Migrate from Automation 360 IQ Bot On-Premises to Cloud

IQ Bot Cloud offers all the Automation 360 IQ Bot On-Premises features through a browser-based interface.

Prerequisites

  • Migrate Control Room before migrating to IQ Bot Cloud. If you have Control Room available on Cloud, you can migrate to IQ Bot Cloud.
  • Install the latest version of Automation 360 IQ Bot On-Premises before migrating to IQ Bot Cloud.

    See Migrate earlier IQ Bot versions to Automation 360 IQ Bot On-Premises.

  • Ensure that an active IQ Bot Cloud instance with the same version is available.
  • If there is an incorrect IQ Bot registration data, ensure that you remove it before creating the correct registration data.

Keep in mind the following considerations when migrating from Automation 360 IQ Bot On-Premises to IQ Bot Cloud:

  • IQ Bot Cloud is a single-node instance.

    Before you start the migration, ensure that you review the document processing and concurrency requirements. Cluster setup is not supported on IQ Bot Cloud.

  • Configuration files cannot be accessed in the IQ Bot Cloud.

    Custom OCR settings in configuration files have to be uploaded into Automation 360 IQ Bot On-Premises database before migration.

    How to change OCR Settings in IQ Bot (A-People login required)
  • Python scripting is restricted to specific libraries on IQ Bot Cloud.

    Customer-specific Python files, specific libraries, and methods are not allowed in IQ Bot Cloud.

    List of supported Pandas Libraries in Automation 360 IQ Bot (A-People login required)
  • Role-Based Access Control (RBAC) setup that you have configured on the Automation 360 IQ Bot On-Premises is not migrated to IQ Bot Cloud.

    See RBAC in Control Room.

  • Transfer the .iqba files to IQ Bot Cloud.

    Any custom roles that you have created are removed before .iqba files are created. Ensure that you add these roles after transferring the .iqba files to IQ Bot Cloud.

Users have the following options to upload the .iqba file to IQ Bot Cloud :

Procedure

  1. Export custom domains from Automation 360 IQ Bot On-Premises to IQ Bot Cloud.

    Custom domains in IQ Bot

  2. Use the Migration Utility feature to export learning instances from the Automation 360 IQ Bot On-Premises version.
  3. Use the IQ Bot UI or API to upload the .iqba file to IQ Bot Cloud.
  4. Open IQ Bot Cloud and import learning instances by using Migration Utility.
All your learning instances from Automation 360 IQ Bot On-Premises are imported and available on IQ Bot Cloud.
Important: Review the following points:
  • If the learning instances are large, migrate them one at a time to avoid timeouts.
  • If you use custom domains, migrate them.
  • Import the custom domains in the same order as they were in in the Automation 360 IQ Bot On-Premises version.