automation-suite
2024.10
true
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Automation Suite on OpenShift installation guide

Last updated Jun 12, 2025

Performing 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 the latest version: 2024.10.0 or higher.

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...

4. Follow the pre-migration steps.

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

  2. Create your organizations in Automation Suite. Details...

5. Follow the migration steps.
  1. Restore the standalone product databases (Orchestrator, Identity and Insights) to the Automation Suite SQL Server instance. Details...
  2. Run the data migrators against the restored databases. Details...
  3. Use the OrganizationMigrationApp tool to move your Identity organization data from standalone to Automation Suite. Details...
  4. Back up the platform database in Automation Suite. Details...

  5. Merge organizations in Automation Suite. Details...

  6. Update the migrated product connection strings.

  7. Migrating standalone Orchestrator. Details...

  8. Migrating standalone Insights. Details...

  9. Deleting the default tenant. Details...

6. Follow the post-migration steps.

  1. Remove old identity cache keys.

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

  3. Validating the Insights migration.

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