2.5 Recommended Driver Configuration Upgrade Procedure

This is Novell’s recommended driver configuration upgrade procedure. Make sure you do the procedure in a lab environment. The procedure can be performed in Designer or iManager.

2.5.1 Upgrading the Driver Configuration in Designer

The upgrade procedure has three different tasks that need to be completed:

Creating an Export of the Driver

Creating an export of the driver makes a backup of your current configuration. Make sure you have a backup before upgrading.

  1. Verify that your project in Designer has the most current version of your driver. For instructions, see Importing a Driver Set or Driver from the Identity Vault in Designer 2.1 for Identity Manager 3.5.1 .

  2. In the Modeler, right-click the driver line of the driver you are upgrading.

  3. Select Export to a Configuration File.

  4. Browse to a location to save the configuration file, then click Save.

  5. Click OK on the results page.

Overlay the New Driver Configuration File Over the Existing Driver

  1. In the Modeler, right-click the driver line of the driver you are upgrading.

  2. Select Run Configuration Wizard.

  3. Click Yes on the warning page.

    The warning is informing you that all of the driver setting and policies are reset.

    IMPORTANT:Make sure that your customized policies have different names, from the default policies, so you do not lose any data.

  4. Browse to and select the driver configuration for the driver are upgrading, then click Run.

  5. Specify the information for the driver, then click Next.

    There might be more than one page of information to specify.

  6. Click OK on the results page.

Restoring Custom Policies and Rules to the Driver

You can add policies into the policy set in two different ways:

Adding a Customized Policy Through the Outline View
  1. In the Outline view, select the upgraded driver to display the Policy Set view.

  2. Right-click the policy set where you need to restore the customized policy to the driver, then select New > From Copy.

  3. Browse to and select the customized policy, then click OK.

  4. Specify the name of the customized policy, then click OK.

  5. Click Yes in the file conflict message to save your project.

  6. After the Policy Builder opens the policy, verify that the information is correct in the copied policy.

  7. Repeat Step 2 through Step 6 for each customized policy you need to restore to the driver.

  8. Start the driver and test the driver.

  9. After you verify that the policies work, move the driver to the production environment.

Adding a Customized Policy Through the Show Policy Flow View
  1. In the Outline view, select the upgraded driver, then click the Show Policy Flow icon.

  2. Right-click the policy set where you need to restore the customized policy to the driver, then select Add Policy > Copy Existing.

  3. Browse to and select the customized policy, then click OK.

  4. Specify the name of the customized policy, then click OK.

  5. Click Yes in the file conflict message to save your project.

  6. After the Policy Builder opens the policy, verify that the information is correct in the copied policy.

  7. Repeat Step 2 through Step 6 for each customized policy you need to restore to the driver.

  8. Start the driver and test the driver.

  9. After you verify that the policies work, move the driver to the production environment.

2.5.2 Upgrading the Driver Configuration in iManager

The upgrade procedure has three different tasks that need to be completed:

Creating an Export of the Driver

Creating an export of the driver makes a backup of your current configuration. Make sure you have a backup before upgrading.

  1. In iManager, select Identity Manager > Identity Manager Overview.

  2. Click Search to find the Driver Set object that holds the driver you want to upgrade.

  3. Click the driver you want to upgrade, then click Export.

  4. Click Next, then select Export all contained policies, linked to the configuration or not.

  5. Click Next, then click Save As.

  6. Select Save to Disk, then click OK.

  7. Click Finish.

Overlaying the New Driver Configuration File Over the Existing Driver

  1. In iManager, select Identity Manager > Identity Manager Overview.

  2. Click Add Driver, then click Next on the New Driver Wizard page.

  3. Select the driver configuration you want to overlay, then click Next.

  4. In the Existing drivers field, browse to and select the driver you want to upgrade.

  5. Specify the information for the driver, the click Next.

  6. On the summary page, select Update everything about that driver and policy libraries.

    IMPORTANT:Make sure that any customized policies have a different name from the default, so you do not lose any data.

  7. Click Next, then click Finish on the Summary page.

Restoring Custom Policies and Rules Back to the Driver

  1. In iManager, select Identity Manager > Identity Manager Overview.

  2. Click Search to find the Driver Set object, then click the upgraded driver.

  3. Select the policy set where you need to restore the customized policy to the driver, then click Insert.

  4. Select Use an existing policy, then browse to and select the custom policy.

  5. Click OK, then click Close.

  6. Repeat Step 3 through Step 5 for each custom policy you need to restore to the driver.

  7. Start the driver and test the driver.

  8. After you verify that the policies work, move the driver to the production environment.