pclaw installation and upgrade guide - lexisnexis · n the page number and title of a specific...

PCLaw®

Installation and Upgrade Guide

Version 15.0

© 2015 LexisNexis. All rights reserved.

Copyright and trademarkLexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. PCLaw is a registered trademark of LexisNexis Practice Management Systems Inc. Other products and services may be trademarks or registered trademarks of their respective companies.

© 2015 LexisNexis. All rights reserved.

Revision Date 11/30/2015 2:35 PM

LexisNexis1801 Varsity DriveRaleigh, North Carolina 27606United States of America

North America: 800.387.9785Outside North America: 919.467.1221Fax: 919.467.7181

http://www.lexisnexis.com/law-firm-practice-management/pclaw

LexisNexis® PCLaw Installation & Upgrade Guide Release: 15.0

© 2015 LexisNexis. All rights reserved. 2 of 136

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About this guideThis guide provides a list of tasks for installing PCLaw® Practice Management Software. If you need additional information, refer to the PCLaw Software Support Center.



http://support.lexisnexis.com/pclaw/

Giving Feedback on PCLaw DocumentationWe welcome feedback on our documentation! If you find any errors or have comments or suggestions, please send us an email. You can contact us at: [email protected].

Important Note

Please use the above email address solely for comments and feedback on PCLaw documentation. For technical questions and issues, contact either your organizations help desk or PCLaw customer support.

Please include as much detail as possible, such as the following:

n The name of the guide you are using.

n The page number and title of a specific guide or topic title.

n The version of PCLaw and of the documentation. In online help the version is at the bottom of every topic. It is at the top of the page in the guides.



mailto:[email protected]

Table of ContentsHow to use this guide 7

Where to start 7

Before installing the software 8

Define the Host Environment 8

Operating System 8

Checklist Compliance and Assistance 8

PCLaw Pre-installation Checklist 9

Back Up the PCLaw Data 10

Download and run the installer on the host machine 13

Download and run the installer 13

Installing PCLaw on a new Server system 15

Install the PCLaw application 15

Upgrade an earlier version of PCLaw with a Ctree database to PCLaw 15.0 30

Upgrade the PCLaw application 30

Convert your PCLaw data 41

Upgrade an earlier version of PCLaw SQL to 15.0 46

Upgrade the PCLaw application 46

Convert your PCLaw books 53

Performing a Maintenance Installation 58

Adding new Books to PCLaw 59

Installing PCLaw and attaching it to an existing database 66

Install the PCLaw application 67

Repairing PCLaw 72

Install the PCLaw software on additional workstations that do not have PCLaw 77

Upgrade the PCLaw software on additional workstations that have an earlier version of PCLaw installed 86

Automatic upgrade 86

Manual Upgrade 91

Initialize PCLaw data 95

Installing and Enabling PCLaw Mobility 112

Install the PCLaw Link as a Windows Service 113

Enable PCLaw Mobility for the firm 115



Enable Mobility for an individual user 118

Download and Install the LexisNexis® Mobility Access Manager 120

Update and upgrade LexisNexis PCLaw 127

Configure update settings 128

LexisNexis PCLaw manual updates 129

Upgrade LexisNexis Mobility Access Manager 131



How to use this guideNote

This guide is limited to installing and/ or updating the LexisNexis PCLaw application. For an overview and/ or information used for PCLaw administration, please refer to PCLaw Administration Guide and/ or the associated Help files.

This guide provides PCLaw administrative personnel with a set of procedures used to install and/ or update the LexisNexis PCLaw application. It also provides PCLaw administrative personnel with the information and procedures used to install and enable the PCLaw® Mobility application.

Where to startIf this is the first time you have installed LexisNexis PCLaw, please read this guide carefully before proceeding. Please refer to PCLaw Pre-Installation Checklist for a complete set of instructions and the requirements needed to install the PCLaw application.

If you are updating from a previous version of LexisNexis PCLaw, please refer to Upgrade an earlier version PCLaw with Ctree to 15.0 or to Upgrade an earlier version of PC Law SQL to 15.0 for a detailed set of instructions.



Before installing the softwareBefore installing any PCLaw software:

n Read this Installation and Upgrade Guide thoroughly.

n Review and/ or print the checklist provided to assist you in successfully completing the installation.

n Check each item off the checklist as it is completed through completion of the installation procedure.

Define the Host EnvironmentIf installing the PCLaw software for the first time, it is necessary to create a healthy environment to host the LexisNexis PCLaw software. At this stage, decisions include determining the server, the operating system, how powerful the server must be, the appropriate amount of disk space, and whether the network is capable of handling the anticipated traffic.

Operating SystemPCLaw supports the Microsoft operating system. For supported versions, see PCLaw Operating System Requirements. It is critical that the operating system used to host LexisNexis PCLaw is a supported or compatible operating system.

