Active Roles 8.2 - Best Practices Guide

Introduction Installing and upgrading Active Roles

SQL database options Active Roles Web Interface topologies Active Roles client components Multi-factor authentication and two-factor authentication support Integration with other One Identity and Quest products Customization support

General best practices

Minimum permissions Active Roles service recovery Establishing a baseline or benchmark Active Roles deployment considerations Custom scripts Management History and Report Pack use cases

Management History considerations Report Pack considerations

Job Server

Example: Using a job server for Active Roles Synchronization Service Configuring Active Roles to handle real-time dynamic group updates

Performance bottlenecks

Known performance issues and workarounds Active Roles Synchronization Service connector performance SQL Server considerations Performance issues that are affecting only Active Roles Virtual Attributes Other Windows host configuration considerations Latency to the environment Clearing obsolete cached information Handling obsolete and incompatible external components Preventing high CPU usage when running the Dynamic Group Updater scheduled task Common SQL bottlenecks Common memory bottlenecks Hard drive space bottlenecks CPU, network, third-party integration and Azure integration bottlenecks

Troubleshooting

Introduction

The Active Roles Best Practices Guide describes best practices for core Active Roles product functionalities. This document is intended for general use, because Active Roles environments have different requirements and their functionality can extend beyond the scope of the best practices listed in this document.

Installing and upgrading Active Roles

IMPORTANT: Before installing Active Roles, see System requirements in the Active Roles Release Notes to ensure that all hardware and software components meet the minimum requirements. Failure to do so can result in an unsupported configuration.

The minimum requirements for Active Roles core components only list the necessary requirements for basic Active Roles functionality. When installing Active Roles, also consider the operating system and any other software installed on the system as well.

For example, an operating system with IIS installed requires 4 GB of RAM. Active Roles with all components installed requires an additional 10 GB of RAM. That total minimum is 14 GB.

Third-party add-ons or custom scripting also require additional memory.

Supported upgrade paths

CAUTION: Upgrading from an unsupported version can result in a loss of functionality.

The supported upgrade paths can change with each version of Active Roles. For more information, see Upgrade and installation instructions in the Active Roles Release Notes.

Upgrading Active Roles

Installing and upgrading Active Roles > Upgrading Active Roles

In addition to the Active Roles system requirements, check the following:

Make sure that any third-party components or add-ons, for example Safeguard Authentication Services, are compatible with the version of Active Roles that you are upgrading to. Refer to the documentation of those components and add-ons before proceeding with an upgrade.
Custom solutions provided by One Identity Professional Services might be version specific. Refer to any provided documentation or consult One Identity Professional Services before proceeding with an upgrade.
Test any other customizations in a lab or staging environment before upgrading.

TIP: One Identity recommends to test upgrading in a staging environment before upgrading in production.

You can upgrade Active Roles in two ways:

By performing an in-place upgrade. In this case, you install the new Active Roles version on top of an existing installation, providing a quick turnaround for service availability.
By performing a clean installation, then importing the configuration data. This allows you to fall back to the previous version if you experience any problems with the new Active Roles version.

Whichever option you choose, make sure to do the following:

Perform the upgrade as the existing Active Roles service account.
Follow the upgrade steps described in the Active Roles Upgrade Guide.

NOTE: Active Roles cannot communicate with older versions of SQL. Therefore, if the source Configuration database or Management History database resides on an older version of SQL, first copy the database to a supported version.

Active Roles topology

Active Roles can either run as a single instance or as multiple instances of the Active Roles service. When running multiple instances, you can configure the Active Roles servers to use the same SQL databases or take advantage of distributed SQL technologies.

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