VIDEO: How to upgrade from Password Manager 5.6.x or 5.7.0 to 5.7.1 or 5.8.2 (238296)

VIDEO: How to upgrade from Password Manager 5.6.x or 5.7.0 to 5.7.1 or 5.8.2

How to upgrade from Password Manager 5.6.x or 5.7.0 to 5.7.1 or 5.8.2.

While this video demonstrates 5.7.1, the same steps apply to 5.8.2.

NOTES & REFERENCES:

1. Export the configuration before upgrading:

1. Connect to the PM Administration site
2. On the menu bar, click General Settings
3. Click Import/Export Settings
4. On the Import/Export Configuration Settings page, select the Export configuration
   settings option. Important note:  make note of the password used. 
5. Click Export to save the configuration file

2. Remove the existing installation.

3. Once uninstalled remove the hidden files used by Password Manager to store the configuration data, located on the Password Manager server under C:\ProgramData\Dell\Password Manager.

4.  Install Password Manager 5.7.1. or 5.8.2

5. Import the settings collected in step 1:

1. Connect to the PM Administration site
2. On the menu bar, click General Settings
3. Click Import/Export Settings
4. Select to import the settings
5. Browse to the export file from step 1 and enter the password
6. Import

6. Confirm that the settings from the previous version have been successfully imported by reviewing the configuration in the Admin site.

NOTE:  If you have already installed the security patch from KB 213268 that was released for 5.6.2 and 5.6.3, the upgrade is now complete.  However if you have not applied the security patch please continue with the upgrade process.

7.  Refresh the internal configuration file by making a small change within the PMAdmin site.

8.  Now that the internal configuration file has been updated by 5.7.1/ 5.8.2, please create another Export file which can be used for backup as well as for the Migration wizard. 

     NOTE: The password is auto generated on every visit to this page. Write down this password for the Export.

9.  Run the Migration Wizard to update the user’s profile to match the new encryption.
  NOTE: The Migration Wizard MUST be run as the Password Manager service account.

1. Under the ‘Password Manager’ tab go to the ‘Additional Components’ section and double click on the ‘Migration Wizard‘ link.
2. Click on ‘Update users’ Q&A profiles with new instance settings”
3. Browse for the file with the export settings enter the password and click ‘Next’.
4. Select the group(s) and ‘Save’ and ‘Next’
5. At this point the option is to either update the Q&A profiles in ‘Test Mode’ which gives the opportunity to preview the results of updating the profiles before committing the changes to AD or else the update can be done without the option to preview.
6. Click ‘Next’
7. If the preview option was chosen then view the report and once satisfied click on ‘Update Q&A profiles in production mode’
8. Finish

10.  Navigate to the PMUser site and test that a user can reset their password.

*If you use the Password Policy manager, please see: 

https://support.oneidentity.com/kb/259462

for instructions on upgrading the password policy.

If you use the Secure Password extension (SPE) please see:

https://support.oneidentity.com/kb/187015

As mentioned in the video, please see the following solution on how to upgrade to 5.8 from older versions of Password Manager: https://support.oneidentity.com/password-manager/kb/238296/video-how-to-upgrade-from-password-manager-5-6-x-to-5-7-1-238296-