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docs/identitymanager/6.2/index.md

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Identity Manager's guides include:
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- An [Introduction Guide](/docs/identitymanager/saas/introduction-guide/index.md) if you are new to Identity Manager.
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- A [User Guide](/docs/identitymanager/saas/user-guide/index.md) to configure Identity Manager from scratch via the UI.
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- An [Integration Guide](/docs/identitymanager/saas/integration-guide/index.md) to complete Identity Manager's configuration in
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- An [Introduction Guide](/docs/identitymanager/6.2/introduction-guide/index.md) if you are new to Identity Manager.
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- A [User Guide](/docs/identitymanager/6.2/user-guide/index.md) to configure Identity Manager from scratch via the UI.
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- An [Integration Guide](/docs/identitymanager/6.2/integration-guide/index.md) to complete Identity Manager's configuration in
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XML according to your needs.
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- An [Installation Guide](/docs/identitymanager/saas/installation-guide/index.md) to install Identity Manager in a production
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- An [Installation Guide](/docs/identitymanager/6.2/installation-guide/index.md) to install Identity Manager in a production
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environment.
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- A [Migration Guide](/docs/identitymanager/saas/migration-guide/index.md) to upgrade to a new version of Identity Manager.
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- [ What's New](/docs/identitymanager/saas/whatsnew/index.md) to get details about specific changes in Identity Manager's
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- A [Migration Guide](/docs/identitymanager/6.2/migration-guide/index.md) to upgrade to a new version of Identity Manager.
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- [ What's New](/docs/identitymanager/6.2/whatsnew/index.md) to get details about specific changes in Identity Manager's
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updates.

docs/identitymanager/6.2/installation-guide/index.md

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## Overview
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The installation of Identity Manager requires architectural decisions to be made. An
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[ Overview ](/docs/identitymanager/saas/installation-guide/overview/index.md) of the architecture and available configurations will help you make
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[ Overview ](/docs/identitymanager/6.2/installation-guide/overview/index.md) of the architecture and available configurations will help you make
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informed decisions.

docs/identitymanager/6.2/installation-guide/overview/index.md

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and the
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[connectionString](https://learn.microsoft.com/en-us/dotnet/api/system.data.sqlclient.sqlconnection.connectionstring?view=dotnet-plat-ext-8.0)
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set in the technical configuration. See the
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[Network Configuration](/docs/identitymanager/saas/integration-guide/network-configuration/index.md) topic for additional
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[Network Configuration](/docs/identitymanager/6.2/integration-guide/network-configuration/index.md) topic for additional
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information.
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#### **3.** Agents
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- The **Agents** require accessing **managed systems**.
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- All end-users' **browsers** require opening HTTPS connections to the **Server**.
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- All end-users' **browsers** require accessing the authentication providers. See the
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[Install the Server](/docs/identitymanager/saas/installation-guide/production-ready/server/index.md) topic for additional information.
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[Install the Server](/docs/identitymanager/6.2/installation-guide/production-ready/server/index.md) topic for additional information.
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- Some end-users' **browsers** require opening HTTPS connections to the **Agents**.
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These connections are used to launch `Jobs` or use the `Reset Password` capabilities of some
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connectors. This requirement only applies to a few specific **administrator type profiles**.
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- The **Server** and the **Agent** both need to access an **SMTP server** to
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[ Send Notifications ](/docs/identitymanager/saas/installation-guide/production-ready/email-server/index.md).
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[ Send Notifications ](/docs/identitymanager/6.2/installation-guide/production-ready/email-server/index.md).
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## SaaS vs. On-Premise
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Identity Manager comes in two flavors: SaaS and On-Premise.
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- The **SaaS** offering only requires the Agent to be installed on your organization network.
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- The **On-Premise** offering requires the Agent, the
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[Install the Server](/docs/identitymanager/saas/installation-guide/production-ready/server/index.md), and the
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[ Install the Database ](/docs/identitymanager/saas/installation-guide/production-ready/database/index.md) to be installed.
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[Install the Server](/docs/identitymanager/6.2/installation-guide/production-ready/server/index.md), and the
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[ Install the Database ](/docs/identitymanager/6.2/installation-guide/production-ready/database/index.md) to be installed.
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See the [ Install the Agents](/docs/identitymanager/saas/installation-guide/production-ready/agent/index.md) topics for additional information.
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See the [ Install the Agents](/docs/identitymanager/6.2/installation-guide/production-ready/agent/index.md) topics for additional information.
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## Hosting Hardware
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### Server and Agents
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The Identity Manager Server and the Agents can be spread between several workstations. See the
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[ Install the Agents](/docs/identitymanager/saas/installation-guide/production-ready/agent/index.md) topics for additional information.
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[ Install the Agents](/docs/identitymanager/6.2/installation-guide/production-ready/agent/index.md) topics for additional information.
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Two scenarios unfold:
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## Authentication
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End-users will be able to access Identity Manager after authentication. Several authentication
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methods are available. See the [Install the Server](/docs/identitymanager/saas/installation-guide/production-ready/server/index.md) topic for
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methods are available. See the [Install the Server](/docs/identitymanager/6.2/installation-guide/production-ready/server/index.md) topic for
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additional information.
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## Email Server
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Identity Manager sends notifications to users by email. An email server will have to be set up for
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the Agent and the Server. See the [ Send Notifications ](/docs/identitymanager/saas/installation-guide/production-ready/email-server/index.md)
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the Agent and the Server. See the [ Send Notifications ](/docs/identitymanager/6.2/installation-guide/production-ready/email-server/index.md)
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topic for additional information.
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Before you check out the installation steps, make sure that all the
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[Requirements](/docs/identitymanager/saas/installation-guide/requirements/index.md) are met.
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[Requirements](/docs/identitymanager/6.2/installation-guide/requirements/index.md) are met.

