Robot
2023.10
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Robot User Guide
Last updated Feb 27, 2024

Installing the Robot

Prerequisites

Before you proceed with installing the Robot, we highly recommend checking out the compatibility matrix, as well as the Hardware and Software requirements.

In order to install Unattended Robots, the user under which the Robot runs requires the following:

  • To be added to the Remote Desktop Users local group, in Computer Management.


  • To have the following user rights, in the Local Computer Policy:
    • Allow log on locally
    • Access this computer from the network - only for HD Unattended Robots.
    • Allow log on through Remote Desktop Services - only for HD Unattended Robots.
      Note: You can add the Remote Desktop Users group to all these rights, as you previously added the user to this group.


      Note: Usage data collection is enabled by default in Studio and the Robot. Learn more about Opting out of Telemetry.

GUI Installation

You can install the Robot and Assistant using one of two installers:

  • UiPathRobot.msi enables you to install Robot and Assistant.
  • UiPathStudio.msi enables you to install Studio, StudioX, Robot, and Assistant. Use the Enterprise Edition of the installer if your organization purchased the UiPath Platform or you are installing as part of a trial of the UiPath Platform. If you are an Automation Cloud for community user, use the Community Edition of the installer.

The installers can be downloaded from the Resource Center in UiPath Automation Cloud or from the Product Downloads section in Customer Portal.

For UiPathStudio.msi, the file name differs depending on the type of deployment and license:

  • For the Enterprise Edition, the installer is named as follows:
    • UiPathStudio.msi - Obtained after purchasing the on-premises UiPath Platform.
    • UiPathStudioCloud.msi - Obtained after purchasing UiPath Automation Cloud.
    • UiPathStudioOnPremTrial.msi - Obtained as part of a trial of the on-premises UiPath Platform.
    • UiPathStudioCloudTrial.msi - Obtained as part of a trial of UiPath Automation Cloud.
  • For the Community Edition, the installer is named UiPathStudioCommunity.msi.

If you are running the installer to update from an older version, see the Updating the Robot documentation.

About Quick and Custom Installation

You can perform the installation for the current user in a default configuration by selecting the Quick option in the installation wizard (no administrator privileges required) or configure the installation by selecting the Custom option (requires administrator privileges for per-machine installations).

Note:

If you are using Microsoft Windows Server, per-user installations may not be completed successfully. If an error occurs stating that policies have been set to prevent the installation, you can do one of the following if you are an administrator on the machine:

  • Open the Registry Editor, and then, in the registry key HKLM\Software\Policies\Microsoft\Windows\Installer, configure the policy DisableMSI = 0 to enable the Windows installer for all applications.
  • Perform the installation per machine by installing using the Custom option.

See the following table for more information about the differences and similarities between quick and custom installations.

 

Quick

Custom

Installation contextPer userPer user or per machine

Supported robot installation types

User mode

  • User mode for attended installations (per-user and per-machine).
  • Service mode for unattended installations (per-machine).

Administrator privileges required for the installation

No

Required only for per-machine installations.

Installation directory

%LocalAppData%\Programs

A custom location can be selected. The default location is:

  • %LocalAppData%\Programs for per-user installations.
  • %ProgramFiles% for per-machine installations.

Activation with Community license

Supported

Supported

Activation with Enterprise license

Supported

Supported

Administrator privileges required

for connecting to Orchestrator

No

Required only for the service-mode robot

Connection to Orchestrator using interactive sign-in

Supported

Supported 1

Connection to Orchestrator using the machine key

Supported

Supported

Unattended execution without user login

Not supported

Supported only for the service-mode robot

1 - For the service-mode robot, you must first connect to Orchestrator using client credentials, and then you can use interactive sign-in to change the user who connects to Orchestrator.

Performing the Installation using UiPathRobot.msi

The installer can be downloaded from the Resource Center in UiPath Automation Cloud or from the Product Downloads section in Customer Portal.

