers in our Community Blog
• Contribute as an author.
UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of
the Forum Leaders, based on the contribution to others’ growth
Join the UiPath Community
• Connect with like-minded people and share best practices with the UiPath Community
• Solve challenges in engaging hackathon competitions
• Join meetups and conferences
Blog and Tutorials
Automation Cloud
• Learn the skills of the future on UiPath Academy or through our Academic Alliance
• Earn globally recognized credentials with UiPath Certifications
Q & A
28
Thank You!

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UiPath Platform: The Backend Engine Powering Your Automation - Session 2

  • 3. 3 About UiPath Canada Chapter! We are an online and offline environment where RPA developers, professionals, and enthusiasts: - meet each other and share experiences in the RPA industry - learn together about the challenges they encounter - build projects and components together and expand upon automation ideas Platforms: - UiPath Community Page
  • 4. Senior Engineering Lead Persistent Systems UiPath Canada Chapter Lead Shantanu Chande Organizers/Team Diana Gray Community Leader Community Marketing Manager UiPath RPA Solutions Architect TD Bank UiPath Canada Chapter Lead Joel Medeiros
  • 5. 5 Standalone Products UiPath Platform products individually installed and managed Automation Cloud The cloud native UiPath Platform delivered as SaaS from UiPath No installation required – start instantly, scale infinitely One-package install on-prem (including air-gapped) or in public cloud Linux VM Available products installed on supported operating systems and physical/virtual hardware Automation Suite The cloud native UiPath Platform delivered as a single, containerized suite 5 All the products* Integrated High Availability, backup and scale management Integrated UiPath Portal suite experience, and shared suite functionality Unified admin experience for organization, tenant, user and license management *All server products. Integration Service and Communication Mining planned for a future update after preview/launch UiPath Platform Delivery Options
  • 6. 6 High-Level Deployment Method Comparison Automation Cloud Automation Suite On-Prem Standalone Deployment Options Products pre-deployed to the Cloud with full governance Single install file for the entire Suite with On-Prem, Public or Private cloud deployment options. Individual install files are available per product. Can be installed on the client’s cloud or data centers. Upgrade Consistent rolling upgrades Single upgrade for entire suite Upgrades provided on a per-product basis Updates and Releases Major and minor updates are provided every two weeks Major updates provided twice yearly as one install for the entire Suite Major updates are provided twice a year for every individual product and installed as needed Hardware Footprint Fully Cloud-based Single set of hardware requirements to cover full UiPath suite (with specific exceptions) Hardware and software requirements vary by product and configuration Maintenance Cloud Environment fully maintained by UiPath Clients responsible for reduced onsite maintenance vs. MSI On-Prem due to simplified updates + installation Clients responsible for onsite maintenance, with UiPath Guidance Security Public and Private, Standard and Air Gapped Options Fully containerized secure environment Configured based on deployed products Deployment Considerations Products are pre-deployed in UiPath’s Cloud environment Ideally suited for more comprehensive suite deployments Manual install and maintenance requirements Reliability Fully managed Cloud Environment with 99.9% Uptime Guarantee and built-in DR Only HA, multi-node supported for prod deployments. Single-node option supported for test/QA/dev Redundancy recommended, with single and multi-node deployment options Cost Benefits Overall lower on-site IT and maintenance costs Lower maintenance and management costs compared to MSI On-Prem – especially when deploying multiple products Most flexibility in terms of per-product pricing For Cloud vs On-Prem vs Automation Suite product availability, click here.
  • 7. 7 UiPath Platform Architecture Overview 1 – Available as standalone install for customer deployment as well 2 – Available only on Automation Cloud Browser Automation Cloud or Automation Suite Host Environment (UiPath Automation Cloud, On Premises or public cloud) Desktop Mobile Any UiPath Assistant Robot Service Studio StudioX Marketplace Client Applications Apps Custom Clients Robot.js API Automation Portal Action Center Mobile App Insights1 AI Center1 Data Service Orchestrator1 Processes, Actions, ML Skills Queues, Assets Robot & Machine Management Automation Hub Task Mining Task Capture Task Mining Custom Clients Tenant & Service Management User and Groups Management Licensing Client Applications Test Manager1 Integration Service2 Document Understanding Process Mining Studio Web2 Communication Mining2 Notification Service Automation Ops Automation Cloud Robots2 Serverless Robots