Checklist Compliance and AssistanceIt is pertinent that each item in the checklist be reviewed and completed prior to attempting to install any PCLaw software. Additional information regarding PCLaw and the installation are listed below.

n Annual Maintenance Plan: For assistance on obtaining an Annual Maintenance Plan (AMP), please contact the LexisNexis Practice Management Sales department at 1-800-328-2898.

n Requirements: To ensure your firm's system meets or exceeds the minimum set of requirements, see PCLaw Operating System Requirements.

n PCLaw setup file: To download and run the PCLaw setup file, refer to the Download and Run the Installer topic for assistance.

n Subsequent PCs: After the PCLaw installation is complete, you will be asked if installation for additional workstations/ PCs is required. If so, follow the steps provided in the procedure for adding subsequent PCs.

n PCLaw initial setup: To complete the initial PCLaw setup, complete the steps provided in the Initializing PCLaw Data topic for instructions.

n PCLaw Mobility: If your firm will use PCLaw Mobility, follow the steps provided in the Installing and Enabling PCLaw Mobility section of this manual.

If additional assistance is required, please contact PCLaw Customer Support at 1-800-387-9785.



https://support.lexisnexis.com/system/selfservice.controller?CONFIGURATION=1044&PARTITION_ID=1&USERTYPE=1&CMD=VIEW_ARTICLE&ARTICLE_ID=80628




http://www.lexisnexis.com/terms/practice-management-software-policy.aspx


PCLaw Pre-installation ChecklistThis checklist is intended for use by PCLaw administrators who have reviewed the PCLaw installation documentation and are preparing to install the software for the first time on a new server.

PCLaw Pre-Installation Checklist

Your firm has an active Annual Maintenance Plan (AMP) with a Product Key.

If installing PCLaw for the first time on a new server, the following components of the firm's new PCLaw Host environment server have been determined:

1. Operating System

2. Database

3. Data storage location

The system meets the minimum/recommended set of requirements.

All users are logged out of PCLaw.

A complete backup of the PCLaw database and documents has been done

The computer has a network drive mapped to the PCLaw shared components folder.

The PCLaw setup file has been downloaded from pclaw.com/techpage OR the entitlement email has been received.

Will PCLaw Mobility be installed for the firm?

1. If Yes, complete the Install PCLaw Link as a Service procedure.

2. Enable PCLaw Mobility feature for the entire firm.

3. Enable PCLaw Mobility for each Mobility user within the firm.

4. Download and install the PCLaw Mobility Access Manager.

Completed by: Date/ Time:



http://www.lexisnexis.com/terms/practice-management-software-policy.aspx


http://www.lexisnexis.com/law-firms/practice-management/specialized-law/system-requirements.aspx

http://www.pclaw.com/techpage

Back Up the PCLaw Data 1. Select File > Backup/ Restore > Backup Data from the main menu.

A PCLaw advisory screen displays.

2. Click Yes to confirm that you are the only user currently logged in and to continue.

A PCLaw Backup Advisory screen displays.

Note

If you are not the only user in PCLaw, all other users must exit PCLaw before you can backup your data.

3. Click OK. The PCLaw Archive - Export File window appears.

4. Select a location to save your backup file and enter a file name.



Note

We recommend that you rename the file to include the date so that you can easily distinguish your backup files and to help prevent overriding older files.

5. Click Save to create the backup file.

6. A PCLaw Prompt will appear, asking you to confirm the location, and recommending a location on another drive.

7. Click Yes to confirm the backup location. A backup progress meter appears.



Once the Backup is complete, click Close to return to PCLaw desktop.



Download and run the installer on the host machineInstallation and update tasks are accomplished using the LexisNexis PCLaw Installer. It scans the workstation and is used to either install a new installation of LexisNexis PCLaw or update an existing installation.

Access to the Installer is via your firm's Product Keys/ Entitlement email and is used to download the latest version of the PCLaw application software for new releases, service packs, and/ or hot fixes. The installer can also be downloaded from www.pclaw.com/techpage.

Warning

Although the Installer can be run more than once, if it is stopped before completion, it must be restarted from the beginning.

Before you begin: Ensure you have the firm's Product Keys/ Entitlement email.

Download and run the installer 1. Click the 'download your software' link in your Product Key/ Entitlement email.

The Download your software link displays.

2. Click the link associated with the Download your software from the link below topic.

The LexisNexis Delivery window opens.

3. Click the Download button.

An Important Notice page appears. Please read the note and click Continue.



4. The Download PCLaw page is displayed.

Read the instructions on the page and click Copy Key and Continue Download to download and run the Installer.

5. When the Installer is finished downloading, it will run automatically.

Proceed to the New PCLaw Installation procedure for new installs, or see Update LexisNexis PCLaw for PCLaw application updates to continue.



Installing PCLaw on a new Server systemAfter you have completed the PCLaw Pre-installation Checklist and obtained the PCLaw installer from the www.pclaw.com/techpage, it is time to install the program. If you are installing to a Server without any data, follow the instructions below. If you are installing PCLaw on a system that already has PCLaw data, please skip to Installing PCLaw to an existing Database.

