53.1 Checklist for Performing a Migration

To perform a migration, NetIQ recommends that you complete the steps in the following checklist.

Checklist Items

  1. Determine whether you should perform an upgrade or a migration. For more information, see Section 50.2, Understanding Upgrade and Migration.

  1. Ensure that you have the latest installation kit to migrate your Identity Manager data.

  1. Learn about the interaction among Identity Manager components. For more information, see Section I, Introduction.

  1. Ensure that your computers meet the hardware and software prerequisites for a newer version of Identity Manager. For more information, see Section 6.0, Considerations and Prerequisites for Installation and the Release Notes for the version to which you want to upgrade.

  1. Upgrade eDirectory to the latest supported version for the Identity Vault. For more information, see Section 7.2, Prerequisites and Considerations for Installing the Identity Vault.

  1. Add the eDirectory replicas that are on the current Identity Manager server to the new server. For more information, see Section 54.4, Migrating the Identity Manager Engine to a New Server.

  1. Install Identity Manager on the new server. For more information, see Planning to Install Identity Manager.

  1. (Conditional) 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 51.3, Upgrading the Remote Loader.

  1. (Conditional) If you are running the User Application on your old server, update the component and its drivers. For more information, see Section 54.1, Checklist for Migrating Identity Manager.

  1. Add the new server to the driver set. For more information, see Section 51.8.1, Adding the New Server to the Driver Set.

  1. Change the server-specific information for each driver. For more information, see Section 54.3.1, Copying the Server-specific Information in Designer.

  1. (Conditional) If you have RBPM, update the server-specific information from the old server to the new server for the User Application. For more information, see Section 54.3, Copying Server-specific Information for the Driver Set

  1. Update your drivers to the package format. For more information, see Section 51.7, Upgrading the Identity Manager Drivers.

  1. (Conditional) If you have custom policies and rules, restore your customize settings. For more information, see Section 51.9, Restoring Custom Policies and Rules to the Driver.

  1. Remove the old server from the driver set. For more information, see Section 51.8.2, Removing the Old Server from the Driver Set.

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

  1. (Conditional) If you are using NetIQ Sentinel, ensure that you are running the latest service pack. For more information about upgrading Sentinel, see the NetIQ Sentinel Installation and Configuration Guide.