From 6163e4095912b77399a6f20e08f7459d9ab39cdf Mon Sep 17 00:00:00 2001 From: Susan Harper Date: Mon, 15 Jun 2026 17:56:18 -0600 Subject: [PATCH 1/8] initial edits --- .../journeys/OCI-prepare-upgrade-oie/index.md | 8 + .../OCI-prepare-upgrade-oie/main/index.md | 144 ++++++++++++++++++ 2 files changed, 152 insertions(+) create mode 100644 packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/index.md create mode 100644 packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md diff --git a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/index.md b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/index.md new file mode 100644 index 00000000000..8512b4bbe8d --- /dev/null +++ b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/index.md @@ -0,0 +1,8 @@ +--- +title: Prepare to upgrade to Okta Identity Engine +meta: + - name: description + content: Plan, update, test, and validate your setup so that you can confidently complete a smooth production upgrade. +sections: +- main +--- diff --git a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md new file mode 100644 index 00000000000..d01cdbd917f --- /dev/null +++ b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md @@ -0,0 +1,144 @@ +--- +title: Prepare to upgrade to Okta Identity Engine +meta: + - name: Add a sign-in form to your mobile app + content: Plan, update, test, and validate your setup so that you can confidently complete a smooth production upgrade. + date-updated: July 3, 2026 + target persona: Enterprise Developer, IT, Security, Product Owners +--- + +## Introduction + +Your organization is preparing to upgrade from Okta Classic Engine to Okta Identity Engine (OIE) to gain enhanced security, policy control, and modern authentication capabilities. This journey guides you through understanding feature changes, such as sign-in flows, policies, MFA, APIs, and legacy functionality. Then you plan and validate your upgrade through a checklist-driven approach. As you go through each section, document your current setup, complete action items in the Upgrade Hub, test in a preview environment, and use those results to confidently schedule and execute your upgrade. + +You can go directly to the Okta Upgrade Hub in the Admin Console to review your open action items and schedule your upgrade. [Learn more about the OIE Upgrade Hub](new doc). + +You can also review the [Identity Engine upgrade FAQ](https://help.okta.com/okta_help.htm?type=oie&id=ext-upgrade-faq) to get answers to common questions before you begin. + +## Learn + +Review how OIE affects your apps, configurations, and user experiences. Examine differences in sign-in flows, policies, MFA, APIs, and deprecated features to identify what may break, require updates, or continue to work as expected. This enables you to plan your changes. + +### Overview videos + +Before diving in, watch our how-to videos to learn about the OIE upgrade and how to identify Okta integration points in your org: + + + + + +### User experience changes + +* [How the sign in flows work in OIE](https://help.okta.com). +* [How app intent links work](https://help.okta.com). +* [Learn how the sign*in flow changes for inbound federation or Okta-to-Okta SSO](https://help.okta.com). + +### Policy changes + +* [How app sign*on policies change](https://help.okta.com). +* [How Okta sign*on policies change](https://help.okta.com). +* [How sign-on policy tasks differ](https://help.okta.com). +* [Learn how the MFA enrollment policy changes](https://help.okta.com). + +### Multifactor Authentication (MFA) changes + +* [How multifactor authentication (MFA) changes](https://help.okta.com). +* [How Okta Verify changes](https://help.okta.com). +* [How email as an optional authenticator works](https://help.okta.com). +* [How the phone authenticator works](https://help.okta.com). +* [Learn how the changes to enabling a secondary email address](https://help.okta.com). +* [How security questions change](https://help.okta.com). + +### Other product and feature changes + +* [How the Sign-In Widget changes](https://help.okta.com). +* [How email templates change](https://help.okta.com). +* [How the End-User Settings changes](https://help.okta.com). +* [How global redirect changes](https://help.okta.com). +* [How the password reset feature changes](https://help.okta.com). +* [How registration inline hooks change](https://help.okta.com). +* [How the self-service registration process changes](https://help.okta.com). +* [How suspicious activity reporting changes](https://help.okta.com). +* [How sessions change](https://developer.okta.com). + +### Okta API changes + +* [What's changed with the Okta APIs](https://developer.okta.com). +* [How the authenticator enrollment policy API has changed](https://developer.okta.com). + +### Legacy features with limited support + +[Custom app login only available to classic orgs that used it](https://help.okta.com). + +### Discontinued features + +Some features are end of life and will no longer work after the upgrade. These are identified in the Upgrade Hub if your org is impacted. + +## Plan + +Prepare your upgrade strategy by identifying integration points and defining your rollout approach: + +### Identify integration points and customizations + +[Identify your Okta authentication integration points and customizations](https://developer.okta.com). + +### Handle unsupported features + +* [Prepare to remove Okta Mobile](https://help.okta.com). +* [Update your policies for Office 365 MFA pass claim](https://help.okta.com). +* [Prepare the replacement for your Device Trust setup](https://help.okta.com). + +### Define your rollout approach + +[Plan your upgrade rollout](https://help.okta.com). + +### PRollback strategy + +* [Learn when you should rollback](https://help.okta.com). +* [Initiate a rollback request](https://help.okta.com). + +## Build + +Update your environment and code, then test everything in your preview environment: + +### Record your classic setup and ready your test environment + +* [Record your classic's settings and user experience](https://help.okta.com). +* [Set up your test environment](https://help.okta.com). + +### Complete action items in your classic org's OIE Upgrade Hub + +* [Complete action items in the OIE Upgrade Hub](https://help.okta.com). + +### Update your org settings and environment + +* [Turn off Device Trust before upgrading to Okta Identity Engine](https://help.okta.com). +* [Remove support for Integrated Windows Authentication (IWA)](https://help.okta.com). +* [Rename Duo Security custom IdP](https://help.okta.com). + +### Update your Sign-in Widget + +* [Upgrade Okta's Sign-in Widget version](https://help.okta.com). +* [Deprecated JavaScript methods in the widget](https://developer.okta.com). + +### Update your custom code + +* [Update your event hooks for OIE](https://developer.okta.com). +* [Update your inline hooks for