Quick Start Guide for Installing and Upgrading OpenText™ Identity Manager CE 24.4 (v4.10) Standard Edition

January 2025

1.0 Introduction

This document provides guidelines to install and configure OpenText Identity Manager CE 24.4 (v4.10) Standard Edition, and upgrade to this version.

2.0 Overview

OpenText Identity Manager 24.4 (v4.10) Standard Edition provides the following features:

  • Rule-based automated provisioning

  • Password management (Self-Service Password Reset)

  • Identity Reporting

  • OpenText Identity Console

  • Content packaging framework

  • Single sign-on (One SSO)

  • Analyzer

  • Designer

For installing, configuring, or upgrading OpenText Identity Manager Standard Edition, see the setup guide for your platform:

IMPORTANT:OpenText Identity Manager 24.4 (v4.10) Advanced and Standard Editions are available in the same ISO file. The integration modules continue to remain the same for both editions.

For information about new features, enhancements, and features that have changed or are no longer supported in this version, see OpenText™ Identity Manager CE 24.4 (v4.10) Release Notes.

3.0 Installing Identity Manager 4.10 Standard Edition on Linux

Download the software from the Software License and Downloadportal. The Identity_Manager_4.10.0_Linux.iso file contains the DVD image for installing the OpenText Identity Manager components on Linux.

The installation script is located in the directory where you have mounted the installation package. For information about the default installation locations, see OpenText™ Identity Manager CE 24.4 (v4.10) Release Notes.

Table 1 Checklist for OpenText Identity Manager Standard Edition Installation on Linux

Task

Notes

  1. Prerequisites

  1. Plan your installation

See Planning to Install OpenText Identity Manager in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

  1. Order of installation and/or configuration

Ensure that you install the components in the following order because the installation programs for some components require information about previously installed components.

  1. Sentinel Log Management for Identity Governance and Administration (IGA)

  2. OpenText Identity Manager Server components

  3. Identity Reporting components (also installs single sign-on component)

  4. OpenText Identity Console

  5. Self-Service Password Reset

  6. Designer for OpenText Identity Manager

  7. Analyzer for OpenText Identity Manager

  1. (Conditional) Install Sentinel Log Management for IGA

If you need audit-based reports, configure the Data Synchronization Policy in the OpenText Identity Manager Data Collection Services page to forward events to the reporting database.

For installation instructions, see Installing Sentinel Log Management for Identity Governance and Administration in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

  1. Install OpenText Identity Manager Server components Identity Reporting Components, and Password Management Component

From the mount directory of the .iso file, run the following command to install OpenText Identity Manager server and Identity Reporting components:

./install.sh

For more information on the installation steps, see one of the following resources in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

OpenText Identity Manager provides a separate installation program for installing SSPR. For installation instructions, see Installing SSPR or see Performing a Silent Installation of SSPR in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

NOTE:

  • The Identity Reporting installation process installs the authentication service for reporting. It also deploys the rptdoc.war and dcsdoc.war that contains the documentation of REST services needed for reporting. These .war files are automatically deployed on your application sever when Identity Reporting is installed.

  • You must import the report definitions into Identity Reporting. To download them, use the Download page within the Reporting application.

  1. Configure the installed components (OpenText Identity Manager Server components, Identity Reporting Components, and Password Management Component)

Configure OpenText Identity Manager server components and Identity Reporting components by running configure.sh, located in the mount directory of the .iso file.

Before beginning the configuration process for all components, review the configuration options from Understanding the Configuration Parameters in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

For configuring SSPR, see Configuring SSPR in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

After you have configured the Identity Reporting component, assign the Report Administrator role to a user that you want to access reporting functionality. For more information, see Creating and Assigning rptadmin Role to a User.

