NetIQ Identity Manager Setup Guide

  NetIQ Identity Manager Setup Guide
    Introduction
      Overview of the Components of Identity Manager
      Creating and Maintaining Your Identity Manager Environment
        Designer for Identity Manager
        Analyzer for Identity Manager
        Role Administration
        iManager
      Managing Data in the Identity Manager Environment
        Understanding Data Synchronization
        Understanding Auditing, Reporting, and Compliance
        Understanding the Components for Synchronizing Your Identity Data
      Provisioning Users for Secure Access
        Understanding the Attestation Process in Identity Manager
        Understanding the Self-Service Process in Identity Manager
        Understanding the Components for Managing User Provisioning
        Using Self-Service Password Management in Identity Manager
        Using Single Sign-on Access in Identity Manager
    Planning to Install Identity Manager
      Planning Overview
        Planning Checklist
        Understanding the Integrated and Standalone Installation Processes
        Recommended Installation Scenarios and Server Setup
        Understanding Licensing and Activation
        Understanding Identity Manager Communication
        Understanding Language Support
        Downloading the Installation Files
      Considerations and Prerequisites for Installation
        Ensuring High Availability for Identity Manager
        Minimum Space Requirement on Linux Servers
        Installing Identity Manager on an RHEL 6.x or 7.x Server
    Installing the Identity Vault
      Planning to Install the Identity Vault
        Checklist for Installing the Identity Vault
        Prerequisites and Considerations for Installing the Identity Vault
        Understanding Identity Manager Objects in eDirectory
        Replicating the Objects that Identity Manager Needs on the Server
        Using Scope Filtering to Manage Users on Different Servers
        Understanding the Linux Packages in the Identity Vault Installation Kit
        System Requirements for the Identity Vault
      Preparing to Install the Identity Vault
        Using Escape Characters when a Container Name Includes a Period (“.”)
        Using OpenSLP or hosts.nds for Resolving Tree Names
        Improving Identity Vault Performance
        Using IPv6 Addresses on the Identity Vault Server
        Using LDAP to Communicate with the Identity Vault
        Installing NICI Manually on Workstations that have Management Utilities
        Installing NMAS Client Software
      Installing the Identity Vault on a Linux Server
        Installing the Identity Vault as Root
        Installing the Identity Vault as a Non-root User
      Installing the Identity Vault on a Windows Server
        Using the Wizard to Install the Identity Vault on a Windows Server
        Silently Installing and Configuring the Identity Vault on a Windows Server
      Configuring the Identity Vault after Installation
        Modifying the eDirectory Tree and Replica Server with the ndsconfig Utility
        Managing Instances with the ndsmanage Utility
    Installing the Identity Manager Engine, Drivers, and Plug-ins
      Planning to Install the Engine, Drivers, and Plug-ins
        Checklist for Installing the Identity Manager Engine, Drivers, and Plug-ins
        Understanding the Installation Program
        Prerequisites and Considerations for Installing the Identity Manager Engine
        System Requirements for the Identity Manager Engine
      Preparing to Install the Engine, Drivers, and Plug-ins
        Verifying Environment Variables (UNIX / Linux) for the Identity Manager Installation
        Stopping and Starting Identity Manager Drivers
      Installing the Engine, Drivers, and iManager Plug-ins
        Using the Wizard to Install the Components
        Performing a Silent Installation
        Installing on a Server with Multiple Instances of Identity Vault
        Completing a Non-root Installation
    Installing and Managing the Remote Loader
      Planning to Install the Remote Loader
        Checklist for Installing the Remote Loader
        Understanding the Remote Loader
        Understanding the Installation Program
        Using 32-bit and 64-bit Remote Loader on the Same Computer
        Prerequisites and Considerations for Installing the Remote Loader
        System Requirements for the Remote Loader
      Installing Remote Loader
        Using the Wizard to Install the Remote Loader
        Performing a Silent Installation of the Remote Loader
        Installing Java Remote Loader
      Configuring the Remote Loader and Drivers
        Creating a Secure Connection to the Identity Manager Engine
        Understanding the Configuration Parameters for the Remote Loader
        Configuring the Remote Loader for Driver Instances on UNIX or Linux
        Configuring the Remote Loader for Driver Instances on Windows
        Configuring the Java Remote Loader for Driver Instances
        Configuring Identity Manager Drivers to Work with the Remote Loader
        Verifying the Configuration
      Starting and Stopping the Remote Loader
        Starting a Driver Instance in the Remote Loader
        Stopping a Driver Instance in the Remote Loader
    Installing iManager
      Planning to Install iManager
        Checklist for Installing iManager
        Understanding the Server and Client Versions of iManager