OIE](https://developer.okta.com). +* [Upgrade the Terraform provider](https://help.okta.com). + +### Test your changes in your test environment + +* [Test user flows, custom code and third-party tools](https://help.okta.com). +* [Run through your post upgrade checklist](https://help.okta.com). +* [Test your widget's existing customizations a test environment](https://developer.okta.com). + +### You are now ready to upgrade + +Confirm that all required changes are complete and your testing validates readiness. Schedule and execute your production upgrade with confidence. Transition knowing your environment is prepared for a smooth, low-risk upgrade. + +## Related topics + +* [Find troubleshooting docs at Okta's knowledge base center](https://help.okta.com). +* [Check out the video resources on Okta's support center's OIE upgrade page](https://support.okta.com). +* [Get an overview of the OIE upgrade process](https://help.okta.com). From 3b33ceb96670d053e4ac7a34644aafe6d251dd7c Mon Sep 17 00:00:00 2001 From: Susan Harper Date: Tue, 16 Jun 2026 16:55:44 -0600 Subject: [PATCH 2/8] adding links and checking for needed aliases --- .../OCI-prepare-upgrade-oie/main/index.md | 64 +++++++++---------- .../const/navbar.const.js | 9 +++ 2 files changed, 41 insertions(+), 32 deletions(-) diff --git a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md index d01cdbd917f..37a08c71088 100644 --- a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md +++ b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md @@ -29,46 +29,46 @@ Before diving in, watch our how-to videos to learn about the OIE upgrade and how ### User experience changes -* [How the sign in flows work in OIE](https://help.okta.com). -* [How app intent links work](https://help.okta.com). -* [Learn how the sign*in flow changes for inbound federation or Okta-to-Okta SSO](https://help.okta.com). +* [OIE sign-in flow behavior](https://help.okta.com/okta_help.htm?type=oie&id=sign-in-flows). +* [App intent links in OIE](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Sign-in flow changes with federation and SSO](https://help.okta.com/okta_help.htm?type=oie&id=).?? ### Policy changes -* [How app sign*on policies change](https://help.okta.com). -* [How Okta sign*on policies change](https://help.okta.com). -* [How sign-on policy tasks differ](https://help.okta.com). -* [Learn how the MFA enrollment policy changes](https://help.okta.com). +* [App sign-on policy changes](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Changes to Okta sign-on policies](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Sign-on policy task differences](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Multifactor authentication (MFA) enrollmet policy changes](https://help.okta.com/okta_help.htm?type=oie&id=).?? ### Multifactor Authentication (MFA) changes -* [How multifactor authentication (MFA) changes](https://help.okta.com). -* [How Okta Verify changes](https://help.okta.com). -* [How email as an optional authenticator works](https://help.okta.com). -* [How the phone authenticator works](https://help.okta.com). -* [Learn how the changes to enabling a secondary email address](https://help.okta.com). -* [How security questions change](https://help.okta.com). +* [MFA changes](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Okta Verify changes](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Email as an optional authenticator](https://help.okta.com/okta_help.htm?type=oie&id=csh-email-optional). +* [Phone authenticator capabilities](https://help.okta.com).?? +* [Changes to secondary email address setup](https://help.okta.com).?? +* [Security question changes](https://help.okta.com).?? ### Other product and feature changes -* [How the Sign-In Widget changes](https://help.okta.com). -* [How email templates change](https://help.okta.com). -* [How the End-User Settings changes](https://help.okta.com). -* [How global redirect changes](https://help.okta.com). -* [How the password reset feature changes](https://help.okta.com). -* [How registration inline hooks change](https://help.okta.com). -* [How the self-service registration process changes](https://help.okta.com). -* [How suspicious activity reporting changes](https://help.okta.com). -* [How sessions change](https://developer.okta.com). +* [Sign-In Widget changes](https://help.okta.com/okta_help.htm?type=oie&id=csh-siw-changes). +* [Changes to email templates](https://help.okta.com). +* [End-User Settings changes](https://help.okta.com/okta_help.htm?type=oie&id=eus-changes). +* [Changes to global redirect](https://help.okta.com).?? +* [Password reset feature changes](https://help.okta.com).?? +* [Changes to registration inline hooks](https://help.okta.com).?? +* [Self-service registration process changes](https://help.okta.com).?? +* [Changes to suspicious activity reporting](https://help.okta.com).?? +* [Sessions change](/docs/guides/oie-upgrade-sessions-api/main/). ### Okta API changes -* [What's changed with the Okta APIs](https://developer.okta.com). -* [How the authenticator enrollment policy API has changed](https://developer.okta.com). +* [What's changed with the Okta APIs](https://developer.okta.com).?? +* [Authenticator enrollment policy API changes](/docs/guides/oie-upgrade-mfa-enroll-policy/main/). ### Legacy features with limited support -[Custom app login only available to classic orgs that used it](https://help.okta.com). +[Custom app login only available to classic orgs that used it](https://help.okta.com).?? ### Discontinued features @@ -80,22 +80,22 @@ Prepare your upgrade strategy by identifying integration points and defining you ### Identify integration points and customizations -[Identify your Okta authentication integration points and customizations](https://developer.okta.com). +[Identify your Okta authentication integration points and customizations](https://developer.okta.com).?? ### Handle unsupported features -* [Prepare to remove Okta Mobile](https://help.okta.com). -* [Update your policies for Office 365 MFA pass claim](https://help.okta.com). -* [Prepare the replacement for your Device Trust setup](https://help.okta.com). +* [Prepare to remove Okta Mobile](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-prepare-om-users-for-upgrade). +* [Update your policies for Office 365 MFA pass claim](https://help.okta.com).?? +* [Prepare the replacement for your Device Trust setup](https://help.okta.com).?? ### Define your rollout approach -[Plan your upgrade rollout](https://help.okta.com). +[Plan your upgrade rollout](https://help.okta.com).?? ### PRollback strategy -* [Learn when you should rollback](https://help.okta.com). -* [Initiate a rollback request](https://help.okta.com). +* [When you should rollback](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-rollback). +* [Initiate a rollback request](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-rollback-steps). ## Build