Before you begin the installation:

n Ensure that you have reviewed and completed the PCLaw Pre-installation Checklist

n Close all programs

Install the PCLaw application 1. Run the PCLaw installer from your entitlement email, or download it from www.pclaw.com/techpage, and

run it.

2. If the Microsoft .Net Framework is not installed on the Server, the PCLaw Installer will prompt you to install it. Click Install.



When the User Account Control appears, click Yes.

Microsoft .NET Framework 4.5 will install itself automatically.

3. Once the Microsoft .NET framework is installed, the PCLaw installer may show several screens before prompting you to choose an Installation method.

Make sure that Install SQL Server Express components with SQL Server Management Studio and PCLaw is selected and Check the box confirming that you have read the End User License Agreement.



Note

If SQL has already been installed on the installation server, you may select Install, Update or Reinstall PCLaw instead.

4. Click Next.

5. On the Installation Checklist window, verify that each condition on the checklist is satisfied, and check each box.

6. Click Next.

An Important Note appears, explaining that multiple User Account Control requests are likely to appear during installation.



7. Please read this note and click Next.

8. On the SQL Server Password window, enter a valid password for your new SQL server's sa account.



9. Click Next. A UAC prompt will appear.

10. Click Yes. Another Prompt will appear.



11. Click Yes again. A notification will appear, to warn you of User Account Controls that are not immediately visible.

12. Click OK to confirm and continue. PCLaw will begin downloading the SQL setup executable.

Stay alert for a flashing user account control notification in the task bar.

13. Once it appears, click Yes. PCLaw will extract the SQL files.



A UAC prompt will appear.

14. Click Yes to this prompt.

15. Click Yes to the next UAC prompt as well.

At this point, the PCLaw installer will begin the process of downloading and installing a SQL Server to act as your PCLaw database. This process is automatic, but can take some time.



16. Once the SQL installation has completed, the End User License Agreement window will appear. Review the License Agreement information.

Note

You must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at the bottom as well, in order for the 'Next' button to become available.

17. Click Next.

Clicking the Next button implies that you have read and agree with the End User License Agreement.

The Installation Agreement window opens.



18. Check the check box to agree to the Installation Agreement.

19. Click Next.

The Data Set Create/ Attach window opens.



20. Select the Create a new data set option.

21. Click Next.

The Enter Product Key window opens.



22. Enter the Product Key obtained from the firm's entitlement email.

Note

The Next button becomes available only after the Product Key is correctly entered.If you copied your product key from the download page, the paste button can be used to insert the key without having to manually type it in.

23. Click Next.

The Select Destination window opens.



24. Accept the defaults for the installation location, or use the Change... button to change the location.

25. Click Next.

Note

Install your PCLaw books to a shared network location where all PCLaw users will have both Read and Write permissions.

The Ready to Install window opens.



26. Click the Install button to begin the installation process.



27. A UAC prompt will appear.

Click Yes to continue with the installation.

28. Once the installation is complete, the Initialize Data window opens.

Note

As PCLaw uses a SQL database, it is possible to host the PCLaw application on a different server than its database. When this is the case, PCLaw cannot make automatic database backups. Please make sure to create regular backups of your PCLaw SQL Database via Microsoft SQL Studio Manager if it is hosted on a different environment than the PCLaw application.



29. To open PCLaw and initialize your data, select Initialize my data now and click Finish. This completes the installation and opens PCLaw with the Data Initialization window open.

To complete the installation and not initialize data, select I will initialize my data later and click Finish to finish the installation and close the installer.

Refer to Initialize PCLaw Data for the detailed procedure used to complete the data initialization process.



Upgrade an earlier version of PCLaw with a Ctree database to PCLaw 15.0After you have completed the PCLaw Pre-installation Checklist and obtained the PCLaw setup file, you are nearly ready to upgrade the Ctree version of PCLaw to PCLaw 15.0 (SQL).

Before you begin the upgrade:

n Ensure that you have reviewed and/ or completed the PCLaw Pre-installation Checklist

n Ensure all users are logged out of PCLaw

n Make a complete backup of PCLaw and store it on another machine or separate media.


n Obtain the PCLaw setup file from www.pclaw.com/techpage, or run it from the entitlement email

Upgrade the PCLaw application 1. On the host machine, run the PCLaw Installer.

If Microsoft .Net Framework is not installed on the Server, the PCLaw Installer will Prompt you to install it.

2. Click Install.

3. When the User Account Control appears, click Yes.



4. Microsoft .NET Framework 4.5 will install itself automatically.

5. Once the Microsoft .NET framework is installed, the PCLaw installer may show several preparation screen before prompting you to choose an Installation method.

Make sure Install SQL Server Express components with SQL Server Management Studio and PCLaw is selected and Check the box confirming that you have read the End User License Agreement.

