An upgrade is when you install the new version of Identity Manager on the existing server. To install Identity Manager, you must upgrade the current versions of the OS and eDirectory to the supported versions for Identity Manager 4.0. See Section 6.0, System Requirements for a list of the supported platforms.
The are several advantages to performing an upgrade:
No new hardware
No migration of data
There are also disadvantages to performing an upgrade:
Downtime when the OS is updated and the server is rebooted
Downtime when eDirectory is updated and is restarted
There are certain scenarios when an upgrade is not feasible, or when multiple upgrades must be performed. Because Identity Manager 3.5.x and above are the only supported migration paths, these are the only versions that are described in the following scenarios:
The only supported situation for an upgrade is to have Identity Manager 3.5.x or Identity Manager 3.6.x on a supported operating system. But there are some scenarios where an upgrade is not feasible. The following are some examples where an upgrade is not feasible:
Unsupported OS: If the current version of the OS is not supported by Identity Manager 4.0, the only supported upgrade path is to perform a migration to a new server.
Identity Manager 3.0.x: If the current version of Identity Manager is 3.0.x, you cannot perform a direct upgrade. The two options are:
Perform an upgrade to Identity Manager 3.5.x, upgrade to eDirectory 8.8.6, then perform an upgrade to Identity Manager 4.0.
Perform a migration to a new server.
Roles Based Provisioning Module: If you have the Roles Based Provisioning Module installed, you cannot perform an upgrade. You must perform a migration. For more information see the Identity Manager Roles Based Provisioning Module 4.0 User Application: Migration Guide.
If you are performing an upgrade, proceed to Section 13.0, Performing an Upgrade.