If you read nothing else before you start an ActiveRoles Server upgrade, read Matt Hitchcock’s post about migrating deprovision information: http://sgitpro.com/2011/07/10/migrating-deprovision-information-with-activeroles-server/

Matt discusses an ActiveRoles Server 6.1 to 6.5 migration, but it would apply equally to 6.5 to 6.7 (our situation). This applies to migration scenarios where you are setting up a new database for the new version of ARS. If you are doing an in-place upgrade, it does not. As Matt says in his post, PLEASE try this in your test environment before doing it in production.

Because neither I nor my colleagues had read this, we are stuck keeping a version 6.5 server around for the foreseeable future to allow deprovision/undo deprovision operations on accounts that got caught in the gap between when the first 6.7 server was put in place and when we started having the help desk and local administrators use it.

Our Management History was never imported; it was something our consultant probably intended to do at a later date or to advise us to do, but it never happened, and I’m quite hesitant to do it now that 6.7 has been used for deprovisioning/undoing deprovisions. Here’s what I’ve told the help desk and administrators around the world:

• If “Undo Deprovision” is not available for a deprovisioned account, that means it was done in 6.5 after 6.7 was installed. Undo the deprovision in 6.5.
• If “Deprovisioning Results” is available, but clicking it gives you a blank page, that means the deprovision was done in 6.5 before data was imported to 6.7. Undo the deprovision in 6.5.
• If “Deprovisioning Results” is available, and clicking it gives you a lot of information (“User Account Deprovisioning”, “Exchange Mailbox Deprovisioning”, etc), then it was deprovisioned in 6.7. Undo the deprovision in 6.7.

Lessons that you can learn from Matt’s post and our hard experience:

1) Make sure you have a test environment – ideally, use snapshots of your current real data, but in a sandbox (separate from your live network).

2) You want to import the Management History using Quest’s nifty tool ONCE. That ONCE should be right before you start having the help desk and others with administrative rights on user objects use the new version of ARS for deprovisioning/undoing deprovisions.

3) Once you have decided that user object management will occur in the new version, disable Access Template Links for the help desk and others in the old version. Because the databases are separate in this scenario, a change to an Access Template Link in one version will have no effect on the other, as long as you haven’t been propogating those permissions to Active Directory (which would defeat a lot of the purpose of using ARS – only changes that happen via ARS are captured in Change History!)

It is possible to get the user objects in inconsistent Deprovision/Undo Deprovision states back to rights; however, I’m still working on that – it is going to probably involve finding the affected user objects and figuring out how to parse the ActiveRoles Management History database. Once I figure it out, naturally, I’ll let you know all about it. I will also go into more detail on how to recognize a user object with Deprovision/Undo Deprovision state issues.