Note




6. Click Next.

On the Installation Checklist window, verify that each condition on the checklist is satisfied, and check each box.

7. Click Next. An Important Note appears, explaining that multiple User Account Control requests are likely to appear during installation.



Please read this note and click Next.

8. On the SQL Server Password window, enter a valid password for your new SQL server's sa account.



9. Click Next. A UAC prompt will appear.

10. Click Yes. Another Prompt will appear.



11. Click Yes again. A notification will appear, to warn you of User Account Controls that are not immediately visible.

12. Click OK to confirm and continue. PCLaw will begin downloading the SQL setup executable.

Stay alert for a flashing user account control notification in the task bar.

13. Once it appears, click Yes. PCLaw will extract the SQL files.



A UAC prompt will appear.

14. Click Yes to this prompt.

15. Click Yes to the next UAC prompt as well.

At this point, the PCLaw installer will begin the process of downloading and installing SQL Server to act as your PCLaw database. This process is automatic, but can take some time.



16. Once the SQL installation has completed, the End User License Agreement window will appear. Review the License Agreement information.

Note


17. Click Next.






The Next button becomes available.

19. Click Next.





Note

The Next button becomes available only after the Product Key is correctly entered.If you copied your product key from the Landing page, the paste button can be used to insert the key without having to manually type it in.

21. Click Next.

PClaw will uninstall the existing installation and install PCLaw 15.0.



22. A UAC prompt will appear.

Click Yes to continue with the installation.

23. Once PCLaw finishes installing, click Finish to complete the installation.



Convert your PCLaw dataEven though PCLaw has been upgraded, it is not ready to be used just yet. The PCLaw Books must also be updated.

To update the books:

24. Open PCLaw.

The application will ask you to log into a set of books.



25. Enter the password for your selected books and click OK to begin converting the book.

PC law will attempt to verify your licensing information.

26. Click Yes to verify your license.

27. Once the license is Verified, PCLaw will prompt you to back up your accounting data.



28. Click Yes and select a location to backup your data. An Alert will appear.

29. Click OK.

30. PClaw will prompt you to convert your data.

31. Click Yes. PCLaw will begin converting data.



32. Once PCLaw begins converting Ctree data, a Microsoft SQL Server Configuration window will appear.



33. Enter the sa account password created in step 6. Click OK. PCLaw will finalize the conversion.

34. Click OK to exit the conversion and begin using the converted books in PCLaw

35. Repeat the conversion process for each set of books in PCLaw.

Once you have converted all your books, The PCLaw upgrade will be complete.

Note

It is possible to host the PCLaw application on a different server than the PCLaw database. When this is the case, PCLaw cannot make automatic database backups. Please ensure to make regular backups of your PCLaw SQL Database via Microsoft SQL Studio Manager if it is hosted on a different environment than the PCLaw application.



Upgrade an earlier version of PCLaw SQL to 15.0After you have completed the PCLaw Pre-installation Checklist and obtained the PCLaw setup file from the techpage, you are nearly ready to upgrade the prior SQL version of PCLaw to version 15.0.

Before you begin the upgrade:

n Ensure that you have reviewed and/ or completed the PCLaw Pre-installation Checklist

n Ensure all users are logged out of PCLaw

n Make a complete backup of PCLaw and store it on another machine or separate media.


n Obtain the PCLaw setup file from www.pclaw.com/techpage or run it from the entitlement email

Upgrade the PCLaw application 1. On the host machine, run the PCLaw installer.

2. If Microsoft .Net Framework is not installed on the Server, the PCLaw Installer will Prompt you to install it. Click Install.

Microsoft .NET Framework 4.5 will install itself automatically. Once it has finished installing, the PCLaw upgrade will resume.

3. PCLaw may prompt you to restart your computer to continue the installation.



4. Click Yes to reboot your computer. The PCLaw installer will automatically resume once Windows restarts.

5. Upon resuming, the PCLaw installer will prompt you to choose an Installation method.

Select Install, Update or Reinstall PCLaw.

6. Click Next.

7. On the Installation Checklist window, verify that each condition on the checklist is satisfied, and check each box.



8. Click Next to make the End User License Agreement window will appear. Review the License Agreement information.

Note




9. Click Next.






The Next button becomes available.

11. Click Next.





Note

The Next button becomes available only after the Product Key is correctly entered.If you copied your product key from the Landing page, the paste button can be used to insert the key without having to manually type it in.

13. The Ready to Install Window will appear



14. Click Install.

PClaw will uninstall the existing installation and install PCLaw 15.0.

15. Once PCLaw finishes installing, click Finish to complete the installation.



16. A prompt will appear asking you to restart windows.

17. Click Yes to restart the computer.

Convert your PCLaw booksOnce the computer has rebooted, PCLaw will have finished upgrading. Before it can be used, each set of books must be updated.

To update the books:

18. Open PCLaw.

The application will ask you to log into a set of books.



