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:
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.
Determine if r12.0 SP3 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 SP3 Platform Support Matrix on the Technical Support site.
Determine the current state of your SiteMinder environment and when it is the best time to update each component.
List the individual SiteMinder components that you plan on upgrading and identify where each component is being hosted.
Back up your existing components in the case you experience problems during the migration.
Determine the individual component upgrade paths supported by a migration.
Develop an understanding of mixed mode support.
Develop a strategy to performance test the environment when the migration is complete.
Analyze your SiteMinder environment to determine the complexity of your migration. Consider the following questions:
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Question |
Recommendation |
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How many Policy Server and Agents running in your environment? |
Use the Policy Server audit logs to determine the number. |
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What are the versions of the Policy Server and Agents? |
Use the Policy Server audit logs to determine the versions. |
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Which Policy Servers are communicating with which Web Agents? |
Use the Policy Server audit logs to determine this information. |
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What time of day do you encounter the least traffic at each site? |
Review your web server logs and the Policy Server audit logs. |
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Are your Web Agents working in failover or round robin mode? |
To maintain failover and round robin, refer to Mixed SiteMinder Environments. |
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Are you using single sign–on across the SiteMinder environment? |
See this guide for more information about maintaining single sign–on. |
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Are you using credential collectors for authentication schemes? |
See the Web Agent Configuration Guide for more information about using credential collectors in a mixed environment. |
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Does r12.0 SP3 support your third–party hardware and software? |
See the SiteMinder r12.0 SP3 Platform Support Matrix on the Technical Support Site. |
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Do you have SiteMinder software that Professional Services customized? |
Contact Customer Support for instructions. |
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Do you have access to previous versions of SiteMinder documentation? This guide refers to the previous SiteMinder documentation. |
Locate the SiteMinder documentation on the Technical Support Site. |
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Do you have any customized files that can be overwritten by the upgrade? |
Back up customized files before beginning the migration. |
The following figure shows SiteMinder components to consider before upgrading:
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