Okta to Microsoft Entra ID Conversion

Okta to Microsoft Entra ID Conversion for SkyTerra

Introduction SkyTerra is transitioning from Okta to Microsoft Entra ID to enhance security and streamline identity management. This document outlines the steps and considerations for a successful migration.

Why Organizations Choose SkyTerra for Okta to Entra ID Conversions Desire to reduce identity platform sprawl and licensing overlap Need to standardize MFA and Conditional Access under one policy engine Preparing for Zero Trust, Microsoft 365 Copilot, or Microsoft Purview Interest in tighter integration with Microsoft 365, Windows, and Endpoint Manager Requirement for clear documentation, governance, and a clean operational handoff Preparation

Assessment: Evaluate current Okta configurations and identify dependencies. This involves a thorough review of all existing settings, integrations, and customizations within Okta. Understanding these dependencies is crucial for ensuring a smooth transition to Microsoft Entra ID. Planning: Develop a detailed migration plan, including timelines and resource allocation. This plan should outline each phase of the migration process, assign responsibilities to team members, and establish clear milestones to track progress. Communication: Inform stakeholders about the migration process and its impact. Effective communication is essential to manage expectations and ensure that all parties are aware of their roles and responsibilities during the migration. Migration Steps

Setup Microsoft Entra ID: Configure Microsoft Entra ID settings to match Okta configurations. This includes setting up user roles, permissions, and security policies to ensure consistency and compliance with organizational standards. Data Migration: Export user and group data from Okta and import it into Microsoft Entra ID. This step involves verifying the accuracy and completeness of the data to prevent any disruptions during the transition. Application Integration: Reconfigure applications to use Microsoft Entra ID for authentication. This may require updating application settings, modifying code, and testing integrations to ensure seamless access for users. Testing: Conduct thorough testing to ensure all systems function correctly with Microsoft Entra ID. This includes functional testing, performance testing, and security testing to identify and resolve any issues before the go-live date. Go-Live: Execute the migration plan and monitor the transition closely. This involves coordinating with all stakeholders, providing real-time support, and addressing any issues that arise during the go-live phase. Post-Migration

Support: Provide support to users and address any issues that arise. This includes offering training sessions, creating support documentation, and establishing a helpdesk to assist users with any questions or concerns. Optimization: Continuously optimize Microsoft Entra ID settings for improved performance and security. This involves regularly reviewing and updating configurations, monitoring system performance, and implementing best practices to enhance the overall user experience. Review: Conduct a post-migration review to identify lessons learned and areas for improvement. This review should involve feedback from all stakeholders and result in a comprehensive report that outlines successes, challenges, and recommendations for future migrations.

Assumptions and Prerequisites Active Microsoft 365 tenant and verified domains Appropriate licensing for Microsoft Entra ID features, for example P1 or P2 for Conditional Access, Identity Protection, Access Reviews, and PIM Administrative access to the Okta tenant and application configurations Test accounts and application owners available for validation Network and directory connectivity for Microsoft Entra Connect or Cloud Sync if required

Out of Scope, Available as Add-ons Custom code changes to third-party or in-house applications Legacy protocol remediation beyond standard SAML and OIDC federation Hardware token procurement and logistics On-premises Active Directory remediation and consolidation Advanced governance rollout beyond baseline, such as lifecycle workflows or complex entitlement packages

Conclusion The transition from Okta to Microsoft Entra ID is a strategic move to enhance SkyTerra's security and identity management capabilities. Proper planning, execution, and support are crucial for a successful migration. By following the steps outlined in this document, SkyTerra can achieve a seamless transition and realize the full benefits of Microsoft Entra ID.