Step 4: Merging organizations in Automation Suite

Migration tool input

When running the UiPath.OrganizationMigrationApp tool, you must provide the following details:

• The list of organization IDs for the standalone product

• The list of organization IDs for Automation Suite

For more details, see Migration tool parameters.

Note:

Make sure to use the same organization IDs as the ones identified in Step 1: Moving the Identity organization data from standalone to Automation Suite.

For Linux

Note:

Make sure to follow the general escape instructions for the Shell tool of your choice. For instance, in Bash you must add \ before special characters.

To merge organizations in Automation Suite, run the following command:

./UiPath.OrganizationMigrationApp merge -i '<identity database connection of Automation Suite>' -o '<restored orchestrator DB in Automation Suite connection string>' -s '<list of tenant IDs of the standalone product separated by comma, e.g. tenantID1,tenantID2>' -d '<list of organization IDs of Automation Suite separated by comma, e.g. orgID1,orgID2>'

Note:

• Make sure to add TrustServerCertificate=True for both the source and destination SQL connections in the input.

• If you have multiple organization pairs to merge, make sure the organization ID sequence for the standalone product and the organization ID sequence for Automation Suite match.

• If you migrate one standalone tenant to one Automation Suite organization for all tenants, you can run the command once for all migrations. However, if you migrate multiple standalone tenants to one Automation Suite organization, you must run the command separately for each tenant, as you may need to resolve user conflicts between the tenants. The following sample shows how to run the command separately for each tenant:

  ./UiPath.OrganizationMigrationApp merge -i '<identity database connection of Automation Suite>' -o '<restored orchestrator DB in Automation Suite connection string>' -s 'tenant1' -d 'orgId1'
  ./UiPath.OrganizationMigrationApp merge -i '<identity database connection of Automation Suite>' -o '<restored orchestrator DB in Automation Suite connection string>' -s 'tenant2' -d 'orgId1'
  ./UiPath.OrganizationMigrationApp merge -i '<identity database connection of Automation Suite>' -o '<restored orchestrator DB in Automation Suite connection string>' -s 'tenant3' -d 'orgId1'

For instructions on how to address user conflicts when migrating multiple standalone tenants to a single Automation Suite organization, see Solving user conflicts.

For Windows

To merge organizations in Automation Suite, run the following command:

./UiPath.OrganizationMigrationApp merge -i "<identity database connection of Automation Suite>" -o "<restored orchestrator DB in Automation Suite connection string>" -s "<list of tenant IDs of the standalone product separated by comma, e.g. tenantID1,tenantID2>" -d "<list of organization IDs of Automation Suite separated by comma, e.g. orgID1,orgID2>"

Note:

• Make sure to add TrustServerCertificate=True for both source and destination SQL connection strings in the input.
• If you migrate one standalone tenant to one Automation Suite organization for all tenants, you can run the command once for all migrations. However, if you migrate multiple standalone tenants to one Automation Suite organization, you must run the command separately for each tenant, as you may need to resolve user conflicts between the tenants. The following sample shows how to run the command separately for each tenant:

  ./UiPath.OrganizationMigrationApp merge -i '<identity database connection of Automation Suite>' -o '<restored orchestrator DB in Automation Suite connection string>' -s 'tenant1' -d 'orgId1'
  ./UiPath.OrganizationMigrationApp merge -i '<identity database connection of Automation Suite>' -o '<restored orchestrator DB in Automation Suite connection string>' -s 'tenant2' -d 'orgId1'
  ./UiPath.OrganizationMigrationApp merge -i '<identity database connection of Automation Suite>' -o '<restored orchestrator DB in Automation Suite connection string>' -s 'tenant3' -d 'orgId1'

For instructions on how to address user conflicts when migrating multiple standalone product tenants to a single Automation Suite organization, see Solving user conflicts.

Merge expectations

Users

Note:

Only users that are originally from standalone Orchestrator have access to Orchestrator after migrating to Automation Suite.

