13.10 Restoring Custom Policies and Rules to the Driver

If you have custom policies or rules, they must be restored to the driver after you overlay the new driver configuration file. If these policies have different names, they are still stored in the driver, but the links are broken and need to be reestablished.

13.10.1 Using Designer to Restore Custom Policies and Rules to the Driver

You can add policies into the policy set in two different ways:

Adding a Customized Policy through the Outline View

Perform these steps in a test environment before you move the upgraded driver to your production environment.

  1. In the Outline view, select the upgraded driver to display the Policy Set view.

  2. Right-click the policy set Policy Set icon icon where you need to restore the customized policy to the driver, then select New > From Copy.

  3. Browse to and select the customized policy, then click OK.

  4. Specify the name of the customized policy, then click OK.

  5. Click Yes in the file conflict message to save your project.

  6. After the Policy Builder opens the policy, verify that the information is correct in the copied policy.

  7. Repeat Step 2 through Step 6 for each customized policy you need to restore to the driver.

  8. Start the driver and test the driver.

    For more information on starting the driver, see Section 13.13, Starting the Drivers. For more information on testing the driver, see Testing Policies with the Policy Simulator in Policies in Designer 4.0.

  9. After you verify that the policies work, move the driver to the production environment.

Adding a Customized Policy through the Show Policy Flow View

Perform these steps in a test environment before you move the upgraded driver to your production environment.

  1. In the Outline view, select the upgraded driver, then click the Show Policy Flow icon Show Policy Flow.

  2. Right-click the policy set where you need to restore the customized policy to the driver, then select Add Policy > Copy Existing.

  3. Browse to and select the customized policy, then click OK.

  4. Specify the name of the customized policy, then click OK.

  5. Click Yes in the file conflict message to save your project.

  6. After the Policy Builder opens the policy, verify that the information is correct in the copied policy.

  7. Repeat Step 2 through Step 6 for each customized policy you need to restore to the driver.

  8. Start the driver and test the driver.

    For more information on starting the driver, see Section 13.13, Starting the Drivers. For more information on testing the driver, see Testing Policies with the Policy Simulator in Policies in Designer 4.0.

  9. After you verify that the policies work, move the driver to the production environment.

13.10.2 Using iManager to Restore Custom Policies and Rules to the Driver

Perform these steps in a test environment before you move the upgraded driver to your production environment.

  1. In iManager, select Identity Manager > Identity Manager Overview.

  2. Browse to and select the location in the tree to search for Driver Set objects, then click the search icon Search icon.

  3. Click the Driver Set object that contains the upgraded driver.

  4. Click the driver icon, then select the policy set where you need to restore the customized policy.

  5. Click Insert.

  6. Select Use an existing policy, then browse to and select the custom policy.

  7. Click OK, then click Close.

  8. Repeat Step 3 through Step 7 for each custom policy you need to restore to the driver.

  9. Start the driver and test the driver.

    For information on starting the driver, see Section 13.13, Starting the Drivers. There is no policy simulator in iManager. To test the policies, cause events to happen that make the policies execute. For example, create a user, modify a user, or delete a user.

  10. After you verify that the policies work, move the driver to the production environment.