insights
2023.10
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Insights

Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Feb 17, 2025

Modifying Insights Configurations

Requirements

To modify or uninstall Insights, you need to have the original installation file.

Modifying the Insights Installation

  1. Go to Apps and Features. Click on UiPath Insights and Select Modify.


  2. Click Next in the newly opened window.


  3. Click Change .


Modifying the Looker Configuration File Path

  1. If you want to modify the SMTP configuration, replace a Linux certificate, or change the database authentication to windows authentication, then you must first rerun the Preinstallation Tool
  2. Input the new Looker Configuration File Path and click Next.


  3. You can click Skip on the next pages if you do not want to implement any other changes.
  4. Click Next.
  5. Lastly, click Next in the Ready To Install window.

Modifying the Orchestrator/Identity Properties

  1. Input the new Orchestrator URL and Installation Access Token and click Next.


  2. Click Skip in the following windows if you do not want to change any other settings available.
  3. Lastly, select Next in the Ready To Install window.


Modifying the Insights Database Connection

  1. Go to Orchestrator Server and update the Insights database connection string. You need to manually change it in Orchestrator configuration file.
    1. Open the UiPath.Orchestrator.dll.config file.
    2. In the connectionStrings section, modify the connectionString parameter of the key name="Default" as follows:
      1. For SQL Authentication: connectionString="Data Source={YOUR_ORCH_DB_HOST};Initial Catalog={YOUR_ORCH_DB_NAME};User ID={YOUR_ORCH_DB_SQL_USER};Password={YOUR_ORCH_DB_SQL_PASSWORD}" />
      2. For Windows Authentication: connectionString="Data Source={YOUR_ORCH_DB_HOST};Initial Catalog={YOUR_ORCH_DB_DATABASE_NAME};Integrated Security=true" />
      Example for SQL Authentication:
      <add name="Default" providerName="System.Data.SqlClient" connectionString="Data Source=sql.uipath.com;Initial Catalog=UiPathOrchestrator;User ID=docs-uipath;Password=SecretP@ssword" /><add name="Default" providerName="System.Data.SqlClient" connectionString="Data Source=sql.uipath.com;Initial Catalog=UiPathOrchestrator;User ID=docs-uipath;Password=SecretP@ssword" />
      Example for Windows Authentication:
      <add name="Default" providerName="System.Data.SqlClient" connectionString="Data Source=sql.uipath.com;Initial Catalog=UiPathOrchestrator;Integrated Security=true" /><add name="Default" providerName="System.Data.SqlClient" connectionString="Data Source=sql.uipath.com;Initial Catalog=UiPathOrchestrator;Integrated Security=true" />
  2. Go to Apps and Features and click on UiPath Insights and Select Modify.
  3. You can click Skip if you do not want to add any changes in any of the other windows.
  4. Input your new Insights database settings.


  5. Click Next.
  6. Lastly, click Next in the Ready To Install window.


Modifying the SMTP configuration

Note: The email service configuration is not removed if you uncheck the Configuring Email Service (SMTP) option.
  1. Navigate to Apps and Features and click on UiPath Insights and Select Modify.
  2. You can click Skip if you do not want changes in other windows.
  3. Click Configure Email Service (SMTP) .


  4. Enter the Email Settings to Configure the Email Service


  5. Click Next.
  6. Lastly, click Next in the Ready To Install window.

Updating the Portal Certificate in IIS

  1. Make sure your new certificate is imported to both Personal (for the certificate) and Trusted Root Certification Authorities (for the root certificate). Also ensure the certificate is valid.


  2. Go to IIS Manager and open the UiPath Insights website.


  3. Open the Bindings page.


  4. Select the binding and click Edit, then choose your new certificate from the SSL certificate drop-down menu and click OK.


  5. Restart IIS.

Updating Looker Certificate on the Insights Linux Machine

If you want to update or replace the Looker Certificate, follow the instructions below:

  1. Export the Insights certificate with a private key asa PFX file.
  2. Copy the insights cert.pfx file to the Insights Linux Machine by running the following command:
    scp {certificateFolder}\NewInsightsCert.pfx InsightsUser@LinuxMachine:/Home/InsightsUser/NewInsightsCert.pfx scp {certificateFolder}\NewInsightsCert.pfx InsightsUser@LinuxMachine:/Home/InsightsUser/NewInsightsCert.pfx
  3. Download the script needed to update the certificate by running the following command:
    wget https://github.com/UiPath/Insights-Customer/blob/master/Scripts/OnPrem/certificateChange.shwget https://github.com/UiPath/Insights-Customer/blob/master/Scripts/OnPrem/certificateChange.sh
  4. Update the file permissions to make it executable:
    chmod 755 certificateChange.shchmod 755 certificateChange.sh
  5. Run the script using the following command: 
    ./certificateChange.sh -c {cert.pfx filename} -s {RHEL FQDN as listed in certificate SAN}./certificateChange.sh -c {cert.pfx filename} -s {RHEL FQDN as listed in certificate SAN}
    You will be asked to provide path to the PFX file and password (if needed for the certificate).

Updating the Port After an Installation

To update the port number after Insights installation, you need to follow these steps.

StepAction
1. Create domain-signed certificateCreate a domain-signed certificate with the new URL.
2. Change port number in IISOpen IIS Manager and navigate to Site > Insights application > Bindings to change the port number.
3. Remove URI port number from Identity Server DBRemove the URI port number from the the following parameters found in the Identity Server database:
  • ClientRedirectUris
  • ClientPostLogoutRedirectUris
4. Modify provisioning.url parameter in Insights config file
  1. Navigate to C:\Program Files (x86)\UiPath Insights\Insights and open the appsettings.json file to modify Insights settings.
  2. Find the provisioning.url parameter.
  3. Remove the port number from the URI.
  4. Find the portalUrl parameter to add your new URL and port number.
    e.g., "url": "https://insights.cloudStorage.com:portNo/insights"
  5. Save the file.
5. Modify permission.url parameter in Insights config file
  1. Navigate to C:\Program Files (x86)\UiPath Insights\Provisioning and open the appsettings.json file.
  2. Find the permission.url parameter.
  3. Enter your new URL: "Permission": {new url
  4. Save the file.
6. Reset IISOpen CMD as admin and run iisreset to reset IIS.

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