13.2 Creating a Backup of the Current Configuration

Before upgrading, it is important to create a backup of the current configuration of your Identity Manager system. There are no additional steps required if you are using the User Application. All User Application configuration is stored in the User Application driver. There are two ways to create a backup:

13.2.1 Ensuring that Your Designer Project is Current

A Designer project contains the schema and all driver configuration information. Creating a project of your Identity Manager solution allows you to export all of the driver in one step instead of creating a separate export file for each driver.

Exporting the Current Project

If you already have a Designer project, verify that the information in the project is synchronized with what is in the Identity Vault:

  1. In Designer, open your project.

  2. In the Modeler, right-click the Identity Vault, then select Live > Compare.

  3. Evaluate the project and reconcile any differences, then click OK.

    For more information, see Using the Compare Feature When Deploying in Designer 4.0 for Identity Manager 4.0 Administration Guide.

  4. On the toolbar, select Project > Export.

  5. Click Select All to select all resources to export.

  6. Select where to save the project and in what format, then click Finish.

    Save the project in any location, other than the current workspace. When you upgrade to Designer, you must create a new workspace location. For more information, see Exporting a Project in Designer 4.0 for Identity Manager 4.0 Administration Guide.

Creating a New Project from the Identity Vault

If you don't have a Designer project of your Identity Manager solution, use the following procedure:

  1. Install Designer 3.5.

    You can create a Identity Manager 3.6.x project with Designer 3.5. For more information, see Section 7.2, Installing Designer.

  2. Launch Designer, then specify a location for your workspace.

  3. Select whether you want to check for online updates, then click OK.

  4. On the Welcome page, click Run Designer.

  5. On the toolbar, select Project > Import Project > Identity Vault.

  6. Specify a name for the project, then either use the default location for your project or select a different location.

  7. Click Next.

  8. Specify the Identity Vault connection information:

    • Host Name: Specify the IP address or DNS name of the Identity Vault server.

    • User name: Specify the DN of the user used to authenticate to the Identity Vault.

    • Password: Specify the password of the authentication user.

  9. Click Next.

  10. Leave the Identity Vault Schema and the Default Notification Collection selected.

  11. Expand the Default Notification Collection, then deselect the languages you don’t need.

    The Default Notification Collections are translated into many different languages. You can import all languages or select only the languages that you use.

  12. Click Browse, then browse to and select a driver set to import.

  13. Repeat Step 12 for each driver set in this Identity Vault, then click Finish.

  14. Click OK after the project is imported.

  15. If you only have one Identity Vault, you are finished. If you have multiple Identity Vaults, proceed with Step 16.

  16. Click Live > Import on the toolbar.

  17. Repeat Step 8 through Step 14 for each additional Identity Vault.

13.2.2 Creating an Export of the Drivers

Creating an export of the drivers makes a backup of your current configuration.

Using Designer to Create an Export of the Driver

  1. Verify that your project in Designer has the most current version of your driver. For instructions, see Importing a Library, a Driver Set, or a Driver from the Identity Vault in the Designer 4.0 for Identity Manager 4.0 Administration Guide.

  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.

  6. Repeat Step 1 through Step 5 for each driver.

Using iManager to Create an Export of the Driver

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

  2. Browse to and select the location in the tree to search for Driver Set objects, then click the search icon Search icon.

  3. Click the Driver Set object that holds the driver you want to upgrade.

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

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

  6. Click Next, then click Save As.

  7. Select Save to Disk, then click OK.

  8. Click Finish.

  9. Repeat Step 1 through Step 8 for each driver.