17.1 Checklist for Upgrading OpenText Identity Manager

To perform the upgrade, we recommend that you complete the steps in the following checklist:

Checklist Items

  1. Understand the upgrade process. For more information, see Understanding Upgrade Process.

  1. Review the supported upgrade paths for upgrading to OpenText Identity Manager 4.10. For information about the supported upgrade paths, see Supported Upgrade Paths.

  1. Ensure that you have the installation kit to upgrade OpenText Identity Manager. For more information, see Where to Get OpenText Identity Manager in the OpenText™ Identity Manager CE 24.4 (v4.10) Overview and Planning Guide.

  1. Back up the current project, driver configuration, and databases. For more information, see Backing Up the Current Configuration.

  1. Install the latest version of Designer.

  1. Upgrade Sentinel Log Management for IGA to the latest version. For more information, see Upgrading Sentinel Log Management for IGA.

  1. Upgrade Identity Vault (OpenText eDirectory) to 9.3. For more information, see Upgrading the Identity Vault.

  1. Stop the drivers that are associated with the server where you installed the OpenText Identity Manager engine. For more information, see Stopping the Drivers.

  1. Upgrade the OpenText Identity Manager engine. For more information, see Upgrading the OpenText Identity Manager Engine.

    NOTE:If you are migrating the OpenText Identity Manager engine to a new server, you can use the same OpenText eDirectory replicas that are on the current OpenText Identity Manager server. For more information, see Migrating the OpenText Identity Manager Engine to a New Server.

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

  1. (Conditional) Upgrade the packages on the existing drivers if a newer version of packages is available. For more information, see Upgrading the OpenText Identity Manager Drivers.

    This is only required if you want to use the functionality included in the new package for your existing driver.

  1. Upgrade the Identity Applications. For more information, see Upgrading Identity Applications.

  1. Upgrade Identity Reporting. For more information, see Upgrading Identity Reporting.

  1. Start the drivers associated with the Identity Applications and the OpenText Identity Manager engine. For more information, see Starting the Drivers.

  1. (Conditional) If you migrated the OpenText Identity Manager engine or the identity applications to a new server, add the new server to the driver set. For more information, see Adding New Servers to the Driver Set.

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

  1. Upgrade Analyzer. For more information, see Upgrading Analyzer.

  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.