  1. Install Designer

From the root directory of the Identity_Manager_Linux_LDAP_Designer.tar.gz file, run one of the following commands:

  • Console: ./install

  • GUI: ./install -i console

Follow the prompts and complete the installation. For more information, see Installing Designer in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

  1. Install Analyzer

From the root directory of the Identity_Manager_Linux_Analyzer.tar.gz file, run one of the following commands:

  • Console: ./install

  • GUI: ./install -i console

Follow the prompts and complete the installation. For more information, see Installing Analyzer in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

  1. Activating OpenText Identity Manager

Activate your OpenText Identity Manager components. For more information, see Activating OpenText Identity Manager in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

4.0 Installing OpenText Identity Manager 4.10 Standard Edition on Windows

Download the software from the Software License and Download. The Identity_Manager_4.10.0_Windows.iso file contains the DVD image for installing the OpenText Identity Manager components.

The installation files are located in the respective directories in the OpenText Identity Manager installation package. For information about the default installation locations, see Executables and Default Installation Paths on Windows in the OpenText™ Identity Manager CE 24.4 (v4.10) Release Notes.

Table 2 Checklist for OpenText Identity Manager Standard Edition Installation on Windows

Task

Notes

  1. Prerequisites

Review the system requirements for each component to ensure that your computer or virtual images meet the installation prerequisites. For more information, see System Requirements for OpenText™ Identity Manager CE 24.4 (v4.10) page.

  1. Plan your installation

See Planning to Install OpenText Identity Manager in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Order of installation

Ensure that you install the components in the following order because the installation programs for some components require information about previously installed components.

  1. Sentinel Log Management for Identity Governance and Administration (IGA)

    NOTE:This installation is supported only on Linux. For more information, see Installing Sentinel Log Management for Identity Governance and Administration in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

  2. OpenText Identity Manager Server components

  3. Identity Reporting components (also installs single sign-on component)

  4. OpenText Identity Console

  5. Self-Service Password Reset

  6. Designer

  7. Analyzer

  1. Install and configure OpenText Identity Manager Server Components

For installation instructions, see Installation Procedures for Identity Manager Server, Identity Applications, and Identity Reporting in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

For configuration instructions, see the respective Identity Server component-specific configuration procedures in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

NOTE:You must import the report definitions into Identity Reporting. To download them, use the Download page within the Reporting application.

  1. Install and configuring the Password Management Component

For installation instructions, see Installing SSPR in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

For configuration instructions, see Configuring Self Service Password Reset for OpenText Identity Manager in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Activating OpenText Identity Manager

Activate your OpenText Identity Manager components. For more information, see Activating OpenText Identity Manager in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

5.0 Creating and Assigning rptadmin Role to a User

You create an Organizational Role object in the Identity Vault and then assign this role to a new user or an existing user by using OpenText Identity Console.

  1. Create an Organizational Role object.

    1. In OpenText Identity Console, click Object Management.

    2. Click .

    3. Type the name and context of the object or use the Object Selector to find it, in Type select Organizational Role, then click Next.

    4. Click Create.

    5. When the confirmation message appears, click OK.

  2. Assign reportAdmin role to a user object.

    1. Create an .ldif file as per your requirement like the following example:

      ……
dn: cn=custadmin,ou=sa,o=system
changetype: add
sn: custadmin
cn: custadmin
userpassword: ****
objectClass: <object-name given>
objectClass: Person
objectClass: ndsLoginProperties
objectClass: organizationalPerson
objectClass: Top
nspmpasswordpolicydn: cn=Sample Password Policy,cn=Password Policies,cn=Security
messageServer: cn=rhel83,ou=servers,o=system
uid: custadmin

 

dn: o=data
changetype: modify
add: ACL
ACL: 2#subtree#cn=custadmin,ou=sa,o=system#[All Attributes Rights]
ACL: 6#entry#cn=custadmin,ou=sa,o=system#loginScript
ACL: 6#entry#cn=custadmin,ou=sa,o=system#printJobConfiguration
……

    2. Open the command prompt, Run the following commands via ldapadd:

      ldapconfig set "Require TLS for Simple Binds with Password=no"
      ldapadd -c -x -D "cn=admin,ou=sa,o=system" -w novell -H ldap:// -f <given.ldif>
      ldapconfig set "Require TLS for Simple Binds with Password=yes"

6.0 Post-Installation Tasks

To modify installation properties after installation, run the configuration update utility depending on your platform.

