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Are you ready to unlock the full potential of Ideagen Please Review?
Who is this article for?
Administrators planning to implement Ideagen Hub.
No special access or permissions are required.
Your required upgrade to Ideagen Please Review 8.4.0 is here - and it unlocks Ideagen Hub, your new command center for operational excellence.
This transition is essential to keep your environment supported, secure and compatible with everything coming next in the Ideagen ecosystem.
Why this upgrade is necessary
Our support, security, and development roadmap are now anchored on 8.4.0 and Ideagen Hub.
Choosing not to upgrade will mean:
- Your existing version will no longer receive security updates
- New features and fixes will not be available to you
- Your environment will fall out of compatibility with our cloud services
- Future integrations may not function as expected
This update delivers enhanced performance for Ideagen Please Review while connecting you to unified access across all your Ideagen solutions, integrated Luminate support and a free trial of Ideagen Regulatory Intelligence. Your environment stays secure, supported and ready for what's next.
What you need to know
This is an important upgrade for all web application customers apart from those with Veeva, Documentum and Cara integration. When you receive your migration notification, please respond immediately to secure your preferred slot. Migration slots fill quickly, and early response means you get the timing that works best for your team.
The evolution of your experience:
- Access everything through Ideagen Hub - your new gateway to operational excellence
- One login connects you to all your Ideagen solutions, Luminate support and Ideagen Regulatory Intelligence
- If you currently use a username (not an email address) to log in, we'll help you transition to email-based login for Hub
Your work stays the same:
- All your data, workflows and user preferences remain untouched
- Your existing links and bookmarks continue to work seamlessly
- Ideagen Please Review looks and functions exactly as it does today … but underneath it’s better
What you're gaining:
- Single sign-on across all your Ideagen products - no more juggling passwords
- Integrated Luminate support - help, community and resources at your fingertips
- Ideagen Regulatory Intelligence - stay ahead of compliance requirements across 90+ jurisdictions with AI-powered insights
- Self-service SSO management - update certificates instantly without support tickets
- Enhanced security and performance - built on modern, resilient cloud infrastructure
Ready to get started? When you receive your migration notification, respond quickly to to secure your preferred migration slot. We'll provide everything you need to make this transition smooth and seamless.
Questions? Dive into the detailed FAQ below or log a support ticket through Luminate.
Ideagen Hub migration FAQs for Ideagen Please Review customers
Your Ideagen Please Review instance is being upgraded and with it you unlock Ideagen Hub - your new command center for accessing all your Ideagen solutions, support and intelligent insights in one place.
Understanding the migration
Why is this migration happening?
This transition is essential to keep your environment supported, secure and compatible with everything coming next in the Ideagen ecosystem. We're modernizing our infrastructure to give you better security, faster performance and seamless access across all your Ideagen solutions. This upgrade eliminates the friction of managing multiple logins and support portals, while preparing your organization for future capabilities including AI-powered features.
Through Hub, you'll gain immediate access to Ideagen Regulatory Intelligence - helping you stay ahead of compliance requirements across 90+ jurisdictions.
Hub is our new resilient cloud services framework that will become the foundation for all Ideagen solutions - this is a required upgrade for all customers.
When will my migration happen?
Migrations begin in February 2026 and continue through the end of FY26. We will send you notification of when you migration is due to take place. Please respond immediately to secure your preferred slot. Migration slots fill quickly, and early response means you get the timing that works best for your team.
What is Ideagen Hub?
Ideagen Hub is your command center for operational excellence - one secure platform that unifies access to all your Ideagen solutions, integrates Luminate customer support and positions you for future AI capabilities. Think of it as your gateway to everything Ideagen, designed to simplify how you and your team work.
Will it be during business hours or outside business hours?
This will be determined in consultation with your Customer Success Manager when scheduling your migration. We'll work with you to find a time that best suits your operational needs.
Is my organization included in this migration?
This migration applies to all web application customers. You'll migrate if you:
- Use the Ideagen Please Review web application
- Don't have Viva Vault, Documentum or Ca integrations
Note: On-premise installations and validated systems follow separate timelines. If you're unsure whether this applies to you, your account manager can confirm.