19. Enter the password for your selected books and click OK to begin converting the book.

PC law will attempt to verify your licensing information.

20. Click Yes to verify your license.

21. Once the license is Verified, PCLaw will prompt you to back up your accounting data.



22. Click Yes and select a location to backup your data. An Alert will appear.

23. Click OK. Another alert will appear.

24. Click OK again.

25. PClaw will prompt you to convert your data.



26. Click Yes. PCLaw will begin converting data.

27. Once the conversion has finished, PCLaw will generate an Alert.



28. Click OK to exit the conversion and begin using the converted books in PCLaw

29. Repeat the conversion process for each set of books in PCLaw.

Once you have converted all your books, The PCLaw upgrade will be complete.



Performing a Maintenance Installation The PCLaw installer still has several uses, even after being used to install or upgrade to PCLaw 15.0. These uses are referred to as Maintenance Installations, and include the ability to add new books to PCLaw, to attach an existing database to your PCLaw installation, and to repair your PCLaw installation.



Adding new Books to PCLawThe PCLaw installer can be used to add additional set of books to PClaw, if you have additional product keys to activate each new set. This process can only be performed on a machine that already has PCLaw installed.

1. Run the PCLaw Installer. For this process, please run the installer from:

n Start >Program Files > LexisNexis > PCLaw > Setup

or from the installer located in the

n PCLaw Data > Common > Install folder.

2. Once the installer starts, the End User License Agreement window will open.

Note


3. Click Next.


4. The Installation Agreement window will appear.



5. Check the check box to agree to the Installation Agreement and click Next.

6. On the Books or Components window, select the Create a NEW Set of Books option.



7. Click Next.

8. The Enter Product Key window opens.




Note

The Next button becomes available only after the Product Key is correctly entered.If you copied your product key into the windows clipboard, the paste button can be used to insert the key without having to manually type it in.

10. Click Next.

11. On the Directory for Set of Books window, use the Browse button to select a location to create the new set of books.



12. Click Next.



The Ready to Install window opens, with an overview of the Book set to be created.

13. Click Install.

The Installer will create the new Book.

14. Once the installation is complete, the Initialize Data window opens.



15. To open PCLaw and initialize your data, select Initialize my data now and click Finish. This completes the installation and opens PCLaw with the Data Initialization window open.

To complete the installation and not initialize data, select I will initialize my data later and click Finish to finish the installation and close the installer.

Refer to Initialize PCLaw Data for the detailed procedure used to complete the data initialization process.



Installing PCLaw and attaching it to an existing databaseIf you would like to access a PCLaw database from a machine that does not have PCLaw installed, you can simply run the installation file on that machine and attach to the database.

Before you begin the installation:

n Ensure that you have reviewed and completed the PCLaw Pre-installation Checklist


n Obtain the PCLaw setup file from the PCLaw folder stored on your network.

The PCLaw setup is typically stored in the PCLaw Data > Common > Install folder, if PCLaw is already installed on your network. Alternatively, you can download it from www.pclaw.com/techpage.



Install the PCLaw application 1. Run the PCLaw installer either from the Install folder on your network, or the download file from

www.pclaw.com/techpage.


Note


3. Click Next.





5. Check the check box to agree to the Installation Agreement and click Next.

6. On the Books or Components window, select the Connect to an Existing Set of Books option.



7. Click Next.

8. On the Directory for Set of Books window, use the Browse button to find the location of the books that need to be associated with PCLaw.

9. Click Next.

The Ready to Install window opens, with an overview of thce Book set to be added.



10. Click Install.

The Installer will associate the existing book with your PCLaw installation.



11. Once the installation is complete, the Installation Succesful window opens.

12. Click Finish to complete the installation.

The selected set of Books can now be accessed through your copy of PCLaw.

Note

If the set of books attached was created using the same version of PCLaw, it will open normally.



Repairing PCLawIf your copy of PCLaw has stopped functioning, or you need to restore important application files that have been deleted, you can run the installer to restore PCLaw to working order.

1. Run the PCLaw Installer. For this process, please run the installer from:

n Start >Program Files > LexisNexis > PCLaw > Setup


Note


3. Click Next.





Check the check box to agree to the Installation Agreement.

5. Click Next.

6. On the Books or Components window, select the Re-install PCLaw programs on this computer option.



7. Click Next.

The Ready to Repair the Program window opens.



8. Click Install.

The Installer will repair and verify your PCLaw installation.

9. Once the installation is complete, the Installation Succesful window opens.




Your copy of PCLaw is now repaired.



Install the PCLaw software on additional workstations that do not have PCLawBefore you begin:

n Ensure that you have installed the application on a network server that can be accessed by others

n Ensure that each workstation has access to the shared folder/ network server


1. Browse to the PCLaw initial common folder. This is typically located on the server where the data is stored. The default is: C:\PCLaw Data\COMMON\INSTALL.

2. Select the Netsetup.bat file. Alternately, you may run the PCLaw installer, but only if you are already running the latest version of PCLaw.

