27.1 Checklist for Migrating Identity Manager

NetIQ recommends that you complete the steps in the following checklist.

Checklist Items

  1. Back up the directories and databases of your Identity Manager solution.

  1. Ensure that you have installed the latest versions of the Identity Manager components, except for the identity applications. For more information, see Recommended Installation Scenarios and Server Setup and the latest release notes for the components.

    NOTE:To continue using your current User Application database, specify Existing Database in the installation program. For more information, see Section 11.0, Installing Identity Applications.

  1. Run a health check of the Identity Vault to ensure that the schema extends properly. Use TID 3564075 to complete the health check.

  1. Import your existing User Application drivers into Designer.

  1. Archive the Designer project. It represents the pre-migration state of the drivers. For more information, see Preparing Your Designer Project for Migration.

  1. (Conditional) To migrate the Identity Manager engine to a new server, copy the eDirectory replicas to the new server. For more information, see Migrating the Identity Manager Engine to a New Server.

  1. Create a new Designer project in the latest version of Designer, then import the User Application driver to prepare for migration.

  1. Migrate the User Application driver. For more information, see Migrating the User Application Driver.

  1. Create a new Role and Resource Service driver.

    You cannot migrate an existing Role and Resource Service driver. For more information, see Creating the Role and Resource Service Driver.

  1. Deploy the two drivers to the Identity Vault. For more information, see Deploying the Drivers for the User Application.

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

  1. Ensure that your browsers do not contain content from the previous versions of Identity Manager. For more information, see Flushing the Browser Cache.

  1. (Conditional) Reinstate your custom settings for the SharedPagePortlet. For more information, see Updating the Maximum Timeout Setting for the SharedPagePortlet.

  1. Ensure that the search option for groups does not display information until the user provides filter parameters. For more information, see Disabling the Automatic Query Setting for Groups.