5 Overview of the Migration Process for Directory Server

This chapter describes the steps involved in migrating version 5.2 to Oracle Directory Server Enterprise Edition 11g Release 1 (11.1.1.7.0). ODSEE 11g Release 1 (11.1.1.7.0) provides a migration tool, dsmig, that automates aspects of the migration for certain platform/version combinations. If servers within your topology fall outside of these combinations, the same migration steps must be performed manually.

This chapter includes the following topics:

Before You Migrate
The New Product Distribution
Outline of Migration Steps
Deciding on Automatic or Manual Migration

5.1 Before You Migrate

This chapter provides an overview of the upgrade and data migration process.

Before upgrading, familiarize yourself with the new features and fixes available in the current version. Take the opportunity to review design decisions made during implementation of existing directory services. For a description of all new features and fixes, see Chapter 1, New Features in Oracle Directory Server Enterprise Edition 11g Release 1 (11.1.1.7.0), in Release Notes for Oracle Directory Server Enterprise Edition. For information about the new features that specifically affect migration, see Chapter 9, "Architectural Changes in Directory Server Since Version 5.2".

5.1.1 Prerequisites to Migrate a Single Directory Server Instance

Before migrating a server instance, ensure that the following prerequisites are met:

Directory Server 11g Release 1 (11.1.1.7.0) must be installed. The new server can be installed on the same machine as the existing server or on a different machine.
Ensure that the new machine has sufficient local disk space to house binaries and databases for both the old and new servers, and also enough extra space to hold LDIF files containing the entries in all existing suffixes. You can estimate the local disk space required as somewhat larger than the following calculation.
```
local space required = 2 * (space for existing server) + (space for LDIF files)
```
If you are using the automatic migration tool, the following two prerequisites must be met:
- The existing server instance must be stopped cleanly.
- If the new server is located on a different machine, a complete image of the original server instance must be created on the new machine. This includes all schema files, configuration files, security files, and database files, in an identical layout to the original server root.
To determine whether you should use automatic or manual migration, see Deciding on Automatic or Manual Migration.
If your Directory Server deployment includes Identity Synchronization for Windows, you must uninstall Identity Synchronization for Windows before migrating Directory Server. For information about migrating Identity Synchronization for Windows, see Chapter 11, "Migrating Identity Synchronization for Windows".

5.2 The New Product Distribution

Directory Server 11g Release 1 (11.1.1.7.0) is provided in a compressed archive (zip) distribution.

Installation from zip can be done anywhere on the system and as a non-root user. The zip distribution can be installed as many times as required and multiple distinct versions of the same product can coexist on a single operating system instance.

5.3 Outline of Migration Steps

The Directory Server migrating can be broken down into the following distinct steps:

Migrating the Schema
Migrating the Security Settings
Migrating the Configuration
Migrating the Data
Migrating the Plug-Ins
Post-migration tasks

To avoid unforeseen problems with the migration, these steps should be performed in the order listed above. In certain cases, you can automate some or all of these steps, using the dsmig command. The following section indicates what can be automated and what must be done manually, depending on your existing deployment.

5.4 Deciding on Automatic or Manual Migration

This section provides a table that shows when you can use dsmig and when you need to migrate manually. It is based on the migration steps described in the previous section.

Table 5-1 Migration Matrix Showing Support for Automated Migration

Migrating To	Migration Step
Software(32/64-bit)	OS	Schema	Config	Security	Data	Plug-Ins
Any	Any	Manual	Manual	Manual	Manual	Manual
Different	Any	`dsmig`	`dsmig`	`dsmig`	Manual	Manual
Same	Different	`dsmig`	`dsmig`	`dsmig`	Manual	Manual
Same	Same	`dsmig`	`dsmig`	`dsmig`	`dsmig`	Manual

The following two chapters explain how to perform each migration step outlined above, either automatically, or manually. For information on automatic migration, see Chapter 6, "Automated Migration Using the dsmig Command". For information on manual migration, see Chapter 7, "Migrating Directory Server Manually".