Existing Clients Live With Microix – Modern Test Environment Options

Creation date: 6/17/2026 10:30 AM    Updated: 7/23/2026 1:15 PM

Modern Upgrade Options (Clients who are Hosted in MIP MT Cloud)  

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 who are eligible and 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.

Note: Keep Classic Live + Set Up a Modern Test Environment

Hosted MIP Customers: They can have a separate MIP test database, and Microix can connect to it. MIP charges for the extra database, and customers may also pay for scheduled production‑to‑test copies. All configuration must be done in production, and MIP can copy that setup into the test environment.

Modern Licensing: Licenses are per active user per database. A user accessing production + test will consume two licenses.

Important Limitation: Hosted customers should not implement in the test database. Microix cannot convert a hosted test database into production. If the customer insists, MIP must perform the restore, and all existing production data will be lost. After MIP completes the restore, Microix can assist with removing void documents.

Modern Upgrade Options (Clients who are On‑Premise)  

Option 1: Keep Classic Live + Set Up a Modern Test Environment ( NOT CURRENTLY AVAILABLE ON HOLD) 

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.

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