Performing a full migration

Full migration approach for moving standalone UiPath products including Orchestrator to Automation Suite on EKS/AKS.

The full migration is one of two ways in which you can migrate a standalone UiPath® product to Automation Suite. This method helps you migrate Orchestrator and other products and services. For more information, refer to Migration options.

We tested the migration for Orchestrator, Action Center, and Test Automation, which share the same database, as well as Insights.

The full migration options also 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.

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

Description	Instructions
1. Upgrade your standalone deployment.	Upgrade your standalone installation to a version compatible with Automation Suite. Make sure to check the compatibility matrix . If you want to migrate Test Manager, ensure that the standalone Test Manager is upgraded to the same version as the standalone Orchestrator.
2. Deploy Automation Suite.	Deploy the targeted Automation Suite version. Install Automation Suite. Details...
3. Make sure you meet the requirements.	Download and install the required tools to perform the migration. Details...
4. Follow the pre-migration steps.	Save the connection strings and tenant names. Details... Create your organizations in Automation Suite. Details...
5. Follow the migration steps.	Use the OrganizationMigrationApp tool to move your Identity organization data from standalone to Automation Suite. Details... Restore the standalone product database to the Automation Suite SQL Server instance or a different SQL Server instance. Details... Back up the platform database in Automation Suite. Details... Merge organizations in Automation Suite. Details... Update the migrated product connection strings. Migrating standalone Orchestrator. Details... Migrating standalone Insights. Details... Migrating standalone Test Manager. Details... Deleting the default tenant. Details...
6. Follow the post-migration steps.	Remove old identity cache keys. Update the AD integration and configuration. Details... Validating the Insights migration. Validating the Test Manager migration. Details...