54.1 Checklist for Migrating Identity Manager

NetIQ recommends that you complete the steps in the following checklist.

Checklist Items

  1. Back up the directories and databases of your Identity Manager solution.

  1. Ensure that you have installed the latest versions of the Identity Manager components, except for the identity applications. For more information, see Section 5.3.4, Recommended Server Setup and the latest release notes for the components.

    NOTE:To continue using your current User Application database, specify Existing Database in the installation program. For more information, see Section X, Installing the Identity Applications.

  1. Run a health check of the Identity Vault to ensure that the schema extends properly. Use TID 3564075 to complete the health check.

  1. Import your existing User Application drivers into Designer.

  1. Archive the Designer project. It represents the pre-migration state of the drivers. For more information, see Section 54.2, Preparing Your Designer Project for Migration.

  1. (Conditional) To migrate the Identity Manager engine to a new server, copy the eDirectory replicas to the new server. For more information, see Section 54.4, Migrating the Identity Manager Engine to a New Server.

  1. Create a new Designer project in the latest version of Designer, then import the User Application driver to prepare for migration.

  1. Migrate the User Application driver. For more information, see Section 54.5, Migrating the User Application Driver.

  1. Create a new Role and Resource Service driver.

    You cannot migrate an existing Role and Resource Service driver. For more information, see Section 33.3, Creating the Role and Resource Service Driver.

  1. Deploy the two drivers to the Identity Vault. For more information, see Section 33.4, Deploying the Drivers for the User Application.

  1. Install the identity applications. For more information, see Section 54.7, Completing the Migration of the Identity Applications.

  1. (Conditional) To upgrade an Oracle database with an SQL file created by the installation process, prepare the Oracle environment. For more information, see Section 54.7.1, Preparing an Oracle Database for the SQL File.

  1. Ensure that your browsers do not contain content from the previous versions of Identity Manager. For more information, see Section 54.7.2, Flushing the Browser Cache.

  1. (Conditional) Reinstate your custom settings for the SharedPagePortlet. For more information, see Section 54.7.4, Updating the Maximum Timeout Setting for the SharedPagePortlet.

  1. Ensure that the search option for groups does not display information until the user provides filter parameters. For more information, see Section 54.7.5, Disabling the Automatic Query Setting for Groups.