7.1 Checklist for Installing the Identity Vault

NetIQ recommends that you perform the steps in the following checklist:

Checklist Items

  1. Learn about the interaction among Identity Manager components. For more information, see Identity Vault.

  1. Decide which servers you want to use for your Identity Manager components. For more information, see Recommended Server Setup.

  1. Decide whether you should install an Sentinel before installing the Identity Vault. For more information, see Recommended Installation Scenarios and Server Setup.

  1. Review the considerations for installing the Identity Vault to ensure that the computers meet the prerequisites. For more information, see Prerequisites and Considerations for Installing the Identity Vault.

  1. Review the hardware and software requirements for the computers that will host the Identity Vault. For more information, see System Requirements for the Identity Vault.

  1. Understand how to use escape characters when the names of containers in the Identity Vault include a period (“.”). For more information, see Using Escape Characters when a Container Name Includes a Period (“.”).

  1. Understand how to use the Identity Vault in an environment that uses IPv6 addresses. For more information, see Using IPv6 Addresses on the Identity Vault Server.

  1. Understand the ports required for LDAP communications. For more information, see Using LDAP to Communicate with the Identity Vault.

  1. Ensure that you have installed a Service Location Protocol (SLP) service and that SLPDAs are stable or that you have configured a hosts.nds file. For more information, see Using OpenSLP or hosts.nds for Resolving Tree Names.

  1. (Conditional) To install the Identity Vault as a non-root user, ensure that your environment meets the conditions for installation. For more information, see Prerequisites for Installing the Identity Vault as a Non-root User.

  1. (Conditional) To install on a Linux server, see one of the following sections:

  1. (Conditional) To install on a Windows server, see one of the following sections:

  1. Apply Hofix 2 on the Identity Vault. For more information, see Section 11.0, Applying Hotfix 2 to the Identity Vault.

  1. Configure NetIQ SecretStore. For more information, see Adding SecretStore to the Identity Vault Schema.

  1. (Optional) Exclude the DIB directory on your eDirectory server from any antivirus or backup software process.

  1. (Optional) Back up your DIB directory. For more information, see “Backing Up and Restoring NetIQ eDirectory” in the NetIQ eDirectory Administration Guide.

  1. Install the Identity Manager engine. For more information, see Section 16.0, Preparing to Install the Engine, Drivers, and Plug-ins.