UiPath Administration and Support Guide: Learn industry-standard practices for UiPath program support and administration activities

Length: 286 pages
Edition: 1
Language: English
Publisher: Packt Publishing
Publication Date: 2022-09-23
ISBN-10: 1803239085
ISBN-13: 9781803239088
Sales Rank: #2256320 (See Top 100 Books)

Practical explanations that go beyond UiPath official documentation to guide new UiPath support professionals to excel in their workplace

Key Features

Get a deep understanding of practical aspects of the UiPath support and administration role
Explore real-world UiPath support and administration use cases
Details best practices and tips for UiPath support and administration professionals

Book Description

UiPath administration, support, maintenance, monitoring, and deployment activities are mandatory and more challenging than developing bots. This is a major issue for many firms that are looking to scale their RPA programs.

This book will help in training new UiPath users/resources involved in administration and support tasks to address existing skill gaps in RPA market. The book starts with an introduction to the UiPath Platform. You’ll learn how to set up UiPath Platform administration, support, monitoring, reporting, deployment, and maintenance. After that, you’ll cover advanced topics, such as, using the orchestrator API for support operations, security, and risk management. In addition to this, best practices for each of the topics will be covered.

By the end of this book, you will have the knowledge you need to work on the support and monitoring of UiPath programs of any size.

What you will learn

Explore the core UiPath Platform design and architecture
Understand UiPath Platform support and administration concepts
Get to grips with real-world use cases of UiPath support, DevOps, and monitoring
Understand UiPath maintenance and reporting
Discover best practices to enable UiPath operations scaling
Understand the future trends in UiPath platform and support activities

Who this book is for

This book is for UiPath support professionals looking to gain a 360-degree perspective of how to perform UiPath support and administration activities and understand different components such as orchestrators, robots, support frameworks, and models. RPA developers will be able to learn UiPath support and administration to add value to their current developer role. RPA CoE leaders who want to set up or improve their UiPath support organization will also benefit from this UiPath book.

