Contents

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

Part I Compatibility Matrix

1 Oracle Identity Analytics 11g R1 PS1 Compatibility Matrix

• 1.1 Supported Languages

Part II Installing Oracle Identity Analytics

2 Preparing to Install Oracle Identity Analytics

• 2.1 Architecture Overview
• 2.2 Installing and Readying Your Application Server
  • 2.2.1 Installing an Application Server
  • 2.2.2 Configuring the Locale
  • 2.2.3 Setting Up a Java Virtual Machine
  • 2.2.4 Configuring JVM Options
  • 2.2.5 Configuring Environment Variables
    • 2.2.5.1 Configure the RBACX_HOME Environment Variable
    • 2.2.5.2 Configure the Database Home Environment Variable

3 Configuring Your Oracle Identity Analytics Installation Prior to Deployment

• 3.1 Create the RBACX_HOME Environment Variable on Your Local System
• 3.2 Create the Oracle Identity Analytics Folder Structure
• 3.3 Download the Third-Party Library Files
  • 3.3.1 JDBC Drivers
  • 3.3.2 The jasper-jdt.jar File
  • 3.3.3 The CloverETL Library
    • 3.3.3.1 To Convert the Downloaded CloverETL Library File to a JAR File
  • 3.3.4 The jxl-2.5.9.jar File
  • 3.3.5 The Web Services Description Language for Java Toolkit (WSDL4J)
    • 3.3.5.1 To Download and Extract the WSDL4J JAR File
• 3.4 To Create the Oracle Identity Analytics Schema on the Database Server
  • 3.4.1 Oracle Database
• 3.5 To Configure Oracle Identity Analytics for Standalone Deployment
• 3.6 To Configure Oracle Identity Analytics for Clustered Deployment
• 3.7 To Configure J2EE Data Sources for Oracle Identity Analytics (Optional)

4 Deploying Oracle Identity Analytics

• 4.1 Deploying on Tomcat
  • 4.1.1 To Deploy Oracle Identity Analytics on Tomcat
• 4.2 Deploying on WebSphere
  • 4.2.1 To Configure WebSphere 7 to Run Oracle Identity Analytics
  • 4.2.2 To Deploy Oracle Identity Analytics on WebSphere 7
• 4.3 Deploying on WebLogic
  • 4.3.1 To Deploy Oracle Identity Analytics on WebLogic

5 Verifying the Installation

• 5.1 Verifying That the Oracle Identity Analytics Installation was Successful
  • 5.1.1 To Verify an Oracle Identity Analytics Installation

Part III Upgrading Oracle Identity Analytics

6 Overview of the Upgrade Process

• 6.1 Why Upgrade?
• 6.2 Phases of the Upgrade Process
• 6.3 A Recommended Task List for Upgrading

7 Preparing to Upgrade Oracle Identity Analytics

• 7.1 Documenting the Existing Environment
• 7.2 Documenting the Oracle Identity Analytics Installation
  • 7.2.1 To Obtain the Oracle Identity Analytics Release and Build Version
• 7.3 Documenting Custom Components
  • 7.3.1 Documenting Custom File-System Objects
  • 7.3.2 Documenting Custom Repository Objects
• 7.4 Choosing the Upgrade Version

8 Upgrading Oracle Identity Analytics in a Test Environment

• 8.1 Create a Test Environment
• 8.2 Verify That Your Environment is Properly Configured for OIA
  • 8.2.1 Verify the RBACX_HOME Environment Variable Setting
  • 8.2.2 Verify the JVM Options
• 8.3 Create Upgrade Directories and Set Environment Variables
  • 8.3.1 Create the Directories Needed During the Upgrade Process
  • 8.3.2 Set the Environment Variable Needed During the Upgrade Process
• 8.4 Download Third-party Library Files
  • 8.4.1 JDBC Drivers
  • 8.4.2 The jasper-jdt.jar File
  • 8.4.3 The CloverETL Library
    • 8.4.3.1 To Create the CloverETL Library JAR File
  • 8.4.4 The jxl-2.5.9.jar File
  • 8.4.5 The Web Services Description Language for Java Toolkit (WSDL4J)
    • 8.4.5.1 To Download and Extract the WSDL4J JAR File
• 8.5 Prepare to Upgrade the Test Environment
• 8.6 Upgrade the OIA Schema on the Database Server
  • 8.6.1 To Upgrade the OIA Schema on the Database Server on a Windows Platform
  • 8.6.2 To Upgrade the OIA Schema on the Database Server on a UNIX Platform
• 8.7 Upgrade the Oracle Identity Analytics Environment
  • 8.7.1 To Upgrade the Environment on a Windows Platform for a Standalone Deployment
  • 8.7.2 To Upgrade the Environment on a UNIX Platform for a Standalone Deployment
  • 8.7.3 To Upgrade the Environment on a Windows Platform for a Clustered Deployment
  • 8.7.4 To Upgrade the Environment on a UNIX Platform for a Clustered Deployment
• 8.8 Complete the Post-Upgrade Steps in a Test Environment
  • 8.8.1 Migrate the Role Provisioning and Identity Audit Rules in the Test Environment
  • 8.8.2 Migrate Incomplete Identity Certification Jobs in the Test Environment
    • 8.8.2.1 To Enable the Identity Certification Migration Job
  • 8.8.3 Restore Customization After the Upgrade
• 8.9 Test the Upgrade Deployment Package
  • 8.9.1 To Develop and Execute a Test Plan
  • 8.9.2 To Record All Changes

9 Upgrading Oracle Identity Analytics in a Production Environment

• 9.1 Developing a Production Rollout Plan
• 9.2 Before Beginning the Upgrade Process
  • 9.2.1 To Back Up Production Data
• 9.3 Deploying the Upgrade in a Production Environment
  • 9.3.1 To Deploy the Upgrade
• 9.4 Completing the Post-Upgrade Steps in a Production Environment
  • 9.4.1 Migrate the Role Provisioning and Identity Audit Rules in the Production Environment
  • 9.4.2 Migrate Incomplete Identity Certification Jobs in the Production Environment
    • 9.4.2.1 To Enable the Identity Certification Migration Job