Plan the migration from your test environment to your
production environment.
Proper setup of Microsoft Identity Integration Server 2003 in your
test lab and careful planning of your migration from test lab to
production is essential to minimizing deployment problems. It is
recommended that you use a small test environment, in order to not
waste time processing thousands of objects when you test new rules.
For detailed documentation, refer to the Microsoft Identity Integration Server 2003 Technical Library on the Microsoft Web site.
(http://www.microsoft.com/)
Back up your initial test environment.
After installing Microsoft Identity Integration Server 2003
and creating your management agents, back up the Microsoft Identity Integration Server 2003 SQL Server 2000 database. Then, you can recreate a fresh test
environment at any time by loading the backup database.
Important
If you have made any modifications to any of the management
agent rules or the metaverse rules since the last backup, those
modifications are not saved. Back up the Microsoft Identity Integration Server 2003 SQL Server 2000 every
time you modify your rules.
Back up your encryption keys.
After installing Microsoft Identity Integration Server 2003,
make a backup copy of the encryption keys. You need a copy of the
encryption keys to restore from a back up, or to change the
Microsoft Identity Integration Server 2003 service account. For more
information, see MIISkmu: Encryption key
management tool.
Install Microsoft Identity Integration Server 2003 and
SQL Server 2000 in the same domain.
During Microsoft Identity Integration Server 2003 Setup, the
remote database access depends on the access rights of the current
logon account that you are using to run Setup. Ensure that the
server running Windows Server 2003, Enterprise Edition that
hosts Microsoft Identity Integration Server 2003 and the server
that hosts SQL Server 2000 are in the same
domain and that the account that you are using to run Setup has
access rights to the server that hosts SQL Server 2000.
Set access rights if SQL Server 2000 is
installed on a remote server.
If you install SQL Server 2000 on a
remote computer, that is, on a different computer than the one
running Microsoft Identity Integration Server 2003, be sure that the
policy for the SQL Server 2000 service
account allows users access to that computer from the network. If
access is not allowed, Microsoft Identity Integration Server 2003
setup will fail.
Note
If you install SQL Server 2000 on a
remote computer and allow network access to the remote computer,
you will receive a security warning from Microsoft Identity Integration Server 2003 setup. For this scenario, the warning can be
ignored.
Specify the TCP/IP port for a remote server running
SQL Server 2000.
If the SQL Server 2000 instance that
you specify during Microsoft Identity Integration Server 2003
Setup is on a remote computer, Microsoft Identity Integration Server 2003 Setup uses the default TCP/IP port. If you
want to specify a different port, you must use the SQL Server 2000 Client Network Utility and the Server
Network Utility tools provided with SQL Server 2000. For more information, see SQL Server 2000 Books Online.
Configure the Microsoft Identity Integration Server 2003
SQL Server 2000 database to use the Full
recovery model.
If recovery of the Microsoft Identity Integration Server 2003
database to the time of failure is required, then the recovery mode
on the MicrosoftIdentityIntegrationServer database
needs to be set to Full. By doing this, you can completely
recover the database to the point of failure or to a specific point
in time. For more information, see the SQL Server 2000 Books Online and the Microsoft Identity Integration Server 2003 Technical Library on the Microsoft Web site.
(http://www.microsoft.com/)
Test your back up and restore procedures for Microsoft Identity Integration Server 2003.
Regular backup procedures are essential for protecting your
data from accidental loss. It is also strongly recommended that you
test your backup and restore procedures before an emergency occurs.
To back up and restore Microsoft Identity Integration Server 2003, use the backup tools provided with
Windows Server 2003, Enterprise Edition and SQL Server 2000. For more information, see Backing up Microsoft Identity Integration Server 2003 and Restoring Microsoft Identity Integration Server 2003.
Use Export Management Agent to backup management agents
whenever you change management agent rules.
After you use Export Management Agent, you can then use the
Import Management Agent command to import a specific version
of the individual management agent. You can also export and import
management agents by using the Export Server Configuration
and Import Server Configuration commands, but doing so
imports all management agents in addition to the metaverse schema.
For more information, see Configuring management agents and Importing and exporting
a server configuration.
Populate the displayName attribute in the metaverse to
make search results easier to identify.
When listing objects by using Metaverse Search, Microsoft Identity Integration Server 2003 returns results identified by the
displayName attribute. If the displayName attribute
is not populated, the search results are identified by the globally
unique identifier (GUID). For more information, see Using Metaverse Search.
Design your flow rules to act upon the state of an object.
Use the state of an object to determine the next step in
synchronizing the object rather than using the event that caused
the object state. Do not rely on declarative rules or rules in a
rules extension to be evaluated in a specified order when
synchronizing an object. Rules are evaluated in an unordered
fashion.
Disable provisioning when you migrate connected data sources to
the metaverse for the first time.
