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Automation Cloud Admin Guide
Last updated Nov 19, 2024

About migrating to Automation Cloud™

If you want to move to Automation CloudTM, you can migrate the most of your data from your existing setup to your new organization.

With Automation CloudTM, you gain access to multiple services that you can conveniently manage in a centralized manner and always stay up to date with the latest features, without the hassle of installation or maintenance.

Setup before migration

Before starting the migration process, take the following steps to set up Automation CloudTM:

Step

Operation

Notes

1

Sign in to your organization or sign up for Automation CloudTM.

If you do not have an Automation Cloud organization, as an enterprise customer, you can start your 60-day trial.

Note:

Create an Automation Cloud organization using the pro trial plan. This plan allows you to complete a succesful migration. Do not use other Automation Cloud plans for setting up an organization for migration purposes.

2

Configure your organization name, site URL, and language.

3

If you want to match your on-premises configuration, create a tenant for each of your on-premises tenants, and provision the same services as in on premises.

4

To add users to your organization, navigate to the Automation CloudTM Administration.

5

Ensure users have the necessary licenses to use UiPath products and features.
Note:

To obtain a license key for migration that extends your trial period, contact support.

6

Assign roles to users for each of the services, as needed.

For the Orchestrator service, we provide default roles that include the necessary permissions for the main user personas.

You can also create custom roles to replicate the same access model as in your on-premises Orchestrator.

Migrating UiPath products

To migrate services to Automation Cloud, refer to the provided documentation links for existing processes and tools. While most services have migration tools available, some might require manual steps or additional support. Reach out to our support team for more details.

To check product availability across delivery models, refer to our Product availability documentation.

Legend:

- Available

- Not available

N/A - Not applicable

Product/Service

Automation Suite deployment availability

Automation Suite to Automation Cloud migration - available resources

Standalone deployment availability

Standalone to Automation Cloud migration - available resources

Orchestrator

available

available

Insights

available

not available

available

AI Center

available

Dataset:

ML Packages

available

Dataset:

ML Packages

Action Center

available

available

Test Manager

available

available

Process Mining

available

available

  • Setup before migration
  • Migrating UiPath products

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