Migrating the Core Framework to SaaS

1. Register a SaaS tenant (30 minutes)

• Associate customer AzureAD directory authentication with identitypanel.uk (or stage or mimdevtest)

2. Go through the initial setup walk-through as far as completing security settings (15 minutes)

3. Upload provider configuration JSON settings (15 minutes)

• Remove any passwords – values that start with “ec:” from the JSON file prior to upload. They will need to be reset manually post upload

4. Remove existing Panel Service installations and purge installation folders (1 hour)

• Backup config.json files
• Uninstall Panel Tools
• Delete Panel Tools installation folder (it is not necessary to remove the windows service registration)
• Install Panel Service from SaaS environment on each server which requires it
• Validate that Panel Tool can run interactively on each server in the context of the Panel Service account

RESOLUTION:

• Troubleshoot any connectivity or authentication issues.
• If Azure integrated authentication fails, direct entry of SCRAM password may be required.
• It may be necessary to grant logon interactive or logon as batch job permissions
• Ensure Panel Check is configured and that the Panel Check service account (if different from Panel Service) has a SCRAM token established

5. IF MIGRATING DATA: (6 hours)

• Export on-premise database using mongodump.exe (see backup and restore procedure)
• Provide database dump files to SoftwareIDM (e.g. via ftp share or thumbdrive)
• Wait for SoftwareIDM to import Identity data in SaaS environment
• Validate that time-traveler data is present

RESOLUTION:

• Re-activate on-premise panel service configuration by restoring backed up config.json files
• Post-mortem on data transfer failure, reschedule of transfer procedure

6. Perform a full scan of each data provider (1-6 hours)

7. Upload all other JSON settings sections (1 hour, may be done in parallel with step 7)

8. Validation: Ensure expected schedules, health checks, and workflow are operational (30 minutes)

9. Validation: Build any existing reports and ensure they render correctly (30 minutes)

RESOLUTION:

• Manually review settings and ensure any environment variables and/or passwords are set correctly