Preparing for migration
What do I need to do before migration?
Version requirement: Your Ideagen Please Review instance must be on version 8.4.0. If you're on an earlier version, we'll upgrade you to 8.4.0 as part of the migration process. This is a two-stage process: first upgrading to 8.4.0, then migrating to Hub.
Username review: Hub requires email addresses for login. If your team currently uses usernames that aren't email addresses, we'll work with you during the migration process to ensure a smooth transition.
Will I need to reset my password?
Yes, you'll receive a welcome email directly from Ideagen Hub and then when you first login you will be asked to reset your password. We understand, for cybersecurity purposes that most people act with caution when asked to change their login details through fear that this is a phishing email. We'll share with you exactly what this communication will look like closer to the time so that you can verify it's a genuine Ideagen email. However, if in doubt, access your product by your usual means and you'll be directed to change your password from there.
I have lost/can't find my login email, what should I do?
That's okay, speak to your admin, they should be able to resend it. Or visit our Hub help pages.
Is there any downtime during the migration?
Your migration will be scheduled in advance to minimize disruption to your team. Specific downtime requirements will be communicated as part of your migration scheduling. We've designed this migration to be as seamless as possible.
How long will the migration take?
Your migration will be scheduled in advance to minimize disruption to your team. We've designed this migration to be as seamless as possible with minimal downtime. Specific timing will be communicated as part of your migration scheduling.
What happens to my users during migration?
All user accounts automatically migrate to Hub - you don't need to manually recreate users or reassign permissions. Your team's roles, permissions and preferences in Ideagen Please Review remain exactly as they are today. Your data and workflows are protected every step of the way.
After migration: What changes
How will logging in work after migration?
You'll receive a new Ideagen Hub URL where your team will log in. Here's what happens:
- Navigate to your Hub URL (or your existing Ideagen Please Review URL, which will redirect)
- Log in once at Hub
- Hub automatically launches Ideagen Please Review with full access
Your existing Ideagen Please Review bookmarks and links continue to work - they simply redirect through Hub for authentication.
Will my existing login links still work after migration?
Yes, your existing Ideagen Please Review links will continue to work. When you use them, you'll be directed through the Hub login screen and then redirected back to Ideagen Please Review.
How will the login process change?
The login screen will look slightly different - you'll see "Sign in using the Hub." You'll enter your credentials through the Hub login screen, then be authenticated and directed into Ideagen Please Review. Your existing credentials remain the same.
What will look different after migration?
Your login experience will look a little different as when you go to your Ideagen Please Review login page you will automatically be directed to log in via Ideagen Hub (see below). Hub will be your main access point moving forward. However, if you do go to your Ideagen Please Review login page, this will still work, but it will redirect you to login via the Hub before redirecting you back to Ideagen Please Review.
What if I use SSO (Okta, Azure AD, etc.)?
Great news - Hub makes SSO management even easier. You'll need to update your SSO provider configuration with your new Hub URL, but here's the benefit: you can now manage your own SSO certificates directly in Hub without raising support tickets. This means faster certificate renewals and no more waiting when certificates expire.
Hub provides frictionless and secure access via Single Sign-On across all your Ideagen solutions.
What's the new Hub URL I need to configure in my SSO provider?
Your specific Hub URL will be provided to you as part of your migration communication. Your implementation team will supply the exact URL needed for your SSO configuration. We recommend updating your bookmarks to use your new Hub URL as your primary access point.
What if I have multiple Ideagen products?
Even better. If you have both Ideagen Please Review and Ideagen Quality Management (or other Ideagen products), you'll migrate to Hub once and access everything with a single login. No more switching between systems or managing multiple passwords.
One login through Hub gives you access to all your Ideagen products. No more juggling platforms or passwords. You'll benefit from unified notifications and tasks across all Ideagen products, with all your essential tools and support within effortless reach.
Will my administrator login credentials change?
No, administrator logins through the management console remain exactly the same.
After migration: What stays the same
Does Ideagen Please Review itself change?
