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Automation Cloud Series - Session 3.pptx
- 1. Welcome to the UiPath Automation Cloud™ Best Practices Series
- 2. Session 3 Ensuring enterprise-readiness and delivering quality results with Automation Cloud
- 3. 3 Senior Product Marketing Manager, UiPath Today’s Presenters Kevin Mooney Senior Manager, Customer Assurance, UiPath Sebastian Ungureanu
- 4. 4 UiPath Business Automation Platform Security features Governance and Security with Orchestrator and Automation Ops Agenda for today Q&A The need for automation governance Preventive Governance and UiPath promise
- 5. 5 UiPath places your trust at the core of automation End-to-end secure platform Transparent controls and processes Proven leadership and performance The UiPath Business Automation Platform was built with security in mind: our end-to-end capabilities include tools and features to keep your digital workforce as secure and compliant as your human one. UiPath is trusted by industry-leading companies from all over the world to drive digital transformation with minimal security risks. At UiPath, we value your trust above all. Find all you need to know about our security, controls and processes that impact your workflows and data. 01 02 03
- 6. The UiPath Business Automation Platform PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA CAPTURE & MANAGEMENT LOW-CODE DEVELOPMENT UI & API AUTOMATION PROCESS ORCHESTRATION INTELLIGENT DOCUMENT PROCESSING INTEGRATED NLP & AI/ML Discover Continuously uncover opportunities for process and task improvements helping you identify the highest ROI areas Automate Get more done with a digital workforce that seamlessly collaborates with your people and automates work via UI and API, powered with native integrated AI Your Applications Your People Your Processes Systems of record – ERP, CRM, HCM | Communications and Collaboration | Personal Productivity ANALYTICS CONTINUOUS TESTING UNIFIED MANAGEMENT & GOVERNANCE FLEXIBLE DEPLOYMENT Operate An enterprise-grade foundation to run and optimize a mission critical automation program at high scale
- 7. ANALYTICS CONTINUOUS TESTING UNIFIED MANAGEMENT & GOVERNANCE FLEXIBLE DEPLOYMENT Get the operational and business insight you need for your automation program Guarantee reliability by continuously testing and monitoring your automations and the applications they rely on Manage and govern the integrated platform and your automation program centrally at the lowest cost of ownership Deploy the complete cloud-native platform SaaS or self-hosted for maximum flexibility Operate An enterprise-grade foundation to run and optimize a mission critical automation program at high scale Your Applications Your People Your Processes Systems of record – ERP, CRM, HCM | Communications and Collaboration | Personal Productivity Discover Automate Featured UiPath Products: Insights | Test Suite | Orchestrator | Automation Ops | Automation Cloud | Automation Suite | Unified Admin The UiPath Business Automation Platform
- 8. ANALYTICS CONTINUOUS TESTING UNIFIED MANAGEMENT & GOVERNANCE FLEXIBLE DEPLOYMENT THE UIPATH BUSINESS AUTOMATION PLATFORM 1 /1 Operate One place to manage everything—automations, users, and every platform setting there is Easily match the right users with the right tools and the right permissions—no more no less Dream platform for your IT– easy to manage, no overwork, fully governable and secure Manage risk proactively and don’t worry about compliance—we’ve got you covered “ Featured: Orchestrator Automation Ops Automation Cloud Automation Suite Manage and govern the integrated platform and your automation program centrally at the lowest cost of ownership From a scalability and a supportability perspective, it’s a big game changer for us. As you start, you want to be able to scale, but you can’t spend a ton of money supporting a hundred different platforms. You have to be smart about it, and UiPath for us was a really smart play. Dave Espinoza, Director of Transformation Cushman & Wakefield
- 9. 9 Why care about governance? Maintain standards and business continuity as you scale up Deliver attended automation and citizen-led development across the organization Simplify collaboration and ensure operational integrity as you develop automations and integrate with IT systems Enable Scale & ROI Reduce Risk Drive Down Cost Lower the cost of access management with Azure AD integration Limit potential cost of downtime with HAA & DR At no extra cost: Automation Ops & Data Service included with the platform Enforce regulatory and policy compliance Protect business data and privileged accounts Monitor every bot and every action, keep a detailed audit trail
