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.

NOTE: Depending on the infrastructure, the import operation may take several minutes to complete.

The task of importing configuration data arises when you upgrade the Administration Service. In this case, you need to transfer the Active Roles configuration data from the database used by your Administration Service of the earlier version to the database used by your Administration Service of the new version. To perform this task, click Import configuration on the Administration Service page in the Configuration Center main window, and follow the steps in the Import configuration wizard that appears.

The Import configuration wizard prompts you to specify the Active Roles database from which you want to import the configuration data (source database) and identifies the database of the current Administration Service to which the configuration 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.

The Add-on advisor page displays all the pre-installed add-ons for the earlier version of Active Roles. These Add-ons must be uninstalled manually from the earlier version using the Active Roles Add-on Manager and from the system where ever applicable, before continuing configuration import.

The Services association page displays options to configure the Administration services for executing Dynamic Groups, Group Families, and Scheduled tasks. You can choose to run the Services association immediately or Schedule Service association.

NOTE: If Services association is scheduled at a certain time and the upgrade/import operation is still in progress or completes after the Services association scheduled time, the services are not associated. You have to run the built-in scheduled task Update Services To ExecuteOn from the Active Roles console to manually associate the Services.

To ensure Dynamic Groups, Group Families, and Scheduled tasks continue to function after an import the installation configures the new Active Roles server as the executing server for the tasks mentioned above. The configuration mentioned in the Services association page runs after an upgrade.

NOTE:

  • Alternatively, Services association can be performed any time using the template workflow Update Services To Execute On available in the built-in Workflow Container. The parameters in the script used by the workflow can be configured to the required administration services, such as, Dynamic Group Service, Group Family Service, Scheduled Task Service. You can select the administration service from the drop-down list. The drop-down list displays all the currently running administration services that are connected to the current configuration database. If the parameter value is not selected, then the current administration service is used.
  • Services association does not update certain scheduled tasks, For example, scheduled tasks that cannot be edited (Managed Object Counter) or scheduled tasks that are set to All servers option.

After successfully uninstalling the add-ons, the wizard performs the import operation. During the import operation, the wizard retrieves and upgrades the data from the source database, and replaces the data in the destination database with the upgraded data from the source database.

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