Skip to content
IT Canvass
Upgrade & release · Lesson

Migration guide

Quick answer

Migration covers two things: promoting configuration between IdentityIQ environments using deployment (export/import of objects), and the larger journey from IdentityIQ to Identity Security Cloud. Both succeed on clean, versioned configuration and a staged, tested approach.

Key takeaways

  • Environment promotion uses object export/import
  • Keep configuration versioned and portable
  • IIQ to ISC is a re-platform, not a copy
  • Map concepts: rules become transforms/workflows
  • Stage and test every migration

Migration covers moving SailPoint configuration and, sometimes, whole environments, between instances (development to test to production) or from one platform to another, in a controlled, repeatable way. Done well it is routine; done ad hoc it is a source of outages.

Configuration migration

IdentityIQ configuration lives as XML objects. Migrating configuration between environments means exporting those objects and importing them, ideally through source control and an automated deployment process, so promotions are repeatable and reversible.

A disciplined promotion path

  • Develop and test configuration in lower environments.
  • Export configuration as XML into source control.
  • Promote through environments via a defined deployment process.
  • Verify object references and run smoke tests after each import.

Environment and platform migrations

Larger migrations, new hardware, a cloud move, or a platform change, add database migration and connectivity re-establishment. Treat these like a project: plan, rehearse in a lower environment, and validate thoroughly before cutover.

Common pitfalls

  • Hand-carrying XML between environments without source control.
  • Breaking object references during import.
  • No verification after promotion.

Want to learn this properly?

Our live, instructor-led SailPoint Training covers this hands-on, with real projects and a certification path.

Check your understanding

  1. Promoting config between IIQ environments uses?

    • A. Object export/import. Deployment moves objects via export and import.
    • B. Transforms or workflows. ISC uses transforms and workflows instead of BeanShell.
    • C. A re-platform, not a copy. Concepts carry over but tooling differs; plan it as a project.
    Show answer

    A. Object export/import. Deployment moves objects via export and import.

    Object export/import. Deployment moves objects via export and import.

  2. Migrating IIQ to Identity Security Cloud is?

    • A. Object export/import. Deployment moves objects via export and import.
    • B. Transforms or workflows. ISC uses transforms and workflows instead of BeanShell.
    • C. A re-platform, not a copy. Concepts carry over but tooling differs; plan it as a project.
    Show answer

    C. A re-platform, not a copy. Concepts carry over but tooling differs; plan it as a project.

    A re-platform, not a copy. Concepts carry over but tooling differs; plan it as a project.

  3. BeanShell rules in the cloud often become?

    • A. Transforms or workflows. ISC uses transforms and workflows instead of BeanShell.
    • B. Object export/import. Deployment moves objects via export and import.
    • C. A re-platform, not a copy. Concepts carry over but tooling differs; plan it as a project.
    Show answer

    A. Transforms or workflows. ISC uses transforms and workflows instead of BeanShell.

    Transforms or workflows. ISC uses transforms and workflows instead of BeanShell.

Frequently asked questions

What is another point to note about migration guide?

Migrating configuration between environments means exporting those objects and importing them, ideally through source control and an automated deployment process, so promotions are repeatable and reversible.

What else is worth knowing about migration guide?

Larger migrations, new hardware, a cloud move, or a platform change, add database migration and connectivity re-establishment.

What tends to go wrong with migration guide?

Hand-carrying XML between environments without source control. Breaking object references during import. No verification after promotion.
CallWhatsAppEnquire