Installation and Upgrade Guides › SiteMinder Upgrade Guide › Planning an Upgrade › How to Plan a Migration

How to Plan a Migration

Migrating a complex SiteMinder environment involves many component upgrades before the environment is upgraded. A migration strategy is critical so that the migration is completed efficiently and without exposing sensitive resources to security risks or downtime.

A migration strategy can consist of the following:

• A test environment

  Perform a test migration to become familiar with the process. A test migration can help you identify, troubleshoot, and avoid issues that can bring down mission-critical resources when you migrate a production environment.

• Current third-party products and hardware

  Determine if r12.0 SP2 supports your current third-party products and hardware.

  Note: For a list of supported CA and third-party components, refer to the SiteMinder r12.0 SP2 Platform Support Matrix on the Technical Support site.

• A site analysis

  Determine the current state of your SiteMinder environment and when it is the best time to update each component.

• SiteMinder Components

  List the individual SiteMinder components that you plan on upgrading and identify where each component is being hosted.

• A recovery plan

  Back up your existing components in the case you experience problems during the migration.

• Upgrade paths

  Determine the individual component upgrade paths supported by a migration.

• Mixed–mode support

  Develop an understanding of mixed mode support.

• Performance testing

  Develop a strategy to performance test the environment when the migration is complete.