How to upgrade Quick Connect to the Active Roles Synchronization Service? (226332)

Upgrade from Quick Connect

If you have synchronization workflows configured and run by Quick Connect, a predecessor of Synchronization Service, then you can transfer those synchronization workflows to Active Roles and have them run by Synchronization Service. You can transfer synchronization workflows from the following Quick Connect versions:

• Quick Connect Sync Engine 5.2.0, 5.3.0 or 5.4.0

• Quick Connect Express for Active Directory 5.3.0, 5.4.0, 5.4.1 or 5.5.0Dell Active Roles 7.0

• Quick Connect for Cloud Services 3.3.0, 3.4.0 or 3.5.0

• Quick Connect for Base Systems 2.2.0 or 2.3.0

Limitations

Synchronization Service Versions 7.3.3 and earlier are unable to run synchronization workflows that employ connections to the following systems:

• ActiveRoles Sever 6.5
• Google Apps • Google Postini Services
• IBM DB2
• IBM Lotus Domino
• IBM Lotus Notes
• LDAP directory service
• MySQL Database
• Novell eDirectory
• ODBC-compliant data source
• OpenDS directory service
• OpenLDAP directory service
• Oracle Database
• Oracle User Accounts
• PeopleSoft HCM
• Red Hat Directory Server
• Salesforce
• SAP Systems
• ServiceNow
• Sun One Directory Server
• Workday

If you need to synchronize data held in these systems, then you should continue using Quick Connect. This limitation is because not all connectors provided by Quick Connect are included with Synchronization Service.

As of Synchronization Service versions 7.4.1 and later, support for the following connected systems have been added:

(Note: Any connectors listed in the list above that are not part of the following list remain unavailable regardless of version)

• MySQL
• OpenLDAP
• IBM DB2
• Salesforce
• ServiceNow
• RACF

Upgrade steps

Perform the following steps to transfer synchronization workflows from Quick Connect to Synchronization Service:

1) Install Synchronization Service.

You can install Synchronization Service on the computer running Quick Connect or on a different computer. For installation instructions, see Step 1: Install Synchronization Service in the Synchronization Service Administrator Guide.

2) Configure Synchronization Service to use a new database for storing configuration settings and synchronization data.

To perform this step, use the Configuration Wizard that appears when you start the Synchronization Service Administration Console the first time after you install Synchronization Service. For detailed instructions, see Step 2: Configure Synchronization Service in the Synchronization Service Administrator Guide.

3) Import configuration settings from Quick Connect to Synchronization Service.

Before you proceed with this step, it is highly advisable to disable the scheduled workflows and mapping operations in Quick Connect. You can resume the scheduled workflows and mapping operations after you complete this step.

To import configuration settings:

a) On the computer where you have installed Synchronization Service, start the Synchronization Service Administration Console.

b) In the upper right corner of the Administration Console window, click the gear icon, and then click Import Configuration.

c) In the wizard that appears, select the version of Quick Connect Sync Engine used by your Quick Connect version from which you want to import the configuration settings.

Optionally, you can select the Import sync history check box to import the sync history along with the configuration settings.

d) Follow the steps in the wizard to complete the import operation.

If the synchronization data you want to import is stored separately from the configuration settings, then, on the Specify source SQL Server databases step, select the Import sync data from the specified database check box, and specify the database.

4) Retype access passwords in the connections that were imported from Quick Connect.

You need to retype access passwords in the imported connections because, for security reasons, the import of configuration settings does not retrieve the encrypted passwords from Quick Connect. Use the Synchronization Service Administration Console to make changes to each connection as appropriate, depending upon the data system to which the connection applies. For instructions on how to modify connections, see External data systems supported out of the box in the Synchronization Service Administrator Guide.

5) If your synchronization workflows involve synchronization of passwords, then you need to install the new version of Capture Agent on your domain controllers. For installation instructions, see Managing Capture Agent in the Synchronization Service Administrator Guide.

The new version of Capture Agent replaces the old version. However, as the new version supports both Synchronization Service and Quick Connect, you do not lose the password synchronization functions of Quick Connect after you upgrade Capture Agent.