Manual migration

This page outlines the manual steps to perform data migration from your on-premises Orchestrator tenants to Cloud Orchestrator services. This method requires that you manually recreate your on-premises configuration and entities in your Automation Cloud organization.

Manually recreating your Orchestrator setup

Note: These operations are performed in Orchestrator and must be performed by users with appropriate permissions .

Step	Operation	Details
1	Configure tenant settings	On the General tab, adjust the time zone of the tenant, the language of the user interface for Orchestrator, and toggle the Modern Folders feature. On the Deployment tab, configure and secure the automation packages feeds. On the Mail tab, configure email settings. On the Scalability tab, specify if the Robot service should subscribe to Orchestrator's SignalR channels, and configure the transport protocols that work best for you. On the Non-Working Days tab, define a list of non-business days, per tenant, on which you may configure your schedules to not run.
2	Configure alert subscription settings	In order to receive alerts for a category, you need to have the corresponding permissions on that category as well.
3	Create folders and subfolders, and assign users to them accordingly	Perform this step if you need more folders on top of the Default Classic folder which is automatically created within your service. Adding users to an Orchestrator service in Cloud Portal also results in adding them to the Default Classic folder, if it exists and it hasn't been renamed.
4	Add credential stores	Only Azure Key Vault and Orchestrator Database are supported as credential stores. Other third-party stores are not available in Cloud Orchestrator.
5	Create assets
6	Publish packages from Studio or upload them manually
7	Upload libraries	In Cloud Orchestrator, you can only publish libraries at service level. To share libraries between Orchestrator services, you can use a custom feed.
8	Define triggers
9	Provision machines
10	Create Robots in classic folders OR Manage Robots in modern folders	In classic folders, Robots need to be added to environments. See Creating a New Environment for instructions. OR In modern folders, Robot settings are controlled at user level. Robots are automatically provisioned for users with access to the new modern folder. Environments are not used in the context of a modern folder.
11	Deploy processes
12	Create action catalogs
13	Create queues
14	Create webhooks	You can define webhooks at any point, depending on when you want to be notified during the migration.
15	Disconnect your Robots from the on-premises instance and then connect each Robot to your Orchestrator service	Robots can be connected to only one source at a time. When a Robot is disconnected from the on-premises Orchestrator and connected to Cloud Orchestrator, it automatically consumes a new license from Automation Cloud.