Prepare for migration when using Enterprise 11 and Automation 360 On-Premises in parallel

Perform the tasks in this workflow if you want to use both Automation 360 On-Premises and Enterprise 11 in parallel. You can continue to use both environments till the time you are ready to start the migration from Enterprise 11 to Automation 360 On-Premises.

Prerequisites

  1. Ensure that you have completed the following tasks to check your readiness for migration

    Check migration readiness.

  2. Ensure you have procured and activated your migration license.

    Get migration license

  3. If you are installing Automation 360 on a machine on which Enterprise 11 was previously installed, you must delete the data from the Elasticsearch data folder located at C:/ProgramData/elasticsearch/data.
    If the location of the Elasticsearch data folder was changed, you can find the updated information in the C:\Program Files\Automation Anywhere\Enterprise\elasticsearch\config\elasticsearch.yml file.
    Important: If you delete the Elasticsearch data, you will lose the Enterprise 11 audit data.
Note: Install Automation 360 on a separate server to ensure that your Enterprise 11 environment is not impacted by the migration activities.

Procedure

  1. We recommend that you create a backup of the Enterprise 11 database and restore it in the same or different SQL instance to avoid failure of any automation task that is using the Enterprise 11 database.
    Bot Insight migration: The Bot Insight data and dashboards are migrated as part of the overall migration process. For the migration, clone your Bot Insight database (which is different from your Enterprise 11 Control Room database) and extract and export your dashboard metadata to Automation 360 using the Bot Insight pre-migration utility.

    Export Enterprise 11 Bot Insight dashboards for migration

  2. If you are migrating from Version 11.3.x or later versions, delete data from the ES_SETTINGS table from the Enterprise 11 Control Room database.
  3. Copy and paste the Enterprise 11 Control Room repository and update access URL and repository path.
  4. Ensure that all the credential variables used in the Enterprise 11 bots are available in the Enterprise 11 Control Room.
  5. Install Automation 360 On-Premises:
    1. Ensure you meet the system requirements.
    2. Install Automation 360 On-Premises Control Room in custom mode to a staging environment.
      Installing Control Room using Custom mode
      Important: During the installation, configure the Automation 360 On-Premises Control Room to use the restored Enterprise 11 database.
  6. Continue using both Enterprise 11 and Automation 360 environments in parallel.
    Note: Create all new bots and entities such as users, roles, and schedules in Automation 360.
  7. If you create any new entity such as users, roles, or schedules (except bots) in Enterprise 11 after installing Automation 360, create the same entity in Automation 360.
  8. When you are ready to use only Automation 360 as your production environment:
    1. If you have created new bots in Enterprise 11 after installing Automation 360:
      1. Export all the bots and their dependencies that were created after Automation 360 was installed using Bot Lifecycle Management.

        Export bots

      2. Import all the bots to Automation 360 using Bot Lifecycle Management.

        Import bots

  9. Optional: Migrate audit log data.

Next steps

Prerequisite tasks for migrating bots