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SaaS Upgrade AssistantSaaS Upgrade Assistant
SaaS Upgrade Assistant

SaaS Upgrade Assistant

Migrate your Dynatrace Managed environment configuration to SaaS.

App
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Deploy your exported configuration and get an easy-to-understand report on how much configuration was replicated in your target environment.Review your configuration set grouped by type and manage to import it selectively to your target environment with complete control and confidence.Update dashboard owners to match with the new user identifiers in the target environment. The preview mode allows you to verify the updated configuration.
  • Product information
  • Release notes

Overview

With the SaaS Upgrade Assistant, most of the configuration and dashboards of a Managed environment can be migrated automatically to a SaaS environment. You can simply export the configuration and dashboards from your Managed environment, upload it to the SaaS Upgrade Assistant on the target SaaS environment, and get started.

  • Check on your import progress via the upgrade status tracking.
  • Browse imported configurations and review failed configurations.
  • Correct failed configurations with an edit form or use bulk mode to update at once.
  • Leverage preview changes to make sure the update is correct.

Use cases

  • A cluster administrator can use the SaaS Upgrade Assistant to navigate through a frictionless upgrade from their Dynatrace Managed on-premises deployment to a SaaS environment.

  • The app reduces the complexity of migrating Dynatrace configurations by automating the process. A configuration can be exported from any Managed environment, imported into the target SaaS environment, and then updated to align with the SaaS environment's requirements.

  • The app ensures a faster migration and minimizes disruption to Dynatrace users by incorrect environment configuration. Automation eliminates time-consuming manual tasks, such as updating dashboard ownership or adjusting entity IDs that have changed between environments.

Get started

How do you export the configuration from Dynatrace Managed?

  1. Sign in to the Dynatrace Managed Cluster Management Console.
  2. Navigate to Environments page.
  3. Select an environment that you want to migrate from.
  4. Select the Export Configuration button.
  5. Confirm the operation and navigate to your target local directory to store the archive.

How can I start the configuration migration process?

  1. Open the SaaS Upgrade Assistant to migrate from Dynatrace Managed to the SaaS environment.
  2. Select the Upload data button to import the configuration of Dynatrace Managed environment.
  3. Open the Settings right panel by clicking a cog icon.
  4. Select the Create token to auto-generate an authorization token or provide the one you created.
  5. Select Save.
  6. Now you're ready to deploy your configuration - select the Start upgrade button.

How do you set up SaaS Upgrade Assistant permissions?

To authorize users to use the app, a user has to be assigned to the upgrade-assistant:environments:write policy. To add IAM policy, follow the steps below:

  1. Go to Account Management service: https://myaccount.dynatrace.com/accounts.
  2. Select your account.
  3. From the Identity & Access Management Dynatrace menu, select Policies.
  4. Select the Create Policy button.
  5. Fill in the details of the IAM policy by setting the Policy statement to ALLOW upgrade-assistant:environments:write;.
  6. Select Create policy and confirm.
  7. Bind the IAM policy to a group. For example, to "Deployment admin".

Compatibility information

We recommend working on a configuration exported from the same major version of the Dynatrace Managed cluster and SaaS environment to avoid unnecessary false-positive failed configuration migrations. For example, your Dynatrace Managed cluster should be in version 1.284.123, and your SaaS environment should be in 1.284.89.

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Full version history

ReleaseDate

Full version history

1.1.0

Dashboard migration

New workflow for automated migration of dashboard owners (Managed user IDs) with validation steps:

  • Dashboard owners are automatically validated against your target SaaS environment.
  • Invalid or incomplete dashboard owners are visually highlighted in the app.
  • You can edit invalid dashboard owners directly in the app and preview the changes.
  • You can supplement incomplete dashboard owners with a predefined email domain.

Further enhancements

  • Added instructions for exporting configuration from a Managed environment.
  • Introduced a step-by-step process for the deployment workflow.
  • Added information about skipped configurations to the deployment workflow.
  • Added a warning if the permission upgrade-assistant:environments:write is not present.
  • Improved configuration object list usability by highlighting selected objects.

Full version history

1.0.4

  • Cyclic dependencies no longer block deployment if affected configurations are excluded.
  • Configurations with cyclic dependencies are now marked with red tags on the dependency list.
  • Improved the navigation sidebar by showing the selected page.
  • Moved the Settings sidebar to a separate page and improved the token section.
  • Extended the source environments table to indicate whether user mapping exists.
  • Changed the color and icon of all 'Skipping' statuses and messages from critical to warning.
  • Fixed the problem of a disabled Upload button when data loading failed.