  1. Double-click the installer to launch the installation wizard.



  2. Read and accept the License Agreement. Please note that by accepting the terms of the license agreement, you implicitly accept the terms of use of UiPath activity packages and their dependencies.
  3. Select the type of installation to perform:

    • Quick - Install in a default configuration that includes the following:

      • Assistant
      • User-mode Robot
      • Chrome extension (if Google Chrome is installed on your machine)
      • Edge Chromium extension (if Microsoft Edge Chromium is installed on your machine)
      • JavaScript Robot Add-on
      • Extension for Microsoft Remote Desktop

        The installation path (%localappdata%\Programs\UiPath) and all other advanced options are already configured to help you get Robot and Assistant up and running right away. This setup does not require administrator permissions—Robot is installed per user and is limited to the rights that the user has.

        Select this option and click Install to proceed to step 6, with no additional configuration required.

    • Custom - Select which components to install, and configure advanced installation settings.

      Select this option and click Configure to proceed to step 4. This is the recommended option for advanced users.

  4. Select an installation package:

    • Install for me only: Attended - Installs Robot and Assistant for running attended automations in the user profile folder, no administrator privileges required. The following components and options are selected by default:

      • UiPath Assistant
      • User-mode Robot
      • Chrome extension (if Google Chrome is installed on your machine)
      • Edge Chromium extension (if Microsoft Edge Chromium is installed on your machine)
      • JavaScript Robot Add-on
    • Install for all users: Attended - Installs Robot and Assistant for running attended automations for all users, requiring administrator privileges.. The following components and options are selected by default:

      • UiPath Assistant
      • User-mode Robot
      • Automatically Start Assistant with Windows
      • Chrome extension (if Google Chrome is installed on your machine)
      • Edge Chromium extension (if Microsoft Edge Chromium is installed on your machine)
      • JavaScript Robot Add-on
    • Install for all users: Unattended - Installs UiPath Robot for running unattended automations (via Orchestrator) and UiPath Assistant for troubleshooting.

      The following components and options are selected by default:

      • UiPath Assistant
      • Service-mode Robot
      • Chrome extension (if Google Chrome is installed on your machine)
      • Edge Chromium extension (if Microsoft Edge Chromium is installed on your machine)



    • To install the selected option using the default configuration, select Install. To customize the installation, select Advanced Settings next to the option you selected and proceed to step 5.
  5. If you opted to customize the installation, configure the following advanced settings, and then click Install:

    • Installation Package tab:

      • Installation Path - Select the folder where to install UiPath. The default location is %LocalAppData%\Programs when installing for the current user and %ProgramFiles% when installing for all users on the machine.
        Note: For information about security considerations when selecting a custom installation path, see Deployment Guidelines.
      • License Code - Optionally, enter your stand-alone trial or enterprise license key, if available. This option is available only when installing for all users on the machine.
      • Orchestrator URL - Allows you to define the URL of the Orchestrator instance to connect to using Interactive Sign-In. The provided URL is saved in the uipath.config file.
        Note: When choosing the user-mode installation, you can enforce Interactive Sign In as the only authentication method by enabling the enforceDefaultServiceUrl flag. This blocks the user from changing the authentication method and only allows the connection to Orchestrator to be done via Interactive Sign in.
      • Client ID and Client Secret - This option is only available when installing the robot as service mode. It allows you to connect the robot to Orchestrator using Client Id and Client Secret at install time.
      • Automatically Start Assistant with Windows - Launch the Assistant at Windows startup. This option is available for the Automation Developer and Attended Robot packages when installing for all users on the machine.
      • Automatically Sign In - If you install the attended robot in user mode and your environment is configured to use SSO with Azure Active Directory, you can enable automatically signing in to your account.
    • Extensions tab:

      • Select which extensions and add-ons you want to install. If Chrome or Edge Chromium is installed on your machine, the corresponding extension is selected by default. The JavaScript Robot Add-on is available and selected by default when installing the attended Robot for the current user.