  • Linux: Run configupdate.sh from /opt/netiq/idm/apps/configupdate.

  • Windows: Run configupdate.bat from C:\netiq\idm\apps\configupdate.

If you change any setting for Identity Reporting through the configuration update utility, you must restart the Tomcat application server for the changes to take effect. However, you do not need to restart the application server after making changes in the web user interface for Identity Reporting.

7.0 Upgrading OpenText Identity Manager

OpenText supports the following upgrade paths for upgrading to Identity Manager 24.4 (v4.10):

  • Identity Manager 4.9 Standard Edition to OpenText Identity Manager 4.10 Standard Edition.

  • Identity Manager 4.9 Standard Edition to OpenText Identity Manager 4.10 Advanced Edition.

    You cannot perform a direct upgrade from Identity Manager 4.9 Standard Edition to Identity Manager 4.10 Advanced Edition. However, you can choose one of the following approaches to complete the upgrade:

    • Upgrade Identity Manager 4.9 Standard Edition to OpenText Identity Manager 4.10 Standard Edition and then upgrade to Identity Manager 4.10 Advanced Edition.

    • Upgrade Identity Manager 4.9 Standard Edition to Identity Manager 4.9 Advanced Edition and then upgrade to OpenText Identity Manager 4.10 Advanced Edition.

7.1 Upgrading Identity Manager 4.9 Standard Edition to OpenText Identity Manager 4.10 Standard Edition

Before performing an upgrade, OpenText recommends that you review Upgrading to Standard Edition section in the OpenText™ Identity Manager CE 24.4 (v4.10) Release Notes and then complete the following tasks in the same sequence:

NOTE:The same steps apply if you are upgrading from 4.7.5 Standard Edition to 4.10 Standard Edition.

Table 3 Checklist for Upgrading form Identity Manager 4.9 Standard Edition to OpenText Identity Manager 4.10 Standard Edition

Task

Linux

Windows

  1. Review the differences between an upgrade and a migration

See Understanding Upgrade Process in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

See Understanding Upgrade and Migration in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Plan your upgrade

You cannot directly upgrade or migrate to the 4.10 version from versions before 4.8.x and 4.9.x. For information on the supported upgrade paths, seeUpgrading from Identity Manager 4.9.x, 4.8.x, and 4.7.5 Versions in the OpenText™ Identity Manager CE 24.4 (v4.10) Release Notes.

You cannot directly upgrade or migrate to the 4.10 version from versions before 4.8.x and 4.9.x. For information on the supported upgrade paths, see Upgrading from Identity Manager 4.9.x, 4.8.x, and 4.7.5 Versions in the OpenText™ Identity Manager CE 24.4 (v4.10) Release Notes.

  1. Get the files needed for upgrade/migrate

Ensure that you have the latest installation kit to upgrade/migrate OpenText Identity Manager to 4.10 Standard Edition.

Ensure that you have the latest installation kit to upgrade/migrate OpenText Identity Manager to 4.10 Standard Edition.

  1. Interaction among OpenText Identity Manager components

See Considerations for Installing OpenText Identity Manager Components in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

See Installation and Configuration Process Overview in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. System requirements

Ensure that your computers meet the hardware and software prerequisites for a newer version of OpenText Identity Manager. For more information, see the OpenText Identity Manager System Requirements page.

Ensure that your computers meet the hardware and software prerequisites for a newer version of OpenText Identity Manager. For more information, see the OpenText Identity Manager System Requirements page.

