Novell Doc: Identity Manager Roles Based Provisioning Module 3.7 User Application: Migration Guide

1.1 Migration Checklist

To migrate to the Novell Identity Manager Roles Based Provisioning Module 3.7, you must perform the following tasks:

Before beginning the migration process, make directory and database backups of your Identity Manager system.
Verify that your software meets the system requirements for the Roles Based Provisioning Module 3.7.

See Section 1.3, “System Requirements” in the Roles Based Provisioning Module 3.7 Installation Guide.
Download the Identity Manager Roles Based Provisioning Module.

See Section 2.2, “Downloading the Roles Based Provisioning Module” in the Roles Based Provisioning Module 3.7 Installation Guide.
Check the following supporting components:
- Make sure you have a supported Identity Manager Metadirectory installed.
  
  See Section 2.1, “Installing the Identity Manager Metadirectory” in the Roles Based Provisioning Module 3.7 Installation Guide.
- Make sure you have a supported application server installed.
  
  See Section 2.3, “Installing an Application Server” in the Roles Based Provisioning Module 3.7 Installation Guide.
- Make sure you have a supported database installed.
  
  See Section 2.4, “Installing a Database” in the Roles Based Provisioning Module 3.7 Installation Guide.
If you are migrating from a 3.6 or 3.6.1 User Application, perform the pre-migration tasks for migrating the security model.

See Section 1.4, Migrating the Security Model.
Update the Roles Based Provisioning Module Metadirectory components.

See Section 3.0, “Installing the Roles Based Provisioning Module on the Metadirectory” in the Roles Based Provisioning Module 3.7 Installation Guide.

IMPORTANT:Since you are migrating from a previous version of the RBPM, it is mandatory that you rune the NrfCaseUpdate utility, as instructed in this utility.
Migrate the User Application driver in Designer for Identity Manager 3.5. See Section 1.2, Migrating User Application Drivers.

IMPORTANT:You must use Designer for Identity Manager 3.5. You cannot use iManager. For details on downloading Designer for Identity Manager 3.5, see the Novell download page.
Update the Role and Resource Service Driver in iManager or Designer for Identity Manager 3.5.
- For iManager, see Section 4.2, “Creating the Role and Resource Driver in iManager” in the Roles Based Provisioning Module 3.7 Installation Guide.
- For Designer, see the Identity Manager User Application: Design Guide.
IMPORTANT:If you have an existing Role Service driver for version 3.6 or 3.6.1, you must delete the existing driver and create a new one for version 3.7. Remember to start your new Role and Resource Service driver once it is created.
Update the Identity Manager User Application.

See Section 1.3, Migrating the User Application.
If you are migrating from a 3.6 or 3.6.1 User Application, perform the post-migration tasks for migrating the security model.

See Section 1.4.3, Steps for Migrating the System Roles and Team Permissions.