Create A Secondary Instance Of Orchestrator For A Side By Side Upgrade

How to create a secondary instance of Orchestrator for a side by side upgrade?

Perform the below procedure

  1. Request a trial license. This can be done here:
  2. Replicate the current production DB.
  3. Install the a new instance of Orchestrator into a fresh DB. The Orchestrator version should be the same as the current production instance.
  4. Post install copy the config file for the current prod machine to the new machine. Before placing it on the new machine, update the SQL connection to point it to the replicated DB. The following config files need to be copied depending on the version.
    • For 19.10
      • C:\Program Files (x86)\UiPath\Orchestrator\web.config
    • For 20.10+
      • C:\Program Files (x86)\UiPath\Orchestrator\UiPath.Orchestrator.dll.config
      • C:\Program Files (x86)\UiPath\Orchestrator\identity\appsettings.production.json
      • C:\Program Files (x86)\UiPath\Orchestrator\webhooks\appsettings.productin.json
  5. Additionally look at the UiPath.Orchestrator.dll.config file or the web.config file and check the storage related keys ('Storage.Type, Storage.Location').
    • The packages in this location, need to be copied over to the new server.
    • Alternatively the new server needs its storage key to point to this location (if using an external feed, just point to the external feed).
    • Read for more information about the UiPath.Orchestrator.dll.config key
  6. After updating the configuration files the following should be true
    • A difference of the old and new configuration files is almost identical (minus any justifiable modifications)
    • Starting the site, the new instance should look identical to the old instance.
  7. After validating everything, apply the trial license.
  8. With the above done, upgrade the cloned instance.