🛠️ Modern Upgrade Process Overview – What to Expect
Step 1: Eligibility & Preparation
Participants: Microix + Organization’s Microix Administrator
Before scheduling the upgrade, please review the What’s New materials, including release dates, breaking changes, and the Modern preview video. Once reviewed, submit the Request/Schedule form if you haven’t done so already.
Please confirm the following:
- Confirmation that you’ve previewed Modern
- Currently own Web licenses|pack (min 25 is required)
- Total number of Web (Named) Licenses required in Modern
- Preferred upgrade date and time (after 5:00 PM EST)
- Primary User details (first name, last name, email address) — this user will receive the initial Welcome Email
- Your environment: On-Premise or MIP Cloud Hosted
Key Considerations (Important)
- There is no rollback to the Classic version
- Classic custom reports, forms, and layouts do not transfer
- Batch scanning is not available in Modern
- All users must:
- Reset their passwords
- Use domain-based email addresses
- Concurrent/Windows licenses are retired in Modern and converted to Named Web Licenses
- Additional Web License tiers must be purchased if more capacity is needed
- Web licenses are consumed per active user per database
- End of Feature Development Notice
Modern Sandbox Request
- The sandbox contains sample data only
- Live MIP data cannot be loaded
- Intended strictly for exploring Modern, not testing advanced configurations
End User Preparation
(Led by the Microix Admin / Primary User)
The Primary User is responsible for:
- Sending Welcome Emails
- Providing end-user training using the following current available materials:
Included 60-Day Trials (Familiarization)
- Invoice Capture (AI OCR)
- Bank Feed
- Reimbursement
Step 2: Scheduling the Upgrade (Based on Environment)
All upgrades are scheduled after hours to minimize disruption. Staff should be notified in advance.
On-Premise Environment
Participants: Organization IT + Microix (Note: Organization IT must review the following prior to scheduling the upgrade):
1. Breaking Changes -Whats New
2. Workflow Modules Modern - Exposing Microix Workflow Modules Modern Web Application to the WAN - Knowledge base
3. https://www.microix.info/sales/KB/View/27920-modern-technical-q-a
- IT reviews system requirements
- After-hours upgrade is scheduled
- Microix and IT install and register Modern
- Primary User receives the Welcome Email
MIP Cloud Hosted Environment
Participants: Microix + MIP
Step 1 – Microix
- Modern module migration (~30 minutes)
- Attachment extraction (~5 minutes per 5,000 attachments)
Step 2 – MIP
- Configuration completed during business hours (~1 hour)
- System paths and permissions setup
- Attachments moved to permanent storage
Step 3 – Microix
- Modern registration completed
- Welcome Email sent to Primary User
Primary User (Microix Admin)
- Receives the initial Welcome Email from donotreply@microix.ai
- Email includes first-time login and setup instructions
(Tip: Check Spam/Junk folders if the email isn’t received)
Helpful Resources
- What’s New
- Workflow Modules Modern - Knowledge base
- Built-in Modern Support Options:
- AI Assistance
- Live Remote Support
- Email Support
- Coming Soon! Training Videos-These videos demonstrate general Microix features and functionality but do not replace your organization’s specific policies or requirements
— The Microix Team
📧
sales@microix.net