When you deploy Microsoft Identity Integration Server 2003 for the
first time, it is recommended that you migrate and join all
connected data sources before you enable provisioning. After you
have verified that everything has been successfully migrated and
joined, you can enable provisioning and run a Full Synchronization
of the management agents to apply the provisioning rules to all
connected objects. For more information about provisioning, see
Provisioning rules.
Stage objects to the connector space before applying changes to
the metaverse.
When you run a full import with a file-based
management agent and you use an incorrect custom data input file,
it can result in a large number of unwanted deletions in the
metaverse, which requires a full restore of the server running
Microsoft Identity Integration Server 2003. When you run a full
import with a file-based management agent, it is
strongly recommended that you configure the management agent to use
the following two run profiles: the first run profile is configured
as a Full import (Stage Only) and the second run profile is
configured as a Delta Synchronization. By using this
configuration, you can verify that the correct data is being
imported before it is written to the metaverse. You should run the
second run profile only after you have verified the staged data in
the connector space. For more information about creating a run
profile, see Create a
management agent run profile. For more information about
backing up and restoring the server running Microsoft Identity Integration Server 2003, see Backing up Microsoft Identity Integration Server 2003 and Restoring Microsoft Identity Integration Server 2003.
Set a deletion threshold in your run profile steps to limit the
number of accidental deletions.
Use the deletion threshold setting to limit the number of
accidental deletions that can occur during import or export. The
deletion threshold will stop the management agent, or prevent it
from starting, when the threshold limit is reached. For more
information, see Configuring management agents. Alternately,
you can use a Visual Basic Scripting Edition (VBScript) script to
calculate the delete ratios during a management agent run. For more
information, see Microsoft Identity Integration Server 2003 Developer Reference.
Use Search Connector Space to examine objects.
With Search Connector Space, you can search for objects in the
connector space for a management agent. You can locate objects by
name or error status, or by the state of the object (that is,
whether it is connected, disconnected, or waiting to be imported or
exported). For more information, see Configuring management agents.
Use Preview to test synchronizations and troubleshoot
errors.
With Preview, you can run test synchronizations and view the
results without committing the changes to the metaverse. You can
also use Preview to test new rules extensions and to troubleshoot
synchronization errors due to join failures or schema violations.
For more information, see Using Preview.
Schedule your management agents.
You can run management agents automatically by using a Windows
Management Instrumentation (WMI) script. For more information about
writing WMI scripts for Microsoft Identity Integration Server 2003, open the Microsoft Identity Integration Server 2003 Developer Reference.
Schedule a recurring run profile using the Delta
Synchronization step to process disconnectors automatically.
Objects that fail to join are not reevaluated by the Delta
Import and Delta Synchronization run profile step and might
remain as disconnectors. Running a Delta Synchronization
step on a regular basis will reevaluates and processes these
disconnectors. For more information about run profile steps, see
Configuring management
agents.
Save and clear the management agent run history in Operations
regularly.
Operations records a history of every management agent run.
Each management agent run history is saved in the SQL Server 2000 database, and can cause the database to
grow over time, affecting performance. The run history can be saved
using Operations or a WMI script. For more information, see Using Operations and
Microsoft Identity Integration Server 2003 Developer Reference. You
can also save and delete run histories by using
MIISClearRunHistory in the Resource Tool Kit for
Microsoft Identity Integration Server 2003, an unsupported set
of tools available on the Microsoft Download Center.
Use multiple partitions in a management agent to control
synchronization of single object types.
To control synchronization of single object types in a
file-based management agent, create a partition for
each object type. For example, to synchronize the object types
mailbox and group, create two partitions in the
management agent, and assign mailbox to one partition and
group to the other. Then, create a management agent run
profile for each partition. With this configuration, you have one
management agent with the flexibility to synchronize one or both of
the selected object types. For more information about using
partitions, see The metaverse and the connector
space.
Create alternate object types in the metaverse to avoid
attribute precedence conflicts where connected data sources are
using the same object types, and have both import and export
attribute flow rules on the same attributes.
In the case where connected data sources are synchronizing
object types by way of the same connector space and metaverse
object type, one connected data source has precedence for attribute
flow, thus limiting synchronization between the connected data
sources. It is recommended that you create new object types in the
metaverse to solve these conflicts.
For example, you might have a situation where two connected
data sources, A and B, both synchronize contact object
types. Without alternate object types, they would both have rules
configured to flow attributes from each data source object type to
a single metaverse object type for import and export. Because one
data source needs to have highest precedence, all export attribute
flows on these objects do not occur if changes are received from
the lower precedence data source. To resolve this, you can create
the object types contact_a and contact_b in the metaverse. Use
contact_a to synchronize the contact objects from the one connected
data source, and use contact_b to synchronize the contact objects
from the other connected data source. Each object would be managed
primarily from their originating connected data source. For more
information about creating object types in the metaverse, see
Create an object
type. For more information about attribute precedence, see
Attribute
flow rules.
You can also configure manual precedence on all attribute flows
instead of creating alternate object types. In this case all
precedence must be handled within rules extensions. For more
information about manual precedence, see Attribute flow rules.