9.1 Checklist for Upgrading Identity Manager

To perform the upgrade, NetIQ recommends 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 Identity Manager 4.8. For information about the supported upgrade paths, see Supported Upgrade Paths.

  1. Ensure that you have the installation kit to upgrade Identity Manager. For more information, see Where to Get Identity Manager in the NetIQ Identity Manager Overview and Planning Guide.

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

  1. Upgrade Designer to the latest version.

  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 (eDirectory) to 9.2. For more information, see Upgrading the Identity Vault.

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

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

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

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

  1. Upgrade iManager to 3.2. For more information, see Upgrading iManager.

  1. Update the iManager plug-ins to match the version of iManager. For more information, see Updating iManager Plug-ins after an Upgrade or Re-installation.

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

  1. (Conditional) If you migrated the 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 Identity Manager solution. For more information, see Activating Identity Manager in NetIQ Identity Manager Overview and Planning Guide.