15.2 Understanding Upgrade and Migration

When you want to install a newer version of an existing OpenText Identity Manager installation, you usually perform an upgrade. However, when the new version of OpenText Identity Manager does not provide an upgrade path from your existing version, you need to upgrade to a version from which upgrade to 4.10 is possible. Alternatively you can also do a migration to a new machine. We define migration as the process for installing OpenText Identity Manager on a new server, then migrating the existing data to this new server.

During the product evaluation period or after activating Advanced Edition, you might want to switch to Standard Edition if you do not want Advanced Edition functionality in your environment. OpenText Identity Manager allows you to switch from Advanced Edition to Standard Edition by following a simple procedure.

Upgrade

In general, you can upgrade Identity Manager 4.9 Standard and Advanced Editions.

  • Identity Manager 4.9 Standard Edition: If you currently have Identity Manager 4.9 Standard Edition, you can directly upgrade it to OpenText Identity Manager 4.10 Standard Edition. For more information, see Quick Start Guide for Installing and Upgrading OpenTextâ„¢ Identity Manager CE 24.4 (v4.10) Standard Edition.

    To upgrade Identity Manager 4.9 Standard Edition to OpenText Identity Manager 4.10 Advanced Edition, 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 OpenText 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.

  • Identity Manager 4.9 Advanced Edition: If you currently have Identity Manager 4.9 Advanced Edition, you can directly upgrade it to OpenText Identity Manager 4.10 Advanced Edition. For more information, see Checklist for Upgrading OpenText Identity Manager.

Migration

In some cases you cannot perform a direct upgrade. In such scenarios, migration is preferred. For example, if you previously installed OpenText Identity Manager on a server running an operating system that is no longer supported, you must perform a migration instead of an upgrade

If you have multiple servers associated with a driver set, you can perform an upgrade or a migration on one server at a time. If you do not have time to upgrade the servers at the same time, the drivers continue to work with the different versions of OpenText Identity Manager until the upgrades for each server can be completed.

IMPORTANT:If you enable features for drivers that are supported only on OpenText Identity Manager 4.10 or later, the drivers stop working on the servers with mixed versions. The older engines cannot handle the new functionality. This breaks the drivers until all servers are upgraded to OpenText Identity Manager 4.10 or later.

Switch From Advanced Edition to Standard Edition

OpenText Identity Manager allows you to switch from Advanced Edition to Standard Edition during the product evaluation period or after activating Advanced Edition.

IMPORTANT:If you have already applied Advanced Edition activation, you need not move to Standard Edition as all Standard Edition functionality is available in Advanced Edition. You must switch to Standard Edition only if you do not want any Advanced Edition functionality in your environment and want to scale down your OpenText Identity Manager deployment. For more information, see Section 17.0, Switching from Advanced Edition to Standard Edition.