  1. Back up the current project, driver configuration, and databases

See Backing Up the Current Configuration in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

See Backing Up the Current Configurationin the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Upgrade Analyzer

See Upgrading Analyzer in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

See Upgrading Analyzer in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Upgrade Designer

See Upgrading Designer in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

See Upgrading Designer in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Upgrade OpenText eDirectory

See Upgrading the Identity Vault in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

See Upgrading the Identity Vault in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Stop the drivers

See Stopping the Drivers in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

Stop the drivers that are associated with the server where you installed the OpenText Identity Manager engine. For more information, see Stopping and Starting OpenText Identity Manager Drivers in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Upgrade the Identity Manager Server Components

See Upgrading Identity Manager Engine in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

See Upgrading the Identity Manager Engine Components in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. (Conditional) Upgrade the packages

This is only required if a newer version of a package is available and there is a new functionality included in the policies for a driver that you want to add to your existing driver.

This is only required if a newer version of a package is available and there is a new functionality included in the policies for a driver that you want to add to your existing driver.

  1. Apply Identity Manager 4.8 Standard Edition activation key

In OpenText Identity Console make sure that you apply the Identity Manager 4.10 Standard Edition activation. If you do not apply the activation, Identity Manager engine and drivers run in the evaluation mode.

In OpenText Identity Console, make sure that you apply the Identity Manager 4.10 Standard Edition activation. If you do not apply the activation, Identity Manager engine and drivers run in the evaluation mode.

  1. Upgrade Identity Reporting

See Upgrading Identity Reporting in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

See Upgrading Identity Reporting in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Start the drivers

Start the drivers associated with the Identity Reporting and Identity Manager engine. For more information, see Starting the Drivers in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

Start the drivers associated with the Identity Reporting and Identity Manager engine. For more information, see Starting the Drivers in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. (Conditional) Restore your custom settings

If you have custom policies and rules, restore your custom settings. For more information, see Restoring Custom Policies and Rules to the Driver in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

If you have custom policies and rules, restore your custom settings. For more information, see Restoring Custom Policies and Rules to the Driver in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. (Conditional) Upgrade Sentinel

If you are using OpenText Sentinel, ensure that you are running the latest service pack. For more information about upgrading Sentinel, see theSentinel Installation and Configuration Guide.

Sentinel installation is not supported on Windows.

7.2 Upgrading Identity Manager 4.9 Standard Edition to OpenText Identity Manager 4.10 Advanced Edition

Upgrading Identity Manager 4.9 Standard Edition to OpenText Identity Manager 4.10 Advanced Edition involves configuration changes for the OpenText Identity Manager components. You do not need to run the OpenText Identity Manager installation program to perform this upgrade.

The OpenText Identity Manager 4.10 Advanced Edition includes all the features included in the Standard Edition along with additional features such as identity applications. The OpenText™ Identity Manager CE 24.4 (v4.10) Release Notesincludes brief details of the new features in OpenText Identity Manager 4.10.

To perform the upgrade, we recommend that you complete the steps in the below checklist in the given order:

NOTE:The same steps apply if you are upgrading from 4.7.5 Standard Edition to 4.10 Advanced Edition.

Table 4 Checklist for Upgrading form Identity Manager 4.9 Standard Edition to OpenText Identity Manager 4.10 Advanced Edition

Task

Linux

Windows

  1. Review the differences between an upgrade and a migration

Review the differences between an upgrade and a migration. For more information, see Understanding Upgrade Process in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

Review the differences between an upgrade and a migration. For more information, see Understanding Upgrade and Migration in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Plan your upgrade

You cannot directly upgrade or migrate to the 4.10 version from versions before 4.8.x and 4.9.x. For information on the supported upgrade paths, see Upgrading from Identity Manager 4.9.x, 4.8.x, and 4.7.5 Versions in the OpenText™ Identity Manager CE 24.4 (v4.10) Release Notes.

You cannot directly upgrade or migrate to the 4.10 version from versions before 4.8.x and 4.9.x. For information on the supported upgrade paths, see Upgrading from Identity Manager 4.9.x, 4.8.x, and 4.7.5 Versions in the OpenText™ Identity Manager CE 24.4 (v4.10) Release Notes.