diff --git a/packages/@okta/vuepress-theme-prose/const/navbar.const.js b/packages/@okta/vuepress-theme-prose/const/navbar.const.js index 6076e027bee..5a459e326ab 100644 --- a/packages/@okta/vuepress-theme-prose/const/navbar.const.js +++ b/packages/@okta/vuepress-theme-prose/const/navbar.const.js @@ -1262,6 +1262,15 @@ export const journeys = [ }, ] }, + { + title: "Upgrade to Okta Identity Engine", + subLinks: [ + { + title: "Prepare to upgrade to Okta Identity Engine", + journeyName: "OCI-prepare-upgrade-oie" + }, + ] + }, ], } ]; From d640ed724ba2661851deeab6b2c8908fdadb63a5 Mon Sep 17 00:00:00 2001 From: Susan Harper Date: Wed, 17 Jun 2026 15:25:44 -0600 Subject: [PATCH 3/8] adding more links --- .../OCI-prepare-upgrade-oie/main/index.md | 72 +++++++++---------- 1 file changed, 36 insertions(+), 36 deletions(-) diff --git a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md index 37a08c71088..fb05570ed71 100644 --- a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md +++ b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md @@ -35,36 +35,36 @@ Before diving in, watch our how-to videos to learn about the OIE upgrade and how ### Policy changes -* [App sign-on policy changes](https://help.okta.com/okta_help.htm?type=oie&id=).?? -* [Changes to Okta sign-on policies](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [App sign-on policy](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Okta sign-on policies](https://help.okta.com/okta_help.htm?type=oie&id=).?? * [Sign-on policy task differences](https://help.okta.com/okta_help.htm?type=oie&id=).?? -* [Multifactor authentication (MFA) enrollmet policy changes](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Multifactor authentication (MFA) enrollmet policy](https://help.okta.com/okta_help.htm?type=oie&id=).?? ### Multifactor Authentication (MFA) changes -* [MFA changes](https://help.okta.com/okta_help.htm?type=oie&id=).?? -* [Okta Verify changes](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [MFA](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Okta Verify](https://help.okta.com/okta_help.htm?type=oie&id=).?? * [Email as an optional authenticator](https://help.okta.com/okta_help.htm?type=oie&id=csh-email-optional). * [Phone authenticator capabilities](https://help.okta.com).?? -* [Changes to secondary email address setup](https://help.okta.com).?? -* [Security question changes](https://help.okta.com).?? +* [Secondary email address setup](https://help.okta.com).?? +* [Security question](https://help.okta.com).?? ### Other product and feature changes -* [Sign-In Widget changes](https://help.okta.com/okta_help.htm?type=oie&id=csh-siw-changes). -* [Changes to email templates](https://help.okta.com). -* [End-User Settings changes](https://help.okta.com/okta_help.htm?type=oie&id=eus-changes). -* [Changes to global redirect](https://help.okta.com).?? -* [Password reset feature changes](https://help.okta.com).?? -* [Changes to registration inline hooks](https://help.okta.com).?? -* [Self-service registration process changes](https://help.okta.com).?? -* [Changes to suspicious activity reporting](https://help.okta.com).?? -* [Sessions change](/docs/guides/oie-upgrade-sessions-api/main/). +* [Sign-In Widget](https://help.okta.com/okta_help.htm?type=oie&id=csh-siw-changes). +* [Email templates](https://help.okta.com). +* [End-User Settings](https://help.okta.com/okta_help.htm?type=oie&id=eus-changes). +* [Global redirect](https://help.okta.com).?? +* [Password reset feature](https://help.okta.com).?? +* [Registration inline hooks](https://help.okta.com).?? +* [Self-service registration process](https://help.okta.com).?? +* [Suspicious activity reporting](https://help.okta.com).?? +* [Sessions](/docs/guides/oie-upgrade-sessions-api/main/). ### Okta API changes -* [What's changed with the Okta APIs](https://developer.okta.com).?? -* [Authenticator enrollment policy API changes](/docs/guides/oie-upgrade-mfa-enroll-policy/main/). +* [Okta APIs](https://developer.okta.com).?? +* [Authenticator enrollment policy API](/docs/guides/oie-upgrade-mfa-enroll-policy/main/). ### Legacy features with limited support @@ -92,7 +92,7 @@ Prepare your upgrade strategy by identifying integration points and defining you [Plan your upgrade rollout](https://help.okta.com).?? -### PRollback strategy +### Plan your rollback strategy * [When you should rollback](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-rollback). * [Initiate a rollback request](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-rollback-steps). @@ -103,35 +103,35 @@ Update your environment and code, then test everything in your preview environme ### Record your classic setup and ready your test environment -* [Record your classic's settings and user experience](https://help.okta.com). -* [Set up your test environment](https://help.okta.com). +* [Record your classic's settings and user experience](https://help.okta.com).?? +* [Set up your test environment](https://help.okta.com).?? ### Complete action items in your classic org's OIE Upgrade Hub -* [Complete action items in the OIE Upgrade Hub](https://help.okta.com). +[Complete action items in the OIE Upgrade Hub](https://help.okta.com).?? ### Update your org settings and environment -* [Turn off Device Trust before upgrading to Okta Identity Engine](https://help.okta.com). -* [Remove support for Integrated Windows Authentication (IWA)](https://help.okta.com). -* [Rename Duo Security custom IdP](https://help.okta.com). +* [Turn off Device Trust before upgrading to Okta Identity Engine](https://help.okta.com).?? +* [Remove support for Integrated Windows Authentication (IWA)](https://help.okta.com/okta_help.htm?type=oie&id=csh-dt-remove-iwa-routing-rules). +* [Rename Duo Security custom IdP](https://help.okta.com).?? ### Update your Sign-in Widget -* [Upgrade Okta's Sign-in Widget version](https://help.okta.com). -* [Deprecated JavaScript methods in the widget](https://developer.okta.com). +* [Upgrade Okta's Sign-in Widget version](https://help.okta.com).?? +* [Deprecated JavaScript methods in the widget](/docs/guides/oie-upgrade-sign-in-widget-deprecated-methods/main/). ### Update your custom code -* [Update your event hooks for OIE](https://developer.okta.com). -* [Update your inline hooks for OIE](https://developer.okta.com). -* [Upgrade the Terraform provider](https://help.okta.com). +* [Update your event hooks for OIE](https://developer.okta.com).?? +* [Update your inline hooks for OIE](https://developer.okta.com).?? +* [Upgrade the Terraform provider](https://help.okta.com).?? ### Test your changes in your test environment -* [Test user flows, custom code and third-party tools](https://help.okta.com). -* [Run through your post upgrade checklist](https://help.okta.com). -* [Test your widget's existing customizations a test environment](https://developer.okta.com). +* [Test user