Using the Automation Cloud Migration Tool

The Automation Cloud Migration Tool is a desktop application designed to simplify the process of migration from a deployment option to another. The tool automates various migration steps, making it easier to transition either your standalone or Automation Suite Orchestrator to Automation Cloud, Automation Cloud Public Sector, or to Automation Suite.

Instructions on this page apply for migrating your on-premises Orchestrator, either standalone or via Automation Suite, to Automation Cloud.

Observação:

When planning your upgrade or migration, it is recommended that you follow the best practices.

The Automation Cloud Migration Tool operates independently and does not conform to our standard Product Lifecycle.

Requisitos

To use the migration tool, you must meet the following criteria:

Your standalone Orchestrator version must be supported. For specific version details, refer to our Product Lifecycle documentation.
You need a Pro, Pro Trial, or Enterprise license in Automation Cloud. While you can use the tool during a Pro Trial for evaluation, some limitations may apply, such as tenant and robot license restrictions. For more information, see our Licensing documentation.

Pré-requisitos

Before opening the Automation Cloud Migration Tool, make the following preparations:

Check that the Enterprise or Enterprise Trial licensing plan is active in Automation Cloud (Admin > Licenses).
Certifique-se de ter licenças de robôs suficientes na Automation Cloud para corresponder ao número de robôs sendo migrados (Administrador > Licenças > Robôs e Serviços). A ferramenta só migra robôs enquanto houver licenças disponíveis, depois do que ela começa a pular robôs.
Make sure you have administrator credentials for the on-premises Orchestrator and the View permission for all entities being migrated. If you do not have the View permission for some entities, those entities will not be migrated.
Make sure you are an organization administrator in Automation Cloud to register the tool as an external application.
Make sure the machine you run the Automation Cloud Migration Tool on meets the following requirements:
1. can connect to the on-premises Orchestrator;
2. can access Automation Cloud (has internet access and a supported browser);
3. runs the Windows operating system;
4. has .NET Core Desktop Runtime for x64 installed.
Download the migration tool on the machine that meets the requirements in step 5.

Entities migrated by the migration tool

When using the migration tool, the following entities are automatically created in Automation Cloud to mirror your Orchestrator setup:

Entidade	Migrado	Não migrado
Configurações	Yes, with exceptions.	Some on-premises settings, such as passwords and certain settings exposed to tenants
Pacotes	All packages and package versions.	Entities that rely on external package feeds requiring authentication. Authentication is required after migration is completed for external package feeds configured with basic authentication
Bibliotecas	Apenas os feeds de nível de tenant.	Entities that rely on libraries with host-level configurations or inaccessible external libraries.
Calendários	Sim	N/A
Máquinas	Sim Observação: Potential machine slot assignments limitations due to missing licenses.	Machine keys
Pastas	Sim	Personal workspace folders.
Ambientes	Sim, para pastas clássicas.	N/A (for modern folders)
Robôs (classico)	Sim Observação: Potential robot creation limitations due to missing licenses.	Skipped when licenses run out, with an error logged for each skipped robot.
Robôs (moderno)	Sim Observação: If certain conditions are met, robots are associated with an on-premises user that has an email address, and that same email was already invited to Automation Cloud and is associated to a user.	Skipped when licenses run out, with an error logged for each skipped robot. Fails if a user in Automation Cloud does not exist.
Associações de ambientes	The robot-environment mapping	N/A
Processos	Sim Observação: The migration tool may refer to Processes as Releases.	N/A
Filas	Sim	N/A
Gatilhos	Yes, but they are set as disabled.	N/A
Ativos	Certain asset types are fully supported, with some considerations for credential assets.	Per-user asset values in modern folders
Feed de pastas	Sim	N/A

Entities not migrated by the migration tool

As seguintes entidades não são migradas pela ferramenta:

Contas de usuários e robôs
Atribuições de função
Itens de Fila
Catálogos de Ações
Webhooks
Entidades de teste (conjuntos de testes, casos de testes, execuções de testes, horários de testes, filas de dados de testes)
Armazenar buckets
Logs

Registering the migration tool as an external application

The migration tool must connect to the Orchestrator service API in Automation Cloud to create the migrated entities. It uses the OAuth flow for this and, therefore, must be registered in Automation Cloud as an external application.