docs/identitymanager/6.2/installation-guide/production-ready/agent/index.md

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SaaS offering, this is the way to go.
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**NOTE:** Please make sure that Identity Manager's agent requirements are met before going further.
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See the[ Agent ](/docs/identitymanager/saas/installation-guide/requirements/agent-requirements/index.md) topic for additional information.
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See the[ Agent ](/docs/identitymanager/6.2/installation-guide/requirements/agent-requirements/index.md) topic for additional information.
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## Agent Working Directory
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The agent runtime content should be extracted from the runtime archive following the instructions
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provided in the [ Create a Working Directory ](/docs/identitymanager/saas/installation-guide/production-ready/working-directory/index.md) topic.
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provided in the [ Create a Working Directory ](/docs/identitymanager/6.2/installation-guide/production-ready/working-directory/index.md) topic.
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In the separate agent setup, the agent is usually installed on a different workstation from the
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server.
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The agent is configured thanks to the appsettings.agent.json file. See the
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[appsettings.agent](/docs/identitymanager/saas/integration-guide/network-configuration/agent-configuration/appsettings-agent/index.md)
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[appsettings.agent](/docs/identitymanager/6.2/integration-guide/network-configuration/agent-configuration/appsettings-agent/index.md)
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topic for additional information.
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## Create an IIS Website
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It is recommended to run the Identity Manager agent as an IIS website.
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_Remember,_ to install Identity Manager's agent as a Windows service, see the
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[ Agent ](/docs/identitymanager/6.2/installation-guide/requirements/agent-requirements/index.md) topic for additional information.
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Adding Identity Manager's agent as an IIS website can be achieved with the
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[Internet Information Services (IIS) Manager](https://www.iis.net/) which can be launched with the
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## Select an Agent Identity
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The agent, through Identity Manager's server IIS Website, should be assigned a service account with
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the relevant permissions. See the [ Agent ](/docs/identitymanager/saas/installation-guide/requirements/agent-requirements/index.md) topic
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the relevant permissions. See the [ Agent ](/docs/identitymanager/6.2/installation-guide/requirements/agent-requirements/index.md) topic
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You can either:
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The following implies that a
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[custom service account](https://docs.microsoft.com/en-us/windows/security/identity-protection/access-control/service-accounts)
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has already been created for Identity Manager's agent. See
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the[Install the Server](/docs/identitymanager/saas/installation-guide/production-ready/server/index.md) topic for additional information.
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the[Install the Server](/docs/identitymanager/6.2/installation-guide/production-ready/server/index.md) topic for additional information.
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Identity Manager's agent needs specific permissions on its working directory to run, write
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synchronization output and read provisioning orders. See the
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[Server](/docs/identitymanager/6.2/installation-guide/requirements/server-requirements/index.md) topic for additional information.
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Up to four folders have to be considered:
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- the provisioning orders directory, usually `C:/identitymanager<Organization>/Temp` (same as for the data
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[Application Settings](/docs/identitymanager/saas/integration-guide/network-configuration/agent-configuration/appsettings/index.md)
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See the[ Create a Working Directory ](/docs/identitymanager/6.2/installation-guide/production-ready/working-directory/index.md) and
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[Application Settings](/docs/identitymanager/6.2/integration-guide/network-configuration/agent-configuration/appsettings/index.md)
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Further check the permissions of the service account and perform the steps for each of the relevant
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![Object Names](/img/product_docs/identitymanager/saas/installation-guide/production-ready/server/enter-the-object-names-to-select.webp)
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the others. See the[Server](/docs/identitymanager/saas/installation-guide/requirements/server-requirements/index.md) topic for additional
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the others. See the[Server](/docs/identitymanager/6.2/installation-guide/requirements/server-requirements/index.md) topic for additional
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The working directory permissions are all set.
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The same steps have to be performed on the runtime, the data collection and the provisioning orders
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directories. See the[ Create a Working Directory ](/docs/identitymanager/saas/installation-guide/production-ready/working-directory/index.md) and
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[Application Settings](/docs/identitymanager/saas/integration-guide/network-configuration/agent-configuration/appsettings/index.md)
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directories. See the[ Create a Working Directory ](/docs/identitymanager/6.2/installation-guide/production-ready/working-directory/index.md) and
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[Application Settings](/docs/identitymanager/6.2/integration-guide/network-configuration/agent-configuration/appsettings/index.md)
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## Name the Agent
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[appsettings.agent](/docs/identitymanager/saas/integration-guide/network-configuration/agent-configuration/appsettings-agent/index.md)
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[appsettings.agent](/docs/identitymanager/6.2/integration-guide/network-configuration/agent-configuration/appsettings-agent/index.md)
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protection methods. See the[Connectors](/docs/identitymanager/saas/integration-guide/connectors/index.md) topic for
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protection methods. See the[Connectors](/docs/identitymanager/6.2/integration-guide/connectors/index.md) topic for
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## Encryption Key Pair
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[Application Settings](/docs/identitymanager/6.2/integration-guide/network-configuration/agent-configuration/appsettings/index.md)
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### Certificate as a plain file
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[ Usercube-Protect-CertificatePassword ](/docs/identitymanager/saas/integration-guide/executables/references/protect-certificatepassword/index.md)
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[ Usercube-Protect-CertificatePassword ](/docs/identitymanager/6.2/integration-guide/executables/references/protect-certificatepassword/index.md)
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Code attributes enclosed with `<>` need to be replaced with a custom value before entering the
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- OpenIdClients and DefaultOpenIdClient must be used to set the agent's credentials to connect to
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the server; See the
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[appsettings.agent](/docs/identitymanager/saas/integration-guide/network-configuration/agent-configuration/appsettings-agent/index.md)
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and[ OpenIdClient ](/docs/identitymanager/saas/integration-guide/toolkit/xml-configuration/access-control/openidclient/index.md)
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[appsettings.agent](/docs/identitymanager/6.2/integration-guide/network-configuration/agent-configuration/appsettings-agent/index.md)
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and[ OpenIdClient ](/docs/identitymanager/6.2/integration-guide/toolkit/xml-configuration/access-control/openidclient/index.md)
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the[ OpenIdClient ](/docs/identitymanager/6.2/integration-guide/toolkit/xml-configuration/access-control/openidclient/index.md)
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The following example shows an appsettings.agent.json file that sets an agent to connect to Identity
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## What's Next?
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[ Send Notifications ](/docs/identitymanager/saas/installation-guide/production-ready/email-server/index.md) topic for additional information.
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[ Send Notifications ](/docs/identitymanager/6.2/installation-guide/production-ready/email-server/index.md) topic for additional information.