flows, custom code and third-party tools](https://help.okta.com/okta_help.htm?type=oie&id=ext-test-upgrade). +* [Run through your post upgrade checklist](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-post-upgrade-checklist). +* [Test your widget's existing customizations a test environment](https://developer.okta.com).?? ### You are now ready to upgrade @@ -139,6 +139,6 @@ Confirm that all required changes are complete and your testing validates readin ## Related topics -* [Find troubleshooting docs at Okta's knowledge base center](https://help.okta.com). -* [Check out the video resources on Okta's support center's OIE upgrade page](https://support.okta.com). -* [Get an overview of the OIE upgrade process](https://help.okta.com). +* [Find troubleshooting docs at Okta's knowledge base center](https://support.okta.com/help/s/knowledge?selectedTopics&sortValue=Most%20Popular&searchTerm). +* [Check out the video resources on Okta's support center's OIE upgrade page](https://support.okta.com/help/s/product-hub/oie/upgrading-to-okta-identity-engine?language=en_US). +* [Get an overview of the OIE upgrade process](/docs/guides/oie-upgrade-overview/main/). From 776d78bbae64a16dc501a9f635dee29ca234f023 Mon Sep 17 00:00:00 2001 From: Susan Harper Date: Thu, 18 Jun 2026 13:54:51 -0600 Subject: [PATCH 4/8] aliasing --- .../journeys/OCI-prepare-upgrade-oie/main/index.md | 12 ++++++------ 1 file changed, 6 insertions(+), 6 deletions(-) diff --git a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md index fb05570ed71..3782f03c1bd 100644 --- a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md +++ b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md @@ -24,21 +24,21 @@ Review how OIE affects your apps, configurations, and user experiences. Examine Before diving in, watch our how-to videos to learn about the OIE upgrade and how to identify Okta integration points in your org: - +
### User experience changes * [OIE sign-in flow behavior](https://help.okta.com/okta_help.htm?type=oie&id=sign-in-flows). * [App intent links in OIE](https://help.okta.com/okta_help.htm?type=oie&id=).?? -* [Sign-in flow changes with federation and SSO](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Sign-in flow changes with federation and SSO](https://help.okta.com/okta_help.htm?type=oie&id=inbound-sign-in-flow) ### Policy changes -* [App sign-on policy](https://help.okta.com/okta_help.htm?type=oie&id=).?? -* [Okta sign-on policies](https://help.okta.com/okta_help.htm?type=oie&id=).?? -* [Sign-on policy task differences](https://help.okta.com/okta_help.htm?type=oie&id=).?? -* [Multifactor authentication (MFA) enrollmet policy](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [App sign-on policy](https://help.okta.com/okta_help.htm?type=oie&id=app-sign-on-policy-changes).?? +* [Okta sign-on policies](https://help.okta.com/okta_help.htm?type=oie&id=okta-sign-on-policy-changes).?? +* [Sign-on policy task differences](https://help.okta.com/okta_help.htm?type=oie&id=compare-app-sign-on-policies).?? +* [Multifactor authentication (MFA) enrollmet policy](https://help.okta.com/okta_help.htm?type=oie&id=mfa-enrollment-policy-changes).?? ### Multifactor Authentication (MFA) changes From 07121ff15d1aa9d41a6674a7da96a721125eba0e Mon Sep 17 00:00:00 2001 From: Susan Harper Date: Thu, 18 Jun 2026 16:17:22 -0600 Subject: [PATCH 5/8] tweaks to content --- .../OCI-prepare-upgrade-oie/main/index.md | 92 ++++++++++--------- 1 file changed, 50 insertions(+), 42 deletions(-) diff --git a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md index 3782f03c1bd..ebcb2c185f4 100644 --- a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md +++ b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md @@ -1,7 +1,7 @@ --- title: Prepare to upgrade to Okta Identity Engine meta: - - name: Add a sign-in form to your mobile app + - name: Prepare to upgrade to Okta Identity Engine content: Plan, update, test, and validate your setup so that you can confidently complete a smooth production upgrade. date-updated: July 3, 2026 target persona: Enterprise Developer, IT, Security, Product Owners @@ -9,56 +9,63 @@ meta: ## Introduction -Your organization is preparing to upgrade from Okta Classic Engine to Okta Identity Engine (OIE) to gain enhanced security, policy control, and modern authentication capabilities. This journey guides you through understanding feature changes, such as sign-in flows, policies, MFA, APIs, and legacy functionality. Then you plan and validate your upgrade through a checklist-driven approach. As you go through each section, document your current setup, complete action items in the Upgrade Hub, test in a preview environment, and use those results to confidently schedule and execute your upgrade. +Your organization is preparing to upgrade from Okta Classic Engine to Okta Identity Engine for enhanced security, policy control, and modern authentication. This journey guides you through understanding feature changes, such as sign-in flows, policies, MFA, APIs, and legacy functionality. Then, you plan and validate your upgrade through a checklist-driven approach. -You can go directly to the Okta Upgrade Hub in the Admin Console to review your open action items and schedule your upgrade. [Learn more about the OIE Upgrade Hub](new doc). +As you work through each section, complete the following tasks: + +* Document your current setup. +* Complete action items in the Upgrade Hub. +* Test in a Preview environment. +* Use the results to schedule and execute your production upgrade. + +You can go directly to the Okta Upgrade Hub in the Admin Console to review your open action items and schedule your upgrade. [Learn more about the Identity Engine Upgrade Hub](https://help.okta.com/okta_help.htm?type=oie&id=).?? You can also review the [Identity Engine upgrade FAQ](https://help.okta.com/okta_help.htm?type=oie&id=ext-upgrade-faq) to get answers to common questions before you begin. ## Learn -Review how OIE affects your apps, configurations, and user experiences. Examine differences in sign-in flows, policies, MFA, APIs, and deprecated features to identify what may break, require updates, or continue to work as expected. This enables you to plan your changes. +Review how Identity Engine affects your apps, configurations, and user experiences. Examine differences in sign-in flows, policies, MFA, APIs, and deprecated features to identify what may break, require updates, or continue to work as expected. This enables you to plan your changes. ### Overview videos -Before diving in, watch our how-to videos to learn about the OIE upgrade and how to identify Okta integration points in your org: +Before you begin, watch these videos to understand the Identity Engine upgrade and how to identify Okta integration points in your org: - +
### User experience changes -* [OIE sign-in flow behavior](https://help.okta.com/okta_help.htm?type=oie&id=sign-in-flows). -* [App