To register the Automation Cloud Migration Tool as an external application, take the following steps:

Add the tool as a new external application by following the Adding an External Application instructions. Make sure to use the following configuration:
- Tipo: não confidencial
- Recursos: API do Orchestrator
- User scopes: OR.Folders, OR.Settings, OR.Robots, OR.Machines, OR.Execution, OR.Assets, OR.Users, OR.Jobs, and OR.Queues.
- URL de redirecionamento: http://127.0.0.1:8888/auth/
Salve o ID do aplicativo para uso posterior.

Running the migration tool

The migration tool can migrate one tenant at a time. You can run the tool for each of your tenants. With each run, the tool performs the following operations:

Conecta ao seu Orchestrator no local para exportar entidades para o tenant fornecido.
Connects to Automation Cloud to import and create the migrated entities in Orchestrator.

For more information about entities that are subject to migration, see Entities migrated by the migration tool.

Extract the .zip file you downloaded for the tool and then run the tool .exe.
For the activation method, choose On-prem MSI.
Fill in the information to allow the tool to connect to your on-premises Orchestrator.

Note: Ensure that the credentials you provide are for an administrator account that also has View permissions on all the entities you want to migrate.
Click Start Export to connect to your source environment and download the setup information. The export begins and may take a while to complete.

When finished, the export summary lists all entities that were successfully exported. You can select Open File to view the local file created for the export summary, which includes a few more details.
Click Home to return to the first screen of the migration tool.
Para o método de ativação, dessa vez escolha Conectar à Automation Cloud.

Fill in the information to allow the tool to connect to Automation Cloud to upload the setup information.

Campo	Detalhes
ID do Aplicativo do Cliente	The Application ID value associated with the external application registration in Automation Cloud. Você pode encontrar esse valor na página Administrador > Aplicativos externos.
Organization Name	A parte específica da organização da sua URL da Automation Cloud. Os administradores da organização podem localizar essas informações no campo URL em Admin > Configurações da organização. Note: You do not need to include the full URL, but only the editable part, which is specific to your organization. For example, if the URL is `https://cloud.uipath.com/myOrgName`, add `myOrgName` to the field.
Nome do Tenant	O nome exato do tenant da Automation Cloud onde você deseja adicionar as informações migradas. Os dados migrados serão visíveis no serviço do Orchestrator associado àquele tenant.

Select Start Import to connect to Automation Cloud and start to migrate the information to the target Orchestrator service.
The import begins and may take a while to complete.
To connect to Automation Cloud using OAuth, a user with the adequate permissions for the scopes added when you registered the external application must log in to Automation Cloud. When they do, a new window opens with a success message, if the OAuth flow was successful.

When finished, the import summary lists all entities that were successfully imported into the Orchestrator service in Automation Cloud.
Tudo que não tenha sido importado aparece como um erro e as importações parciais são listadas como alertas. Você pode clicar em Exibir relatório para obter mais detalhes sobre quais entidades encontraram um erro ou um alerta.
When ready, select Done to close the tool.

Nota:Se necessário, você pode executar a ferramenta novamente para migrar dados para tenants adicionais.

Tarefas de pós-migração

Because the Automation Cloud Migration Tool cannot migrate all data, there are some final tasks that you must perform manually.

In Automation Cloud, select the tenant that was the import target, and open Orchestrator. Check that folders and entities were successfully migrated. You can use the import summary to check the specific items that had warnings or errors.
Aloque licenças de robô e serviço para o Orchestrator. As máquinas são criadas e licenciadas enquanto existem licenças disponíveis, mas quando as licenças acabarem, as máquinas continuam sendo criadas sem licenças, portanto, você precisa atualizá-las para alocar o número adequado de licenças.
Carregue manualmente qualquer feed de biblioteca que a ferramenta não tenha migrado.
Se algum robô foi pulado durante a exportação ou importação, crie-o manualmente.
Create any webhooks, task catalogs, credential stores, or other information that the tool does not migrate. The section Entities migrated by the migration tool also includes a list of what the tool does not migrate.
Conecte robôs manualmente ao serviço do Cloud Orchestrator.
Habilite manualmente os gatilhos conforme necessário.
Verifique qualquer local no Orchestrator onde uma senha seja necessária e adicione-a: Robôs, Configurações e Ativos de credenciais.

Ajuda

Se você precisar de ajuda com um problema encontrado durante a exportação, importação ou após a importação, abra um Tíquete de suporte e inclua os seguintes arquivos: