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:
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.
If you already have a Designer project, verify that the information in the project is synchronized with what is in the Identity Vault:
In Designer, open your project.
In the Modeler, right-click the Identity Vault, then select.
Evaluate the project and reconcile any differences, then click.
For more information, see Designer 4.0 for Identity Manager 4.0 Administration Guide.
On the toolbar, select.
Clickto select all resources to export.
Select where to save the project and in what format, then click.
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 Designer 4.0 for Identity Manager 4.0 Administration Guide.
If you don't have a Designer project of your Identity Manager solution, use the following procedure:
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.
Launch Designer, then specify a location for your workspace.
Select whether you want to check for online updates, then click.
On the Welcome page, click.
On the toolbar, select.
Specify a name for the project, then either use the default location for your project or select a different location.
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.
Leave the Identity Vault Schema and the Default Notification Collection selected.
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.
Click, then browse to and select a driver set to import.
Repeat Step 12 for each driver set in this Identity Vault, then click .
Clickafter the project is imported.
If you only have one Identity Vault, you are finished. If you have multiple Identity Vaults, proceed with Step 16.
Clickon the toolbar.
Creating an export of the drivers makes a backup of your current configuration.
Verify that your project in Designer has the most current version of your driver. For instructions, see Designer 4.0 for Identity Manager 4.0 Administration Guide.
In the Modeler, right-click the driver line of the driver you are upgrading.
Browse to a location to save the configuration file, then click.
Clickon the results page.
In iManager, select.
Browse to and select the location in the tree to search for Driver Set objects, then click the search icon .
Click the Driver Set object that holds the driver you want to upgrade.
Click the driver you want to upgrade, then click.
Click, then select .
Click, then click .
Select, then click .