intent links in OIE](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Identity Engine sign-in flow behavior](https://help.okta.com/okta_help.htm?type=oie&id=sign-in-flows). +* [App intent links in Identity Engine](https://help.okta.com/okta_help.htm?type=oie&id=).?? * [Sign-in flow changes with federation and SSO](https://help.okta.com/okta_help.htm?type=oie&id=inbound-sign-in-flow) ### Policy changes -* [App sign-on policy](https://help.okta.com/okta_help.htm?type=oie&id=app-sign-on-policy-changes).?? -* [Okta sign-on policies](https://help.okta.com/okta_help.htm?type=oie&id=okta-sign-on-policy-changes).?? -* [Sign-on policy task differences](https://help.okta.com/okta_help.htm?type=oie&id=compare-app-sign-on-policies).?? -* [Multifactor authentication (MFA) enrollmet policy](https://help.okta.com/okta_help.htm?type=oie&id=mfa-enrollment-policy-changes).?? +* [App sign-on policy](https://help.okta.com/okta_help.htm?type=oie&id=app-sign-on-policy-changes). +* [Okta sign-on policies](https://help.okta.com/okta_help.htm?type=oie&id=okta-sign-on-policy-changes). +* [Sign-on policy task differences](https://help.okta.com/okta_help.htm?type=oie&id=compare-app-sign-on-policies). +* [Multifactor authentication (MFA) enrollment policy](https://help.okta.com/okta_help.htm?type=oie&id=mfa-enrollment-policy-changes). ### Multifactor Authentication (MFA) changes * [MFA](https://help.okta.com/okta_help.htm?type=oie&id=).?? -* [Okta Verify](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Okta Verify](https://help.okta.com/okta_help.htm?type=oie&id=ov-with-fp). * [Email as an optional authenticator](https://help.okta.com/okta_help.htm?type=oie&id=csh-email-optional). -* [Phone authenticator capabilities](https://help.okta.com).?? -* [Secondary email address setup](https://help.okta.com).?? -* [Security question](https://help.okta.com).?? +* [Phone authenticator capabilities](https://help.okta.com/okta_help.htm?type=oie&id=phone-auth).?? +* [Secondary email address setup](https://help.okta.com/okta_help.htm?type=oie&id=secondary-email-user-account).?? +* [Security Question](https://help.okta.com/okta_help.htm?type=oie&id=security-questions-and-answers).?? ### Other product and feature changes * [Sign-In Widget](https://help.okta.com/okta_help.htm?type=oie&id=csh-siw-changes). -* [Email templates](https://help.okta.com). +* [Email templates](https://help.okta.com/okta_help.htm?type=oie&id=email-enhancements). * [End-User Settings](https://help.okta.com/okta_help.htm?type=oie&id=eus-changes). -* [Global redirect](https://help.okta.com).?? -* [Password reset feature](https://help.okta.com).?? -* [Registration inline hooks](https://help.okta.com).?? -* [Self-service registration process](https://help.okta.com).?? -* [Suspicious activity reporting](https://help.okta.com).?? +* [Global redirect](https://help.okta.com/okta_help.htm?type=oie&id=global-redirect).?? +* [Password reset feature](https://help.okta.com/okta_help.htm?type=oie&id=password-reset-account-recovery).?? +* [Registration inline hooks](https://help.okta.com/okta_help.htm?type=oie&id=registration-hooks).?? +* [Self-service registration process](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Suspicious activity reporting](https://help.okta.com/okta_help.htm?type=oie&id=suspicious-activity).?? * [Sessions](/docs/guides/oie-upgrade-sessions-api/main/). ### Okta API changes @@ -68,11 +75,11 @@ Before diving in, watch our how-to videos to learn about the OIE upgrade and how ### Legacy features with limited support -[Custom app login only available to classic orgs that used it](https://help.okta.com).?? +[Custom app login](https://help.okta.com/okta_help.htm?type=oie&id=csh-custom-app-login-change) is available only to Classic orgs that used it prior to upgrading. ### Discontinued features -Some features are end of life and will no longer work after the upgrade. These are identified in the Upgrade Hub if your org is impacted. +Some features are end of life and won't work after the upgrade. These are identified in the Upgrade Hub if your org is impacted. ## Plan @@ -80,17 +87,17 @@ Prepare your upgrade strategy by identifying integration points and defining you ### Identify integration points and customizations -[Identify your Okta authentication integration points and customizations](https://developer.okta.com).?? +[Discover all of your Okta integration points](https://developer.okta.com) including apps, SDKs, API tokens, and hooks so that your team can triage what to test, update, replace, or retire before upgrading.?? ### Handle unsupported features * [Prepare to remove Okta Mobile](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-prepare-om-users-for-upgrade). -* [Update your policies for Office 365 MFA pass claim](https://help.okta.com).?? -* [Prepare the replacement for your Device Trust setup](https://help.okta.com).?? +* [Update your policies for Office 365 MFA pass claim](https://help.okta.com/okta_help.htm?type=oie&id=o365-pass-claim). +* [Prepare the replacement for your Device Trust setup](https://help.okta.com/okta_help.htm?type=oie&id=).?? ### Define your rollout approach -[Plan your upgrade rollout](https://help.okta.com).?? +[Plan](https://help.okta.com/okta_help.htm?type=oie&id=) how you want to sequence changes across orgs, roll out to user segments, and replace unsupported or deprecated features. Okta recommends a gradual, iterative approach over a single cutover.?? ### Plan your rollback strategy @@ -103,29 +110,29 @@ Update your environment and code, then test everything in your preview environme ### Record your classic setup and ready your test environment -* [Record your classic's settings and user experience](https://help.okta.com).?? -* [Set up your test environment](https://help.okta.com).?? +* [Record your classic org's settings and user experience](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Set up your test environment](https://help.okta.com/okta_help.htm?type=oie&id=).?? -### Complete action items in your classic org's OIE Upgrade Hub +### Complete Identity Engine Upgrade Hub action items -[Complete action items in the OIE Upgrade Hub](https://help.okta.com).?? +Before you can schedule your upgrade from Classic Engine to Identity Engine, [complete all action items listed in the Identity Engine Upgrade Hub](https://help.okta.com/okta_help.htm?type=oie&id=).?? ### Update your org settings and environment -* [Turn off Device Trust before upgrading to Okta Identity Engine](https://help.okta.com).?? +* [Turn off Device Trust before upgrading to Okta Identity Engine](https://help.okta.com/okta_help.htm?type=oie&id=).?? * [Remove support for Integrated Windows Authentication (IWA)](https://help.okta.com/okta_help.htm?type=oie&id=csh-dt-remove-iwa-routing-rules). -* [Rename Duo Security custom IdP](https://help.okta.com).?? +* [Rename Duo Security custom