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Active Roles 8.2.1 - Upgrade Guide

Creating sites based on old configuration objects

After you have installed and configured the Web Interface instance of the new Active Roles version, you can use Configuration Center to create Web Interface sites of the new version, importing site configuration data from the configuration objects used by your existing Web Interface sites of the earlier Active Roles version (see Identifying configuration objects). As a result, the new Web Interface sites will inherit all customizations that were made to the menus, commands, forms and other elements of your Web Interface sites of the earlier version.

To create a Web Interface site based on an old configuration object

  1. From the Windows Start menu, open the Active RolesConfiguration Center.

  2. In the Configuration Center main window, under Web Interface, click Manage Sites.

  3. On the Sites page, click Create to open the Web Interface Site.

  4. On the Web Application page, choose the IIS Web site to contain the web application that implements the Web Interface site, and specify an alias for that application.

    The alias defines the virtual path that is a part of the Web Interface site’s address. You can view the resulting address on the Web Application page.

  5. Click Next to proceed to the Configuration page.

  6. From the list on the Configuration page, select the Import from an existing configuration option.

  7. Complete the fields on the Configuration page:

    1. In the Configuration name field, supply the name of the configuration object for the new Web Interface site. You can accept the default name.

    2. The wizard will create a configuration object with the specified name, and import configuration data to that object.

    3. From the list in the Configuration to import box, select the name of the configuration object from which to import the configuration data.

    This must be the name of the configuration object used by one of your existing Web Interface sites of the earlier Active Roles version (see Identifying configuration objects).

  8. Click the Create button, and wait while the wizard creates the new Web Interface site.

Perform these steps for each of your Web Interface sites of the earlier version, selecting the appropriate object name in Step 7b.

Deleting default Web Interface sites

After you created the Web Interface sites of the new version that inherit the configuration of your Web Interface sites of the earlier version, you can delete the default Web Interface sites that were created by the initial configuration of the Web Interface. For more information, see Initial configuration of the Web Interface in the Active Roles Installation Guide.

To delete the default Web Interface sites

  1. From the Windows Start menu, open the Active RolesConfiguration Center.

  2. In the Configuration Center main window, under Web Interface, click Manage Sites.

  3. On the Sites page, select the default Web Interface sites one by one and click Delete.

    You can identify the default Web Interface sites by the name in the Configuration column:

    • Site for Administrators (8.2.1) indicates the default site for administrators.

    • Site for HelpDesk (8.2.1) indicates the default site for helpdesk.

    • Site for Self-Administration (8.2.1) indicates the default site for self-administration.

Upgrading the Active Roles Synchronization Service

If you have sync workflows configured and run by Quick Connect (the predecessor of Synchronization Service), or earlier versions of Active Roles Synchronization Service, then you can transfer those sync workflows to the current version of Active Roles Synchronization Service.

You can transfer sync workflows from the following Quick Connect or Active Roles Synchronization Service versions:

  • Quick Connect for Active Directory 6.1

  • Quick Connect for AS400 1.4

  • Quick Connect for Base Systems 2.4

  • Quick Connect for Cloud Services 3.7

  • Quick Connect for RACF 1.3

  • Quick Connect Sync Engine 5.5 and 6.1

  • Synchronization Service 7.5 and later

For more information, see Transferring sync workflows from Quick Connect in the Active Roles Synchronization Service Administration Guide.

Upgrading other components

This section covers upgrade options for the following components of Active Roles:

  • Management Shell

  • ADSI Provider

  • SDK

  • Collector and Report Pack

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