UiPath Solution Management: Improve Your Automation Efforts

UiPath Solution Management: Improve Your Automation Efforts

Overview

UiPath Solutions Management provides an out-of-the-box way to manage the lifecycle of your solution after it is built. These features are activated when you complete the development of your solution and promote it in a new environment. Solution management initiatives provide an opportunity to bundle all components of a solution under development into a solution package. This includes all the artifacts and metadata required to easily transfer your solution between environments and deploy and apply environment-specific configurations.

Solutions bundle multiple components (processes, assets, queues, etc.) developed on the UiPath platform that work together to automate business use cases. In the context of UiPath, a solution can be as simple as a Studio workflow/process, or as complex as a combination of multiple workflows and processes, apps, assets, queues, storage buckets, data service units, ML capabilities, etc.

We know that all these independent parts work together to form a solution, but the system doesn't know it. To Bundle it together UiPath Solutions Manger Came Into the Picture.

Prerequisites

To start using Solutions Management, make sure you meet the following requirements:

  • You have an Automation Cloud account.
  • You have access to Automation Ops, either as an admin or as an Automation Ops contributor.
  • You have the Solutions Contributor or Solutions Administrator roles granted in Orchestrator. For details, see Assigning roles.

Accessing the Solutions Management UI

To access the Solutions Management user interface, take the following steps:

  1. In Automation Cloud's app launcher, select Automation Ops.
  2. In Automation Ops' left-hand menu, select Solutions Management (Preview). The Solutions Management view is displayed, and you can now view, create, upload, and manage solution packages and deployments.

Managing Solutions Packages

Solutions Can be managed in the following ways :

Creating a solution package Create a Solution you can follow the below steps. Tenant Selection and Create a Solution

Select the tenant where you need to create a solution then Click on Create Solution package

Start Building your Solution by clicking the "+" Icon

Then Select Components and Click Add

Review Component Properties and Then Click On the Publish Button

Give the Solution root folder name, package name, version, and Description and again click on Publish.

The solution Will be Available for Editing as well as Transportation as follows :

Editing a solution package version

You can edit an existing package version so that you can apply any of the following changes:

  • Changes to the solution structure: add or remove solution components;
  • Changes to the component properties.

Transporting a solution package

You can transport solutions from one environment to another by downloading and uploading solution packages.

To download a solution package, take the following steps:

  1. In the Solutions Management view, select the desired tenant.
  2. Find your solution package and access its corresponding three-dot button, then Download the latest version. This allows you to download and share an archive containing the solution package with others

To upload a solution package to your tenant, take the following steps:

  1. In the Solutions Management view, select the desired tenant.
  2. Select Upload solution package. Add your files to the newly opened pane

Solution Will be Available In Desired Tenant with Status"Pending" To Change Status Need To Follow Step defined in the Below section for Managing Solution Deployments

Managing Solution Deployments

There are certain things we need to take care of :

  1. Deploying a solutionThis Step is Mainly Taken by an administrator after building a solution.

Checking the deployment status

The Solutions Management view provides various details on your solution packages, as follows:

  1. Details on the solutions packages: name, status, latest version, description, author, and publish date.
  2. Details on the deployments: operation, status, start and end time, package name, and package version.

Editing a deployment configuration

To update the configurable properties of a solution component, use the Edit deployment configuration functionality as described in the following section:

  1. In the Solutions Management view, select the desired tenant.
  2. In the Deployments tab, identify the deployment you want to edit, select the corresponding three-dot button, and then choose Edit deployment configuration.The Update Configuration wizard opens.
  3. In the Update Configuration screen, use the Solution Explorer to navigate to the components that require configuration changes and edit the properties as needed.
  4. Select Save and Update to complete the operation. Note that updating the deployment configuration does not generate a new solution package version.

Upgrading a solution

The change version operation allows you to perform any of the following changes:

  1. Upgrade your solution to a newer version;
  2. Downgrade your solution to an older version (similar to a rollback to an older version).

Uninstalling a solution

An automatic uninstall is one way to take a solution deployment out of a tenant. Everything created as part of the deployment is removed from the system during the uninstall process, including the solution directories. Keep in mind that the removal process cannot be reversed.

To remove a solution, execute the subsequent actions:

  1. Choose the tenant whose installation you wish to remove from your solution from the Solutions Management view.
  2. Locate the solution you wish to uninstall in the Deployments tab, click the associated three-dot menu, and select Uninstall.
  3. To finalize the action, type the solution deployment's name in the newly opened window, then choose Uninstall.


For More Info Please visit UiPath's Official website and check the Documentation

please refer to Solutions Management

Conclusion:

UiPath Solutions Management offers a streamlined and collaborative approach to automation projects. With centralized management, version control, and enhanced analytics, it promotes efficiency and scalability. The modular design encourages reusability, while governance tools ensure compliance and monitoring. Solutions Management in UiPath supports faster development cycles, empowers users across skill levels, and fosters a culture of continuous improvement, making it a key component for organizations seeking optimal outcomes from their automation initiatives.


Woodley B. Preucil, CFA

Senior Managing Director

11 个月

Vinit Kawle Very informative. Thanks for sharing.

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