InstallShield will prepare the installation.

3. Once it is finished preparing, the Installation options window appears.



Select Install, Update or Reinstall PCLaw and click Next.

4. On the Installation Checklist window, check each box to verify each completed step.



Click Next.

5. The next page contains the End User License Agreement.



6. Review the License Agreement. Click Next to continue.

Note






7. Check the check box if you agree.

8. Click Next to continue.

The Data Set Create/ Attach window opens.



9. Select Attach to an existing data set and click Next.

The Select Destination window appears.



10. Use the second Change button to select the correct folder for existing PCLaw data and network components.





12. Click Install to begin the installation.



Once the installation is finished, the Successful Installation window opens.


As applicable, refer to Initialize PCLaw Data for the detailed procedure used to complete the data initialization process.



Upgrade the PCLaw software on additional workstations that have an earlier version of PCLaw installedPCLaw workstations can be upgraded in two ways, by running PCLaw and allowing it to update automatically, or running the PCLaw installer and performing a manual update.

Before you begin:

n Ensure that the host machine has been updated to the latest version of PCLaw

n Ensure that each workstation has access to the shared folder/ network server


Automatic upgrade 1. Log into PCLaw.

2. PCLaw will detect that it is not current and prompt you to upgrade.

3. Click Yes.

4. The End User License Agreement window opens.




Note






6. Check the box and click Next to continue.




8. PCLaw will upgrade your workstation

When the installation is done, the Installation Successful window opens.


10. PCLaw needs to restart Windows. Click Yes to do so.

If using the Installer to perform the workstation upgrade, the process is slightly different.



Manual Upgrade 1. Browse to the PCLaw data > Common > Install folder and run the PCLaw Installer.

2. The End User License Agreement window opens.


Note






4. Check the box to indicate your agreement, and click Next

5. The Ready to Install window opens.




7. PCLaw will upgrade your workstation

When the installation is done, the Installation Successful window opens.




9. PCLaw needs to restart Windows. Click Yes to do so.



Initialize PCLaw dataNote

If you did not initialize the data after completing the PCLaw installation, or if you created a new set of books via a maintenance installation, you will see an 'uninitialized set of books' in the login window when you open PCLaw.

1. Select uninitialized set of books from the login window and click OK.

The Welcome to PCLaw window opens.



2. Click Close to continue.

The Data Initialization window opens.

3. Select Prepare a new set of books on the Data Initialization screen and click OK to start the data initialization process.

The PCLaw Preparation Wizard Welcome window opens.



4. Click Next.

The Microsoft SQL Server Preparation window appears.



5. Select the SQL database to use and enter the Administrator name and password.

6. Click Next.

The Firm Name window opens.



7. Enter the name of your firm in the Firm Name field. Click Next to continue.

The Firm Address and Phone Numbers window opens.



8. Enter the firm's address and phone number, including its state or province. Click Next to continue.

The Start-up Date window opens.



9. Enter the start-up date for the firm. Click Next to continue.

The Business Type window opens.



10. Select the firm's business type and enter the business number as applicable.

Tip

The business type cannot be changed without the assistance of PCLaw support, so make sure it is set correctly during initialization.

Click Next to continue.

The Bank Accounts window opens.



11. Accept the default number of bank accounts, or enter the number of accounts to be used by the firm. Click Next to continue.

The Accounting Methods window opens.



12. Identify the accounting method to be used by the firm. Click Next to continue.

The Taxes window opens.



13. Select the tax category for the firm and complete all boxes as applicable. Click Next to continue.

The Timekeeper Information window opens.



14. Enter the name, initials, and other information for each timekeeper associated with the firm. Click Next to continue.

The User and Admin Password window opens.



15. Enter the password for each timekeeper identified in the previous step, and for the administrator. Click Next to continue.

The Front Office Options window opens.



16. Select the boxes in the Front Office Options window that are applicable to the firm. Click Next to continue.

A PCLaw advisory window opens.

17. Click Yes to return to the Front Office Options window and change the Universal Naming Convention (UNC) path now. If you click No to change the path at a later time, the Ready to Prepare window opens.



18. Click Finish to complete the PCLaw initialization process.

PCLaw will verify the Database.



It will then write the necessary information to the Book.

When it is done, the Register Software window opens.

19. Click Skip to complete the registration process at a later time.



Note

You have 30 days to register the PCLaw software if you choose to register your software if it has not already been registered.

To request a registration code, please contact PCLaw support at (800) 387-9785



Installing and Enabling PCLaw MobilitySetting up PCLaw Mobility requires you to do the following:

1. Ensure that your firm has an active Annual Maintenance Plan (AMP).

2. Install the PCLaw Link as a Windows service.

3. Enable the Mobility feature for your entire firm.

4. Enable the Mobility feature for each PCLaw user who will use Mobility.

5. Download and install the LexisNexis® Mobility Access Manager.

6. Ensure that user passwords meet the strong password requirements described in the PCLaw Help file.

Note

Users without a strong password will be prompted to change their password the first time they attempt to log in to the Mobility web site.

