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Sun Java System Identity Manager 2005Q4M3 Upgrade  

2

Upgrade Preparation

This section describes how to prepare to upgrade Identity Manager.


Document the Existing Environment

In order to determine the upgrade path for your situation, you should first assess the various components of your current platform. Later Identity Manager releases may affect the makeup of your environment. You may print out inventory worksheets from Appendix A Assessment Worksheets to assist gathering this data.

This section lists software and environments to be inventoried:

Operating Systems

Record the operation system release with any additional service packs.

Refer to the latest release notes and installation guide for more up-to-date information.

Application Servers

Record the application server release with any additional service packs noted. Record the JDK version required by your application server

Refer to the latest release notes and installation guide for more up-to-date information.

Java Runtime Environment

Record the currently installed JDK release required by the lh console.

Database Servers and Directories

Record the database server release with any additional service packs.

Refer to the latest release notes and installation guide for more up-to-date information.

Supported Resources

Record any supported resources with any additional service packs. Identity Manager is compatible with the following:

Web Servers

Record the web server release with any additional service packs noted.

Refer to the latest release notes and installation guide for more up-to-date information.

Gateways

  1. Execute the following command on the gateway servers.
  2. gateway -v

  3. Record the results.
  4. Record the operating system version of the gateway server.

  5. Note  On gateway servers the version should always be the same as that of the server where Identity Manager is installed.

Identity Manager Installation

In order to determine the upgrade path for your situation, you should first inventory the various components of your current Identity Manager Installation. You may print out inventory worksheets from Appendix A Assessment Worksheets to assist gathering this data.

Identity Manager Version

For LIGHTHOUSE versions 3.x & 4.x look in the config/Waveset.properties file. For later versions of Identity Manager look up the version using the console.

Installed Service Packs

To determine the service packs on your system perform the following:

  1. Change directory to the Identity Manager patches directory.
  2. List the contents of the patch directory. These include the manifest files associated with all service packs. For example:
  3. Lighthouse_4_1_20040315.manefest

  4. Record each manifest file.

Installed Hotfixes

To determine the hotfixes on your system perform the following:

  1. Change directory to the Identity Manager WEB-INF/class directory.
  2. List the contents of the class directory. These include the remnant files associated with all hotfixes.
  3. Record each file name.

  4. Note  There is no way to determine the hot fixes installed without contacting support or engineering. Zip up the entire WEB-INF/classes folder and send it to support if you do not know for sure.


    This record of hotfixes is used to debug the upgrade situation. It is possible that a service pack release may not have included the most recent hotfix immediately previous to its release.

Using Assessment Tools

In Identity Manager version 5.5 two new utilities were introduced to list and record your installation information:

inventory

installed

Both commands are accessed by entering:

lh assessment


Note  These commands work only for releases, services packs, and hotfixes greater than 5.0 SP4.

inventory

The inventory command inspects the file system for files that were added or deleted to the system based on the files packaged in the release. It is only able to determine which files are changed based on the manifest shipped with Identity Manager.

Usage

inventory [option] [options]...

Options

Option

Function

Description

-h

help

Display usage.

-a

added

Display only added files.

-d

deleted

Display only deleted files.

-m

modified

Display only modified files.

-u

unchanged

Display only unchanged files.

installed

The installed command searches the patches directory for manifests and displays versions from those filenames.

Usage

installed [option] [option]...

Options

Option

Function

Description

-h

help

Display usage.

-r

releases

Display only installed releases.

-s

service packs

Display only installed service packs.

-h

hotfixes

Display only installed hotfixes.


Determine the Upgrade Version

In general, you should upgrade to the most recent Identity Manager release available that fits with your testing time frame. For example:

The projected start of your test cycle is July 15th and the next new Identity Manager release is scheduled for July 10th and the current Identity Manager release available is 5.0 SP6. You should start with 5.0 SP6 in development and initial test, then switch to the current release before starting their formal test cycle.

Once you have determined the target Identity Manager version you need to determine if your current platform is supported at the upgrade level:

The following table lists suggested upgrade paths depending on your current release.

Target Upgrade Version

Your Current Version

Upgrade Path

Identity Manager 5.0 SPx

Lighthouse 4.1 SPx

Identity Manager 5.0, then upgrade to desired service pack

Identity Manager Installation Pack 2005Q4M3

Identity Manager 5.0, then 2005Q4M3

Identity Manager Installation Pack 2005Q3M1

Identity Manager 5.0 SPx

2005Q3M1

Identity Manager Installation Pack 2005Q4M3

200Q4M3

Identity Manager Installation Pack 2005Q3M1

Identity Manager Installation Pack 2005Q1M3
(Identity Auditor 1.0, Identity Manager 5.1)

2005Q3M1

Identity Manager Installation Pack 2005Q4M3

2005Q4M3

Identity Manager Installation Pack 2005Q4M3

Identity Manager Installation Pack 2005Q3M1
(Identity Manger 5.5, Identity Auditor 1.5)

2005Q4M3

Identity Manager Installation Pack 2005Q4M3

Identity Manager Installation Pack 2005Q3M3
(Identity Manager Service Provider Edition 1.0, Identity Manager 5.6, Id Auditor 1.6)

2005Q4M3

 

Identity Manager Installation Pack 2005Q4M3
(Identity Manager 6.0, Identity Auditor 1.6, Identity Manager Service Provider Edition 1.2)

 


Note  Identity Manager Installation Pack 2005Q4M3 is a major release for all products. If you are upgrading from earlier versions of Identity Manager, Identity Auditor, Identity Manager Service Provider Edition you must upgrade to this release before advancing to future later releases.


Document your Custom Components

In order to determine the upgrade path for your situation, you should first assess the various components of your current custom work. You may print out inventory worksheets from Appendix A Custom Components to assist gathering this data.


Note  If your current Identity Manager installation has a large amount of custom work you should contact Sun Professional Services to assist in determining and executing your upgrade.

Custom File System Objects

Customized file system objects may need updating to function properly with later Identity Manager releases. Record any customized file system objects in your environment.

Modified JSPs

Later Identity Manager versions may have API changes. If you have modified JSPs in your installation you may have to update them when upgrading. Any JSP that was shipped with the product and changed during a deployment or a custom JSP that utilizes Identity Manager APIs needs to be updated to work with the new JSP structure and API changes for the target release.

waveset.properties File

Record any changes you have made to the default waveset.properties file.

wpmessages.properites File

Record any changes you have made to the default wpmessages.properties file.

Custom Adapters

Customized adapters may require a recompile depending on final Identity Manager version. All custom JAVA which utilizes Identity Manager APIs including custom Resource Adapters require a recompile when upgrading. Also consider other Java classes the utilize the Identity Manager library.

Style Sheets

Record any changes made to Identity Manager style sheets.

Custom Repository Objects

Customized repository objects may need sustaining to function properly with later Identity Manager releases. Record any customized repository objects in your environment.

Forms

Customized forms may need updating to take advantage of current product enhancements.

Workflows

Customized forms may need updating to take advantage of current product enhancements.

Email Templates

Customized email templates may need to be exported to take advantage of current product enhancements.

Custom Repository Schema

A schema change occurred with Identity Manager 4.1. If you are upgrading from versions earlier than 6.0, your schema requires an update.

Other Repository Objects

Record any other custom repository objects you have created or updated. You may have to export these to the later version after upgrading.



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