D.2 Exporting Data from the Old Project to Configuration Files

If you do not have the project deployed, you can export or import configuration files by using the following procedure:

First, perform the following steps in the non-compatible version of Designer.

  1. Edit the Designer preferences by selecting Windows >Preferences.

  2. Select Designer for IDM >Import/Deploy.

  3. Select the Export tab and verify that the check box for Copy cross-driver policy references into exported configuration files is not checked.

  4. Export all libraries that are not contained by a driver set.

    They are exported to a file.

  5. Export driver sets (if you are prompted to copy linked policies, select no).

    They are exported to a file.

After you finish the above procedure, do the following in Designer 4.0.1:

  1. Create a new project.

  2. Create Identity Vaults to match a previous project.

  3. Provide Identity Vault credentials.

  4. Create servers to match a previous project.

  5. Delete the default driver set from the Identity Vault.

  6. Import the library configurations into the appropriate Identity Vault.

  7. Import the driver set configurations into the appropriate Identity Vault.

D.2.1 If Multiple Servers Are Associated with a Driver Set

During the export process, the Designer 3.0 M2 version prompts you to select which server to use. Repeat the export for each server, naming the export files something like DriverSet-ServerX. This process exports the server-specific information to the configuration file.

For example, if you have two servers named Stage1 and Stage2, you would perform two exports and have two export files: DriverSet-Stage1 and DriverSet-Stage2.

After you import the driver set configuration from the first server, perform the following steps:

  1. Edit the properties of the driver set and add the second server to the driver set’s server list.

  2. Run the import again by right-clicking the Identity Vault and selecting Import from Configuration File.

  3. Select the configuration file created for the other server.

  4. You are asked which server to use for the import; select the appropriate server for the configuration being imported.

  5. Finish the import.

  6. Repeat Step 2 through Step 5 for each server configuration that you have exported from the older Designer system.

D.2.2 Customized E-Mail Templates.

If you have customized e-mail templates, you need to export them from the Designer 3.0 M2 release and import them into Designer 4.0.1.

First, perform the following steps in the non-compatible version of Designer (3.0 M2):

  1. Right-click the customized template and select Save As..

  2. Provide a name and location for the template.

  3. Click OK.

After you finish the above procedure, do the following in Designer 4.0.1:

  1. Right-click the Default Notification Collection in the Outline view and select Import template from file.

  2. Select the exported template file.

  3. Click OK.