Okta provides a self-service upgrade process that helps you easily schedule and manage your org's upgrade to Okta Identity Engine. You must be a super admin to view and manage this process.
When your org is eligible for a self-service upgrade, the Admin Dashboard displays a persistent notification to help you get started.
If you don't see these self-service upgrade options in your dashboard, there may be some tasks that you need to complete before your org is eligible to upgrade. See Eligibility tasks.
Before the upgrade
Review Feature changes to learn how Okta Classic Engine features change after the upgrade.
Prepare your customizations for upgrade so that the user sign-in experience doesn't change.
Review the Upgrade test plan to understand how the upgrade affects your org, so you can make adjustments before you go live.
Optional. Create an Identity Engine free trial org to compare the differences between the platforms.
Start the upgrade
When you're ready to upgrade, see Self-service upgrade process to get started.