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

Plan a Recovery Strategy

Implement a recovery plan that lets you return to your original configuration. You cannot revert from a component upgrade or a migration.

Important! The most complete recovery plan is to back up entire image of each Policy Server and Web Agent host. We recommend this method.

If you do not want to back up the entire image of each system, do the following:

• Back up all Web Agent and Policy Server binaries. Most of these files are in the bin subdirectory where you installed the Policy Server and Web Agent.
• Back up the Web Agent configuration file (WebAgent.conf).

  If you intend to manage Agents centrally from an r12.0 SP2 Policy Server, give the Agent configuration file to the Policy Server administrator. The Administrator needs this file to create an Agent Configuration Object.

  Note: For more information about centrally managing Web Agents, see the Policy Server Configuration Guide.

• If you are migrating from r6.x, export the policy store in clear–text to a file using the smobjexport utility.

  Exporting the policy store in clear-text provides you with a record of encrypted information, such as shared secrets. You can use this information to troubleshoot problems. If your key store resides in the policy store, use the -k option with the smobjexport utility. This option includes keys with the exported information.

• If you are migrating from r12.0 SP1, export the policy store to a file using the XPSExport utility.
• Copy the r6.x or r12.x installation scripts, hot fixes, and service packs so you can re–install if necessary. You can download copies from the Technical Support site.