No. Ideagen Please Review looks, functions and operates exactly as it does today. Your workflows, data, documents, reviews and user preferences all remain unchanged. Your current processes remain the same, but you'll gain powerful new capabilities through Hub - providing unified access to all your Ideagen solutions, integrated Luminate support, access to Ideagen Regulatory Intelligence to stay ahead of regulatory changes across 90+ jurisdictions, and positioning you for future AI-powered capabilities. Hub is simply your new front door - once you're through it, Ideagen Please Review is exactly as you remember.
What happens to my data?
All your data stays in Ideagen Please Review exactly where it is. Nothing moves, nothing changes. Your document history, audit trails, review records and all content remain secure and accessible.
Will I lose any data during migration?
No, all your data remains secure in Ideagen Please Review throughout the migration process.
Will my workflows change?
No, your workflows in Ideagen Please Review remain exactly the same. The only change is how you log in to access the system.
Will product upgrades affect Hub?
No. Ideagen Please Review upgrades are completely independent of Hub. When we release new Ideagen Please Review features or updates, Hub continues working seamlessly. Similarly, Hub improvements don't require Ideagen Please Review changes. They're separate systems that work together through authentication only.
Do my bookmarks still work?
Yes, your Ideagen Please Review login page will still work but will redirect you to login via the Hub before redirecting you back to Ideagen Please Review. However, as Ideagen Hub will be your central access point for your solution moving forward we'd recommend you update your bookmarks.
What happens to my user preferences and settings in Ideagen Please Review?
Your user preferences and settings in Ideagen Please Review are not affected and remain exactly the same.
Will my browser remember my login, or will I need to log in again?
Not when you initially log in, as we need all users to reset their passwords when logging into the Hub for the first time. Your existing Ideagen Please Review password won't work.
Managing users after migration
How do I add new users after migration?
User management moves to Hub, which gives you centralized control across all your Ideagen products. To add a new user:
- Log into Hub
- Navigate to user management
- Add the user with their details
- Assign them to Ideagen Please Review
The user automatically appears in Ideagen Please Review - no separate setup required.
How do I remove or archive users?
Use Hub's user management to archive or remove users. Changes sync automatically to Ideagen Please Review, and if users have access to multiple Ideagen products, you manage their entire access from one place.
Can individual users update their own information?
Administrators manage user details through Hub's centralized user management. This ensures consistency across all your Ideagen products and maintains proper access controls.
Product access and integration
Will I lose access to any features in Ideagen Please Review?
No, all your existing Ideagen Please Review features and functionality remain unchanged. Plus, through Hub you'll gain access to integrated Luminate support and Ideagen Regulatory Intelligence - an AI assistant that continuously monitors compliance requirements across 90+ jurisdictions and delivers actionable insights to help you avoid penalties and stay audit-ready.
How do I access Luminate support after migration?
Your Luminate portal will be integrated into Hub, accessible with a single click. No extra passwords or barriers - just instant connection to help, support and community forums.
Do I need a separate password for Luminate?
No, your Hub login gives you access to both Ideagen Please Review and Luminate support.
What if I have multiple Ideagen Please Review sites?
All your Ideagen Please Review sites will be accessible through Hub. The exact presentation is being finalized, but you'll be able to access all your sites from one central location.
How does Hub affect integrations with other Ideagen products or third-party tools?
No, there is no impact on your existing integrations.
Are there any settings admins need to change or adjust?
No, the only thing admins might have to do is resend the 'Welcome to Ideagen Hub' email if some of your users did not receive it. This is the email that users need to log on first time with instructions to reset their passwords.
Are there any settings individual users need to do themselves to realize the full benefits?
Users can customize their settings in Ideagen Hub, including configuring your own quick actions. Visit the Ideagen Hub pages to learn more.
Can admins complete the setup on behalf of their users?
Administrators can resend the 'Welcome to Ideagen Hub' email if users don't receive it, but individual users will need to complete their own password reset when they first log in. This is a security requirement to ensure each user controls their own credentials. If you have SSO enabled, users will not need to reset their password but you may need to add the Hub URL to your SSO validation.