UiPath Administration and Support Guide
Contributors
About the author
About the reviewers
Preface
    Who this book is for
    What this book covers
    To get the most out of this book
    Prerequisite steps
    Download the color images
    Conventions used
    Get in touch
    Share Your Thoughts
Part 1: UiPath Platform and Support Setup
Chapter 1: Understanding UiPath Platform Constructs and Setup
    UiPath Platform overview
    On-prem UiPath Orchestrator
        Single node UiPath Orchestrator architecture
        Multi-node UiPath Orchestrator architecture
        Orchestrator setup
        On-prem UiPath Orchestrator (single node)
    Cloud – UiPath Orchestrator
        Robots setup
        UiPath folders
        UiPath Robot machine setup
        UiPath Robot categories
        UiPath Robot setup
    Program organization
        Organizing tenants and folders
        Organizing the RPA environments
    Summary
Chapter 2: Defining UiPath Support Strategy, Framework, and Models
    UiPath Support strategy and framework
        UiPath Support strategy overview
        UiPath Support framework
    UiPath Support model
        UiPath Support sourcing model
        The UiPath Support operational model
    Support policy
        Support alignment
    Support life cycle
        UiPath process onboarding
        UiPath process in operations
        UiPath process offboarding
    Extended support setup
        Internal support
        External support
    ABC Insurance Corporation UiPath Support strategy, framework, and models in action
    Summary
Chapter 3: Setting Up UiPath Support Enablers
    UiPath RPA support enabler components
    UiPath monitoring setup
        Business level
        Application level
        Infrastructure level
    UiPath reporting setup
        Business reporting
        UiPath RPA CoE reporting
        UiPath support reporting
        UiPath release reporting
    UiPath deployment setup
        Manual deployment
        Automated deployment
    Continuous improvement setup for UiPath support
        Continuous improvements for UiPath business KPIs
        Continuous improvements for UiPath support operation KPIs
    Knowledge management setup for UiPath support
        Knowledge management pillars
        Tooling setup
    Summary
Part 2: UiPath Administration, Support, DevOps, and Monitoring in Action
Chapter 4: UiPath Orchestrator Administration
    A UiPath Orchestrator overview
        UiPath Orchestrator terminology
        UiPath Orchestrator capability
    UiPath cloud administration
        Orchestrator tenant administration
        User and group management
        License and other settings management
    Tenant-level entities administration
        Robots
        Folders
        Managing access
        Machines
        Packages
        Audit
        Credential stores
        Webhooks
        License
        Alerts
        Settings – email setup
    Folder level entities administration
        Automation
        Queues
        Assets
        Settings
    UiPath Orchestrator use cases and best practices
        Use cases
        Best practices
    Summary
Chapter 5: Robot Management and Common Support Activities
    Robot management
        Robot on machines
        Robot details in Orchestrator
        Support request prioritization
    P1 – A high-priority support request
        S1 – All email automation jobs failing on a particular Robot
        S2 – Business-critical web automation bot down
        S3 – Attended automation job failed
    P2 – A medium-priority support request
        S1 – A business query on the failed job run
        S2 – Execution logs are not generated for a machine
        S3 – Robot provision or unprovision during ServiceNow maintenance
    P3 – A low-priority support request
        S1 – Managing business users in the audit report
        S2 – Advanced trigger management
        S3 – Logs check and email alert issues
    Other support requests
        Complex support requests
        Periodic support requests
    Summary
Chapter 6: DevOps in UiPath
    UiPath build and deployment management
        The ABC Insurance UiPath manual build and deployment process
    DevOps and its lifecycle
    Continuous Development and Continuous Integration
        Continuous Development of UiPath automation
        Continuous Integration with GitHub
    Continuous testing, deployment, and monitoring
        Continuous testing with UiPath Test Suite
        Continuous Deployment with the UiPath Jenkins plugin
        Continuous monitoring
    DevOps in action in the ABC Insurance UiPath CoE
        Automated deployment process in the ABC Insurance UiPath COE
    Summary
Chapter 7: Monitoring and Reporting in UiPath
    The UiPath monitoring and reporting framework
        The ABC Insurance UiPath monitoring and reporting framework
    Level 1 – Business-level monitoring and reporting
        UiPath Insights
        Monitoring at the business level
        Reporting at the business level
    Level 2 – Application-level monitoring and reporting
        Monitoring at the application level
        Reporting at the application level
    Level 3 – Infrastructure-level monitoring and reporting
        Monitoring at the infrastructure level
        Reporting at the infrastructure level
    Monitoring and reporting options and best practices for the UiPath program
        Popular monitoring and reporting tool options
        UiPath program and CoE reporting
        Best practices in handling monitoring and reporting requests
    Summary
Part 3: UiPath Maintenance and Future Trends
Chapter 8: UiPath Maintenance and Upgrade
    UiPath platform maintenance (on-premises)
        UiPath application server maintenance
        UiPath database server maintenance
    UiPath system health check (on-premises)
        UiPath application maintenance
        UiPath data maintenance
        UiPath infrastructure maintenance
    Robot machine maintenance
        Robot machine health check
        Precautions for mitigating robot machine health issues
    Other UiPath maintenance activities
    UiPath platform upgrade activities (on-premises)
        UiPath Orchestrator upgrade
        Studio upgrade
        Robot upgrade
        Other popular on-premises UiPath product upgrades
        Best practices in UiPath upgrade activities
    Summary
Chapter 9:  UiPath Support – Advanced Topics and Future Trends
    UiPath Self Service support catalog
        UiPath application services
        UiPath job run services
        UiPath access services
        UiPath monitoring services
    UiPath Support apps
        Orchestrator management apps
        Monitoring apps
        Maintenance apps
    Advanced topics
        Disaster recovery and the business continuity plan
        IT security
        Risk management
        Auditing and compliance
    UiPath product ecosystem support
        Task Capture
        Process Mining
        Task Mining
        Test Manager
        Document Understanding
    Future trends in UiPath support and administration
        Auto-healing bots
        An ML-based ticketing solution
        Container-based deployments and autoscaling
        Multi-vendor ecosystem
        Automated support setup with advanced monitoring
    Summary
Index
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