Hi Team,
I have Prod Orchestrator instance but i want to create a test or dev Orch instance before PROD upgradation , so how can i create an test instance of orchestrator same as PROD.
It could be helpful if any response.
Thankyou
Recommended Solution for Test Orchestrator Instance:
Option 1: Automation Cloud (Recommended)
- Go to Admin > Tenants > Create New Tenant
- Select “Development” environment type
- Enable Orchestrator service & allocate licenses
- Export packages/assets from Prod → Upload to Test tenant
Option 2: On-Premises/Automation Suite
- Take Prod database backup + config files
- Deploy fresh Automation Suite on test servers
- Restore backup during installation (
uipathctlcommands) - Test upgrade safely before Prod cutover
Never clone VMs directly (licensing conflicts). Use separate instances/tenants for isolation.
Thankyou for the response ..
Currently i am using 2023.4.1 version of Orch so i need to do in the same orch?
For 2023.4.1 Orchestrator:
Cloud: Admin > Create Development tenant with Orchestrator
On-Prem: DB backup → Fresh 2023.4.1 install → Restore
THEN test your Prod upgrade safely.
Export packages/assets from Prod → Import to Test tenant.
This is the official UiPath methodology regardless of version.
Version 2023.4.1 supports both approaches perfectly. Same best practice applies across all versions
- Restore backup during installation (
uipathctlcommands) - Test upgrade safely before Prod cutover
how to do this step no 3 as explained above. could you plz help with detailed step.
Thankyou
2023.4.1 Test Instance - EXACT STEPS:
- Backup Prod: DB + web.config + UiPath.Orchestrator.dll.config
- Fresh 2023.4.1 install on test server (empty DB)
- SQL Restore: Prod DB backup → Overwrite test DB
- Replace config files from Prod backup
- Restart services → Test works!
Now safely test upgrades before Prod.
Docs:
Refer to this video for more details:
You can’t directly clone Orchestrator. Create a separate Test/Dev Orchestrator (new tenant or server) with the same version as Prod, restore a Prod DB backup to it, update configs, and disable triggers/robots. Use this to test the upgrade before Prod.
Thankyou for the response.
for * Backup IIS Configuration Using IIS Manager
- Open IIS Manager
- Click the Server Name (top level, not the site)
- Double-click Configuration Editor
- In the Actions pane (right side), click Backup Configuration (but not able to see this option in the below screenshot)
- Enter a backup name, for example: Before_UiPath_Upgrade_2026-01-13
- Click OK
Not able to find the option for backup configuration can anyone help me.
Thankyou
hi @Snehamayi_Senapati ,
SOLUTION 1 (Enable feature):
IIS Manager → Server Name → Feature Delegation
→ “Configuration Editor” → Read/Write → Refresh
→ Backup button APPEARS
SOLUTION 2 (Recommended - MANUAL):
Copy these from C:\Program Files (x86)\UiPath\Orchestrator:
web.config
UiPath.Orchestrator.dll.config
Manual copy is safer & faster
Thankyou..
ok I have taken the backup of as u mentioned in SOlution2 is it again required to take back of IIS configuration?
In addition to that where is the below steps which i can perform it is mentioned in the link Orchestrator - Orchestrator Backup and Restore
In addition to the web.config and UiPath.Orchestrator.dll.config files, you must also copy the Application Settings and Connections Strings as follows:
- Select your Orchestrator App Service.
- From the Settings menu, select Configuration.
- From the Application Settings section, select Advanced Edit and copy the displayed value.
- From the Connection strings section, select Advanced Edit and copy the displayed value.
- Save these values to your designated backup location.
NO IIS BACKUP NEEDED
Your Solution2 backup = COMPLETE:
web.config
UiPath.Orchestrator.dll.config
DB backup
IIS “Backup Configuration” = OPTIONAL (server-level, not Orchestrator)
Official UiPath docs confirm: Just those 3 files + DB
You’re 100% ready for test instance!
You have everything needed. Skip IIS backup - proceed to test server setup.
PERFECT BACKUP - NO MORE NEEDED
Docs ON-PREMISES section (your case):
C:\Program Files (x86)\UiPath\Orchestrator
├── web.config ← ✓ YOU HAVE
└── UiPath.Orchestrator.dll.config ← ✓ YOU HAVE
“App Service” steps = CLOUD ONLY - skip them!
NEXT: Fresh 2023.4.1 test install → Restore your 3 backups [web:63]
You’re 100% complete!
Proceed to test server setup. Nothing missing.
1 Like
Hi Arjun,
Thankyou so much for your quick response..
Just a quick question: since the PROD environment is on a separate VM and the TEST environment is also on a different VM, do I need to copy the backups from the PROD VM to the TEST VM and install them there? The plan would be to perform a fresh 2023.4.1 installation on the TEST VM and then restore the three backups (Web, Orchestrator, and Database).please correct me. How to restore them.
Thankyou
YES - Copy backups → Fresh 2023.4.1 install → Restore:
TEST VM STEPS:
Fresh 2023.4.1 install (empty DB)
SSMS → Restore PROD .bak → Overwrite test DB
Copy PROD config files → C:\Program Files (x86)\UiPath\Orchestrator
Update connection strings (if SQL name different)
IIS restart → DONE!
Your PROD data now lives safely on TEST VM!