5.1 Planning Checklist

The following checklist provides high-level steps for planning an installation of Identity Manager in your environment. The sections for installing the Identity Manager components provide more specific checklists.

Checklist Items

  1. Review product architecture information to learn about Identity Manager components. For more information, see Section I, Introduction.

  1. Determine which type of installation program that you want to use. For more information, see Section 5.2, Understanding the Integrated and Standalone Installation Processes.

  1. Determine which operating system platforms best suit your installation. For more information, see Section 5.3.5, Selecting an Operating System Platform for Identity Manager.

    NOTE:The NetIQ Event Auditing Service component of Identity Reporting can be installed only on a Linux server. However, you can use a different auditing service if your identity solution is Windows only.

  1. (Conditional) When installing components in a Red Hat Enterprise Linux 6.x or 7.x environment, ensure that the server has the correct libraries. For more information, see Section 6.3, Installing Identity Manager on an RHEL 6.x or 7.x Server

  1. Determine the order of component installation and where you want to install each component. For more information, see Section 5.3, Recommended Installation Scenarios and Server Setup.

  1. Ensure that you have a license for running Identity Manager. For more information, see Section 5.4, Understanding Licensing and Activation.

  1. Review the default ports for each Identity Manager component to determine whether you need to customize the installation settings. For more information, see Section 5.5, Understanding Identity Manager Communication.

  1. Determine whether you can run the installation programs in your preferred language. For more information, see Section 5.6, Understanding Language Support.

  1. Ensure that you have the files for installing Identity Manager. For more information, see Section 5.7, Downloading the Installation Files.

  1. (Conditional) To install Identity Manager in a cluster, ensure that your environment meets the requirements. For more information, see Section 6.1, Ensuring High Availability for Identity Manager.

  1. Ensure that you have the appropriate credentials required to install the Identity Manager components on your servers and the accounts that you might create during the installation.

  1. Ensure that the computers on which you are installing the Identity Manager components meet the specified requirements. For more information, see the following sections:.

    NOTE:NetIQ recommends that you make a note of each account that you create during the installation process.

  1. To install Identity Manager with default settings, see the NetIQ Identity Manager Integrated Installation Guide.

  1. Activate your Identity Manager components. For more information, see Section 49.6, Activating Identity Manager.