7. Provide users with the Mobility URL: https://pclawmobility.lexisnexis.com



Install the PCLaw Link as a Windows ServiceTo use PCLaw Mobility, you must run a utility provided with PCLaw that installs PCLaw link components as Windows Services. The utility is available on the Windows Start menu.

Note

If the PCLaw database is not on the same machine where the LexisNexis Mobility Access Manager is being installed, PCLaw must be configured to access its database using a Universal Naming Convention (UNC) path.

1. On the Windows Start menu, go to Start > All Programs > LexisNexis > PCLaw > Utilities > Configure Link to Run as Windows Services.

The Install PCLaw Link as Windows Services screen opens.

2. Enter the user name and password of an administrative user and click Configure.

The Install PCLaw Link as Windows Services Complete screen opens.



3. Click Done.



Enable PCLaw Mobility for the firmThe Mobility feature must be enabled for your entire firm and for each individual user.

To enable Mobility for the firm:

1. Log in to PCLaw as a user with administrative rights.

2. Select Options > Administrator> Security Preferences from the main menu.

The Security Preferences screen opens.

3. Select the Enable Advanced Securitycheckbox. Click OK.

4. Select Options > Connection Settingsfrom the main menu.

The Connection Settings screen displays.



5. On the Connection Settings tab, select the following check boxes:

n Use This Set of Books when Connecting with Other Programs

n Store Password

n Use Mobility Feature



6. Click OK.

7. If you are asked if you want to allow PCLaw to make changes, click Yes.



Enable Mobility for an individual user 1. Log in to PCLaw as a user with administrative rights.

2. Select Options > Administrator> Security from the main menu.

The Security Setup screen opens.

3. On the Users tab, select a user in the list box on the left.



4. In the E-mail field, type an email address for the user. The user will have to have an email address when signing in to PCLaw Mobility.

5. Select the Enable access to mobility featurecheck box.

6. In the Default Lawyer field, use the drop-down arrow to select a lawyer to associate with the user.

7. Assign the user to an available group.

8. Repeat steps 3 through 7 for each user for whom you want to enable Mobility.

9. Click OK.

10. Provide each Mobility user added with the Mobility URL: https://pclawmobility.lexisnexis.com.



https://pclawmobility.lexisnexis.com/

Download and Install the LexisNexis® Mobility Access ManagerTo obtain the latest version of PCLaw Mobility, you must successfully install the latest version of LexisNexis® Mobility Access Manager using the following procedure.

Note

Install LexisNexis Mobility Access Manager on the same PC as the PCLaw Link Services.

1. Open a web browser and go to http://support.pclaw.com/techpage.

The PCLaw Downloads page opens.

2. Select PCLaw® Version XX.X (where XX,X equals the version) from the drop-down list and click Go.

The LexisNexis PCLaw Software License Agreement page.

3. Enter your firm's information in all required boxes marked with an asterisk.

4. Click I have read and agree with the End-User License Agreement.



The LexisNexis Available Downloads page displays.

5. Click download under the action column to download the latest version of the LexisNexis® Mobility Access Manager.

6. Click Save to save the file to your desktop.

7. Double-click the setup.exe file on your desktop and click Run to run the installer.

Note

If Microsoft .NET 4.0 is not detected on your computer, the installer downloads and installs it.

The LexisNexis Mobility Access Manager - InstallShield Wizard window displays.

8. Click Next on the Welcome screen to install the latest version of the LexisNexis Common API.

The End User License Agreement screen displays.



9. Select I accept the terms in the license agreement.

10. Click Install to continue.

11. Please wait while the program is installed. This may take several minutes.

12. Click Finish on the InstallShield Wizard completed screen.

Please wait for the Welcome screen to display.



13. (PCLaw Users Only:) Click PCLaw Configuration Instructions for items that must be completed prior to completing this installation.

The PCLaw Mobility Setup Instructions are displayed.

14. Click Next on the Welcome screen after all prerequisite items are done.

The License Agreement screen displays.

15. Select I accept the terms in the license agreement.




The Installation Settings screen displays.

17. Enter the email address and confirmation that will be used to received update notifications and other messages.

18. Click Next.

The SMTP Email Settings screen displays.



19. Perform one of the following:

Click Skip this Step if you will not be using the email capabilities, or if you would like to enter this information at a later time.

- or -

In the SMTP Server and Send email messages from boxes, enter the applicable data.

Warning

Do not use special characters in the name such as a hyphen, etc. (i.e., SMTP-Server.nc.rr.com), otherwise, the name will not be recognized as a valid server name.

(Optional:) Enter the user name and password for the email address entered in the previous step.

(Optional:) Click Test Settings to confirm your entries.

20. Click Next on the SMTP Email Settings screen to continue.

The Confirm Installation screen displays.

