December 6, 2016

IDX Platform Technology Upgrade: Preparing for Success

A platform migration may be necessary to stay at the cutting edge of technology, but IDEA understands that the thought of such a migration can be intimidating, especially if you do not fully understand the process. To help answer your questions about IDEA’s Industry Data Exchange (IDX) migration, we’re bringing IDEA’s B2B EDI Solutions Manager, Tom Guzik, into our IDX Migration Series to guide IDX customers through what to expect.

In the previous IDX Platform Technology Upgrade: The Migration article, we discussed why IDEA decided to upgrade the IDX platform, the benefits of the new platform, and the changes users can expect. In this article, we will discuss what is involved in a successful migration, the replacement for the IDX Tracker tool, how long the migration process will take, and individual roles and responsibilities.


How can users ensure a successful migration to the new platform?

To ensure all transactions are successful on the new platform, IDX users must verify all trading partners. Regardless of how frequently or infrequently a user may trade with certain partners, it is imperative that all trading partners are verified.

Note: IDX customers’ trading partners will not need to make any changes during the migration process. Value-Added Networks (VANs) can communicate with one another and will automatically send information to an IDX user’s new electronic data interchange (EDI) ID location. This EDI ID will not change, because all changes are made at the VAN level (similar to how, when switching phone carriers, an old phone number can be brought over to a new carrier). 


Will the IDX Tracker tool remain in place or be replaced by another tool?

The Tracker tool will be replaced by the LENS Business Activity Monitoring tool. An IDX support team member will set up a training session for each IDX user and their team. If questions arise after training, IDEA’s IDX support team is available to answer all questions.

We suggest that those who use the IDX often should have their own ID; IDEA can create additional IDs as needed. We ask that all IDX users maintain control of their account IDs, and if someone should leave an IDX user’s company, IDEA should be notified in order to remove that person’s ID.


How long will the migration take?

Once IDEA has an IDX customer’s information, the migration process will typically take three weeks. After migration, a user will be put on hyper care, which means that the IDX team will closely monitor all data and transactions for seven days to ensure that traffic is identical to before the migration.The main purpose of the hypercare period is to closely monitor customer service, data Integrity and the smooth functioning of the implemented solution. If any anomalies occur, they will be addressed and resolved. 


Who is responsible for migrating my IDX account and information?

Each IDX customer will be assigned a migration specialist who will walk the user through the migration process and the steps within each phase. During the migration and post-migration, each customer­ company will have access to the entire IDX support team.


Haven’t migrated yet? Check out the Migration Toolkit Checklist to get a head start.

Gather the information below to provide to your IDX migration specialist.

Migration Toolkit Checklist:

  • Your company’s ID
  • A list of all your trading partners’ IDs
  • VANs that your partners use (if you do not have this information, the IDX support team can look it up)
  • Know how you are connecting to the IDX (secure FTP or AS2?)
  • Be aware of any additional hosted connections that need to be migrated
  • Be aware of any schedule constraints (e.g., high volume months that should be avoided)


For further inquiries about the migration process and specifics of the new platform, please contact IDEA’s B2B EDI Solutions Manager, Tom Guzik at