🛠️ Modern Upgrade Process – What to Expect
- Confirm upgrade eligibility
- Verify the client has reviewed all breaking changes
- Provide a walkthrough of the Modern system
- Discuss whether there is a cost to upgrade
- Prepare the organization and address questions
- Organization is ready to upgrade
- Environment: On-Premise or MIP Cloud (MT/ST)
- Number of active Microix databases
- Total number of Web licenses (across all databases)
- Preferred after-hours upgrade time (after 5 PM EST)
- Primary User details (name + email) for first-time login
- ❌ No rollback to Classic
- ❌ Classic custom reports, forms, and layouts do not transfer
- ❌ Batch scanning is not available
- Reset their passwords
- Use domain-based email addresses
- Windows/Concurrent licenses → Named Web licenses
- Additional licenses required if more capacity is needed
- Modern includes up to 3 databases
- Web licenses are shared across all databases
- Sample data only (no live MIP data)
- For exploration—not full testing
- Coordinates upgrade timing with staff
- Send Welcome Emails
- Train users using (or prepare customize quick start guide)
-
- How to Create a Purchase Request-Video
- How to Approve a Purchase Request -Video
- How to Log In to Microix Workflow Modern
- Modern Requisition Quick Start Guide
- Workflow Modern Knowledge Base Articles
- Request a Quote for Admin Training (I’m new to Microix or need a refresher)
- Video tutorials
- AI chat
- Email support
- Live remote support
- Invoice Capture: -Sales - Invoice Capture Feature - Knowledge base-
- Bank Feed: -Sales - Bank Feed Feature - Knowledge base
- Reimbursement: -Sales - Reimbursement Feature - Knowledge base
- Upgrades are performed after hours
- Microix Admin coordinates timing with staff
- Users must be logged out of Microix
- Users may continue working in MIP during the upgrade
- Breaking Changes
- System requirements
- Web/WAN setup guide
- Schedule after-hours upgrade
- Install and register Modern
- Primary User receives Welcome Email
- Primary User distributes access and provides training
- Module migration (~30 minutes)
- Attachment extraction (~5 minutes per 5,000 files)
- Configuration (~1 hour, during business hours)
- Set up system paths and permissions
- Move attachments to permanent storage
- Complete registration
- Send Welcome Email to Primary User
- Primary User distributes access (welcome email) and provides training
- Receives email from donotreply@microix.ai
- Completes first-time login setup
- Checks spam/junk folder if needed
- Primary User distributes access (welcome email) and provides training
- Imports
- Any custom import templates
- Customized Forms
- Any form created or modified in Forms Designer
- Customized Reports
- Any report created or modified in the Classic Report Writer
- Custom grouping, filters, or calculated fields
- Custom export layouts (Excel/PDF formatting)
- Custom UDFs created in Classic
- Any UDF logic tied to Classic workflows
📩 Step 1: Submit Upgrade Request
The organization’s Microix Administrator submits an Upgrade Request form to initiate the process. Once submitted, Microix begins upgrade coordination.
📋 Step 2: Eligibility & Preparation Meeting
Participants: Microix + Organization’s Administrator / Key Staff
Meeting Objectives
Key Confirmations
Important Limitations
User Requirements
All users must:
Licensing Changes
Database Limits
Example-1,000 licenses = up to 1,000 total active users across all databases
Sandbox (Optional)
End User Preparation-Led by Primary User (Microix Admin)
Responsibilities:
Built-in Support (Setup and Training NOT included)
After upgrading, users can access the Support menu for:
Included 60-Day Trial Requisition Module Features (optional add-ons):
📅 Step 3: Scheduling the Upgrade
🖥️ On-Premise Upgrade Process
Participants: Organization IT + Microix
IT Must Review:
Process:
☁️ MIP Cloud Hosted Upgrade Process
Participants: Microix + MIP
Step 1 – Microix
Step 2 – MIP
Step 3 – Microix
📧Recap - After the Upgrade
Primary User:
📚 For comprehensive details regarding the Microix Modern Upgrade, please refer to the Key Resources & FAQs provided below
Technical Information for Your Organization’s IT Team
Deploying Microix Modern Application on IIS Server
Exposing Microix Modern Web Application to the WAN
Workflow Modules Client – End of Feature Development Notice
General Overview
Microix Modern Product Line Overview
💲 Licensing & Pricing
Understanding Modern Web Licensing
Microix Modern Licensing Conversion FAQs
Microix License Structure & Add-On Repurchase Rules
Is there a cost to upgrade to Modern?
🧾 New PO Add-ons FAQs
Microix Modern PO – New Add-Ons Trial Period FAQs
🛠️ Support
Modern Support Menu – Overview
📧 Sample Welcome Email
Sample Welcome Email – Workflow Modules Classic to Modern
Note: The following Classic customizations will not transfer to the Modern platform and must be recreated:
Items That WILL Carry Over to Microix Modern
User‑Defined Fields
Important-Custom fields added to forms or reports will need to be added in forms -reports not customizable at this time.
— The Microix Team
📧
sales@microix.net