Migrate from Workbench Native App to Posit Team Native App

Overview

This guide provides instructions to use when migrating from the Posit Workbench Native App into a Workbench installation within the Posit Team Native App. The migration process preserves all your data, user configurations, and content. If you encounter any issues during the migration process, please submit a request through the Posit support form.

Why migrate to Posit Team Native App

Migrating to the Posit Team Native App offers several benefits:

  • Complete Posit Platform: Access to all three Posit products in one application: Workbench, Connect, and Package Manager
  • Simplified Management: Significantly reduced administrative overhead compared to the Workbench standalone application
  • Advanced Network Features: Support for additional security features such as PrivateLink for secure, private connectivity to Snowflake

Migration process

Note

Migration preserves all data, user accounts, content, permissions, and configurations.

Step 1: Create a backup of your existing Workbench Native App

Work with your existing Posit Workbench application to create a backup:

  1. Navigate to your Posit Workbench Native App in Snowflake (found under Catalog > Apps in Snowsight)

  2. Click on your App and select the Administer Workbench link in the top-left corner

  3. In the interactive interface, select the backup tab in the sidebar

  4. Create a descriptive name for your backup (e.g., “migration-backup-YYYY-MM-DD”)

  5. Click Create Backup

  6. The backup will enter the INITIALIZED state. The first block volume backup takes three to four minutes; subsequent backups are faster

  7. Wait for the snapshot to enter the CREATED state before proceeding to the next step

  8. Note the backup name and location for use in the following steps

Step 2: Identify current configuration settings for your existing Workbench Native App

In this step you will note current configuration settings for your Workbench Native App. You must use a role that has permissions to administer the app. These settings can then be applied to your new Posit Team Native App once it is installed.

Network egress rule

Identify current network egress rules for your Workbench Native App:

Snowsight UI
-- substitute your application name for {posit_workbench}
DESCRIBE NETWORK RULE posit_workbench_app_data.configuration.posit_workbench_egress_network_rule;

This will output a value list of IP endpoints that your application is permitted to send network traffic to. Once your new Posit Team App is installed you can apply the above network rule to the new application.

Compute pool

Identify the current compute pool for your Workbench Native App with the command:

Snowsight UI
DESCRIBE COMPUTE POOL posit_workbench;

For more information see the Workbench Native App guide on administering the application.

Application role

Identify which account and application roles have been granted ownership or usage on your Workbench Native App:

Snowsight UI
SHOW GRANTS ON APPLICATION posit_workbench;

Identify which additional account roles have been granted application access:

Snowsight UI
SHOW GRANTS OF APPLICATION ROLE posit_workbench.workbench_user;
SHOW GRANTS OF APPLICATION ROLE posit_workbench.workbench_admin;

Note that while the Workbench Native App has two native application roles (workbench_user and workbench_admin) that can be granted to account roles, the Posit Team Native App includes additional roles per product for more granularity.

See the Workbench Native App guide on roles and granting access to users.

See the Posit Team Application roles section for more information.

Once your new Posit Team App is installed, you can mirror access patterns using the account roles identified above.

Step 3: Install the Posit Team Native App and grant access to the backup

First, install the Posit Team Native App from the Snowflake Marketplace.

Then, grant the target Posit Team application access to the backups from your existing Workbench application. The target Posit Team Native App needs to be granted the POSIT_TEAM_ADMIN application role in order to enumerate and access the backups from your source Workbench Native Application.

Run the following SQL in a Snowsight worksheet to grant access:

Snowsight UI
-- Grant the target Posit Team app access to the source Workbench app's backups
GRANT APPLICATION ROLE <SOURCE_WORKBENCH_APP>.POSIT_TEAM_ADMIN TO APPLICATION <TARGET_POSIT_TEAM_APP>;

Replace the placeholders with your specific application names:

  • <SOURCE_WORKBENCH_APP>: The name of your existing Posit Workbench Native App (e.g., POSIT_WORKBENCH)
  • <TARGET_POSIT_TEAM_APP>: The name of your new Posit Team Native App (e.g., POSIT_TEAM)

Step 4: Launch Posit Team using the backup and complete configuration

  1. Navigate to your newly installed Posit Team Native App in Snowflake (found under Catalog > Apps in Snowsight)

  2. Begin the Workbench setup and select the option to launch from a backup

    Posit Team landing page highlighting the Workbench card prior to installation.

    Begin installation

  3. Select the backup created in Step 1 from your existing Workbench application

  4. Complete the remaining configuration steps as outlined in the setup guide and manage guide, including:

    • License configuration
    • Compute pool sizing
    • OAuth setup for Snowflake managed credentials
    • User access configuration

If preferred, use the configuration settings identified in Step 2 to set up your new application.

Post-migration verification

After migration completes, we recommend that you:

  • Review user permissions and roles
  • Verify that all users can access the new application
  • Confirm that all content and projects are available
  • Test key workflows to ensure functionality
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