Existing Clients Live With Microix – Modern Test Environment Options

Option 1- Modern Sandbox

• The sandbox cannot be connected to or populated with your live MIP data.

• It is designed strictly for exploring the Modern modules and becoming familiar with the interface.

• It is not intended for testing advanced configurations.

• There is no time limit on access; however, the account will be removed if there is no activity or login for 30 days.

• How to submit a request: Sales - Microix Modern Sandbox Request - Knowledge base

Option 2- Upgrade to Modern (Skip Sandbox and Go Direct to Modern)

For clients ready to move directly into Modern without a test environment.

• Classic will be taken offline during the upgrade window.

• Microix and MIP CS will install Modern directly into production.

• Staff will begin using Modern immediately after the upgrade (once the Primary User sends out the Welcome Emails).

• Classic will no longer be accessible.

• Note: Once a client secures a spot on Microix’s Modern upgrade calendar, the Primary User must stay in the loop so they’re aware of any questions or concerns during the upgrade and can advise staff if anything needs to be rescheduled or adjusted.

Modern Upgrade Options (Clients who are On‑Premise)  

Option 1: Keep Classic Live + Set Up a Modern Test Environment

For clients who want to explore Modern, complete training, or validate workflows before fully switching over.

• Classic remains fully operational.

• Microix installs a Modern Test environment using a copy of your production database.

• Staff can train, test, and prepare without impacting daily operations.

• When ready, Microix will schedule the final upgrade to convert production to Modern.

Option 2: Skip the Modern Test Environment (Go Direct to Modern)

For clients ready to retire Classic and move directly into Modern.

• Classic will be taken offline during the upgrade window.

• Microix and your IT team install Modern directly into production.

• Staff will begin using Modern immediately after the upgrade (once Welcome Emails are sent).

• Classic will no longer be accessible.

• Note: Once a client secures a spot on Microix’s Modern upgrade calendar, the Primary User must stay in the loop so they’re aware of any questions or concerns during the upgrade and can advise staff if anything needs to be rescheduled or adjusted.