- 10. THE UIPATH BUSINESS AUTOMATION PLATFORM 1 minute You can be up and running in less than 1 minute, and focus on automation, not infrastructure. 24/7 UiPath Automation Cloud Enterprise offers 24/7 support, an uptime guarantee, and multi-tenant separation of management. 6 regions Services are hosted in the US, Europe, Japan, Canada, Singapore or Australia, or any combination you need with per-tenant region selection. 1 / 1 Operate Insights Test Suite Orchestrator Automation Ops Automation Cloud Automation Suite We moved to the cloud so we can move quickly. We generated 300,000 hours savings in our first year. I want citizen development in every business organization. Every group has automation in their goals and KPIs.” John Morrison, Director of Technology, Product and Enterprise Platforms & Services, T-Mobile “ ATTESTATIONS FOR CORE PLATFORM SOC 2 TYPE 2, ISO/IEC 27001 AND ISO 9001
- 11. 11 Platform-level features SSO (AAD & SAML) Session Timeout & Limit Concurrent Sessions IP Range Restrictions Customer Managed Keys Tenant Data Regions Deferred Update Ring
- 12. THE UIPATH BUSINESS AUTOMATION PLATFORM Lower TCO through enterprise-scale management that integrates with the systems you already use Reduce risk with enterprise-wide monitoring, alerting, analysis, and audit Grow, and know, your ongoing ROI with capabilities that seamlessly optimize automation for your people & processes 1 / 1 Insights Test Suite Orchestrator Automation Ops Automation Cloud Automation Suite Manage, monitor, optimize, and secure your robot workforce Operate
- 13. 13 Encrypted Queues Orchestrator features Robot Log Export Credential Stores Credential Store Proxy Robot Endpoint Protection
- 14. 14 Credential Store Proxy Load Balancing, WAF, DDOS protection Orchestrator App Service Robot Customer Network 1. The robot sends a poll/heartbeat to Orchestrator every 30 seconds. When it receives a reply to start an automation, it makes an API call to retrieve credentials. Orchestrator SQL Service Credential Store TLS (Port 443) 2. Orchestrator makes a REST API call to the Credential Proxy. 4. Credential Store retrieves the credential and sends it to the Credential Proxy in response to the API call. 5. Orchestrator responds to the robots API call with the credential it retrieved from Credential Store. Nothing is cached in the cloud. 3. The Credential Proxy receives the request and makes a separate connection to the internal credential store. Firewall Firewall Trusted Network DMZ Credential Proxy 5. The Credential Proxy sends the credential back to Orchestrator.
- 15. • Out of the box deployment • Applies to existing install base* • Deployed as part of UiPath Automation Cloud • Tightly connected to Studio and UiPath Assistant • Oversight and control without intrusion and undue restrictions • Deployed at organization level, tailored to individual needs *Provided the existing Studio version is compatible THE UIPATH BUSINESS AUTOMATION PLATFORM Insights Test Suite Orchestrator Automation Ops Automation Cloud Automation Suite Operate
- 16. 16 Rules, Policy, Automation Ops Workflow Analyzer rules are enforced by a governance file which can be applied multiple ways, but the easiest is via Automation Ops.
- 17. 17 Preventative Governance Organization Level Tenant Level Group Level User Level Policy is inherited and can be fit to an organization’s individual needs.
- 18. 18 Automation Security SDLC Organization wide policy control enforcement Scanning of third-party components on developer machines Integrated or standalone scanning of Automation best practices Review of Automation by peer developers Built-in Change Control or integration of CI/CD for separation of powers Automation Ops / Governance File Malware Scanner Workflow Analyzer Peer Code Review Orchestrator Package Promotion
- 19. 19 High Availability RTO RPO Blue-Green Deployment Auto-Scaling with Containers What UiPath provides Note: UiPath is also aligned to additionally meet ISO 27001/27017/27018 and ISO 9001. 99.9% 4h 15’ Compliance & attestations In Process
- 20. 20 UiPath secures automation end-to-end UiPath Identity Service AUTHENTICATION Orchestrator Automation Ops Studio Workflow Analyzer File-Based Policy JSON files Marketplace Security Certification Deployed via registry keys or via Orchestrator Org-wide guardrails for automation projects Centralized automation management Code analyzer for Automation Best Practices Gold Silver GOVERNANCE COMMUNITY SECURITY MANAGEMENT Insights Analyze and audit execution logs MEASUREMENT UiPath Robots Technology Alliance
- 21. 21 Session 4 Learn more about UiPath Automation Cloud Security and Governance at: UiPath Trust Portal Automation Governance - whitepaper Get the technical info on Automation Cloud Security Join us next week…
- 22. 22 Thank you!
