12.1 Checklist for Performing a Migration

To perform a migration, NetIQ recommends that you complete the steps in the following checklist.

	Checklist Items
	Ensure that you have the latest installation kit to migrate your Identity Manager data.
	Upgrade eDirectory to the latest supported version for the Identity Vault. For more information, see Upgrading the Identity Vault.
	Add the eDirectory replicas that are on the current Identity Manager server to the new server. For more information, see Migrating the Identity Manager Engine to a New Server.
	Install Identity Manager on the new server. For more information, see Planning to Install Identity Manager.
	(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.
	(Conditional) If you are running User Application on your old server, update the component and its drivers. For more information, see Prerequisites.
	Change the server-specific information for each driver. For more information, see Copying the Server-specific Information in Designer.
	(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.
	Update your drivers to the package format. For more information, see Upgrading the Identity Manager Drivers.
	(Conditional) If you have custom policies and rules, restore your customize settings. For more information, see Restoring Custom Policies and Rules to the Driver.
	Install Identity Reporting and associated drivers. For more information, see Migrating Identity Reporting.
	Remove the old server from the driver set. For more information, see Removing the Old Server from the Driver Set.
	Activate your upgraded Identity Manager solution. For more information, see Activating Identity Manager in NetIQ Identity Manager Overview and Planning Guide.