NetIQ Documentation: Identity Manager 4.0.2 Upgrade and Migration Guide

5.1 Migration Checklist

Use the following checklist to verify that all of the steps are completed in the correct order for a successful migration of the Identity Manager system. Follow these steps for each Identity Manager server in your environment.

Make sure that you have downloaded the Identity Manager ISO files. For more information, see Where to Get Identity Manager in the Identity Manager 4.0.2 Framework Installation Guide.
Create a backup of the current configuration of your Identity Manager solution. You do this by creating exports of your drivers or creating a Designer project of your Identity Manager solution. For more information, see Section 4.9, Creating a Backup of the Current Configuration.
Install the desired operating system. For a list of supported platforms, see System Requirements in the Identity Manager 4.0.2 Framework Installation Guide.
Install eDirectory 8.8 SP7 on the server. For more information, see the Novell eDirectory 8.8 Installation Guide.
Add the same eDirectory replicas that are on the current Identity Manager server to this new server. For more information, see “Administering Replicas” in the Novell eDirectory 8.8 Administration Guide.
Install Identity Manager 4.0.2. Use the Basic Identity Manager System Checklist in the Identity Manager 4.0.2 Framework Installation Guide to verify that all steps are completed.
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 Section 4.15, Upgrading the Remote Loader.
(Conditional) If the old server is your User Application server, perform the following additional steps:
- Run the NrfCaseUpdate utility. For more information, see Running the NrfCaseUpdate Utility in the Identity Manager Roles Based Provisioning Module 4.0.2 User Application: Installation Guide.
- The User Application driver must be migrated in Designer. For more information, see the Identity Manager 4.0.2: RBPM and Reporting Migration Guide.
- Create a new Role and Resource Service driver. The Role and Resource Service driver is not migrated. If you have an existing Role and Resource Service driver, you must create a new driver for Identity Manager 4.0.2. For more information, see the Identity Manager 4.0.2: RBPM and Reporting Migration Guide.
- Deploy the migrated User Application driver into the Identity Vault. For more information, see the Identity Manager 4.0.2: RBPM and Reporting Migration Guide.
- Install the User Application on this new server. For more information, see the Identity Manager 4.0.2: RBPM and Reporting Migration Guide.
Add the new server to the driver set. For more information, see Section 5.2, Adding the New Server to the Driver Set.
Change the server-specific information for each driver. If you use iManager, it is a manual process. You should use iManager if you are migrating from an Identity Manager server earlier than 3.5 version to an Identity Manager server earlier than or equal to 3.5. For all other supported migration paths, you can use Designer. For more information, see Section 5.3, Copying Server-Specific Information.
(Conditional) Run configupdate.sh or configupdate.bat to change server-specific information from the old server to the new server for the User Application configuration. For more information, see User Application Configuration Reference in the Identity Manager Roles Based Provisioning Module 4.0.2 User Application: Installation Guide.
(Optional) Upgrade your drivers to use packages. All content for drivers is delivered through packages instead of a driver configuration file. For more information, see Section 4.16, Upgrading Drivers to Packages.
(Optional) Restore custom policies and rules to the drivers. When you update your drivers to packages, the policies are overwritten, so restoring policies is required only if you upgraded your driver to use packages. For more information, see Section 4.17, Restoring Custom Policies and Rules to the Driver.
Remove the old server from the driver set. For more information, see Section 5.4, Removing the Old Server from the Driver Set.
If you are using Novell Sentinel, you must update to Novell Sentinel 6.1 or later. For more information about upgrading Sentinel, see the NetIQ Sentinel Installation and Configuration Guide.
Activate the Metadirectory server and any upgraded driver. For more information, see Activating Novell Identity Manager Products in the Identity Manager 4.0.2 Framework Installation Guide.