Automation Suite
2023.10
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Automation Suite on EKS/AKS Installation Guide
Last updated Apr 19, 2024

A) Full migration

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, see 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.

  1. Upgrade your standalone installation to a version compatible with Automation Suite. Make sure to check the compatibility matrix.

2. Deploy Automation Suite.

  1. Deploy the targeted Automation Suite version.

3. Make sure you meet the requirements.

  1. Download and install the required tools to perform the migration. Details...

4. Follow the pre-migration steps.

  1. Save the connection strings and tenant names. Details...

5. Follow the migration steps.
  1. Use the OrganizationMigrationApp tool to move your Identity organization data from standalone to Automation Suite. Details...

  2. Restore the standalone product database to the Automation Suite SQL Server instance or a different SQL Server instance.
  3. Back up the platform database in Automation Suite. Details...

  4. Merge organizations in Automation Suite. Details...

  5. Update the migrated product connection strings. Details...

  6. Migrating standalone Orchestrator. Details...

  7. Migrating standalone Insights. Details...

  8. Deleting the default tenant. Details...

6. Follow the post-migration steps.

  1. Remove old identity cache keys. Details...

  2. Update the AD integration and configuration. Details...

  3. Validating the Insights migration. Details...

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