About migrating to a cloud platform

If you want to move to a cloud platform, you can migrate the most of your data from your existing setup to your new organization.

With a cloud platform, you gain access to multiple services that you can conveniently manage in a centralized manner and always stay up to date with the latest features, without the hassle of installation or maintenance.

note

Feature availability depends on the cloud platform you use. For details, refer to the feature availability page.

Setup before migration

Before starting the migration process, take the following steps, as described in the table, to set up a cloud offerinh:

Step	Operation	Notes
1	Sign in to your organization or sign up for Test Cloud.	For details on how to sign in, refer to . Note: For Flex licensing users, create an organization using the Pro Trial plan. This plan allows you to complete a successful migration. Do not use other plans for setting up an organization for migration purposes.
2	Manage your organization settings .	Configure your organization name, site URL, and language.
3	Create tenants .	If you want to match your on-premises configuration, create a tenant for each of your on-premises tenants, and provision the same services as in on premises.
4	Invite users .	To add users to your organization, navigate to the Test Cloud Administration.
5	Allocate user licenses .	Ensure users have the necessary licenses to use UiPath products and features. Note: To obtain a license key for migration that extends your trial period, contact support .
6	Assign roles to users for each of the services, as needed.	For the Orchestrator service, we provide default roles that include the necessary permissions for the main user personas. You can also create custom roles to replicate the same access model as in your on-premises Orchestrator.

Migrating UiPath products

To migrate services to a cloud platform, refer to the provided documentation links for existing processes and tools. While most services have migration tools available, some might require manual steps or additional support. Reach out to our support team for more details.

To check product availability across delivery models, refer to our Product availability documentation.

The following table describes the product and service migration available resources.

Legend:

✅ - Available

❌ - Not available

N/A - Not applicable

Product/Service	Automation Suite deployment availability	Automation Suite to Test Cloud migration - available resources	Standalone deployment availability	Standalone to Test Cloud migration - available resources
Orchestrator	✅	Migration Tool Orchestrator Manager	✅	Migration Tool Orchestrator Manager Manual Migration
Insights	✅	❌	✅	Migrating from on-premises to cloud
AI Center	✅	Dataset: Document Understanding - Export documents Document Understanding - Import Documents AI Center - Managing Datasets For 2021.10 and lower versions, refer to Migrating to the standalone or Automation Suite environment . ML Packages AI Center - Importing and Exporting ML Packages For 2021.10 and lower versions, refer to Migrating to the standalone or Automation Suite environment .	✅	Dataset: Document Understanding - Export documents Document Understanding - Import Documents AI Center - Managing Datasets For 2021.10 and lower versions, refer to Migrating to the standalone or Automation Suite environment . ML Packages AI Center - Importing and Exporting ML Packages For 2021.10 and lower versions, refer to Migrating to the standalone or Automation Suite environment .
Action Center	✅	❌	✅	❌
Test Manager	✅	Export / Import process	✅	Export / Import process
Process Mining	✅	For details, contact support .	✅	For details, contact support .