Full version history

1.0.2

  • Added an option to review export issues of configuration packages.
  • Improved displayed information and guidance in case of issues related to cyclic dependencies between configurations.
  • The "Upload" button is now disabled when data preparation is in progress in any environment.

Full version history

1.0.1

  • A shortcut button was added to the Last deployment panel to review errors from the last deployment.
  • Improved the data refresh rate of the environments overview table.
  • Config types with any failed objects are now marked with icons.
  • The "Include all" and "Exclude all" buttons are now in the main configurations panel, separately for "filtered" and "all" configurations.
  • Introduced resizing of config tree container.
  • A new step ("preparation" before "loading" configurations) was added to the deployment progress bar.
  • When editing properties, there's now an option (checkbox) to automatically include changed configs in the next deployment (both in bulk edit and single edit).
  • The option to filter config by including the following deploy status was added.
  • Added toast messages about included or excluded dependencies.
  • Improved config preview section by splitting it into four tabs.
  • Proper ordering of Settings 2.0 configurations.

1.0.0

More control over the imported configuration

We're introducing the smart Selective Import functionality to support the "Waved" approach of SaaS Upgrade and give you more control over what configurations you'd like to migrate to your SaaS environment.

You can now prepare a custom selection of configurations to be deployed to the SaaS environment. You can include or exclude configurations by configuration type or individual configuration objects. The smart Selective Import automatically adds or removes depending configurations to ensure the deployment set has all it needs. Moreover, a new bar chart shows the number of included configurations.

Additionally, we've improved the design of deploy summary charts by creating a separate panel for the last deployment and the overall summary.

More automatically migrated configurations

We've added more configurations that can be automatically imported to the SaaS environment to reduce the overall manual effort in SaaS Upgrade. The app is now compatible with Monaco 2.14.1, additionally supporting the following configurations:

  • Key User Actions for Web and Mobile Applications
  • User Actions And Session Properties for Mobile Applications
  • Dashboard Share settings for classic Dashboards
  • Network zones
  • Service request attributes

To support those configurations, the required token's scope was extended to "Read network zones", "Write network zones", and "Capture request data".

Faster and more responsive application

We've redesigned the configuration details navigation into the tree menu with breadcrumbs. With additional performance improvements, the app can support any configuration size, allowing you to migrate your most enormous environments successfully.

Better progress tracking to keep you more productive

You can now easily see what configurations you need to migrate with the new configuration breakdown chart, separate status charts for the last deployment, and overall summary.

Error reporting - pretty print, full page mode, original value, dependencies

Feeling lost? When facing challenges migrating the configuration, you can read the error message JSON in full-page mode. When you need to update the configuration property's value, we persist the original value so you can revert whenever required. Additionally, on the dedicated tab, you can see configuration dependencies.

Signature verification

An uploaded configuration archive is now verified with a signature. If the archive was manually modified, a warning toast and a warning message are displayed per affected environment.

Full version history

0.8.2

  • The Hex/Dev converter for ActiveGate ID values was fixed for bulk and single edit modes.
  • The app no longer shows duplicate notifications and toasts.
  • The change preview overlay now supports dark theme appearance mode.
  • The source environments page shows when a configuration was exported and when it was imported with the upgrade duration.
  • Additional filters for the errors table were added.
  • ActiveGate ID value can now be displayed in HEX format in the single and bulk edit panel to make it consistent with the Deployment Status page.
  • Config object naming and formatting were improved for consistency

0.7.0

The first production release of the SaaS Upgrade Assistant by Dynatrace includes the following main functionalities: Currently, with SaaS Upgrade Assistant, you can:

  • Easily import configuration with a single select
  • Track configuration migration progress
  • Browse imported configurations and review failed configurations marked in red
  • Troubleshoot failed and skipped configurations with ease thanks to error messages
  • Fix a single configuration with an edit form or use bulk mode to update 100s of configurations at a time. You can leverage preview changes to make sure the update is correct.

Full version history

0.7.0

The first production release of the SaaS Upgrade Assistant by Dynatrace includes the following main functionalities:

Currently, with SaaS Upgrade Assistant you can:

  • Easily import configuration with a single click
  • Track configuration migration progress
  • Browse imported configurations and review failed configurations marked in red
  • Troubleshoot failed and skipped configurations with ease thanks to error messages
  • Fix a single configuration with an edit form or use bulk mode to update 100s of configurations at a time. You can leverage preview changes to make sure the update is correct.
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