IMPORTANT: During in-place upgrade, when importing from the source database (Configuration and Management History database), the following database permissions are automatically migrated from the previously used (source) SQL database to the new (destination) SQL database:

  • Active Roles database users with associated permissions.

  • SQL logins mapped to Active Roles database users.

  • Roles.

The service account that is used for performing the in-place upgrade or the import or migration operation should have the following permissions in the SQL Server to perform the operation:

  • db_datareader fixed database role in the source database.

  • db_owner fixed database role and the default schema of dbo in the destination database.

  • sysadmin fixed server role in the destination database.

If a limited SQL access account is used for performing the in-place upgrade, a manual action is required to pre-create the new Active Roles databases. For more information, see Knowledge Base Article 4303098 on the One Identity Support Portal.

By default, the database users, permissions, logins, and roles are imported to the destination database. You can clear the Copy database users, permissions, logins, and roles check box in the following locations depending on the operation:

  • During in-place upgrade: in the Upgrade configuration window.

  • Importing configuration: Import Configuration > Source Database > Configure advanced database properties.

  • Importing management history: Import Management History > Source database > Configure advanced database properties.

Although this task looks similar to the task of importing configuration data, there are important differences:

  • Due to a much larger volume of management history data compared to configuration data, importing management history data takes much longer than importing configuration data.
  • As management history data has dependencies on configuration data (but not vice versa), configuration data must be imported first, and then management history data can be imported as needed.

Because of these considerations, Configuration Center provides a different wizard for importing management history. The distinctive features of the Import Management History wizard are as follows:

  • The wizard does not replace the existing data in the destination database. It only retrieves and upgrades management history records from the source database, and then adds the upgraded records to the destination database.
  • The wizard allows you to specify the date range for the management history records you want to import, so you can import only records that occurred within a particular time frame instead of importing all records at a time.
  • Canceling the wizard while the import operation is in progress does not cause you to lose the import results, so you can stop the import operation at any time. The records imported by the time that you cancel the wizard are retained in the destination database. If you start the wizard again, the wizard imports only records that were not imported earlier.

To start the Management History Import wizard, click Import Management History on the Administration Service page in the Configuration Center main window. The wizard prompts you to specify the Active Roles database from which you want to import the management history data (source database) and identifies the database of the current Administration Service to which the management history data will be imported (destination database), letting you choose the connection authentication mode (Windows authentication, SQL Server login, or Azure AD login) for each database. Then, the wizard lets you choose whether you want to import all management history records or only records within a certain date range, and performs the import operation. During the import operation, the wizard retrieves and upgrades management history records from the source database, and adds the upgraded records to the destination database.

For further information and step-by-step instructions, see “Importing management history data” in the Active Roles Quick Start Guide.