8.1 Planning to Upgrade Identity Governance

As you plan your upgrade, keep in mind the following considerations:

  • You might need to upgrade the hardware and software required to install the latest version of Identity Governance. For more information, see Section 1.9, Hardware and Software Requirements.

  • In Identity Governance, only review owners and administrators can view the review runs that were completed in a previous version. If you have reporting installed, you can run reports before you upgrade to capture these details and make them available to other users after the upgrade.

  • Open fulfillment requests will be available after the upgrade.

  • Ensure you have the DNS names to identify server hosts before beginning the upgrading procedure. Because of new standards-based authentication, using IP addresses might not work correctly in all circumstances. The side effect is that the OSP integration with Identity Governance and Identity Reporting will not work correctly in these circumstances.

    If you installed the current or previous version of Identity Governance using IP addresses, you must replace the IP addresses with the fully qualified DNS names for these hosts in several configuration files. You can do this either before or after the upgrading procedure. For more information, see Section 8.5, Changing Host File IP Addresses to DNS Names.

  • Upgrading Identity Governance does not update data collectors. New data collection options added in the new release only appear if you create a new collector from the new template.

  • Before you upgrade, make a note of the values for the following settings. The installation process fails to restore or adversely modifies these settings:

    Location of settings

    Affected Settings

    Administration settings in Identity Governance

    All settings in the following areas:

    • General Settings

    • Identity Manager System Connection Information

    Reviews > Definitions in Identity Governance

    • Escalation timeout

    • Reminder notification

    Workflow Setting > Notification System in the Configuration utility

    • Mail Server

    • From Address

    Policy > Risk in Identity Governance

    Customized risk settings

  • (Conditional) If you customized attributes in the Identity Governance catalog, save those settings before you upgrade. For more information, see Saving Customized Settings for Attributes in the Catalog.

  • (Conditional) To upgrade your Identity Governance Oracle database, you must grant the CREATE PUBLIC SYNONYM and DROP PUBLIC SYNONYM privileges to the igops schema.