        The extensions for Java, Citrix, and VMWare are available only when installing for all users on the machine.

      • Default download location - Enter a custom download location for activities packages. By default, these are saved to %userprofile%\.nuget\packages. This option is available only when installing the attended Robot for all users on the machine.
      • Disable Online Feeds - Select whether to disable the Official and Marketplace online feeds for activities packages. This option is not selected by default and it is recommended if you are working in an offline environment..
    • Security tab:
      • Enforce Signed Execution - Requires Robots to execute only signed packages. This option is not selected by default.
      • Disable Secure XAMLs - Disables security of XAML files for Robots installed as a Windows service. Unsecured XAML files allow users to read and modify the process files and logic. This option is not selected by default.
      • Disable Telemetry - Disables the collection of anonymous usage data for Studio and Robot. This option is not selected by default.
  6. After clicking Install, wait for the installation to complete, and then click Launch UiPath Assistant.

Performing the Installation using UiPathStudio.msi

The installer can be downloaded from the Resource Center in UiPath Automation Cloud or from the Product Downloads section in Customer Portal.

  1. Double-click the installer to launch the installation wizard.



  2. Read and accept the License Agreement. Please note that by accepting the terms of the license agreement, you implicitly accept the terms of use of UiPath activity packages and their dependencies.
  3. Select the type of installation to perform:

    • Quick - Install Studio in a default configuration that includes the following:

      • Studio, StudioX and Assistant
      • User-mode Robot
      • StudioX Excel Add-in (if Microsoft Excel is installed on your machine)
      • Chrome extension (if Google Chrome is installed on your machine)
      • Edge Chromium extension (if Microsoft Edge Chromium is installed on your machine)
      • JavaScript Robot Add-on
      • Extension for Microsoft Remote Desktop

        The installation path (%localappdata%\Programs\UiPath) and all other advanced options are already configured to help you get Studio up and running right away. This setup does not require administrator permissions—Studio is installed per user and is limited to the rights that the user has.

        Select this option and click Install to proceed to step 7, with no additional configuration required. This is the recommended option for Community users.

    • Custom - Select which components to install, and configure advanced installation settings.

      Select this option and click Configure to proceed to step 4. This is the recommended option for advanced and Enterprise users.

  4. If you opted for a custom installation, select the install mode, and then select Choose Packages to continue.

    • Install for me only - Install in the user profile folder, no administrator privileges required.
    • Install for all users on this computer - Install for all users, get access to more integrations and unattended automation, requires administrator privileges.



  5. Select an installation package:

    • Automation Developer - Installs UiPath Studio, Assistant, and Robot for creating and running automations. The following components and options are selected by default:

      • Studio, StudioX and Assistant
      • User-mode Robot
      • StudioX Excel Add-in (if Microsoft Excel is installed on your machine)
      • Chrome extension (if Google Chrome is installed on your machine)
      • Edge Chromium extension (if Microsoft Edge Chromium is installed on your machine)
      • JavaScript Robot Add-on
    • Attended Robot - Installs UiPath Assistant and Robot for running attended automations. The following components and options are selected by default:

      • Assistant
      • User-mode Robot
      • Automatically Start Assistant with Windows
      • Chrome extension (if Google Chrome is installed on your machine)
      • Edge Chromium extension (if Microsoft Edge Chromium is installed on your machine)
      • JavaScript Robot Add-on
    • Unattended Robot - Installs UiPath Robot for running unattended automations (via Orchestrator) and UiPath Assistant for troubleshooting. This option is available only if you selected to install for all the users on the machine.

      The following components and options are selected by default:

      • Assistant
      • Service-mode Robot
      • Chrome extension (if Google Chrome is installed on your machine)
      • Edge Chromium extension (if Microsoft Edge Chromium is installed on your machine)



    • To install the selected option using the default configuration, select Install. To customize the installation, select Advanced Settings next to the option you selected and proceed to step 6.
  6. If you opted to customize the installation, configure the following advanced settings, and then click Install:

    • Installation Package tab:

      • Installation Path - Select the folder where to install UiPath. The default location is %LocalAppData%\Programs when installing for the current user and %ProgramFiles% when installing for all users on the machine.

