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Identity Manager 8.0 - Installation Guide

About this Guide One Identity Manager Overview Installation Prerequisites Installing the One Identity Manager Installing and Configuring the One Identity Manager Service Updating the One Identity Manager Installing and Updating a One Identity Manager Application Server Installing, Configuring and Maintaining the Web Portal Installing the Operations Support Web Portal Installing and Updating the Manager Web Application Logging into One Identity Manager Tools Troubleshooting Appendix: One Identity Manager Authentication Modules Appendix: Creating a One Identity Manager Database for a Test or Development Environment from a Database Backup Appendix: Manager Web Application Extended Configuration Appendix: Machine Roles and Installation Packages Appendix: Settings for a New SQL Server Database

Updating the One Identity Manager Database

Updating the One Identity Manager Database

Automatic version control is integrated into the One Identity Manager, ensuring that One Identity Manager components are always consistent with each other and with the database. If program extensions that change the structure are implemented, for example, table extensions, the database needs to be updated.

You need to update the database if hotfixes and service packs for your installed version of the One Identity Manager are available or complete version updates. In addition, you are repeatedly required to transfer custom changes from a development database into the live database.

The One Identity Manager schema is customized by loading so-called ‘transport packages’. One Identity Manager recognizes the following types of transport packages that can be copied to the database depending on requirements.

IMPORTANT: Test changes in a test system before you load a transport package in a productive system.

Table 33: Transport Package
Transport Package Type Description Tool Used

Migration package

Migration packages are provided by for the initial database schema installation, for service pack and complete version updates. A migration package contains all the necessary tables, data types, database procedures and the default One Identity Manager configuration.

Configuration Wizard

Hotfix package

Hotfix packages are provided to load individual corrections to the default configuration such as templates, scripts, processes or files into the database.

NOTE: If a hotfix only contains modified files, load these files into the database using the "Software Loader" program.

Database Transporter

Software Loader

Custom configuration package

A custom configuration package is used to exchange customer specific changes between the development, test and productive system database. This transport package is created by the customer and loaded into the database.

Database Transporter

NOTE: If more custom configuration adjustments are made to a One Identity Manager database, then create a custom configuration package and import this transport package in the target database with the Database Transporter. There is no support for merging a hotfix package with a custom configuration package into one transport package.

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Updating the One Identity Manager Database with the Configuration Wizard

Updating the One Identity Manager Database with the Configuration Wizard

IMPORTANT: Test changes in a test system before you load a migration package in a productive system.

Use the Configuration Wizard to update the One Identity Manager database if you have received a service pack or complete version update.

The program "Configuration Wizard" updates the database depending on the current version of the One Identity Manager database and transfers the actual version into the version history.

During the update, calculation tasks are queued in the database. These are processed by the DBQueue Processor. Processing calculation tasks may take some time depending on the amount of data and system performance. This is particularly the case, if you save large amounts of historical data in the One Identity Manager database such as change data or data from process handling. Therefore, ensure that you have configured an appropriate procedure for archiving the data before you update the database. For more information about archiving data, see the One Identity Manager Data Archiving Administration Guide.

NOTE: Always start the Configuration Wizard on an administrative workstation!

IMPORTANT: Ensure that the administrative system user who is going to compile the database, has a password, before you update the One Identity Manager schema to version 8.0. Otherwise the schema update cannot be completed successfully.
Detailed information about this topic

Updating the SQL Server Database

Updating the SQL Server Database

Use the Configuration Wizard to update the One Identity Manager database if you have received a service pack or complete version update.

NOTE:

  • The database is updated in single-user mode. Disconnect all existing database connection before starting migration.
  • After the update has completed, the database is automatically switched to multiuser mode. If it is not possible, you receive a message in which you can manually switch to multiuser mode.
  • You may experience problems activating single-user mode when using database mirroring.

NOTE: Always start the Configuration Wizard on an administrative workstation!

IMPORTANT: Ensure that the administrative system user who is going to compile the database, has a password, before you update the One Identity Manager schema to version 8.0. Otherwise the schema update cannot be completed successfully.

To update a database

  1. Start the Configuration Wizard.
  2. Select the option Update database on the Configuration Wizard's start page.
  3. Select the database and install directory on the Select database page.
    1. Select the database from the list in "Select connection".

      - OR -

      Select the SQL Server database system under Add new connection and enter the database connection data.

      Table 34: SQL Server Database Connection Data
      Data Description

      Server

      Database server.

      Windows authentication

      Specifies whether Windows authentication is used.

      This type of authentication is not recommended. If you decide to use it anyway, ensure that your environment supports Windows authentication.

      User

      Database user.

      Password

      Database user password.

      Database

      Database.