        Understanding Installation for iManager Plug-ins
        Prerequisites and Considerations for Installing iManager
        System Requirements for iManager Server
        System Requirements for iManager Workstation (Client Version)
      Installing iManager Server and Workstation
        Installing iManager and iManager Workstation on Linux
        Installing iManager and iManager Workstation on Windows
        Installing iManager Silently
      Post-Installation Tasks for iManager
        Replacing the Temporary Self-Signed Certificates for iManager
        Configuring iManager for IPv6 Addresses after Installation
        Specifying an Authorized User for eDirectory
    Installing Designer for Identity Manager
      Planning to Install Designer
        Checklist for Installing Designer
        Prerequisites for Installing Designer
        System Requirements for Designer
      Installing Designer
        Using the Installation Command on Linux
        Running the Windows Executable File
        Using the Silent Installation Process
        Modifying an Installation Path that Includes a Space Character
    Installing PostgreSQL and Tomcat for Identity Manager
      Planning to Install PostgreSQL and Tomcat
        Checklist for Installing Tomcat and PostgreSQL
        Understanding the Installation Process for PostgreSQL and Tomcat
        Prerequisites for Installing PostgreSQL
        Prerequisites for Installing Tomcat
        System Requirements for PostgreSQL
        System Requirements for Tomcat
      Installing PostgreSQL and Tomcat
        Using the Wizard to Install PostgreSQL and Tomcat
        Silently Installing Tomcat and PostgreSQL for Identity Manager
    Installing the Single Sign-on and Password Management Components
      Planning to Install Single Sign-on and Password Management for Identity Manager
        Checklist for Installing the Single Sign-on and Password Management Components
        Prerequisites for Installing One SSO Provider
        Prerequisites for Installing Self Service Password Reset
        System Requirements for One SSO Provider
        System Requirements for Self Service Password Reset
        Using the Apache Log4j Service to Log Sign-on and Password Events
      Installing Single Sign-on and Password Management for Identity Manager
        Using the Wizard to Install the Single Sign-on and Password Management Components
        Silently Installing the Single Sign-on and Password Management Components
        Configuring OSP and SSPR for Clustering
        Configuring Single Sign-on Access
    Installing the Identity Applications
      Planning to Install the Identity Applications
        Checklist for Installing the Identity Applications
        Understanding the Installation Files for the Identity Applications
        Prerequisites and Considerations for Installing the Identity Applications
        System Requirements for the Identity Applications
      Preparing to Install the Identity Applications
        Adding the User Application Schema to your Audit Server as a Log Application
        Create a User Application Administrator Account
      Configuring the Database for the Identity Applications
        Configuring an Oracle Database
        Configuring a PostgreSQL Database
        Configuring a SQL Server Database
      Preparing Your Environment for the Identity Applications
        Specifying a Location for the Permission Index
        Enabling the Permission Index for Clustering
        Preparing Your Application Server for the Identity Applications
        Preparing a Cluster for the Identity Applications
      Installing the Identity Applications
        Checklist for Installing the Identity Applications
        Using the Guided Process to Install the Identity Applications
        Silently Installing the Identity Applications
        Post-Installation Steps for JBoss
        Post-Installation Steps for Tomcat
        Post-Installation Steps for WebSphere
        Disabling the Prevent HTML Framing Setting for Integrating Identity Manager with SSPR
        Starting the Identity Applications
      Creating and Deploying the Drivers for the Identity Applications
        Creating the User Application Driver
        Configuring the User Application Driver for Clustering
        Creating the Role and Resource Service Driver
        Deploying the Drivers for the User Application
      Completing the Installation of the Identity Applications
        Checking the Health of the Server in a Clustered Environment
        Manually Creating the Database Schema
        Recording the Master Key
        Configuring Localized User Names
        Configuring the Identity Vault for the Identity Applications
        Reconfiguring the WAR File for the Identity Applications
        Configuring Forgotten Password Management
      Configuring the Settings for the Identity Applications
        Running the Identity Applications Configuration Utility
        User Application Parameters
        Authentication Parameters
        SSO Clients Parameters
        Reporting Parameters
    Installing the Identity Reporting Components
      Planning to Install Identity Reporting
        Checklist for Installing Identity Reporting
        Understanding the Installation Process for the Identity Reporting Components
        Prerequisites for Installing the Identity Reporting Components
        System Requirements for Identity Reporting