IdP](https://help.okta.com/okta_help.htm?type=oie&id=rename-duo-security). ### Update your Sign-in Widget -* [Upgrade Okta's Sign-in Widget version](https://help.okta.com).?? +* [Upgrade Okta's Sign-in Widget version](https://help.okta.com/okta_help.htm?type=oie&id=).?? * [Deprecated JavaScript methods in the widget](/docs/guides/oie-upgrade-sign-in-widget-deprecated-methods/main/). ### Update your custom code -* [Update your event hooks for OIE](https://developer.okta.com).?? -* [Update your inline hooks for OIE](https://developer.okta.com).?? -* [Upgrade the Terraform provider](https://help.okta.com).?? +* [Update your event hooks for Identity Engine](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Update your inline hooks for Identity Engine](/docs/guides/oie-upgrade-registration-inline-hook/main/index.md). +* [Upgrade the Terraform provider](https://help.okta.com/okta_help.htm?type=oie&id=).?? ### Test your changes in your test environment @@ -133,12 +140,13 @@ Update your environment and code, then test everything in your preview environme * [Run through your post upgrade checklist](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-post-upgrade-checklist). * [Test your widget's existing customizations a test environment](https://developer.okta.com).?? -### You are now ready to upgrade +### Validate readiness and schedule your upgrade -Confirm that all required changes are complete and your testing validates readiness. Schedule and execute your production upgrade with confidence. Transition knowing your environment is prepared for a smooth, low-risk upgrade. +* Confirm that all required changes are complete and your testing validates readiness. +* Schedule and execute your production upgrade. ## Related topics * [Find troubleshooting docs at Okta's knowledge base center](https://support.okta.com/help/s/knowledge?selectedTopics&sortValue=Most%20Popular&searchTerm). -* [Check out the video resources on Okta's support center's OIE upgrade page](https://support.okta.com/help/s/product-hub/oie/upgrading-to-okta-identity-engine?language=en_US). -* [Get an overview of the OIE upgrade process](/docs/guides/oie-upgrade-overview/main/). +* [Check out the video resources on Okta's support center's Identity Engine upgrade page](https://support.okta.com/help/s/product-hub/oie/upgrading-to-okta-identity-engine?language=en_US). +* [Get an overview of the Identity Engine upgrade process](/docs/guides/oie-upgrade-overview/main/). From 8b40d279cd2f5863235ea9811917f33e8fe48c63 Mon Sep 17 00:00:00 2001 From: Susan Harper Date: Thu, 25 Jun 2026 16:24:18 -0600 Subject: [PATCH 6/8] updating aliases and links --- .../OCI-prepare-upgrade-oie/main/index.md | 48 ++++++++++--------- 1 file changed, 25 insertions(+), 23 deletions(-) diff --git a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md index ebcb2c185f4..626d7cca9c5 100644 --- a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md +++ b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md @@ -18,7 +18,7 @@ As you work through each section, complete the following tasks: * Test in a Preview environment. * Use the results to schedule and execute your production upgrade. -You can go directly to the Okta Upgrade Hub in the Admin Console to review your open action items and schedule your upgrade. [Learn more about the Identity Engine Upgrade Hub](https://help.okta.com/okta_help.htm?type=oie&id=).?? +You can go directly to the Okta Upgrade Hub in the Admin Console to review your open action items and schedule your upgrade. [Learn more about the Identity Engine Upgrade Hub](https://help.okta.com/okta_help.htm?type=oie&id=csh-complete-action-items). You can also review the [Identity Engine upgrade FAQ](https://help.okta.com/okta_help.htm?type=oie&id=ext-upgrade-faq) to get answers to common questions before you begin. @@ -37,7 +37,7 @@ Before you begin, watch these videos to understand the Identity Engine upgrade a ### User experience changes * [Identity Engine sign-in flow behavior](https://help.okta.com/okta_help.htm?type=oie&id=sign-in-flows). -* [App intent links in Identity Engine](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [App intent links in Identity Engine](https://help.okta.com/okta_help.htm?type=oie&id=csh-identity-engine-upgrade-app-intent-link). * [Sign-in flow changes with federation and SSO](https://help.okta.com/okta_help.htm?type=oie&id=inbound-sign-in-flow) ### Policy changes @@ -49,23 +49,23 @@ Before you begin, watch these videos to understand the Identity Engine upgrade a ### Multifactor Authentication (MFA) changes -* [MFA](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [MFA](https://help.okta.com/okta_help.htm?type=oie&id=csh-identity-engine-upgrade-mfa-enhancements). * [Okta Verify](https://help.okta.com/okta_help.htm?type=oie&id=ov-with-fp). * [Email as an optional authenticator](https://help.okta.com/okta_help.htm?type=oie&id=csh-email-optional). -* [Phone authenticator capabilities](https://help.okta.com/okta_help.htm?type=oie&id=phone-auth).?? -* [Secondary email address setup](https://help.okta.com/okta_help.htm?type=oie&id=secondary-email-user-account).?? -* [Security Question](https://help.okta.com/okta_help.htm?type=oie&id=security-questions-and-answers).?? +* [Phone authenticator capabilities](https://help.okta.com/okta_help.htm?type=oie&id=phone-auth). +* [Secondary email address setup](https://help.okta.com/okta_help.htm?type=oie&id=secondary-email-user-account). +* [Security Question](https://help.okta.com/okta_help.htm?type=oie&id=security-questions-and-answers). ### Other product and feature changes * [Sign-In Widget](https://help.okta.com/okta_help.htm?type=oie&id=csh-siw-changes). * [Email templates](https://help.okta.com/okta_help.htm?type=oie&id=email-enhancements). * [End-User Settings](https://help.okta.com/okta_help.htm?type=oie&id=eus-changes). -* [Global redirect](https://help.okta.com/okta_help.htm?type=oie&id=global-redirect).?? -* [Password reset feature](https://help.okta.com/okta_help.htm?type=oie&id=password-reset-account-recovery).?? -* [Registration inline hooks](https://help.okta.com/okta_help.htm?type=oie&id=registration-hooks).?? -* [Self-service registration process](https://help.okta.com/okta_help.htm?type=oie&id=).?? -* [Suspicious activity reporting](https://help.okta.com/okta_help.htm?type=oie&id=suspicious-activity).?? +* [Global redirect](https://help.okta.com/okta_help.htm?type=oie&id=global-redirect). +* [Password reset feature](https://help.okta.com/okta_help.htm?type=oie&id=password-reset-account-recovery). +* [Registration inline hooks](https://help.okta.com/okta_help.htm?type=oie&id=registration-hooks). +* [Self-service registration process](https://help.okta.com/okta_help.htm?type=oie&id=csh-identity-engine-upgrade-feature-change-ssr). +* [Suspicious activity reporting](https://help.okta.com/okta_help.htm?type=oie&id=suspicious-activity). * [Sessions](/docs/guides/oie-upgrade-sessions-api/main/). ### Okta