A) Full Installation Migration

This is one of two ways in which you can migrate your standalone Orchestrator to Automation Suite. In addition to Orchestrator, this method helps you migrate other products and services. For more information, see Migration options.

The full migration option ensures high fidelity data transfer between the standalone product databases and the automatically created Automation Suite databases. If you do not want to use the default Automation Suite databases, you can opt for your own migrated databases provided that you update their connection strings.

Tip:

We have organized the migration tasks as a checklist, and you can tick each checkbox as you complete tasks to keep track of your progress. However, the ticks are lost if you refresh the page.

You can also download the migration checklist as an Excel spreadsheet.

To migrate from a standalone deployment to Automation Suite, take the following steps:

Phase	Description	Instructions
1	Upgrade standalone deployment	Upgrade your standalone installation to a 2021.10.x version that matches the targeted Automation Suite version. Details...
2	Deploy Automation Suite	Deploy the same 2021.10.x Automation Suite version as the standalone installation version. Install Automation Suite. Details... Use the advanced deployment option to create multiple databases for the platform services. Details...
3	Follow pre-migration steps	Save the Identity Server configuration data. Details... Host administrator username and password Token signing certificates SAML certificates Exported certificates Identity Server application settings Create organization-tenant pairs. Details... Save the connection strings and tenant names. Details... Prepare Orchestrator. Details... Web.config AppSettings Storage NLog Credential stores Encryption key Encryption key per tenant
4	Back up the databases	Depending on the options selected during installation, you may need to back up one or more databases. Orchestrator (database shared with Action Center). Details... Identity Server Update Server Insights Test Automation
5	Restore the databases	Restore the databases to the SQL server used by Automation Suite. You can use the same SQL server as used for the standalone installation. Orchestrator (database shared with Action Center) Identity Server Update Server Insights Test Automation
6	Update database connection strings	Update the database connection strings for the restored databases via ArgoCD. Details...
7	Follow post-migration steps	Update secrets and Identity Server configuration. Details... Update identity application secrets Remove old identity cache keys Run Identity Server DataMigrator CLI Link tenants from standalone to Automation Suite. Details... Update SMTP configuration information Update AD integration and authentication. Details... Update the Orchestrator configuration. Details... web.config AppSettings Storage NLog Credential stores Encryption key Encryption key per tenant Recreate cluster_config.json. Details... Reconnect robots. Details...