Migration prerequisites

Before starting the migration, make sure you meet the following prerequisites:

.NET Runtime 6.0

.NET Runtime 6.0 or later is required to run the UiPath.OrganizationMigrationApp tool. You must download and install it before running UiPath.OrganizationMigrationApp.

Linux

If .NET Runtime 6.0 or later is not present, download and install .NET Runtime for Linux before using UiPath.OrganizationMigrationApp.

To install .NET Runtime 6.0 on RHEL, run the following command:

sudo yum install dotnet-sdk-6.0 -y

Windows

The UiPath.OrganizationMigrationApp tool requires .NET Runtime 6.0 at a minimum. If .NET Runtime 6.0 and beyond is not present, download and install .NET Runtime 6.0 for Windows before using UiPath.OrganizationMigrationApp.

Orchestrator bucket creation setting

To ensure that Orchestrator buckets are automatically created with the correct CORS policy, you must run the following command. The command requires the jq utility to be installed on your machine.

cd <AS install directory>
rm -f values.json && rm -f appsettings.json
kubectl -n uipath get cm orchestrator-customconfig -o jsonpath='{.data.values\.json}' | jq '.' > values.json
jq '.AppSettings' values.json > appsettings.json
jq '.["Storage.CreateBucket.OnTenantCreation.Enabled"] = "true"' appsettings.json > temp.json && mv -f temp.json appsettings.json
./bin/uipathctl config orchestrator update-config --app-settings appsettings.json

To install jq, use one of the following options:

• Option 1: Run the following command:

  yum install -y epel-release yum install -y jq
  

• Option 2: Run the following commands:

  shell
  curl https://download-ib01.fedoraproject.org/pub/epel/7/x86_64/Packages/j/jq-1.6-2.el7.x86_64.rpm --output /tmp/jq-1.6-2.el7.x86_64.rpm
  yum localinstall /tmp/jq-1.6-2.el7.x86_64.rpm
  

Warning:

Failing to enable the Orchestrator setting that ensures buckets are automatically created with the correct CORS policy causes issues with downloading from storage buckets, which you must address by making manual updates to the CORS policy.

To confirm that the setting has been enabled, run the following command:

kubectl -n uipath get cm orchestrator-customconfig -o jsonpath='{.data.values\.json}' | jq

If the setting has been enabled, the command should return the following response:

{
  "AppSettings": {
    "Storage.CreateBucket.OnTenantCreation.Enabled": "true"
  }
}

UiPath.OrganizationMigrationApp

The UiPath.OrganizationMigrationApp tool helps you perform operations such as move the Identity data of all tenants from standalone to Automation Suite and merge organizations.

To download UiPath.OrganizationMigrationApp, see Downloading the installation packages.

To see which UiPath.OrganizationMigrationApp version is compatible with your environment, see Compatibility matrix.

Tool for managing Microsoft SQL Server

You must download and install SQL Server Management Studio (SSMS) or a similar tool for managing Microsoft SQL Server. This tool helps you restore the Orchestrator database to the Automation Suite SQL Server instance or a different SQL Server instance.

1. Download and install SQL Server Management Studio.
2. Log into the standalone SQL Server using the standalone SQL connection string.
3. Open port 1433 for the source and target database.

Special character escape rules for connection string passwords

In most instances, connection passwords are encapsulated within a single quotation mark ('). However, when the password includes special characters such as ``` or $, a different approach is required.

In these cases, the password must be formatted as \"`", replacing ` with the actual password. Moreover, you must also adhere to the escape rules as detailed in the following table:

Original format in ADUC	Escaped format in PowerShell string
cn=James $ Smith	"cn=James $ Smith"`
cn=Sally Wilson + Jones	"cn=Sally Wilson \+ Jones"
cn=William O'Brian	"cn=William O'Brian"
cn=William OBrian`	"cn=William O``Brian"
cn=Richard #West	"cn=Richard #West"
cn=Roy Johnson$	"cn=Roy Johnson$"

Example

Assume that the original password is 7'8:<=XMe$y[@vC?_4ZeY8c-~y'W!1dU4gnczuf'/p>j<I. Adhering to the special character escape rules, it becomes: Password=\"7'8:<=XMe$y[@vC?_4ZeY8c-~y'W!1dU4```gnczuf'/p>```j<I\"`.

The full command, with the password configured in destination connection string, looks as follows:

./UiPath.OrganizationMigrationApp.exe migrate -a -m -s "Server=tcp:abc.com,1433;Initial Catalog=UiPath_20230531;Persist Security Info=False;User ID=username;Password=asiodhyf;MultipleActiveResultSets=False;Encrypt=True;TrustServerCertificate=True;Connection Timeout=30;" -d "Server=tcp:cde.net,1433;Initial Catalog=AutomationSuite_Platform;Persist Security Info=False;User Id=[e-mail];Password=\`"7'8:<=XMe`$y[@vC?_4ZeY8c-~y'W!1dU4```gnczuf'/p>```j<I\`""