About migrating to Automation Cloud™

If you want to transition to Automation Cloud™, you can migrate the most of your data from your existing setup to your new Automation Cloud organization.

With Automation Cloud, 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 initiating the migration process, take the following steps to set up Automation Cloud.

Step	Operation	Notes
1	Sign in to your organization or sign up for Automation Cloud.	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	Manage your organization settings.	Configure your organization name, site URL, and language.
3	Create tenants	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	Invite users	To add users to your organization, navigate to the Automation Cloud Administration.
5	Allocate user licenses	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		Automation Cloud Migration Tool Orchestrator Manager		Automation Cloud Migration Tool Orchestrator Manager Manual Migration
Insights				Migrating from on-premises to cloud
AI Center		Dataset: Document Understanding - Export documents Document Understanding - Import Documents AI Center - Managing Datasets For 2021.10 and lower versions, see Migrating to the standalone or Automation Suite environment. ML Packages AI Center - Importing and Exporting ML Packages For 2021.10 and lower versions, see Migrating to the standalone or Automation Suite environment.		Dataset: Document Understanding - Export documents Document Understanding - Import Documents AI Center - Managing Datasets For 2021.10 and lower versions, see Migrating to the standalone or Automation Suite environment. ML Packages AI Center - Importing and Exporting ML Packages For 2021.10 and lower versions, see Migrating to the standalone or Automation Suite environment.
Action Center		Orchestrator Manager in conjunction with manual steps		Orchestrator Manager in conjunction with manual steps
Test Manager		Export/Import process		Export/Import process
Process Mining		For details, contact support.		For details, contact support.