Notes de l'éditeur
- Providing an out-of-the box, enterprise-ready solution such as Automation Cloud, starts with a security-first mindset, which is built on three fundamental pillars. Number one - security has to run end-to-end. Which is why we've built powerful tools and guardrails across the entire UiPath Business Automation Platform. We’re going to talk about some of those today. Number two – we value your trust above all, and we honor that by being fully transparent with our controls and processes. And number three – and this ties into the first two – by being trusted with business-critical innovation, we’re able to have meaningful conversations and expand our capabilities for all our customers’ needs.
- So let’s talk a bit about the UiPath Business Automation Platform in general. You obviously have specific business outcomes to drive - profitable growth, cost transformation and customer experience improvements. This requires you to both build new processes and adapt and improve existing ones. Your processes exist across your line of business applications and in the work your people do. You need a platform to bridge these two worlds and help you build and change your business processes quickly. Now, today’s webinar is focused on Automation Cloud as deployment method, and that’s by far the most comprehensive platform you could choose, with the fastest time-to-automation value and the highest ROI for new customers, with flexible enterprise-ready capabilities. Enabling you to continuously watch business processes, watch the work, understand how it actually gets done—not just within an Oracle or an SAP system, but all-across: from email, to PDFs, to Excel spreadsheets, through multiple SaaS systems and traditional legacy systems as well—to discover issues to mitigate and remediate, and high-ROI areas to automate. Then to efficiently and reliably automate them. We have powerful API integration in addition to UI emulation, long-running workflows and easy human-robot handoffs, the ability to seamlessly use AI/ML models and skills, to seamlessly process information and extract understanding from documents and communications. And finally, to operate it all as a compliant, cost-effective, integrated platform. With analytics to track, measure, and manage automation performance, continuous testing to effortlessly ensure automation quality (and more generally the quality of any of your application development efforts), unified management and governance - so that you know the whole thing is compliant with your desired IT and security policies; and, of course, you can deploy the complete, cloud-native platform however you want, whether SaaS or self-hosted, for maximum flexibility—cloud-native all the way.
- Operating a mission-critical automation program at enterprise scale is no small feat. But luckily UiPath offers all the right enterprise technologies and capabilities for customers to do just that while optimizing TCO, increasing compliance, and lowering time to value and risk. Analytics to track, measure, and manage the performance of the entire automation program, Testing to transform QA to a value provider, Unified Management and Governance for the integrated platform AND the automation program, and Flexible Deployment leaning on our cloud-first, customer choice approach allowing customers to get the integrated and compliant UiPath Business Automation Platform via SaaS or self-hosted in public cloud/on-prem.
- With our integrated platform, you can control and manage the entire automation life cycle across all your automations. You get a single command center to manage governance, security, and compliance, and deploy as many services as you need to start quickly and stay flexible in the long run. Let’s look at what the main benefits for you are. First of all, management and governance for both the integrated platform and your automation program gives you full and flexible control over the entire automation life cycle on the one hand, and the tools you’re using to run automations on the other. What this means is that you only need one single portal to conveniently manage users, automations, and platform-wide settings. And users can interact with automations naturally, and delegate only as much decision-making as they need to with long-running workflows that allow user input in complex situations. Centralized governance then becomes easy to implement as well – since you can separate by organization, department or tenant, you can give each user role access to the right tools they need to build, run or test automations, and you connect every automation to its rightful owner. Granular governance inheritance means that you can define your governance settings however you need to, and users or automations will inherit the appropriate levels of access. And with oversight over your entire automation program, you are in control of the tools, processes, assets and automations that are available to everyone in the company. But how easy is it for your IT team to do all of this? Well, the integrated platform means integrated user and admin experiences – and it’s easier and more time-effective to implement and update the platform for everyone in the organization from a single command center. When you opt for Automation Cloud as your deployment method, it’s easy to upgrade everyone to the latest version – and in true automation fashion, without having to manually configure each component. Automation users always benefit from the latest capabilities, and it all happens seamlessly for them. If you’re just getting started, it’s important to get automation up-and-running quickly for a fast time-to-value – but it’s equally important to stay flexible in the long run. With unified management and governance, you can deploy as many services as you need to start. Then, as usage grows, you can gradually deploy the full platform capabilities to achieve lower incremental TCO. Plus, our platform’s open and extensible architecture allows you to integrate seamlessly with your value delivery toolchain. Last but not least, you can also manage risk more effectively thanks to built-in security and compliance – from configurable alerts and full audit trails to capabilities like Robot endpoint protection. In a world where humans and robots work side by side, you needs end-to-end orchestration, governance, and security that’s easy to manage from one single place.
