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 is designed to be seamless, preserving all your data, user configurations, and content. If you encounter any issues during the migration process contact Posit Support at support.posit.co.

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

No data will be lost during this migration process. All user accounts, content, permissions, and configurations will be preserved.

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. Install the Posit Team Native App and grant access to the backup

First, install the Posit Team Native App from the Snowflake Marketplace if you haven’t already.

Then, grant the new Posit Team app 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:

-- 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 3. 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

    Begin 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, including:

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

Post-migration verification

After migration, we recommend:

  • Verifying that all users can access the new application.
  • Confirming that all content and projects are available.
  • Testing key workflows to ensure functionality.
  • Reviewing user permissions and roles.
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