Important: During update, Agent connections are temporarily down, so if you only have one operational agent available, new users won’t be able to sign in during the update

Average time to complete is 10 minutes

Updating from version 3.11.0 or older

Login to your Admin Center as an Org Admin e.g. https://<customeridentifier>-admin.tylerportico.com/org/admin-center
Navigate to Identity Workforce>AD Agents and click Download the latest AD Agent from Okta. Review pop up and click Download
1. If you do not see an AD Agent, and are using another Identity Provider (such as Microsoft Entra, Google, Rapid Identity, etc) you may disregard this message

If you cannot download the AD Agent from the Admin Center

1. Within Admin Center, click on the Okta login - it will launch the Okta admin url e.g. https://tyler-<customeridentifier>-admin.okta.com
2. Login using oktaadmin@tidsupport.com (as the username), and the related password
  1. You MUST use the oktaadmin@tidsupport.com address as the username. No other login will work
  2. Note that Tyler does not retain these credentials
  3. For instructions on how to reset the Okta admin password see Reset Okta AD Agent password from Admin Center
3. Navigate to Settings>Download and download the latest available AD Agent
  1. Do not click on the auto update button, it will not work

Uninstall/Upgrade process

Copy the installer to the server with the existing AD Agent install. You may see what server the Agent is installed on under Identity Workforce>AD Agents in Admin Center
Rename the Agent folder, located under C:\Program Files (x86)\Okta, to a name of your choosing
Uninstall the current agent from Windows Programs and Features
Run the installer and follow the steps from this article: https://support.okta.com/help/s/article/okta-ad-agent-registration-using-oauth-2-0?language=en_US
1. If prompted to sign in to Okta, use the username: oktaadmin@tidsupport.com and the password that was setup for this account in Admin Center
  1. If this does not work, try the local OktaService AD account that the site should have the credentials for.
2. If the installer prompts for the Okta Domain URL, it can be found by logging into the Okta Admin portal and clicking your username dropdown in the top right, the domain url will be listed.
  1. Also usually https://tyler-<client-identifier>.okta.com.
Once the install is complete, return to Admin Center under the Identity Workforce>AD Agents and ensure that the status reflects OPERATIONAL and on the latest GA version
If you have multiple agents installed, repeat steps 1-5 to update the agent to the same GA version
If the legacy agent continues to show up in the Okta Admin Dashboard in Admin Center as a duplicate with a DISRUPTION status, please How to Remove an Okta AD Agent from the Okta Admin Dashboard

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