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Sun[TM] Identitiy Manager 8.0 Upgrade 

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Contents


Preface
Who Should Use This Book
Conventions Used in This Book
Typographic Conventions
Symbols
Shell Prompts
Accessing Sun Resources Online
Contacting Sun Technical Support
Related Third-Party Web Site References
Sun Welcomes Your Comments

Chapter 1   Overview of the Upgrade Process
Why Upgrade?
Upgrade Paths and Support Policies
Identity Manager Upgrade Paths
End of Service Life for Software Support
Full Support Phase
Limited Support Phase
Identity Manager’s Deprecation Policy
How Easy is Upgrading?
Terminology and Concepts
Identity Manager Product Versus Identity Manager Application
Development, Test, QA and Production Environments
Promotion
Source-Control and CBE
Baseline and Image
Skip-Level Upgrade
Configurations and Customizations
Upgrade Process and Upgrade Procedure
Upgrade Project
Phases of the Upgrade Project

Chapter 2   Planning
Task 1: Review Your Production Environment
Step 1: Document Your Platform
Application Servers
Database Servers
Sun Identity Manager Gateway
Java Runtime Environment
Supported Resources
Web Servers
Step 2: Document Your Identity Manager Installation
Identity Manager Version
Identity Manager Assessment Tools
Step 3: Document Your Custom Components
Customized Database Table Definitions
Custom Filesystem Objects
Custom Repository Objects
Task 2: Choose the Target Identity Manager Version
Task 3: Prepare Your Test Plan
Review Your Existing Test Plan
Create a Test Plan
Task 4: Prepare Your Upgrade Procedure
Review Your Existing Upgrade Procedure
Create an Upgrade Procedure

Chapter 3   Developing and Testing Your Upgrade
Task 5: Reset Your Development Environment
Task 6: Upgrade Your Development Environment
Step 1: Stop Active Sync and Reconciliation
Step 2: Stop the Identity Manager Application
Step 3: Back Up Your Identity Manager Application
Step 4: Remove Hotfixes
Step 5: Take a Snapshot
Step 6: Update Your Platform
Step 7: Upgrade the Identity Manager Product
Update the Repository Database Tables
Upgrade the Identity Manager Product
Troubleshooting Upgrade
To Install on a Windows Platform
To Install on a Unix Platform
Upgrade Gateway and Password Sync
Step 8: Take Another Snapshot
Step 9: Analyze the Changes
Restoring Customized Files
Restoring Customized Objects
Step 10: Rebuild Any Custom Java
Step 11: Make Necessary Changes in XPRESS
Step 12: Test Your Identity Manager Application in the Development Environment
Step 13: Restart Active Sync and Reconciliation
Step 14: Merge Changes Back into Source-Control
Task 7: Reset Your Test Environment
Step 1: Reset Your Platform to Match Production
Step 2: Set Up for Functional Testing
Task 8: Execute Your Upgrade Procedure
Step 1: Stop Active Sync and Reconciliation
Step 2: Stop the Identity Manager Application
Step 3: Back Up Your Identity Manager Application
Step 4: Remove Hotfixes
Step 5: Change TaskDefinition Objects
Step 6: Update Your Platform
Step 7: Upgrade Your Identity Manager Application
Update Your Database Table Definitions
Promote the Identity Manager Application
Import a Subset of update.xml
Upgrade Your Gateway and Password Sync Components
Step 8: Test Your Identity Manager Application
Step 9: Restart Active Sync and Reconciliation
Step 10: Restart the Identity Manager Application
Task 9: Perform Functional Testing

Chapter 4   User Acceptance Testing
Task 10: Reset Your QA Environment
Task 11: Upgrade Your QA Environment
Task 12: Perform User Acceptance Testing

Chapter 5   Upgrading Your Production Environment
Special Considerations for Production
Task 13: Upgrade Your Production Environment

Appendix A   Skip-Level Upgrade Considerations
Overview
Phases of a Skip-Level Upgrade
Task 2: Choose the Target Identity Manager Version (Enhanced)
Task 5: Upgrade Your Development Environment (Repeated)
Step 9: Analyze the Changes for a Skip-Level Upgrade

Appendix B   Assessment Worksheets
Platform Inventory
Identity Manager Installation
Custom Components

Index



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Part No: 820-2963-10.   Copyright 2008 Sun Microsystems, Inc. All rights reserved.