Automation Suite
2023.10
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A) Full migration - Automation Suite 2023.10
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Automation Suite on Linux Installation Guide
Last updated Feb 13, 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 .

The full migration option supports the following scenarios:

  • Migrate a standalone product to a new Automation Suite installation. This means that you do not have any products installed via Automation Suite yet, and you migrate your standalone products to a new Automation Suite instance.

    Note:

    We tested this scenarios for Orchestrator, Action Center, and Test Automation, which share the same database.

  • Migrate a standalone product to a pre-existing Automation Suite installation. This means that you previously installed products via Automation Suite, and you now want to migrate more standalone products.

    Note:

    If Orchestrator is among the products you previously installed in Automation Suite, its database will be wiped during migration.

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.
    • Install Automation Suite. Details...
    • Use the advanced deployment option to create multiple databases for the platform services. Details...

3. Make sure you meet the requirements.

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

3. Follow the pre-migration steps.

  1. Create organization-tenant pairs. Details...

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

  3. Prepare Orchestrator.

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

  2. Restore the Orchestrator 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 Orchestrator connection strings.

  6. Deleting the default tenant. Details...

4. Follow the post-migration steps.

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

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

  3. Update the Orchestrator configuration.

  4. Clear Redis data. Details...

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