  • 8. 8 * Not all services are available in all regions ** Not all available services are shown – services here are representative UiPath Automation Cloud Architecture Cloud Portal provides instant signup, unified access and centralized group and license management for enterprise and community customers. All services are available in the cloud* as a multi-tenant SaaS solution managed centrally by UiPath. All services are configured for disaster recovery and high availability in multiple regions to provide customers with 99.9% availability across the globe. Customers can configure direct directory connection with their corporate Microsoft Azure AD or SAML providers for authentication to leverage their enterprise IT policies. Customers can securely connect robots from on- premises and/or public cloud environments managed by their IT or managed by the Automation Cloud. 0 Enterprise SaaS (one instance per region) Company 1 Deployment On-Premises Robot Robot Studio Studio Company 2 Company N Enterprise SaaS (Europe, United States, Japan, Australia, Canada, Singapore) Company 1 Enterprise SaaS Community (Europe) Load Balancing, WAF, DDOS protection Cloud Portal Identity/User and Groups Licensing Task Mining Task Capture Managed by customer Public Cloud Studio Studio Task Mining Task Capture Managed by customer Public Cloud Robot Robot Managed by customer OR managed by UiPath using Elastic Robot Orchestration Robot Robot Apps HA DR Customer’s cloud Enterprise IDP Tenant** Insights Integration Service AI Center Automation Hub Automation Cloud Robots Task Mining Data Service Orchestrator Automation Ops
  • 9. 9 Automation Suite enables you to deploy the full UiPath automation platform* in the environment of your choice, including bare metal machines, on- premises Virtual Machine infrastructure, or cloud subscriptions to any of the major providers. ** Not all available services are shown – services here are representative Integration Service will be available in the future releases. UiPath Automation Suite Architecture Robot workforce On-Premises Robot Robot Studio Studio On-premises environment (bare metal or virtual)/private cloud, public cloud Organization 1 Portal Identity/User and Groups Licensing Task Mining Task Capture Managed by customer Public Cloud Studio Studio Task Mining Task Capture Managed by customer Apps HA DR Customer’s cloud or on-premises enterprise IDP Tenant** Org 2 Data Service Test Manager Insights Automation Hub Action Center AI Center Document Understanding Orchestrator Task Mining Org N Fabric Monitoring & Alerting Cluster Management Automation Suite Kubernetes-based infrastructure, cluster management, and monitoring tools, all preconfigured, dedicated to and optimized for UiPath, all supported by UiPath. This enables running all the products at scale and with HA. All shared suite capabilities that enable you to easily configure the integration with existing enterprise systems, such as AD, AAD, or SAML, across all products; a common experience is offered across the suite for the user, tenant, external applications, and license management. Load Balancing, WAF, DDOS protection Automation Ops
  • 10. 10 High Availability and Failover Architecture High availability and disaster recovery • Deploy platform in correct configuration • Ensure redundancy in datacenter for Orchestrator, HAA, Elasticsearch and SQL Server Failover • Deploy a DR datacenter with Orchestrator, replicated Elasticsearch and Secondary SQL Server Database Multi-tenancy • Supported by orchestrator Active Primary Datacenter Passive DR Datacenter UiPath Robot UiPath Robot UiPath Robot UiPath Robot UiPath Robot Orchestrator Operator UiPath Robot UiPath Robot UiPath Robot UiPath Robot UiPath Robot Network Load Balancer UiPath Orchestrator UiPath Orchestrator HAA Node 2 HAA Node 1 HAA Node 3 Shared Storage *NUGET Package Path UiPath Orchestrator *NUGET Package Path Shared Storage SQL Listener Primary Replica SQL Server Always On Availability Group Elasticsearch & Kibana (optional) Node 2 Master + Data Node 3 Master + Data Node 1 Master + Data SQL Listener Secondary Replica SQL Server Always On Availability Group Elasticsearch & Kibana (optional) Node 1 Master + Data Elasticsearch Snapshot/Restore AG Syncronization Data Replication
  • 11. 11 Test Suite UiPath Test Suite is the testing solution powered by the UiPath Platform. Components includes Test Manager App, Test Manager Hub, Studio, Orchestrator Testing Module and Test Robots. UiPath Test Manager Overview CI/CD Integrations CI/CD pipelines that allow you to deploy testing projects and manage them.
  • 12. 12 Discover/Automate/Operate UiPath structures its offerings around three main pillars: Discovery, Automate, and Operate. These pillars form the backbone of its integrated platform, enabling organizations to identify automation opportunities, develop and deploy robots, and manage their robotic workforce effectively UiPath Test Manager Overview Test Suite UiPath Test Manager enhances each of the UiPath pillars by ensuring that automation opportunities are identified based on solid data, that bots are deployed with confidence after rigorous testing, and that operational bots are continuously monitored and optimized.
  • 13. 13 Application Testing Can be used to test software applications, web apps, mobile apps, CRM/ERP systems, and SAP UiPath Test Manager Overview RPA Testing Test Suite is also used by RPA Teams to test their Robotic Process Automations
  • 14. 14 Integrations Native integrations to widely used ALM tools: think ServiceNow, SAP Solution Manager, Azure DevOps, Jira, and even Jira plugins like Xray UiPath Test Manager Overview Source Controls It can work with version control tools like Git, SVN, and TFS.
