10.1 Checklist for Upgrading Identity Manager

To perform the upgrade, NetIQ recommends that you complete the steps in the following checklist:

Checklist Items

  1. Review the differences between an upgrade and a migration. For more information, see Understanding Upgrade and Migration.

  1. Upgrade to Identity Manager 4.6.4. You cannot upgrade or migrate to version 4.8 from versions before 4.6.4. For more information, see the NetIQ Identity Manager 4.5 Setup Guide.

  1. Ensure that you have the latest 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. Ensure that your computers meet the hardware and software prerequisites for a newer version of Identity Manager.

  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. For more information, see Upgrading Designer.

  1. Install or upgrade iManager to the latest version for Identity Manager. For more information, see one of the following sections:

  1. On the server running Identity Manager, upgrade eDirectory to the latest version and patch.

  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. Stop the drivers that are associated with the server where you installed the Identity Manager engine. For more information, see Stopping and Starting Identity Manager 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 the 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. (Conditional) If you are using packages, upgrade the packages on the existing drivers to get new policies. For more information, see Upgrading the Identity Manager Drivers.

    This is only required if a newer version of a package is available and there is a new functionality included in the policies for a driver that you want to add to your existing driver.

  1. (Conditional) If SSPR is not installed, install SSPR. For more information, see Installing SSPR.

  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 Stopping and Starting Identity Manager 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. Activate your upgraded Identity Manager solution. For more information, see Activating Identity Manager.