The following table provides insight into multiple migration scenarios and how they impact users:

Condition	Does the source user have an email address?	Does the target user have an email address?	Is the source user email the same as the one of the target user?	Is the source username the same as the target username?	Result
1					The source user is moved to the target organization; the target organization user has access to standalone Orchestrator.
2					The source user is moved to the target organization; the target organization user has access to standalone Orchestrator. After the merge, two users have the same username, and they must use the email address to login.
3				or	The source user is merged with the target user; the target user has access to standalone Orchestrator.
4			N/A		The source user is moved to the target organization; the target organization user has access to standalone Orchestrator.
5			N/A		The source user is merged with the target user; the target user has access to standalone Orchestrator.
6			N/A		The source user is moved to the target organization; the target organization user has access to standalone Orchestrator.
7			N/A		You must manually configure the email address for the target user or remove the target user. If you configure the email address, the source user is merged with the target user, and the target user has access to standalone Orchestrator. If you remove the target user, the source user is moved to the target organization, and the target organization user has access to standalone Orchestrator.
8			N/A		The source user is moved to the target organization, and the target organization user has access to standalone Orchestrator.
9			N/A		You must configure the email address to be empty for the target user or remove the target user. If you configure the email address as empty, the source user is merged with the target user, and the target user has access to standalone Orchestrator. If you remove the target user, the source user is moved to the target organization, and the target organization user has access to standalone Orchestrator.

Robot users

If the source and target robot usernames are the same, the source robot user is appended the user ID and is move to the target organization.

Source robot username	Target robot username	Moved source robot username
sameRobot	sameRobot	sameRobot_47a26d4a-2180-4fdd-8e1e-2379300a1162

Groups

If the source and target robot group names are the same, the source robot user is appended a string and is moved to the target organization.

Source group name	Target group name	Moved source group username
sameGroup	sameGroup	sameGroup_db39a5c6-f73c-4011-b40e-4ea620fe3d01

Settings

If source settings and target settings have the same name, the setting value of the target is used.

Solving user conflicts

Migrating multiple standalone tenants to a single Automation Suite organization may lead to user conflicts. The following sample shows an error message for such a conflict:

[03:18:08 WRN] We found users in the target organization have the same email as those from the source organization. If you continue, we will keep the users in the target organization, but none of the application data for the source organization users will be moved.
The format is orgId -> list of emails.
[03:18:08 WRN] 3d8d01e6-3300-4988-87db-071bd8c8e786 -> [e-mail],[e-mail],[e-mail],[e-mail]
[03:18:08 WRN] We found users without emails in the target organization have the same username with the users without emails from the source organization.If you continue, we will keep the users in the target organization, but none of the application data for the source organization users will be moved.
The format is orgId -> list of usernames.
[03:18:08 WRN] 3d8d01e6-3300-4988-87db-071bd8c8e786 -> user1
[03:18:08 INF] Do you want to continue? Type (y/n)

You can solve user conflicts in two ways:

• Type n to end the merging process, then delete the users with conflicts in the Automation Suite organization and run the merging command again. By choosing this option, you lose the deleted user information.
• Type y to continue the merging process. By choosing this option, you replace all source user IDs with target user IDs. If a product running in Automation Suite, such as Insights, has a reference to a user ID, you lose the data for any merged user from the standalone environment. For instance, let us assume two users:

  • one user with the username user1 and email address [e-mail], from tenant1 in a standalone environment.
  • another use with the same username and email address, from tenant2 in a standalone environment.
  If you first merge tenant1 to an organization in Automation Suite, no conflict occurs. However, if you then merge tenant2 to the same Automation Suite organization, a conflict occurs, as two users have the same email address, [e-mail]. If you type y to continue the merging process, you lose the user data to which the product has a reference for the user from tenant2.

If organization merge failed

If the organization merge failed, check the logs. Depending on whether the Identity or the Orchestrator migration failed, take the following steps:

Failed Identity migration

If the Identity migration failed, you can just fix the error and execute the organization merge command again. This would rollback all the changes since we have set a transaction for operations for Identity.

Failed Orchestrator migration

If the Orchestrator migration failed, the Orchestrator database would roll back, but the Identity database would not rollback. As a result, you must restore the backup of the Identity database and replace the connection string to use the new database. After fixing the error, run organization merge command again.

If the Orchestrator migration failed, take the following steps:

1. Restore the backup of the Identity database.

   1. Right-click the database directory and select Import Data-tier Application.

      
   2. Select the backup database file.

      
   3. Input the backup database name.

      
   4. Wait for the process to complete.

      

2. Replace the identity connection string.

   `"platform": {
       "sql_connection_str": "<dotnet connection string>",   (added line)
       "enabled": true, 
   },`

3. Fix the error and use the new platform connection string to run the merge command again.