- Data security and compliance
- Activating your Enterprise license
- Upgrading and downgrading licenses
- Requesting a service trial
- Allocating licenses to tenants
- Monitoring license allocation
- License overallocation
- Licensing notifications
- Accounts and roles
- External applications
- Migrating to cloud
Migrating from on-premises to cloud
If you are currently using an on-premises version of UiPath products but want to switch to using Automation Cloud, you don't have to start over. You can migrate most of your data from your on-premises instance to your new Automation Cloud organization.
UiPath products are available as both an on-premises offering (standalone or as part of UiPath Automation Suite), and as a cloud offering (part of Automation Cloud). In the cloud, UiPath products are available as multiple UiPath services that you can manage centrally from Automation Cloud, without the hassle of installation or maintenance, and always up-to-date with the latest features.
Before you begin the migration, sign up for Automation Cloud and perform an initial setup in Automation Cloud to match your tenants, users, and license allocation from your on-premises installation.
Sign up for Automation Cloud from uipath.com
Only required if you don't already have an Automation Cloud organization.
The sign up process walks you through creating your Automation Cloud organization and organization administrator account.
Configure your organization name, site URL and language.
If you want to match your on-premises configuration, create a tenant for each of your on-premises tenants and, for each tenant, make sure to provision the same services as in on-premises.
On the Community or Free plan, Automation Cloud comes with one default tenant which can include one Orchestrator service, and all your licenses are automatically allocated to that tenant, so you can skip this step.
If you are on the Pro, Pro Trial, or Enterprise plan, you can create more tenants,
Invite users to join your organization
User creation in Automation Cloud is invitation-based.
User licenses give users the right to use UiPath products and features. Make sure that you allocate licenses to your users as needed so that they can use Automation Cloud and your other UiPath services as intended.
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 if needed to replicate the same access schema as in your on-premises Orchestrator.
After completing the Automation Cloud setup, you have two options for performing the Orchestrator migration:
- the manual process covers all the steps you need to take to move your data to Automation Cloud.
- the Automation Cloud Migration Tool automatically performs most of the migration process (Enterprise only).
Both methods imply recreating your on-premises Orchestrator setup in the Orchestrator service in Automation Cloud.
To complete the migration of your on-premises automation platform, you must also create and set up a cloud service for each other UiPath product that you used on-premises, besides Orchestrator.
This process implies manually adding and setting up the appropriate services (which correspond to a UiPath product), as needed, within your new tenants in Automation Cloud.
Afterwards, you must manually recreate the relevant data pertaining to each product, as you had them in your on-premises installation, to obtain the same automation experience.
For instructions related to setting up and working within each cloud service, see the documentation for each of the products that you are migrating.