Migrating DU process (Modern) from one environment to another

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1

Can you please help me with the steps for migrating the document understanding modern project from one environment to another environment.

DU Modern
DU Modern1500×440 38 KB

2

@narender.bn,

Try this solution.

Thanks,
Ashok :slight_smile:

3

To migrate a modern Document Understanding (DU) project from one environment to another in UiPath, follow these step-by-step instructions:

1. Preparation

Backup and Documentation

  1. Backup Project: Create a complete backup of your modern DU project, including all project files and dependencies.
  2. Document Dependencies: List all dependencies, such as UiPath packages, external libraries, and any required tools.

2. Exporting the Dataset

Navigate and Open the Modern Project

  1. Open Modern Project: In the source environment, open the modern DU project you want to migrate.

Filter and Export Documents

  1. Select Document Type: Navigate to the document type you wish to export and select Open document type.
  2. Filter Documents: From the Filter documents drop-down list, select Training and validation set.
  3. Export Data:
    • Click Export.
    • Select Current search results.
    • Provide a name for your export job.
    • Click Download to export the dataset as a zip file.

3. Importing the Dataset

Navigate and Open the Target Modern Project

  1. Open Target Modern Project: In the target environment, open the modern DU project where you want to import the data.

Add Document Type and Upload Data

  1. Add Document Type: Select Add document type and create a new custom document type.
  2. Upload Data:
    • On the new custom document type, click Upload.
    • Choose the zip file you exported from the source environment.
    • Wait for the upload to finish.
  3. Training Availability: Once the upload is complete, the documents will be available for training.

4. Importing Schemas (if applicable)

Create Custom Document Type and Upload Schema

  1. Create Custom Document Type:
    • Go to the Build section of your target modern project.
    • Create a new custom document type.
  2. Upload Schema:
    • Import the zip file that contains the schema.
    • Note: Ensure there is no pre-existing schema in the custom document type; otherwise, the import will fail.

5. Finalizing the Migration

Validate and Test

  1. Test All Workflows: Run all workflows to ensure they work correctly in the new environment.
  2. Validate Machine Learning Models: Process sample documents through the models to confirm they perform as expected.
  3. Update Configurations: Adjust any environment-specific configurations, such as file paths, URLs, and other settings.

6. Publish and Deploy

Publish to Orchestrator

  1. Publish Project: If using UiPath Orchestrator, publish the project from UiPath Studio to the new Orchestrator instance.
  2. Configure Processes: Create and configure processes in Orchestrator to run the automation.
  3. Assign Robots: Ensure robots are correctly configured and assigned in the new environment.

7. Monitoring and Maintenance

Monitor Automation

  1. Monitor Post-Migration: Closely monitor the automation after deployment to ensure it runs smoothly.
  2. Address Issues: Promptly address any issues that arise to minimize disruptions.
  3. Regular Maintenance: Regularly check for updates to dependencies and models, and keep documentation updated with any changes.

Key Points and Considerations

Export Types and Compatibility

  • Training and Validation Set:
    • Export: Current search results (filtered dataset).
    • Import: Training documents are used to train the model, and validation documents are used to measure model performance.
  • All Labeled:
    • Export: All annotated documents (train, validation, evaluation sets).
    • Import: Training and validation documents are used, evaluation documents are ignored.
  • Schema:
    • Export: List of fields and settings.
    • Import: Schema is imported if there is none; if a schema already exists, the import will fail.
  • All:
    • Export: All annotated and unannotated documents.
    • Import: Training and validation documents are used, evaluation documents are ignored, unannotated documents are pre-annotated and treated as unconfirmed.

By following these steps, you can successfully migrate your modern Document Understanding project from one environment to another in UiPath, ensuring a smooth transition and continuity in your automation processes.

4

I can’t see any export option available, if possible could you please share screenshot?

5

@ashokkarale this is migrating AI center skill, i want to migrate modern document understanding project … approach ypu explain can be used for classic project but not sure on how we can use same for modern project because there is not project created in AI center for same

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@narender.bn,

Ohh ok. I haven’t tried this but let me try it on my own and I will share the outcome by today or tomorrow. If you get it first, don’t forget to share here :smiley:

1 Like
7

Hi
Actually i have not used this modern du before so im not sure,

I think , after Uploading documents and classify them automatically.
after Annotate documents , automatically its getting trained .

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and we can deploy the project ,

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Thanks and Regards
Sneha

1 Like
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Thank you @ashokkarale and @PVSneha_Nair , found the below information … Its not supported as of now … hope will see this in future

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More details at : Document Understanding - Choosing the project type

2 Likes
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