  1. Get the files needed for upgrade/migrate

Ensure that you have the latest installation kit to upgrade Identity Manager to 4.10 Advanced Edition.

Ensure that you have the latest installation kit to upgrade Identity Manager to 4.10 Advanced Edition.

  1. Learn about the interaction among OpenText Identity Manager components

For more information, see Planning Your Installation in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

For more information, see Planning Your Installation in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. System requirements

Ensure that your computers meet the hardware and software prerequisites for a newer version of OpenText Identity Manager. For more information, see the OpenText Identity Manager System Requirements page.

Ensure that your computers meet the hardware and software prerequisites for a newer version of OpenText Identity Manager. For more information, see the OpenText Identity Manager System Requirements page.

  1. Stop the application server where Identity Reporting is installed

Stop Tomcat.

Stop Tomcat.

  1. Uninstall Identity Reporting

Uninstall the Identity Reporting WAR files from your application server. To do this, follow the instructions in the documentation specific to your application server. For more information, see Uninstalling Identity Reporting in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

Uninstall the Identity Reporting WAR files from your application server. To do this, follow the instructions in the documentation specific to your application server. For more information, see Uninstalling Identity Reporting in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Apply the Identity Manager 4.8 Advanced Edition activation key

In OpenText Identity Console, ensure that you apply the Identity Manager 4.9 Advanced Edition activation key. Otherwise, OpenText Identity Manager engine upgrade does not proceed.

In OpenText Identity Console, ensure that you apply the Identity Manager 4.9 Advanced Edition activation key. Otherwise, OpenText Identity Manager engine upgrade does not proceed.

  1. Install and configure the identity applications

For installation instructions, see Performing an Interactive Installation or Performing a Silent Installation in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

For configuration instructions, see Configuring the OpenText Identity Manager Components in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

For installation instructions, see Installation Procedures for Identity Manager Server, Identity Applications, and Identity Reporting in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

For configuration instructions, see Configuring Identity Applications in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. Install and configure Identity Reporting

For installation instructions, see Performing an Interactive Installation or Performing a Silent Installation in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

For configuration instructions, see Configuring the OpenText Identity Manager Components in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

For installation instructions, see Installation Procedures for Identity Manager Server, Identity Applications, and Identity Reporting in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

For configuration instructions, see Configuring Identity Reporting in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. (Conditional) Restore your custom settings

If you have custom policies and rules, restore your custom settings. For more information, see Restoring Custom Policies and Rules to the Driver in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux.

If you have custom policies and rules, restore your custom settings. For more information, see Restoring Custom Policies and Rules to the Driver in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

  1. (Conditional) Upgrade Sentinel

(Conditional) If you are using OpenText Sentinel, ensure that you are running the latest service pack. For more information about upgrading Sentinel, see the Sentinel Installation and Configuration Guide.

Sentinel installation is only supported on Linux.

(Conditional) If you are using OpenText Sentinel, ensure that you are running the latest service pack. For more information about upgrading Sentinel, see the Sentinel Installation and Configuration Guide.

8.0 Uninstalling OpenText Identity Manager 4.10 Standard Edition

Some components of OpenText Identity Manager have prerequisites for uninstallation. Ensure that you review all the information for each component before beginning the uninstallation process. For more information, see Uninstalling OpenText Identity Manager Components in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Linux or Uninstalling OpenText Identity Manager Components in the OpenText™ Identity Manager CE 24.4 (v4.10) Install and Upgrade Guide for Windows.

9.0 Contacting OpenText

For specific product issues, contact OpenText Support at https://www.microfocus.com/support-and-services/.

Additional technical information or advice is available from several sources:

10.0 Legal Notice

Copyright 2009 - 2024 Open Text All rights reserved.

The only warranties for products and services of Open Text and its affiliates and licensors (“Open Text”) are as may be set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. Open Text shall not be liable for technical or editorial errors or omissions contained herein. The information contained herein is subject to change without notice.