API changes @@ -87,17 +87,17 @@ Prepare your upgrade strategy by identifying integration points and defining you ### Identify integration points and customizations -[Discover all of your Okta integration points](https://developer.okta.com) including apps, SDKs, API tokens, and hooks so that your team can triage what to test, update, replace, or retire before upgrading.?? +[Identify all of your Okta integration points](https://developer.okta.com) including apps, SDKs, API tokens, and hooks so that your team can triage what to test, update, replace, or retire before upgrading.?? ### Handle unsupported features * [Prepare to remove Okta Mobile](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-prepare-om-users-for-upgrade). * [Update your policies for Office 365 MFA pass claim](https://help.okta.com/okta_help.htm?type=oie&id=o365-pass-claim). -* [Prepare the replacement for your Device Trust setup](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Prepare to replace your Device Trust setup](https://help.okta.com/okta_help.htm?type=oie&id=csh-dt-replace-plan). ### Define your rollout approach -[Plan](https://help.okta.com/okta_help.htm?type=oie&id=) how you want to sequence changes across orgs, roll out to user segments, and replace unsupported or deprecated features. Okta recommends a gradual, iterative approach over a single cutover.?? +[Plan](https://help.okta.com/okta_help.htm?type=oie&id=csh-plan-upgrade-rollout) how you want to sequence changes across orgs, roll out to user segments, and replace unsupported or deprecated features. Okta recommends a gradual, iterative approach over a single cutover. ### Plan your rollback strategy @@ -110,35 +110,37 @@ Update your environment and code, then test everything in your preview environme ### Record your classic setup and ready your test environment -* [Record your classic org's settings and user experience](https://help.okta.com/okta_help.htm?type=oie&id=).?? -* [Set up your test environment](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Record your Classic Engine experience](https://help.okta.com/okta_help.htm?type=oie&id=csh-identity-engine-upgrade-self-service-validation-tests). +* [Set up your test environment](https://help.okta.com/okta_help.htm?type=oie&id=csh-set-up-test-environment). ### Complete Identity Engine Upgrade Hub action items -Before you can schedule your upgrade from Classic Engine to Identity Engine, [complete all action items listed in the Identity Engine Upgrade Hub](https://help.okta.com/okta_help.htm?type=oie&id=).?? +Before you can schedule your upgrade from Classic Engine to Identity Engine, [complete all action items listed in the Identity Engine Upgrade Hub](https://help.okta.com/okta_help.htm?type=oie&id=csh-complete-action-items). ### Update your org settings and environment -* [Turn off Device Trust before upgrading to Okta Identity Engine](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Turn off Device Trust before upgrading to Okta Identity Engine](https://help.okta.com/okta_help.htm?type=oie&id=csh-dt-turn-off). * [Remove support for Integrated Windows Authentication (IWA)](https://help.okta.com/okta_help.htm?type=oie&id=csh-dt-remove-iwa-routing-rules). * [Rename Duo Security custom IdP](https://help.okta.com/okta_help.htm?type=oie&id=rename-duo-security). ### Update your Sign-in Widget -* [Upgrade Okta's Sign-in Widget version](https://help.okta.com/okta_help.htm?type=oie&id=).?? +* [Upgrade Okta's Sign-in Widget version](/docs/guides/oie-upgrade-sign-in-widget/main/). * [Deprecated JavaScript methods in the widget](/docs/guides/oie-upgrade-sign-in-widget-deprecated-methods/main/). ### Update your custom code -* [Update your event hooks for Identity Engine](https://help.okta.com/okta_help.htm?type=oie&id=).?? -* [Update your inline hooks for Identity Engine](/docs/guides/oie-upgrade-registration-inline-hook/main/index.md). -* [Upgrade the Terraform provider](https://help.okta.com/okta_help.htm?type=oie&id=).?? +packages/@okta/vuepress-site/docs/guides/oie-upgrade-event-hooks/main/index.md + +* [Update your event hooks for Identity Engine](/docs/guides/oie-upgrade-event-hooks/main/). +* [Update your inline hooks for Identity Engine](/docs/guides/oie-upgrade-registration-inline-hook/main/). +* [Upgrade the Terraform provider](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-prepare-terraform). ### Test your changes in your test environment * [Test user flows, custom code and third-party tools](https://help.okta.com/okta_help.htm?type=oie&id=ext-test-upgrade). * [Run through your post upgrade checklist](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-post-upgrade-checklist). -* [Test your widget's existing customizations a test environment](https://developer.okta.com).?? +* [Test your widget's existing customizations in a test environment](https://developer.okta.com).?? ### Validate readiness and schedule your upgrade From 7921ae7217357f8ada1a875fdf58fdefbad5ba55 Mon Sep 17 00:00:00 2001 From: Susan Harper Date: Fri, 26 Jun 2026 16:48:04 -0600 Subject: [PATCH 7/8] journey tile --- .../OCI-prepare-upgrade-oie/main/index.md | 31 ++++++++++--------- .../vuepress-site/docs/journeys/index.md | 5 +++ 2 files changed, 21 insertions(+), 15 deletions(-) diff --git a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md index 626d7cca9c5..d7e26d7c23d 100644 --- a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md +++ b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md @@ -7,9 +7,13 @@ meta: target persona: Enterprise Developer, IT, Security, Product Owners --- +# Prepare to upgrade to Okta Identity Engine + +Get your setup ready so that you can complete the production upgrade with confidence. + ## Introduction -Your organization is preparing to upgrade from Okta Classic Engine to Okta Identity Engine for enhanced security, policy control, and modern authentication. This journey guides you through understanding feature changes, such as sign-in flows, policies, MFA, APIs, and legacy functionality. Then, you plan and validate your upgrade through a checklist-driven approach. +Your organization is preparing to upgrade from Classic Engine to Identity Engine for enhanced security, policy control, and modern authentication. This journey guides you through understanding feature changes, such as sign-in flows, policies, MFA, APIs, and legacy functionality. Then, you plan and validate your upgrade through a checklist-driven approach. As you work through each section, complete the following tasks: @@ -31,7 +35,6 @@ Review how Identity Engine affects your apps, configurations, and user experienc Before you begin, watch these videos to understand the Identity Engine upgrade and how to identify Okta integration points in your org: -
### User experience changes @@ -70,12 +73,12 @@ Before you begin, watch these videos to understand