docs/identitymanager/6.2/installation-guide/production-ready/database/index.md

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The Identity Manager Database can be installed on the Server workstation or on a separate machine.
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Please make sure that the [Database](/docs/identitymanager/saas/installation-guide/requirements/database-requirements/index.md) requirements
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Please make sure that the [Database](/docs/identitymanager/6.2/installation-guide/requirements/database-requirements/index.md) requirements
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[Install the Server](/docs/identitymanager/6.2/installation-guide/production-ready/server/index.md) topic for additional information.

docs/identitymanager/6.2/installation-guide/production-ready/email-server/index.md

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[Application Settings](/docs/identitymanager/6.2/integration-guide/network-configuration/server-configuration/general-purpose/index.md).
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[Application Settings](/docs/identitymanager/6.2/integration-guide/network-configuration/agent-configuration/appsettings/index.md)
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Here is a classic example that enables Identity Manager to send emails through the

docs/identitymanager/6.2/installation-guide/production-ready/index.md

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This guide leads the reader through the steps to install Identity Manager for production purposes.
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**1.\_\_**Before proceeding\_\_, you should go through the [ Overview ](/docs/identitymanager/saas/installation-guide/overview/index.md) and
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[Requirements](/docs/identitymanager/saas/installation-guide/requirements/index.md) sections to make fundamental decisions about Identity
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**1.\_\_**Before proceeding\_\_, you should go through the [ Overview ](/docs/identitymanager/6.2/installation-guide/overview/index.md) and
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[Requirements](/docs/identitymanager/6.2/installation-guide/requirements/index.md) sections to make fundamental decisions about Identity
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Manager setup, including:
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- Whether to install the database within the Identity Manager Server or on a separated workstation.
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the relevant [Network Configuration](/docs/identitymanager/6.2/integration-guide/network-configuration/index.md)
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## What's Next?
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The first step consists in [ Create a Working Directory ](/docs/identitymanager/6.2/installation-guide/production-ready/working-directory/index.md).

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