  • 15. 15 Test Suite helps test any technology and proactively resolve issues. Components includes Test Manager App, Test Manager Hub, Studio, Orchestrator Testing Module and Test Robots. Open Architecture Integration with 3rd party ALM tools, CI/CD, Open Source, source control, open APIs, etc. Built on proven production-grade technology (SOC 2, VeraCode certified, compliance and governance capabilities, role-based access management, asset and data management). UiPath Test Manager Architecture Studio Orchestrator Test Robots Test Manager Hub Task Capture Analytics & Reporting Manual Testing Requirements Mgmt Atlassian Jira/Xray Jenkins Azure DevOps SAP Solution Manager ServiceNow Azure Devops Ktern (Change Impact Mining) ◢ Web Service Test Manager App ◢ Browser Application MicroFocus ALM/QC Automation Ops OnPrem/Cloud OnPrem/Cloud (Your tool) API Tricentis qTest Connectors Redmine
  • 16. 16 Insights Insights is a web application that serves as a platform for data modeling and analytics using a combination of available business metrics and operational insights Default Templates By default, all users have access to the Robots and Machines, Processes, Queues, and Attended Reporting Templates that are included with the product UiPath Insights Overview My Dashboards Dashboards that you create from scratch or copy from the templates
  • 17. 17 Schedules Share dashboards directly with users by allowing you to send your reports via email. Alerting Alerts allow you to stay on top of your most important KPIs. You can keep an eye on important aspects of your business by adding alerts for important values from widgets from various dashboards. UiPath Insights Overview Availability Schedules and Alerts are available on the Cloud and Standalone versions.
  • 18. 18 UiPath Insights pulls data from robot logs, Orchestrator SQL database, and integrations with Automation Hub and Document Understanding. Data extracted includes: • Operational job and queue data • Business metrics included in custom user-defined logs • Variables stored in queues. • Automation Hub Component and Idea Data Customers have the option to enable a real time data export pipeline to either AWS SQS or Azure Event Hub. The power of Insights Cloud comes from the underlying technology powered by Google Cloud, which allows advanced data model creation and live querying of the Snowflake database. UiPath Cloud Insights Architecture Automation Cloud Routing Service Insights Permissions Location Service Identity Service Portal Insight Portal Provisioning Orchestrator Azure Data Factory* Orchestrator DB and Robots Blob Snowflake Data Warehouse Read Path Write Path Insights UI Insights is accessed from the Automation Cloud portal. Looker
  • 19. 21 Orchestrator Monitoring Orchestrator provides a monitoring solution that gives you real-time metrics to help you keep an eye on the health and state of your system. Objects There are four entities available in the Monitoring page - Machines,Processes,Queues, and Queues SLA - each concerning the corresponding resource as found in Orchestrator. UiPath Orchestrator Real-time Monitoring Permissions The monitoring functionality is controlled by a general- purpose permission set (Monitoring), per-object permissions (Machines, Robots, Queues, Jobs) and filter-pertaining permissions (Environments and Folders) Historical monitoring Available on Cloud, the Historical (Insights) tab, powered by the Insights service, provides information that dates back to up to two years.
  • 20. 22 Availability Available on Cloud and on Automation Suite. Overview • Enable the real-time export of UiPath Orchestrator events to Splunk. • Combine UiPath data with your own external monitoring data to enrich your reporting and connect to ticketing systems. • Have a standardized UiPath-owned data export populated in real-time with the fields you need for consistent reporting. UiPath Orchestrator Real-time Data Export
  • 21. 23 Overview • Three out-of-the-box templates: Real-time Processes, Real-time Queues, Real-time Machines. • These templates allow for an in-progress view of Orchestrator entities with the ability to filter for any folder, process, machine name or queue name. • Ability to create and manage alerts, based on your custom trigger for Processes, Queues or Machines. After creating your specific alert, you, the group or the person selected will be alerted as soon as the trigger happens. UiPath Insights Real-time Monitoring Public Preview • This feature is available for all customers while in Public Preview. • In General Availability customers need to purchase the Advanced tier, to see and use this feature.
  • 22. 24 Availability Only available on Cloud, Automation Suite, and Standalone installation. Overview • Elasticsearch is optional and is used to store messages logged by the Robots. • Logs can be sent to ElasticSearch and/or to a local SQL database. Elasticsearch Server
  • 23. 25 Education Learn RPA Skills - Free Community Software - Academy - Certification - Academic Alliance Support Solve problems - Forum - Documentation - Community Blog - Use Cases Repository - Job Board Network Grow your career - Meetups & DevCon - Mentorship - Hackathons - MVP Program - Automation Champions An ecosystem enabling developer success
  • 24. 26 Vibrant ecosystem of more than 1.5 million professionals and citizen developers learning, getting support, and succeeding together in their automation careers. • Start with the free Community Edition to get trained and certified • Then upgrade to the Enterprise version of the product Academy • Get crowdsourced support and share product feedback on UiPath Forum • Check the product documentation • Join the Insider Preview for early testing Forum Community Events • Access the latest articles and video tutorial content created by community members and UiPath engineers in our Community Blog • Contribute as an author. UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of the Forum Leaders, based on the contribution to others’ growth Join the UiPath Community • Connect with like-minded people and share best practices with the UiPath Community • Solve challenges in engaging hackathon competitions • Join meetups and conferences Blog and Tutorials Automation Cloud • Learn the skills of the future on UiPath Academy or through our Academic Alliance • Earn globally recognized credentials with UiPath Certifications
  • 25. Q & A