New capabilities with Hub
What new features do I get with Hub?
- Integrated Luminate support: Access help articles, support tickets and community forums directly from Hub - no separate login required. Enhanced support and guidance at your fingertips.
- Ideagen Regulatory Intelligence: Stay ahead of regulatory changes with this AI assistant that continuously monitors compliance requirements across 90+ jurisdictions and delivers actionable insights. This helps you avoid penalties, stay audit-ready, and anticipate regulatory changes before they impact your operations.
- Self-service SSO management: Update your own SSO certificates without raising support tickets, eliminating delays and giving you more control.
- Enhanced user experience: Streamlined, modern interfaces that make navigation intuitive and efficient.
- Critical security updates: Maximum protection for your data with the latest security patches and protocols.
- Resilient, secure platform: Built on modern cloud infrastructure designed for reliability and future growth.
- Future AI capabilities: When additional AI features become available for Ideagen Please Review, Hub provides the foundation for these advanced capabilities.
Can I create shortcuts or quick actions in Hub?
Quick actions and shortcuts aren't currently available for Ideagen Please Review in Hub, but you can access Luminate and Regulatory Intelligence directly from your Hub dashboard.
Technical considerations
What browsers does Hub support?
Hub is built on modern web standards and supports current versions of major browsers including Chrome, Firefox, Safari and Edge. Specific browser requirements and version details will be included in your migration notification.
Can I access Ideagen Please Review directly without going through Hub?
Technically yes - your Ideagen Please Review URL still exists and you can navigate to it directly. However, you'll still authenticate through Hub. We recommend using your Hub URL as your primary access point to take advantage of integrated Luminate access and future capabilities.
What if something goes wrong during or after migration?
If you experience any issues during or after migration, visit the Luminate help pages or log a support ticket through Luminate. After migration, you can access Luminate support directly from your Hub dashboard with a single click. Our support team will work with you to resolve any access issues quickly.
If something goes wrong during or after migration, how do I get help?
Visit the Luminate help pages or log a support ticket through Luminate. After migration, you can access Luminate support directly from your Hub dashboard with a single click - no extra passwords or barriers. Our support team will work with you to resolve any issues quickly.
Special configurations
What about our Viva Vault integration?
Customers with Viva Vault integrations are excluded from this migration due to technical requirements for seamless in-app access. Your current access method remains unchanged.
We have a validated system - when do we migrate?
Validated systems follow a separate migration timeline. We're working with Compliance Path to ensure proper validation documentation. Your account manager will contact you when validated system migrations are scheduled.
We host Ideagen Please Review in our own cloud environment - does this affect us?
Self-hosted or on-premise installations are not included in this migration. Hub applies only to Ideagen-hosted web application customers.
Getting help
Who can I contact with questions?
For migration scheduling and timeline questions, contact your Customer Success Manager. For technical questions or support issues, visit the Luminate help pages or log a support ticket through Luminate.
Where can I find more information?
Additional resources including video guides and detailed help articles are available in Luminate. After migration, these resources are accessible directly from your Hub dashboard.
Check out this quick article with video to see what's possible: One hub, endless possibilities.
Will I receive advance notice before my migration?
Yes, you'll receive communications well in advance of your migration date, including information about what to expect and any actions you may need to take.
How do I prepare my team?
We recommend:
- Sharing this FAQ with system administrators and power users
- Communicating the migration date once scheduled
- Reminding users to watch for the password reset email and that it's legitimate
- Updating any internal documentation with your new Hub URL
- Testing access with a small group immediately after migration
The bigger picture
What does this mean for the future?
Hub represents Ideagen's commitment to giving you unified, intelligent access to world-class operational excellence tools. This migration is your first step toward:
- Seamless collaboration across multiple Ideagen solutions
- AI-powered insights and automation
- Faster access to new capabilities
- Enhanced security and compliance
- Simplified administration and support
While migration adds one authentication step today, it eliminates complexity tomorrow. You're positioning your organization for a future where your operational excellence tools work together intelligently, anticipating needs and accelerating performance.