12.1 Checklist for Performing a Migration

To perform a migration, we recommend you to complete the steps in the following checklist.

Checklist Items

  1. Ensure that you have the latest installation kit to migrate your OpenText Identity Manager data.

  1. Upgrade OpenText eDirectory to the latest supported version for the Identity Vault. For more information, see Upgrading the Identity Vault.

  1. Add the OpenText eDirectory replicas that are on the current OpenText Identity Manager server to the new server. For more information, see Migrating the OpenText Identity Manager Engine to a New Server.

  1. Install OpenText Identity Manager on the new server. For more information, see Planning to Install OpenText Identity Manager.

  1. (Conditional) If any of the drivers in the driver set are Remote Loader drivers, upgrade the Remote Loader server for each driver. For more information, see Upgrading the Remote Loader.

  1. (Conditional) If you are running User Application on your old server, update the component and its drivers. For more information, see Prerequisites.

  1. Change the server-specific information for each driver. For more information, see Copying the Server-specific Information in Designer.

  1. (Conditional) If you are running User Application, update the server-specific information from the old server to the new server for User Application. For more information, see Copying Server-specific Information for the Driver Set.

  1. Update your drivers to the package format. For more information, see Upgrading the OpenText Identity Manager Drivers.

  1. (Conditional) If you have custom policies and rules, restore your customize settings. For more information, see Restoring Custom Policies and Rules to the Driver.

  1. Install Identity Reporting and associated drivers. For more information, see Migrating Identity Reporting.

  1. Remove the old server from the driver set. For more information, see Removing the Old Server from the Driver Set.

  1. Activate your upgraded OpenText Identity Manager solution. For more information, see Activating OpenText Identity Manager in OpenText™ Identity Manager CE 24.4 (v4.10) Overview and Planning Guide.