This document outlines the steps for upgrading UiPath Insights and Orchestrator. It discusses upgrading from version 2022.4 to 2023.4, including an overview of Insights, historical version comparisons, key upgrade considerations and prerequisites, the upgrade process for Orchestrator and Insights, and post-upgrade validation checks. The presentation includes demonstrations of upgrading Orchestrator and Insights on-premises.

1. UiPath Insights Upgrade
Live demo
25 July 2023

2. Speakers
Arun Kumar
Technical Account Manager
UiPath
https://www.linkedin.com/in/arun-k-4888a124/
Sagar Sable
Technical Account Manager
UiPath
https://www.linkedin.com/in/sablesagar/

3. Q & A

4. 4
Events in the Series
❍ Standalone UiPath Orchestrator Upgrade (IaaS/PaaS) [2022.4 to 2023.4]
☞ UiPath Insights (Looker) Upgrade
❍ Test Manager and Action Center Upgrade
❍ Automation Suite (Installation)
❍ Automation Suite (Upgrade)

5. 5
Agenda
❖ Insights Overview
❖ Historical Insights version comparison
❖ Key Upgrade considerations and prerequisites (Hardware and Software)
❖ Orchestrator Upgrade from 2022.4 to 2023.4
❖ Insights Upgrade from 2022.4 to 2023.4
❖ Post Upgrade Checks and Validation
❖ Q&A

6. 6
Insights Overview
 UiPath Insights is a powerful, embedded analytics tool that helps you measure, report, and align
RPA operations with strategic business outcomes.
 It allows you to build customizable views specific to your needs and priorities. It also comes with
several dashboard templates (Robots, Processes, Queues, and Business ROI) that are intended
to address immediate automation measurement needs from a business and operational perspective.
 UiPath Insights was created to help you:

7. 7
Previous Version Comparisons
2020.10 2021.10 2022.4, 2022.10, 2023.4
• Uses Sisense as the Background
Technology for Analytic capabilities
• Requires one windows server to run the
component.
• Uses Looker as the background
technology for analytics.
• Requires single Windows Server which
host looker Linux container as well as
Insight Component.
• Uses Looker as the background
technology for analytics.
• Requires one Windows Server which run
the insights component and one Linux
Box to host the looker container.
Sisense
Technology
Windows Running
Linux Looker Container
Windows Host &
Linux Looker Container
Windows
Linux
Windows
Linux
Container

8. 8
Key Drivers for upgrade
Major reasons for Upgrade:
• Your UiPath Insights currently does not fall
under supported product lifecycle version.
(Refer link here )
• Majority of features used in your environment
are nearing deprecation timeline mentioned
here
• You are looking for or awaiting new features
and bug fixes that can be found in most recent
releases of UiPath Insights as mentioned here
Key factors to consider while choosing new
version:
• Check compatibility matrix (Refer link here)
• Verify upgrade considerations link.
• Chose between latest vs (n-1) LTS versions.
• Always refer release notes for new features.
** Refer slide notes for more details
.

9. 9
Key Upgrade considerations and prerequisites
Prepare an upgrade plan and document the procedure
Always backup your environment before upgrading.
Prepare a roll back plan and document the procedure
Ensure Hardware and Software requirements are meeting as per UiPath documentation here.
Orchestrator and Insights should strictly have the same version.
Ensure certificate details are correctly applied during the upgrade
Ensure all the prerequisites for upgrade are met.
Below documentation explains the upgrade and migration path from previous version to 2023.4:
https://docs.uipath.com/insights/standalone/2023.4/user-guide/insights-upgrading/

10. 10
IaaS Orchestrator Upgrade
•Run directly via orchestrator.msi on orchestrator server node.
•Make sure that insights feature is already selected during upgrade.
•Ensure all the prerequisites are met for upgradation. Reference Links are as below.
Reference links
https://docs.uipath.com/orchestrator/standalone/2023.4/installation-guide/updating-using-the-windows-installer
https://docs.uipath.com/orchestrator/standalone/2023.4/installation-guide/about-updating-and-migrating

11. 11
Demo Time!
On-Prem Upgrade from 2022.4 UiPath Orchestrator to 2023.4

12. 12
UiPath Insights Upgrade
•Run directly via uipathinsights.msi on insights windows server node.
•Make sure that fresh installation token is provided by Orchestrator Host.
•Ensure all the prerequisites are met for upgradation. Reference Link is as below.
Reference link
https://docs.uipath.com/insights/standalone/2023.4/user-guide/insights-upgrading

13. 13
Demo Time!
On-Prem Upgrade from 2022.4 UiPath Insights to 2023.4

14. 14
Post Validation Checks
Validate Orchestrator Version
Access all the dashboards
Validate Insights Version
Users access & roles checks

15. Thank You