- The UiPath Automation Cloud enables UiPath customers of any size to start instantly and scale as they need. It takes one minute, one e-mail and one browser to sign up for the UiPath Automation Cloud for enterprise trial. Start prototyping your automations and let us worry about the infrastructure. With the UiPath Automation Cloud for enterprise, you can: Start instantly, scale infinitely Invest in automation, not infrastructure Every UiPath server product now has a Saas equivalent in Automation Cloud, either in production or available in public preview! The UiPath Portal gives you access to all the products and makes for an easy place to administer your environment as well as manage organization-wide policy for robots and RPA DevOps. It offers a 99.9% uptime guarantee, 24/7 support from UiPath, and multi-tenant management. In fact, each tenant can be hosted in each of 5 regions: US, Europe, Japan, Canada or Australia Obsessed with security? So are we! Regular audits confirm our rigorous coding and operational procedures, such that we have attestations including SOC 2 type 2 on our core platform, Veracode Verified Continuous and ISO 27001. Full details are available in our security whitepaper which we can provide as needed. Automation Cloud Robots Your SaaS workforce: Automation Cloudᵀᴹ Robots Automation Cloud Robot – VM: unattended robot that supports customer software and configs and will scale as needed in the Automation Cloud. Takes on (almost) any unattended workload. No requirement for your own Azure or AWS subscription No IT resources needed to manage Orchestrator or Robot infrastructure Support additional software installation, domain join and point-to-site VPN connection back to your own network Managed from Orchestrator in Automation Cloud™ Automation Cloud Robot – Serverless: a “ready-when-you-are” pool of robots that immediately run automations Runs cross-platform automations—API & Web—created in Studio (or Studio Web) No VM or robot preparation needed – just send jobs to the Serverless Cloud Robot pool in Automation Cloud Provides the instant test environment for Studio Web (preview) Charged per execution minute via Cloud Robot Units and can run many jobs in parallel Managed from Orchestrator in Automation Cloud™ Flexible pricing: Robot units provide flexible model for both
- Think of UiPath Orchestrator as the manager that gets the most out of your robot workforce – and keeps an eye on what it’s doing. It offers a single place to manage and optimize work across your attended and unattended robots, and control distribution of your automations It logs all robot and user actions and can also flag business exceptions built into automations, for compliance It has comprehensive dashboard based monitoring, and optional UiPath Insights can be added for trend analysis and even process ROI analysis from within Orchestrator’s UI Orchestrator is available in the UiPath Automation Cloud as SaaS, in the public cloud as SaaS/IaaS, or installed on-premises. Lower TCO Deploy and update automations in seconds to entire Active Directory groups instead of managing automations per Orchestrator user Reduce risk Long-running workflows, queue SLAs, and personal workspaces optimize your return on people and robots working together Grow, and know, your ongoing ROI Comprehensive centralized logging and auditing of all robot actions, and alerts for business exception flags from automations. Integration with UiPath Insights provides ROI measurement from live Orchestrator data, to know your returns in real time, per process
- https://docs.uipath.com/studio/docs/about-workflow-analyzer
- Policy can be applied at multiple levels and is inherited to allow a customer to customize policies based on their organization needs. Examples include different policies for COE vs. citizen devs vs. unattended, etc. https://docs.uipath.com/automation-ops/docs/about-policy-deployment
- https://docs.uipath.com/automation-ops/docs/introduction https://docs.uipath.com/studio/docs/governance