      NOTE: Use Extended to make further changes to the database connection configuration settings.

    2. Select the directory with the installation files in the "Installation source" section.

  4. Configuration modules and version information are shown in the Product description page.

    1. Select the module you want to update.
    2. Confirm that you have an up-to-date backup of database.
    3. Set the option Add other modules to select other modules.
  5. Select the additional module on the Select configuration modules page.

    NOTE: This page is only shown if you set the option Add more modules.

    NOTE: If you add more modules, your custom administrative users obtain the permissions for this module.

  6. Other users with existing connections to the database are displayed on the Active sessions page.

    • Disconnect the connections on order to start database processing.
  7. Error that prevent processing the database are displayed on the Database check page. Correct the error before you continue updating.

  8. The installation steps are shown in the Processing database page. Installation and configuration of the database is automatically carried out by the Configuration Wizard.

    TIP: Set the option Advanced to obtain detailed information about processing steps and the migration log.

    1. You must login as an administrative user to compile the system.
      • Enter a user name and password for the administrative system user.
      • Click Log in.
    2. Once processing is complete, click Next.
  9. You can configure the vendor notification on the page, Configure vendor notification.

    If vendor notification is enabled, One Identity Manager generates a list of system settings once a month and sends it to One Identity. This list does not contain any personal data. The list will be reviewed by our customer support team who will look for material changes in a proactive effort to identify potential issues before they materialize on your system. The lists may be used by our R&D staff for analysis, diagnosis, and replication for testing purposes. We will keep and refer to this information for as long as your company remains on support for this product.

    1. To use the function, set the option Enable vendor notification and enter your company's contact email address in Email address for contact.

      The email address is used as the sender address for notifying vendors.

    2. Set the option Disable vendor notification if you do not want to use this functionality.
  10. Click Finish on the last page of the Configuration Wizard.
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Updating the Oracle Database user

Updating the Oracle Database user

Use the Configuration Wizard to update the One Identity Manager database if you have received a service pack or complete version update.

NOTE: Always start the Configuration Wizard on an administrative workstation!

IMPORTANT: Ensure that the administrative system user who is going to compile the database, has a password, before you update the One Identity Manager schema to version 8.0. Otherwise the schema update cannot be completed successfully.

To update a database user

  1. Start the Configuration Wizard.
  2. Select the option Update database on the Configuration Wizard's start page.
  3. Select the database and install directory on the Select database page.
    1. Select the database from the list in "Select connection".

      - OR -

      Select the Oracle Database database system under Add new connection and enter the database connection data.

      Table 35: Oracle Database Connection Data
      Data Description
      Direct access (without Oracle client) Set this option for direct access.

      Deactivate this option for access via Oracle Clients.

      Which connection data is required, depends on how this option is set.

      Server Database server.
      Port Oracle instance port.
      Service name Service name.
      User Oracle database user.
      Password Database user password.
      Data source TNS alias name from TNSNames.ora.

      NOTE: Use Extended to make further changes to the database connection configuration settings.

    2. Select the directory with the installation files in the "Installation source" section.

  4. Configuration modules and version information are shown in the Product description page.

    1. Select the module you want to update.
    2. Confirm that you have an up-to-date backup of database.
    3. Set the option Add other modules to select other modules.
  5. Select the additional module on the Select configuration modules page.

    NOTE: This page is only shown if you set the option Add more modules.

    NOTE: If you add more modules, your custom administrative users obtain the permissions for this module.

  6. Other users with existing connections to the database are displayed on the Active sessions page.

    • Disconnect the connections on order to start database processing.
  7. Error that prevent processing the database are displayed on the Database check page. Correct the error before you continue updating.

  8. The installation steps are shown in the Processing database page. Installation and configuration of the database is automatically carried out by the Configuration Wizard.

    TIP: Set the option Advanced to obtain detailed information about processing steps and the migration log.

    1. You must login as an administrative user to compile the system.
      • Enter a user name and password for the administrative system user.
      • Click Log in.
    2. Once processing is complete, click Next.
  9. You can configure the vendor notification on the page, Configure vendor notification.

    If vendor notification is enabled, One Identity Manager generates a list of system settings once a month and sends it to One Identity. This list does not contain any personal data. The list will be reviewed by our customer support team who will look for material changes in a proactive effort to identify potential issues before they materialize on your system. The lists may be used by our R&D staff for analysis, diagnosis, and replication for testing purposes. We will keep and refer to this information for as long as your company remains on support for this product.

    1. To use the function, set the option Enable vendor notification and enter your company's contact email address in Email address for contact.

      The email address is used as the sender address for notifying vendors.

    2. Set the option Disable vendor notification if you do not want to use this functionality.
  10. Click Finish on the last page of the Configuration Wizard.

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