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Welcome to the
UiPath Automation Cloud™
Best Practices Series
Best practices to migrating your
automations to the cloud
Session 6
3
Principle Product Manager, UiPath
Today’s Presenters
Kendra Havens
Senior Product Manager, UiPath
Greg Guidone
4
What we will talk about today
01
02
03
04
Why migrate to Automation Cloud
Typical Migration flow and the prerequisites
Automated Migration tool demo
Q&A / Open conversation
5
The most comprehensive platform
The fastest path to automation value
The highest ROI option for new customers
Flexible enterprise-ready capability
The most adaptable and scalable delivery
Trust and security at the core
Cloud-first, customer choice
6
Why Automation Cloud?
Maximize Utilization
New tools immediately activated
with no hardware, installation, or
downtime required
Less time spent on maintaining
environments means more time
focused on growth
Democratize the automation
experience effortlessly
Reduce the strain on IT and
infrastructure resources
UiPath maintained update
schedule ~ every 2 weeks
Automatic Upgrades Remove Barriers
Trials of new products can easily
be performed without requiring
installation
Unlimited Tenants in the cloud
Provision bots only when there is
work to do with Cloud-
Orchestrated Robots
Automation Cloud Robots are
available (UiPath will host the
robot VMs reducing infra needs to
zero)
7
Enterprise SaaS capabilities:
- Tenant-level multi-region support
- Saas-specific compliance attestations
- Delayed update and other advanced capabilities
- VM and Serverless Automation Cloud Robots
Unified Deployment capabilities:
- Full-platform deployment and updating, on-prem or in 3rd
party cloud with Integrated cluster
- Platform management, monitoring and alerting
- Integrated High Availability
- Self-hosted Serverless Robots
- Isolation options (air-gapped networking, telemetry)
Unified Admin capabilities:
• Enterprise identity and user management
• Integrated organization and tenant management
• Integrated license management
• External application integration (via Oauth)
• IT Policy and IT governance-based control
• Unified administration and end-user portal
• Additional monitoring and trend analysis across multiple
services
• Cross-service capabilities
Product
Automation
Cloud (SaaS)
Automation Suite
(Self-hosted)
Standalone-
Installed
Automation Hub X
Process Mining
Task Mining X
Communications Mining X
Document Understanding
Automation Ops X
Integration Service X
Orchestrator
AI Center
Test Suite
Data Service X
Insights
Apps X
Action Center
Automation Cloud Robots X X
Unified Admin X
Enterprise SaaS X X
Unified Deployment X X
Comparing flexible delivery options
8
The Typical Migration Flow
9
Prerequisites for Migration
1. Prepare for post-migration robot access to UiPath Automation Cloud
• Work with IT Teams to ensure connectivity to on premise
resources such as robots
2. Understand how cloud can impact record retention, data residency,
and industry specific compliance
3. Create an execution plan and determine migration strategy
4. Understand the major differences between Self Hosted
Orchestrator and UiPath Automation Cloud:
10
Who is it for?
Customers migrating from On-Premises to UiPath
Automation Cloud need a simple way to mass-migrate their
Orchestrator data (packages, processes, queues, triggers,
etc.) & not start over in Cloud from scratch.
Provide customers with an automated tool that takes an existing
On-Premises Orchestrator and replicates its data into the
customer's Automation Cloud organization. This enables the
customer to move their existing automations and setup to Cloud
without missing a beat.
Need to provide an easy, seamless, self-service way to perform
this migration.
The need of the customer…..
11
Automation Cloud Migration Tool
What is the Automation Cloud
Migration Tool?
A self-service .exe desktop application.
Leveraging Orchestrator APIs, the customer can:
• Connect to an On-Premises Orchestrator tenant
• Export a copy of Orchestrator entities
• Import them into a Cloud Orchestrator tenant
What does it do?
• No code, command line, or developer experience
required to run the tool.
• No downtime or disruption to On Premise tenant
• Support for Orchestrator v19.10+
• Can be used against an Automation Cloud
Enterprise Trial, ProTrial, Pro, or Enterprise
account
• Migrates data for Classic & Modern Folders
• Airgapped & Non-airgapped migration
• Scope does not include historic data such as job
logs or processed transactions
DEMO
13
Thank you for being part of the
Automation Cloud Best Practices
Series!
Learn more about migrating to UiPath Automation
Cloud at:
Migrating Orchestrator from On-
Premises to Cloud
Using the Migration Tool
Contains:
• User guide & tool scope
• Download link
• Download link also available in Cloud
Portal Resource Center > “Other
Products”
Appendix
15
Automation Cloud Robots
Unattended Robot capacity hosted by UiPath in the Automation Cloud.
