How to Use Self-Service for Okta Identity Engine Upgrade
Apr 28, 2026
Okta Identity Engine
Additional Resources
Overview
This article presents the steps needed to schedule and upgrade the Okta Org from Classic to Okta Identity Engine (OIE).
Applies To
- Okta Identity Engine (OIE)
- Admin Dashboard
Solution
Follow the steps below or in the video.
- Log in to the Admin Dashboard.
If the org has been enrolled in the Self-Service tooling, a banner will be seen at the top of the page that says: Self-service upgrade To Okta Identity Engine.
- Click on Schedule upgrade.
- The next window informs that an eligibility check will be run prior to scheduling the upgrade. Click on Get Started.
- Complete any updates or configurations required to proceed.
NOTE: There are links to documentation that provide guidance on making any necessary changes.
- Once all changes are made for the org, select the Schedule upgrade from the banner again. If the org has no other issues, green checkmarks will appear. Those green checkmarks also appear after the initial issues have been resolved.
- Scroll down on this page until the Schedule Upgrade section is reached. From there, use the drop-down menus to select a date and time. Make the desired adjustments and then click the Schedule upgrade button at the bottom.
If none of these steps work or the Self-service tool is not displayed, please contact Okta support for further assistance.
