How many Policy Server and Agents are in your environment?

Use the Policy Server audit logs to determine the number.

What are the versions of the Policy Server and Agents?

Use the Policy Server audit logs to determine the versions.

Which Policy Servers are communicating with which Web Agents?

Use the Policy Server audit logs to determine this information.

What time of day do you encounter the least traffic at each site?

Review your web server logs and the Policy Server audit logs.

Are your Web Agents working in failover or round robin mode?

To maintain failover and round robin, refer to Limitations of 5.x and 6.x Mixed Environment.

Are you using single sign–on across the SiteMinder environment?

Refer to Managing Key Stores to Maintain Single Sign–on.

To maintain single sign-on, how do you want to upgrade key stores?

Refer to Managing Key Stores to Maintain Single Sign–on.

Are you using credential collectors for authentication schemes?

Refer to Use Forms, SSL, and NTLM Credential Collectors in a Mixed Environment to decide whether to use backward compatibility mode or create agent name mappings.

What third–party software requires an upgrade to work with SiteMinder 6.x? This includes operating systems, database software, and directory servers.

Go to the Technical Support site and search for the SiteMinder Platform Support Matrix for 6.0.

Do you have SiteMinder software customized by Professional Services?

Contact Customer Support for instructions.

Do you have access to SiteMinder 5.x documentation? This guide refers to procedures in the 5.x documentation.

Go to the Technical Support site to download the 5.x documentation.

Do you have customized files that may be overwritten by the upgrade?

Back up configured files, such as 5.x agent and Host configuration files, and Password Services templates.