the Identity Engine upgrade a ### Okta API changes -* [Okta APIs](https://developer.okta.com).?? +* [Okta APIs](/docs/guides/oie-upgrade-api-changes/main/). * [Authenticator enrollment policy API](/docs/guides/oie-upgrade-mfa-enroll-policy/main/). ### Legacy features with limited support -[Custom app login](https://help.okta.com/okta_help.htm?type=oie&id=csh-custom-app-login-change) is available only to Classic orgs that used it prior to upgrading. +[Custom app login](https://help.okta.com/okta_help.htm?type=oie&id=csh-custom-app-login-change) is available only to Classic Engine orgs that used it before upgrading. ### Discontinued features @@ -87,7 +90,7 @@ Prepare your upgrade strategy by identifying integration points and defining you ### Identify integration points and customizations -[Identify all of your Okta integration points](https://developer.okta.com) including apps, SDKs, API tokens, and hooks so that your team can triage what to test, update, replace, or retire before upgrading.?? +[Identify all of your Okta integration points](/docs/guides/oie-upgrade-identify-integrations/main/) including apps, SDKs, API tokens, and hooks. This helps your team triage what to test, update, replace, or retire before upgrading. ### Handle unsupported features @@ -106,7 +109,7 @@ Prepare your upgrade strategy by identifying integration points and defining you ## Build -Update your environment and code, then test everything in your preview environment: +Update your environment and code, then test everything in your Preview environment: ### Record your classic setup and ready your test environment @@ -123,24 +126,22 @@ Before you can schedule your upgrade from Classic Engine to Identity Engine, [co * [Remove support for Integrated Windows Authentication (IWA)](https://help.okta.com/okta_help.htm?type=oie&id=csh-dt-remove-iwa-routing-rules). * [Rename Duo Security custom IdP](https://help.okta.com/okta_help.htm?type=oie&id=rename-duo-security). -### Update your Sign-in Widget +### Update your Sign-In Widget -* [Upgrade Okta's Sign-in Widget version](/docs/guides/oie-upgrade-sign-in-widget/main/). +* [Upgrade the Okta Sign-In Widget version](/docs/guides/oie-upgrade-sign-in-widget/main/). * [Deprecated JavaScript methods in the widget](/docs/guides/oie-upgrade-sign-in-widget-deprecated-methods/main/). ### Update your custom code -packages/@okta/vuepress-site/docs/guides/oie-upgrade-event-hooks/main/index.md - * [Update your event hooks for Identity Engine](/docs/guides/oie-upgrade-event-hooks/main/). * [Update your inline hooks for Identity Engine](/docs/guides/oie-upgrade-registration-inline-hook/main/). * [Upgrade the Terraform provider](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-prepare-terraform). -### Test your changes in your test environment +### Test your changes in a test environment -* [Test user flows, custom code and third-party tools](https://help.okta.com/okta_help.htm?type=oie&id=ext-test-upgrade). +* [Test user flows, custom code, and third-party tools](https://help.okta.com/okta_help.htm?type=oie&id=ext-test-upgrade). * [Run through your post upgrade checklist](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-post-upgrade-checklist). -* [Test your widget's existing customizations in a test environment](https://developer.okta.com).?? +* [Test your widget's existing customizations in a test environment](/docs/guides/oie-upgrade-test-widget-custom/main/). ### Validate readiness and schedule your upgrade @@ -149,6 +150,6 @@ packages/@okta/vuepress-site/docs/guides/oie-upgrade-event-hooks/main/index.md ## Related topics -* [Find troubleshooting docs at Okta's knowledge base center](https://support.okta.com/help/s/knowledge?selectedTopics&sortValue=Most%20Popular&searchTerm). -* [Check out the video resources on Okta's support center's Identity Engine upgrade page](https://support.okta.com/help/s/product-hub/oie/upgrading-to-okta-identity-engine?language=en_US). +* [Find troubleshooting docs at the OktakKnowledge base center](https://support.okta.com/help/s/knowledge?selectedTopics&sortValue=Most%20Popular&searchTerm). +* [Check out the video resources on the Okta Support Center's Identity Engine upgrade page](https://support.okta.com/help/s/product-hub/oie/upgrading-to-okta-identity-engine?language=en_US). * [Get an overview of the Identity Engine upgrade process](/docs/guides/oie-upgrade-overview/main/). diff --git a/packages/@okta/vuepress-site/docs/journeys/index.md b/packages/@okta/vuepress-site/docs/journeys/index.md index 7200105f6f3..c71be545458 100755 --- a/packages/@okta/vuepress-site/docs/journeys/index.md +++ b/packages/@okta/vuepress-site/docs/journeys/index.md @@ -8,6 +8,7 @@ journeys: - OCI-mobile - OCI-web-sign-up - OCI-migrate-users + - OCI-prepare-upgrade-oie --- # Journeys @@ -32,3 +33,7 @@ Journeys break down your development project into consumable steps: Implement a sign-up form for your web app, reducing onboarding friction and accelerating user acquisition. Provide a smooth and secure activation experience as you move human user identities into Universal Directory from another user store. +
+ + Plan, update, test, and validate your setup so that you can confidently complete a smooth production upgrade. + From 975323d5777fbc16e816d8fe93f2caae1b8ca325 Mon Sep 17 00:00:00 2001 From: Susan Harper Date: Fri, 26 Jun 2026 17:02:12 -0600 Subject: [PATCH 8/8] fixing broken link and typo --- .../docs/journeys/OCI-prepare-upgrade-oie/main/index.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md index d7e26d7c23d..4371bdc6d59 100644 --- a/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md +++ b/packages/@okta/vuepress-site/docs/journeys/OCI-prepare-upgrade-oie/main/index.md @@ -104,7 +104,7 @@ Prepare your upgrade strategy by identifying integration points and defining you ### Plan your rollback strategy -* [When you should rollback](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-rollback). +* [When you should roll back](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-rollback). * [Initiate a rollback request](https://help.okta.com/okta_help.htm?type=oie&id=identity-engine-upgrade-rollback-steps). ## Build @@ -150,6 +150,6 @@ Before you can schedule your upgrade from Classic Engine to Identity Engine, [co ## Related topics -* [Find troubleshooting docs at the OktakKnowledge base center](https://support.okta.com/help/s/knowledge?selectedTopics&sortValue=Most%20Popular&searchTerm). +* [Find troubleshooting docs at the Okta Knowledge base center](https://support.okta.com/help/s/knowledge?selectedTopics&sortValue=Most%20Popular&searchTerm). * [Check out the video resources on the Okta Support Center's Identity Engine upgrade page](https://support.okta.com/help/s/product-hub/oie/upgrading-to-okta-identity-engine?language=en_US). * [Get an overview of the Identity Engine upgrade process](/docs/guides/oie-upgrade-overview/main/).