21. Click Install.

The Installing LexisNexis Mobility Access Manager screen displays.

22. After all new features have installed, the Additional Steps screen displays.



23. Click Finish and View Instructions to view the additional setup requirements.

The Mobility Setup Instructions displays.

24. Complete the steps outlined in the instructions as applicable.



Update and upgrade LexisNexis PCLawThis section provides you with information and procedures needed to update and/ or upgrade your PCLaw software to the latest version. Please refer to the Configure update settings and/ or LexisNexis PCLaw manual updates sections for detailed procedures.

An update installs the new features and fixes associated with a new release. An error message will appear if it is not possible to update from the current version to the Updated version.

To obtain the best performance from PCLaw, ensure it is updated to the latest version. You can have PCLaw do this automatically on a set schedule, or you can update manually. When updating your PCLaw application, be sure the following conditions are met:

n All users are logged out of PCLaw.

n All other applications are closed.

n A complete backup of PCLaw has been made and stored on another machine or separate media.

Note

You must have Administrator access to perform updates.



Configure update settingsTo configure your PCLaw application update settings and to enable automatic updates, follow the instructions below:

1. Select Options > Administrator > Update Settings from the main menu to bring up the Update Settings screen.

2. Select the appropriate method of updating from the selections described below.

n Check for updates weekly: PCLaw will check for updates once a week and will automatically install any found. This is the default setting.

n Check for updates weekly, but ask me first. : PCLaw will check for updates weekly, but will not apply them without prompting.

n Do not check for updates on this machine. : No updates will occur.

n Do not check for updates on any machine. : No updates on any machine running PCLaw with a shared database.

3. Click the OK button to confirm the update method. The Updates Settings screen will close.



LexisNexis PCLaw manual updatesTo manually update LexisNexis PCLaw, perform the following:

1. 1. Open the PCLaw application.

2. Select Help > My Account > Check for Updates... from the main menu.

The PCLaw Live Update screen opens.

3. Click the ‘Start Check for Updates’ link.

The web based update engine checks your currently installed version of PCLaw and displays available updates

Note

Your browser may need to install an Active X control to allow the update engine to search your version of PCLaw. At the top of the web page will be installation instructions.




If there are updates available, follow the instructions provided on the PCLaw Live Update screen.

- or -

If there are no updates (No updates available at this time), the web page will state there are none to download. Close the web browser to finish.



Upgrade LexisNexis Mobility Access ManagerTo successfully upgrade to the latest version of PCLaw Mobility, you must install the latest version of LexisNexis® Mobility Access Manager using the following procedure.

Note

Install LexisNexis Mobility Access Manager on the same PC as the PCLaw Link Services.

1. Open a web browser and go to http://support.pclaw.com/techpage, the PCLaw download page.

2. Select PCLaw® Version XX.X (where XX.X equals the latest version) from the drop-down list and click Go.

The LexisNexis PCLaw Software License Agreement page.



http://support.pclaw.com/techpage.asp

3. Enter your firm's information in all required boxes marked with an asterisk.

4. Click I have read and agree with the End-User License Agreement.

The LexisNexis Available Downloads page displays.

5. Click download under the action column to download the latest version of the LexisNexis® Mobility Access Manager.

6. Click Save to save the file to your desktop.

7. Double-click the setup.exe file on your desktop and click Run to run the installer.

Note

If Microsoft .NET 4.0 is not detected on your computer, the installer downloads and installs it.

The LexisNexis Mobility Access Manager - InstallShield Wizard window opens.



8. Click Next in the Welcome window to upgrade to the latest version of the LexisNexis Common API.


The Upgrading LexisNexis Common API window opens.

Please wait, this may take several minutes.

10. Click OK in the LexisNexis Common API window to continue.



11. Click Finish in the InstallShield Wizard Completed window.

Please wait.

12. Click Next in the Welcome window.

The Email Address window opens.



13. In the Enter Email Address box, enter the email address of the person to notified when updates are available.

14. In the Confirm Email Address box, re-enter the email address of the person to notified when updates are available.

15. Click Next.

The SMTP Email Settings window opens.




Click Skip this Step if you will not be using the email capabilities, or if you would like to enter this information at a later time.

- or -

In the SMTP Server and Send email messages from boxes, enter the applicable data.

Warning

Do not use special characters in the name such as a hyphen, etc. (i.e., SMTP-Server.nc.rr.com), otherwise, the name will not be recognized as a valid server name.

(Optional) Enter the user name and password for the email address entered in the previous step.

(Optional) Click Test Settings to confirm your entries.

17. Click Upgrade.

The Upgrade LexisNexis Mobility Access Manager window opens.

18. After all new features have installed, the Additional Steps window opens.

19. Click Finish and View Instructions to view the additional setup requirements.

The Mobility Setup Instructions display.

20. Complete the steps outlined in the instructions as applicable to finalize your installation and setup.



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