- Overview
- Requirements
- Pre-installation
- Preparing the installation
- Installing and configuring the service mesh
- Downloading the installation packages
- Configuring the OCI-compliant registry
- Granting installation permissions
- Installing and configuring the GitOps tool
- Deploying Redis through OperatorHub
- Applying miscellaneous configurations
- Running uipathctl
- Installation
- Post-installation
- Migration and upgrade
- Upgrading Automation Suite
- Migrating standalone products to Automation Suite
- Step 1: Restoring the standalone product database
- Step 2: Updating the schema of the restored product database
- Step 3: Moving the Identity organization data from standalone to Automation Suite
- Step 4: Backing up the platform database in Automation Suite
- Step 5: Merging organizations in Automation Suite
- Step 6: Updating the migrated product connection strings
- Step 7: Migrating standalone Orchestrator
- Step 8: Migrating standalone Insights
- Step 9: Deleting the default tenant
- Performing a single tenant migration
- Migrating between Automation Suite clusters
- Monitoring and alerting
- Cluster administration
- Performing database maintenance
- Setting up Kerberos authentication
- Configuring the FQDN post-installation
- Switching to the secondary cluster manually in an Active/Passive setup
- Converting an existing installation to multi-site setup
- Guidelines on upgrading an Active/Passive deployment
- Guidelines on backing up and restoring an Active/Passive deployment
- Product-specific configuration
- Troubleshooting

Automation Suite on OpenShift installation guide
For step-by-step instructions, see Upgrading Automation Suite.
A successful upgrade requires that both clusters are on the same version. To upgrade the clusters, you must follow the standard upgrade procedure of the standalone Automation Suite cluster, individually for each clusters.
You must take the following high-level steps on each cluster separately:
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Hydrate the Docker registry for both clusters.
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Enable the backup of the primary cluster. Optionally, you can also enable the backup for the secondary cluster.
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Put both clusters into maintenance mode.
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Upgrade both the cluster individually
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Disable the maintenance mode once the upgrade is a success.
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Primary cluster recovery - you must use the backup to restore the Automation Suite cluster.
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Secondary cluster recovery - you can either use the backup to restore the data if you enabled it before the upgrade, or you can choose to build the new secondary cluster from the primary. The steps here will remain the same as adding a new secondary Automation Suite cluster.