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Migrate Application Users from One Instance to Another
Okta Classic Engine
Okta Identity Engine
Lifecycle Management
Okta Integration Network
Overview
In some cases, it may be necessary to move users from one instance of an application to another due to reasons such as the application not receiving updates from the vendor or issues with usernames, attributes, SSO, or provisioning that cannot be resolved.
 
Applies To
  • Okta Integration Network (OIN)
  • Group assignments
  • Individual assignments
Solution

Due to unresolvable issues with an application, it may be necessary to move users from one instance of the application on Okta to another.
 

To successfully transition users from one application to another, the following steps should be taken:

  1. First, ensure that the new application is fully functional and has the same characteristics as the old application. Pay attention to the SSO configuration, as certificates and entity IDs can differ between applications, requiring new configurations on both the application and Okta sides.

  2. Next, examine the users and their attributes, beginning with the username, and ensure that it matches what is on the application side. Make sure that the required and custom attributes from Okta are matched on the application side by referring to the How to Map an Attribute From Okta to an Application article.

  3. Then, assign a small group of users to the new application, either as a group or individually, while being mindful of the attributes, and thoroughly test the new application.

  4. After verifying the functionality, continue to assign users to the new application, preferably in small groups, to address any issues that may arise until all users are assigned and their functionality is proven.

  5. Next, unassign users from the old application, but only after disabling any provisioning features that the application may have.

  6. Finally, delete the old application.


NOTE: Conducting the application switch outside of working hours is recommended to ensure a smooth process without interruptions.

Related References

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Migrate Application Users from One Instance to Another