Before beginning, make sure you have reviewed the differences between an in-place upgrade and a migration. See Section 12.0, In-place Upgrade Versus Migration.
Use the following checklist to verify that all of the steps are completed in the correct order for a successful in-place upgrade of the Identity Manager system. Follow these steps for each Identity Manager server in your environment.
Create a backup of the current configuration of your Identity Manager solution. This is done by creating exports of your drivers or creating a Designer project of your Identity Manager solution. For more information, see Section 13.1, Creating a Backup of the Current Configuration.
Verify that the operating system on the servers running Identity Manager is a supported version. See Section 6.0, System Requirements for a list of supported operating systems. If the operating system requires only a service pack to meet the system requirements, then proceed with the in-place upgrade. If it requires more, you must perform a migration to instead of an in-place upgrade. Continue with Section 14.0, Performing a Migration if your operating system is:
NetWare®
Windows NT
Windows 2000
Red Hat Linux 3
SLES 8
Solaris 8 or 9
Upgrade your iManager server to iManager 2.7.3. For more information, see the iManager Installation Guide.
Stop the drivers associated with the server you are upgrading. For more information, see Section 13.2, Stopping the Drivers.
Upgrade eDirectory to 8.8.5 or later on the server running Identity Manager. For more information, see the eDirectory Installation Guide.
(Conditional) If your platform is Linux, UNIX, or Solaris, there are additional steps the must be completed to add files to the correct location. For more information, see Section 13.3, Adding Files to the Correct Location on Linux/UNIX Platforms.
Start the drivers and verify that the drivers start. This also verifies that the upgrade to eDirectory 8.8.5 is successful. For more information, see Section 13.10, Starting the Drivers.
Upgrade to Designer 3.5. For more information, see Updating Designer
in Designer 3.5 for Identity Manager 3.6 Administration Guide.
Convert the Designer project. For more information, see Converting Earlier Projects
in Designer 3.5 for Identity Manager 3.6 Administration Guide.
Stop the drivers associated with the server you are upgrading. For more information, see Section 13.2, Stopping the Drivers.
Upgrade the Metadirectory server. For more information, see Section 13.5, Upgrading the Metadirectory Engine and Driver Configuration Files.
(Conditional) If any of the drivers in the driver set for this server are Remote Loader drivers, upgrade the Remote Loader servers for each driver. For more information, see Section 13.6, Upgrading the Remote Loader
(Conditional) If this server is your User Application server, perform the following additional steps:
The User Application driver must be migrated in Designer. For more information, see the Roles Based Provisioning Module Migration Guide.
Create a new Roles Services driver. The Roles Service drivers are not migrated. If you have an existing Role Service driver for version 3.6.1, you must create a new driver for version 3.6.1. For more information, see the Roles Based Provisioning Module Migration Guide.
Deploy the migrated User Application driver into the Identity Vault. For more information, see the Roles Based Provisioning Module Migration Guide.
Upgrade the User Application. For more information, see the Roles Based Provisioning Module Migration Guide.
(Optional) Overlay the new driver configuration files over the existing drivers to get new policies. This is required only if there is new functionality included in the policies for a driver that you want to add to your existing driver. For more information, see Section 13.7, Overlaying the New Driver Configuration File over the Existing Driver.
(Optional) Restore custom policies and rules to the drivers. When you overlay the new driver configuration files, the policies are overwritten, so restoring policies is required only if you did an overlay of the new driver configuration file. For more information, see Section 13.8, Restoring Custom Policies and Rules to the Driver.
Deploy the converted Designer project into the Identity Vault. For more information, see Deploying and Exporting
in Designer 3.5 for Identity Manager 3.6 Administration Guide.
Start the drivers associated with this server. For more information, see Section 13.10, Starting the Drivers
If you are using Novell Sentinel, you must update to Novell Sentinel 6.1. For more information about upgrading Sentinel, see the Sentinel Installation Guide.
Activate the Metadirectory engine and any upgraded driver. For more information, see Section 8.0, Activating Novell Identity Manager Products.