      Installing the Event Auditing Service
        Preparing the Environment for Event Auditing Service
        Using the Wizard to Install Event Auditing Service
        Installing Event Auditing Service Silently
      Installing Identity Reporting
        Using the Guided Process to Install Identity Reporting
        Installing Identity Reporting Silently
        Manually Generating the Database Schema
      Configuring Identity Reporting
        Configuring Identity Reporting for WebSphere
        Running Reports on an Oracle Database
        Deploying REST APIs for Identity Reporting
      Managing the Drivers for Reporting
        Configuring Drivers for Identity Reporting
        Deploying and Starting Drivers for Identity Reporting
        Backing Up the Schema for the Drivers
        Configuring the Runtime Environment
        Setting Auditing Flags for the Drivers
    Installing Analyzer for Identity Manager
      Planning to Install Analyzer
        Checklist for Installing Analyzer
        Prerequisites for Installing Analyzer
        System Requirements for Installing Analyzer
      Installing Analyzer
        Using the Wizard to Install Analyzer
        Installing Analyzer Silently
        Adding XULrunner to Analyzer.ini on Linux Platforms
        Installing an Audit Client for Analyzer
    Configuring Single Sign-on Access in Identity Manager
      Preparing for Single Sign-on Access
      Using One SSO Provider for Single Sign-on Access in Identity Manager
        Preparing eDirectory for Single Sign-on Access
        Modifying the Basic Settings for Single Sign-on Access
        Configuring Self Service Password Reset to Trust OSP
      Using SAML Authentication with NetIQ Access Manager for Single Sign-on
        Understanding Third-Party Authentication and Single Sign-On
        Creating and Installing SSL Certificates
        Configuring Identity Manager to Trust Access Manager
        Configuring Access Manager to Work with Identity Manager
        Updating the Login Pages for Access Manager
      Using Kerberos for Single Sign-On
        Configuring the Kerberos User Account in Active Directory
        Configuring the Identity Applications Server
        Configure the End-User Browsers to Use Integrated Windows Authentication
      Verifying Single Sign-on Access for the Identity Applications
      Using SSL for Secure Communication
        Checklist for Ensuring SSL Connections
        Updating the SSL Settings in the Configuration Utility
        Updating the SSL Settings for Self Service Password Reset
        Updating the SSL Settings for the Application Server
        Creating a Keystore and Certificate Signing Request
        Enabling SSL with a Self-signed Certificate
        Enabling SSL with a Signed Certificate
        Ensuring Client Workstations Have Certificates
    Post-Installation Tasks
      Configuring a Connected System
      Creating and Configuring a Driver Set
      Creating a Driver
      Defining Policies
      Managing Driver Activities
      Activating Identity Manager
    Upgrading Identity Manager
      Preparing to Upgrade Identity Manager
        Checklist for Upgrading Identity Manager
        Understanding Upgrade and Migration
        Backing Up the Current Configuration
        Deleting the Telemetry Job
      Upgrading Identity Manager Components
        Upgrading Designer
        Upgrading iManager
        Upgrading the Remote Loader
        Upgrading the Identity Manager Engine
        Upgrading the Identity Reporting
        Upgrading Analyzer
        Upgrading the Identity Manager Drivers
        Adding New Servers to the Driver Set
        Restoring Custom Policies and Rules to the Driver
      Applying Software Update to Identity Manager Components
        Applying Software Update to the Identity Manager Engine and Remote Loader
        Applying Software Update for an Identity Manager Driver
    Migrating Identity Manager Data to a New Installation
      Preparing to Migrate Identity Manager
        Checklist for Performing a Migration
        Stopping and Starting Identity Manager Drivers during Migration
      Migrating Identity Manager to a New Server
        Checklist for Migrating Identity Manager
        Preparing Your Designer Project for Migration
        Copying Server-specific Information for the Driver Set
        Migrating the Identity Manager Engine to a New Server
        Migrating the User Application Driver
        Upgrading the Identity Applications
        Completing the Migration of the Identity Applications
    Uninstalling Identity Manager Components
      Removing Objects from the Identity Vault
      Uninstalling the Identity Manager Engine
      Uninstalling the Remote Loader
      Uninstalling the Roles Based Provisioning Module
      Uninstalling the Identity Reporting
      Uninstalling Role Mapping Administrator
      Uninstalling Catalog Administrator
      Uninstalling eDirectory
      Uninstalling Analyzer
      Uninstalling iManager
      Uninstalling Designer
    Troubleshooting
      Locating Log Files
      Troubleshooting the User Application and RBPM Installation
      Troubleshooting Uninstallation
      Troubleshooting SSPR Page Request Error
    Sample Identity Manager Cluster Deployment Solution
      Prerequisites
      Installation Procedure
    Sample Identity Applications Cluster Deployment Solution on Tomcat
      Prerequisites
      Installation Procedure
    Legal Notice