Limitless robot capacity with zero infrastructure, VM or Serverless
Public Cloud with Elastic Robot Orchestration
Unattended VM-based Robot capacity provisioned, started and stopped as
needed in your own AWS, Azure or GCP cloud network – for lower cloud costs.
On-Premises or Private Cloud
Robots and supporting infrastructure hosted physically or virtually on-
prem for maximum control and/or network proximity to on-prem systems
Public Cloud self-managed
Multiple options including Robots self-installed in any service that
supports a Windows VM, or easy BYOL marketplace installation from
AWS or Azure
Put your Robots where the work is
Robot Delivery with Automation Cloud™
SaaS Services for
management and
governance include:
Orchestrator…
Data Service…
Automation Ops…
16
• 30,000 AAD user logins in 15min
• 80,000 Active Robots connected to Orchestrator
• 12,000 Modern Folders in Orchestrator
• 500,000 API calls spike
• 80,000 Personal Folders
• 500 Modern Folders w/ 80,000 users assigned
Note! These numbers are not theoretical design limits, but the present extent of our testing for large-scale implementations.
Load tested scale for Automation Cloud
In partnership with a large on-premises UiPath customer, who is in the process of migrating to Automation
Cloud™, we have load tested a single Automation Cloud tenant up to the following scale:
Automation Cloud

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Automation Cloud Best practices series - Session 6.pptx

  • 1. Welcome to the UiPath Automation Cloud™ Best Practices Series
  • 2. Best practices to migrating your automations to the cloud Session 6
  • 3. 3 Principle Product Manager, UiPath Today’s Presenters Kendra Havens Senior Product Manager, UiPath Greg Guidone
  • 4. 4 What we will talk about today 01 02 03 04 Why migrate to Automation Cloud Typical Migration flow and the prerequisites Automated Migration tool demo Q&A / Open conversation
  • 5. 5 The most comprehensive platform The fastest path to automation value The highest ROI option for new customers Flexible enterprise-ready capability The most adaptable and scalable delivery Trust and security at the core Cloud-first, customer choice
  • 6. 6 Why Automation Cloud? Maximize Utilization New tools immediately activated with no hardware, installation, or downtime required Less time spent on maintaining environments means more time focused on growth Democratize the automation experience effortlessly Reduce the strain on IT and infrastructure resources UiPath maintained update schedule ~ every 2 weeks Automatic Upgrades Remove Barriers Trials of new products can easily be performed without requiring installation Unlimited Tenants in the cloud Provision bots only when there is work to do with Cloud- Orchestrated Robots Automation Cloud Robots are available (UiPath will host the robot VMs reducing infra needs to zero)
  • 7. 7 Enterprise SaaS capabilities: - Tenant-level multi-region support - Saas-specific compliance attestations - Delayed update and other advanced capabilities - VM and Serverless Automation Cloud Robots Unified Deployment capabilities: - Full-platform deployment and updating, on-prem or in 3rd party cloud with Integrated cluster - Platform management, monitoring and alerting - Integrated High Availability - Self-hosted Serverless Robots - Isolation options (air-gapped networking, telemetry) Unified Admin capabilities: • Enterprise identity and user management • Integrated organization and tenant management • Integrated license management • External application integration (via Oauth) • IT Policy and IT governance-based control • Unified administration and end-user portal • Additional monitoring and trend analysis across multiple services • Cross-service capabilities Product Automation Cloud (SaaS) Automation Suite (Self-hosted) Standalone- Installed Automation Hub X Process Mining Task Mining X Communications Mining X Document Understanding Automation Ops X Integration Service X Orchestrator AI Center Test Suite Data Service X Insights Apps X Action Center Automation Cloud Robots X X Unified Admin X Enterprise SaaS X X Unified Deployment X X Comparing flexible delivery options
  • 9. 9 Prerequisites for Migration 1. Prepare for post-migration robot access to UiPath Automation Cloud • Work with IT Teams to ensure connectivity to on premise resources such as robots 2. Understand how cloud can impact record retention, data residency, and industry specific compliance 3. Create an execution plan and determine migration strategy 4. Understand the major differences between Self Hosted Orchestrator and UiPath Automation Cloud:
  • 10. 10 Who is it for? Customers migrating from On-Premises to UiPath Automation Cloud need a simple way to mass-migrate their Orchestrator data (packages, processes, queues, triggers, etc.) & not start over in Cloud from scratch. Provide customers with an automated tool that takes an existing On-Premises Orchestrator and replicates its data into the customer's Automation Cloud organization. This enables the customer to move their existing automations and setup to Cloud without missing a beat. Need to provide an easy, seamless, self-service way to perform this migration. The need of the customer…..
