Self-service upgrade process

The self-service upgrade process ensures that your org's upgrade to Identity Engine is successful. Most upgrades only take a few minutes to complete, so there's no downtime for admins and end users. Your org configurations are seamlessly migrated to Identity Engine.

Review each of the following steps to familiarize yourself with the upgrade process before you get started.

Complete action items

There may be some Self-service upgrade action items you need to complete before you can schedule your upgrade to Okta Identity Engine.

  1. Access the Identity Engine Upgrade Hub in the Admin Console to see the list of action items.

  2. Follow the remediation guides to complete the required action items. Update your configuration according to each action item, and then acknowledge its completion.

After you complete all action items, you can schedule your upgrade.

Schedule your upgrade

  1. Select a date and time for the upgrade.

  2. Check for an email confirmation. All admins in your org will receive an email about the upgrade.

  3. Have your admins review the Upgrade test plan to understand best practices.

Test the upgrade

  1. Sign in to your org and explore Identity Engine.

  2. Test the upgrade in Identity Engine to verify that your org functions as intended.

  3. Contact your Okta representative if you have issues.