Sun Identity Manager 8.1 Upgrade

Chapter 7 Assessment Worksheets

Having a good understanding of your current Identity Manager installation and the latest Identity Manager version helps you determine an appropriate upgrade method and strategy.

Use the worksheets provided in this chapter to record important configuration data, and then use this data to prepare for and choose an upgrade path.


Note –

If you are using the Identity Manager IDE or an older form of CBE, their automated tools already capture much of this information for you.


Platform Inventory

Record platform inventory information in Table 7–1.

Table 7–1 Platform Inventory Information

Platform Component 

Your Information 

Application server 

Version and Service Packs 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Server Platform Version and Service Packs 

___________________________________________ 

JDK

___________________________________________ 

Database server 

Version and Service Packs 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Server Platform Version and Service Packs 

___________________________________________ 

Sun Identity Manager Gateway server 

Version 

___________________________________________ 

Java Runtime Environment (JRE)

Version and Vendor 

___________________________________________ 

Web servers 

Version and Service Packs 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Record resource information in Table 7–2.

Table 7–2 Resource Information

Resource 

Name 

Version and Service Packs 

Resource A 

_________________________ 

_________________________ 

_________________________ 

_________________________ 

Resource B 

_________________________ 

_________________________ 

_________________________ 

_________________________ 

Resource C 

_________________________ 

_________________________ 

_________________________ 

_________________________ 

Resource D 

_________________________ 

_________________________ 

_________________________ 

_________________________ 

Resource E 

_________________________ 

_________________________ 

_________________________ 

_________________________ 

Resource F 

_________________________ 

_________________________ 

_________________________ 

_________________________ 

Resource G 

_________________________ 

_________________________ 

_________________________ 

_________________________ 

Resource H 

_________________________ 

_________________________ 

_________________________ 

_________________________ 

Resource I 

_________________________ 

________________________ 

_________________________ 

_________________________ 

Identity Manager Installation

Record Identity Manager installation information in Table 7–3.

Table 7–3 Identity Manager Installation Information

Identity Manager 

Your Information 

Installed version 

___________________________________________ 

Installed service packs 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Installed hotfixes 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Custom Components

Record custom work information in Table 7–4.

Custom work consists of any component that has been modified for your installation.

Table 7–4 Custom Work Information

Component 

Your Information 

File-System Objects

Modified JSP files 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Modified Waveset.properties file

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Modified wpmessages.properties file

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Other customized property files 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Customized resource adapters (and other custom Java) 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Modified stylesheets 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Repository Objects

Modified forms 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Modified workflows 

___________________________________________ 

___________________________________________ 

Modified email templates 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________ 

Custom repository schema 

___________________________________________ 

___________________________________________ 

Other Custom Repository Objects

Admin groups 

___________________________________________ 

___________________________________________ 

Admin roles 

___________________________________________ 

___________________________________________ 

Configurations 

___________________________________________ 

___________________________________________ 

Policies 

___________________________________________ 

___________________________________________ 

Provisioning tasks 

___________________________________________ 

___________________________________________ 

Remedy configurations 

___________________________________________ 

___________________________________________ 

Resource actions 

___________________________________________ 

___________________________________________ 

Resource forms 

___________________________________________ 

___________________________________________ 

Roles 

___________________________________________ 

___________________________________________ 

Rules 

___________________________________________ 

___________________________________________ 

Task definitions 

___________________________________________ 

___________________________________________ 

Task templates 

___________________________________________ 

___________________________________________ 

User forms 

___________________________________________ 

___________________________________________ 

___________________________________________ 

___________________________________________