  • 11. 11 Automation Cloud Migration Tool What is the Automation Cloud Migration Tool? A self-service .exe desktop application. Leveraging Orchestrator APIs, the customer can: • Connect to an On-Premises Orchestrator tenant • Export a copy of Orchestrator entities • Import them into a Cloud Orchestrator tenant What does it do? • No code, command line, or developer experience required to run the tool. • No downtime or disruption to On Premise tenant • Support for Orchestrator v19.10+ • Can be used against an Automation Cloud Enterprise Trial, ProTrial, Pro, or Enterprise account • Migrates data for Classic & Modern Folders • Airgapped & Non-airgapped migration • Scope does not include historic data such as job logs or processed transactions
  • 12. DEMO
  • 13. 13 Thank you for being part of the Automation Cloud Best Practices Series! Learn more about migrating to UiPath Automation Cloud at: Migrating Orchestrator from On- Premises to Cloud Using the Migration Tool Contains: • User guide & tool scope • Download link • Download link also available in Cloud Portal Resource Center > “Other Products”
  • 15. 15 Automation Cloud Robots Unattended Robot capacity hosted by UiPath in the Automation Cloud. Limitless robot capacity with zero infrastructure, VM or Serverless Public Cloud with Elastic Robot Orchestration Unattended VM-based Robot capacity provisioned, started and stopped as needed in your own AWS, Azure or GCP cloud network – for lower cloud costs. On-Premises or Private Cloud Robots and supporting infrastructure hosted physically or virtually on- prem for maximum control and/or network proximity to on-prem systems Public Cloud self-managed Multiple options including Robots self-installed in any service that supports a Windows VM, or easy BYOL marketplace installation from AWS or Azure Put your Robots where the work is Robot Delivery with Automation Cloud™ SaaS Services for management and governance include: Orchestrator… Data Service… Automation Ops…
  • 16. 16 • 30,000 AAD user logins in 15min • 80,000 Active Robots connected to Orchestrator • 12,000 Modern Folders in Orchestrator • 500,000 API calls spike • 80,000 Personal Folders • 500 Modern Folders w/ 80,000 users assigned Note! These numbers are not theoretical design limits, but the present extent of our testing for large-scale implementations. Load tested scale for Automation Cloud In partnership with a large on-premises UiPath customer, who is in the process of migrating to Automation Cloud™, we have load tested a single Automation Cloud tenant up to the following scale: Automation Cloud

Editor's Notes

  1. So in many ways, the value of Automation Cloud is the value of the UiPath Business Automation Platform. But why Cloud? Well, as we already talked about, it’s the most comprehensive way to get the platform It’s the …
  2. Just to make the delivery options, and capabilities of each a little clearer, we have this chart. It shows clearly how Automation Cloud and Automation Suite enable you to get the most capability from UiPath – both in terms of the integrated products included and what we call “Unified Admin” – built-in technical capabilities that maximize enterprise capability. We operate a “cloud-first, customer choice” policy, which means that the absolute most capability is available first as SaaS in Automation Cloud. Following that, in a future on-prem release we bring those new capabilities into Automation Suite, for customers who cannot go with Automation Cloud for policy or other reasons. Both Automation Cloud and Automation Suite are licensed with UiPath Flex SKU’s, which, as the name implies, allow you to run either SaaS or Self-hosted, and move between them as you wish. Perhaps less obviously, but very importantly though, Automation Cloud and Automation Suite have Unified Admin. This is a value multiplier across all those included products and you see some of the highlights on the right. But broadly there are two ways you get additional value: First: There are lots of additional features for operating efficiently in an enterprise environment. Second: There are additional integrations between the products, and in some cases additional features within the products. We expect this differentiation between standalone and Cloud or Suite versions of products to continue. So going to Automation Cloud or Automation Suite isn’t just about getting all the products a different way. It’s much more. The MSI Standalone column shows you what we have available as our standalone, RPA centric products. As you can see, this is quite a subset of the full capability, and does not include products like UiPath Apps and Automation Ops. They also don’t include the additional capabilities across and within the products (like Insights offering analytics of additional areas across the platform), or significant additional tooling to deliver, govern and operate the business UiPath Automation Platform itself more cost-effectively and with a faster time to value. So, as the slide makes clear, we are about cloud-first, customer choice for delivery of the Business Automation Platform – with flex licensing, you can use either Automation Cloud or Automation Suite. Our typical recommendation for most customers is that Automation Cloud offers the fastest time to value with the lowest TCO, both for getting up and running quickly and, importantly, for adding more capability in the future as your automation needs change.