        Note: For information about security considerations when selecting a custom installation path, see Deployment Guidelines.
      • License Code - Optionally, enter your stand-alone trial or enterprise license key, if available. If you are installing as part of a trial of the on-premises UiPath Platform and do not enter a license code, you are prompted to provide it when you launch Studio for the first time. This option is available only when installing for all users on the machine.
      • Orchestrator URL - Allows you to define the URL of the Orchestrator instance to connect to using Interactive Sign-In. The provided URL is saved in the uipath.config file.
        Note: When choosing the user-mode installation, you can enforce Interactive Sign In as the only authentication method by enabling the enforceDefaultServiceUrl flag. This blocks the user from changing the authentication method and only allows the connection to Orchestrator to be done via Interactive Sign in.
      • Client ID and Client Secret - This option is only available when installing the robot as service mode. It allows you to connect the robot to Orchestrator using Client Id and Client Secret at install time.
      • Automatically Start Assistant with Windows - Launch the Assistant at Windows startup. This option is available for the Automation Developer and Attended Robot packages when installing for all users on the machine.
      • Automatically sign in - When your environment is configured to use SSO with Azure Active Directory, you can enable automatic authentication for your account. This option is available for user-mode installations of the Automation Developer and Attended Robot packages.
    • Extensions tab:

      • Select which extensions and add-ons you want to install. If Chrome or Edge Chromium is installed on your machine, the corresponding extension is selected by default. The JavaScript Robot Add-on is available when installing for all users on the machine and selected by default for the Automation Developer and Attended Robot packages.

        The SAP Solution Manager is available only when installing for all users on the machine if the SAP Connector for Microsoft is installed on your machine. If you select this option, enter the hostname or IP address for your SAP Solution Manager instance in the Host box.

        The Excel Add-in is available only for the Automation Developer package and selected by default if Excel is installed on your machine.

        The extensions for Java, Citrix, and VMWare are available only when installing for all users on the machine.

      • Default download location - Enter a custom download location for activities packages. By default, these are saved to %userprofile%\.nuget\packages. This option is available only when installing for all users on the machine.
      • Disable Online Feeds - Select whether to disable the Official and Marketplace online feeds for activities packages. This option is not selected by default and it is recommended if you are working in an offline environment..
    • Security tab:
      • Enforce Signed Execution - Requires Robots to execute only signed packages. This option is not selected by default.
      • Disable Secure XAMLs - Disables security of XAML files for Robots installed as a Windows service. Unsecured XAML files allow users to read and modify the process files and logic. This option is not selected by default.
      • Disable Telemetry - Disables the collection of anonymous usage data for Studio and Robot. This option is not selected by default.
  7. After clicking Install, wait for the installation to complete, and then click Launch UiPath Assistant.

Command Line Installation

Robot can also be installed from the command line. Administrator rights are required for per-machine command line installation. For more information see:

Mass-deploying Studio and Robot to Multiple Machines

You can deploy Studio, Robot, and Assistant to multiple virtual or physical machines using various mass deployment tools. The steps to follow differ depending on the infrastructure and deployment tools used in your organization. There are a few general principles to consider before deploying, such as making sure that the target computers:

  • Meet the hardware and software requirements.
  • Run on the same operating system.
  • Are part of the same network group.
  • Have access to the resource from which the installation will be pushed.

Options available for mass deployment include:

  • Redistribute the installer through high-availability network storage.
  • Deploy through System Center Configuration Manager (SCCM).

    When using SCCM, take into account that:

    • The version that is installed must match the version that is advertised.
    • The installation must be performed from the command line in silent mode.
  • Deploy through Group Policy.
  • Deploy through Remote Desktop Services.
  • Deploy though third-party solutions such as PDQ Deploy.
  • Deploy through Citrix DaaS.

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