Use the following checklist to verify that all of the steps are completed in the correct order for a successful migration of the Identity Manager system. Follow these steps for each Identity Manager server in your environment.
Make sure that you have downloaded the Identity Manager ISO files. For more information, see Section 5.0, Where to Get Identity Manager.
Create a backup of the current configuration of your Identity Manager solution. You do this by creating exports of your drivers or creating a Designer project of your Identity Manager solution. For more information, see Section 13.2, Creating a Backup of the Current Configuration.
Install the desired operating system. For a list of supported platforms, see Section 6.0, System Requirements.
Install eDirectory 8.8.6 on the server. For more information, see the Novell eDirectory 8.8 Installation Guide.
Add the same eDirectory replicas that are on the current Identity Manager server to this new server. For more information, see “Administering Replicas” in the eDirectory Administration Guide.
Install Identity Manager 4.0. Use Section 4.0, Basic Identity Manager System Checklist to verify that all steps are completed.
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 13.8, Upgrading the Remote Loader.
(Conditional) If the old server is your User Application server, perform the following additional steps:
Run the NrfCaseUpdate utility. For more information, see Running the NrfCaseUpdate Utility
in the Identity Manager Roles Based Provisioning Module 4.0 User Application: Installation Guide.
The User Application driver must be migrated in Designer. For more information, see the Identity Manager Roles Based Provisioning Module 4.0 User Application: Migration Guide.
Create a new Role and Resource Service driver. The Role and Resource Service driver is not migrated. If you have an existing Role and Resource Service driver, you must create a new driver for Identity Manager 4.0. For more information, see the Identity Manager Roles Based Provisioning Module 4.0 User Application: Migration Guide.
Deploy the migrated User Application driver into the Identity Vault. For more information, see the Identity Manager Roles Based Provisioning Module 4.0 User Application: Migration Guide.
Install the User Application on this new server. For more information, see the Identity Manager Roles Based Provisioning Module 4.0 User Application: Migration Guide.
Add the new server to the driver set. For more information, see Section 14.2, Adding the New Server to the Driver Set.
Change the server-specific information for each driver. If you use iManager, it is a manual process. You should use iManager if you are migrating from an Identity Manager server earlier than 3.5 version to an Identity Manager server greater than or equal to 3.5. For all other supported migration paths, you can use Designer. For more information, see Section 14.3, Changing Server-Specific Information.
(Conditional) Run configupdate.sh or configupdate.bat to change server-specific information from the old server to the new server for the User Application configuration. For more information, see IDM User Application Configuration Reference
in the Identity Manager Roles Based Provisioning Module 4.0 User Application: Installation Guide.
(Optional) Upgrade your drivers to use packages. All content for drivers is delivered through packages instead of a driver configuration file. For more information, see Section 13.9, Upgrading Drivers to Packages.
(Optional) Restore custom policies and rules to the drivers. When you update your drivers to packages, the policies are overwritten, so restoring policies is required only if you upgraded your driver to use packages. For more information, see Section 13.10, Restoring Custom Policies and Rules to the Driver.
Remove the old server from the driver set. For more information, see Section 14.4, Removing the Old Server from the Driver Set.
If you are using Novell Sentinel, you must update to Novell Sentinel 6.1. For more information about upgrading Sentinel, see the Sentinel Installation Guide.
Activate the Metadirectory server and any upgraded driver. For more information, see Section 8.0, Activating Novell Identity Manager Products.