INSTALL/UPGRADE GUIDE:

Transcription

1 INSTALL/UPGRADE GUIDE: Amicus Attorney Small Firm Classic Contents Basics... 2 Upgrading Amicus Attorney... 3 Single-User Install... 5 Multi-User Network Install... 6 Installing a Secondary Office (Optional)... 8 Loading Amicus Organizer Data... 9 Please read this document carefully before installing Amicus Attorney. It contains important information for those who are: Installing Amicus Attorney for the first time Upgrading from Amicus Attorney Small Firm Edition or V+ Advanced Edition or Organizer Edition If upgrading from a Client/Server configuration or any other version or edition DO NOT USE THIS GUIDE. Please contact Technical Support at (800) or (416) for instructions relevant to your current version of Amicus Attorney. Amicus Attorney Small Firm Classic: Install Guide 2013 Gavel & Gown Software Inc. 1

2 Basics Single or Multi-User Installation You may choose to install Amicus Attorney Small Firm Classic in either of the following configurations: Single-User Install entirely on a single, standalone computer. For instructions, see Single-User Install on page 5. Multi-User Network Install the software and database on a file server, define users, and then install workstation components on each user s computer. For instructions, see Multi-User Network Install on page 6. Later, you may optionally install Amicus Attorney Secondary Office on remote site computers. Evaluation and licensing When first installed, Amicus Attorney will run for a 30-day evaluation period before requiring any users to be licensed. In order to use Amicus Attorney beyond the evaluation period, you must request and apply the necessary licenses. Initiate your license request from Amicus Administrator. For more information, see Licensing Amicus Attorney Small Firm Classic, available from the Support > Technical Resource Guides section of our website ( IF UPGRADING: After upgrading, you will need to re-license Amicus Attorney. In the meantime, you may use Amicus in Evaluation mode for 30 days. Important Things to Consider System requirements Ensure that your computers meet requirements as detailed in the Hardware & Software Requirements document, available from the Support > Technical Resource Guides section of our website. Importing data To import Client, Matter, Appointment, and To Do data exported from existing applications other than an earlier version of Amicus Attorney, use the Amicus Administrator Import feature. If using Amicus Small Firm Accounting, note that Client and Matter data import should be done before initializing the integration between Amicus Attorney and Amicus Small Firm Accounting. For details on Import, see the Amicus Attorney Administrator Help. Amicus Attorney Small Firm Classic: Install Guide 2013 Gavel & Gown Software Inc. 2

3 Upgrading Amicus Attorney Before Upgrading From Organizer Edition 1 If multiple users of Organizer Edition wish to upgrade into a single Team environment, data that will be shared should be manually synchronized to ensure that it merges smoothly. This includes all lists (File Types, Party Types, etc.), custom pages and fields, Library resources, and precedents. Contacts with the same first and last name and phone numbers will be merged; as will Files with the same Client and Matter ID. 2 Make sure that your current Office is not running. 3 Read the Important Upgrade Notes below, and then proceed to install. Before Upgrading From Other Editions 1 If integrated with Amicus Small Firm Accounting, ensure that all users are logged out of Amicus Small Firm Accounting. 2 Ensure that Team Members have unpacked any Secondary Office Briefcases and then gone online. 3 We recommend that you back up your Amicus database and Templates. 4 Open Amicus Administrator. Request the Team Members to log out and then deny them access from the Users > User Management > Status screen. 5 Choose Unlock All Data from the Users > Recovery Function menu. 6 Choose Scan Database from the Database > Utilities menu. If running with User Access Control (UAC) enabled (e.g. under Windows 7), go to Control Panel > User Accounts, disable UAC, and restart the computer BEFORE performing the Scan Database. You may re-enable UAC afterward. 7 Exit Amicus Administrator. 8 At each workstation running with UAC enabled (e.g. under Windows 7 but not under Windows 8), open Windows Explorer, go to C:\WINDOWS, and click Compatibility Files on the toolbar. The \VirtualStore\Windows folder appears. If under Windows 8, go to C:\Users\YourUserName\AppData\Local\VirtualStore\Windows. Copy your Amicus.INI file (e.g. AmicusAtt12.INI if upgrading from Version 2012, or AA50.INI if upgrading from Version V+) from that folder to the C:\WINDOWS folder, replacing the file there. This enables the upgrade to preserve all Preferences for the Team Member. 9 Read the Important Upgrade Notes below, and then proceed to install. Important Upgrade Notes All of your earlier data and settings will be converted upon upgrading Amicus. However, the following items might require your attention: AMICUS ACCOUNTING You must upgrade to the current version of Amicus Small Firm Accounting prior to using the integration. QUICKBOOKS INTEGRATION After upgrading, ensure that QuickBooks is running, open Amicus Administrator, and choose QuickBooks > Exchange. In the QuickBooks - Application Certificate dialog that appears, click Yes, Always to permit access to the Company File. CUSTOM TEAM MEMBER REPORTS If any standard reports were customized without the file being renamed or moved to a new subfolder, then, after upgrading an Amicus workstation, copy those files from the old \AMICUS50\TEMPLATE\CRYSTAL REPORTS folder or, if upgrading from Version 2012 for example: \AMICUS\AMICUS ATTORNEY 2012 SFE\TEMPLATE\CRYSTAL REPORTS folder to the corresponding \AMICUS\AMICUS ATTORNEY SMALL FIRM CLASSIC\TEMPLATE\CRYSTAL REPORTS folder. Amicus Attorney Small Firm Classic: Install Guide 2013 Gavel & Gown Software Inc. 3

4 SPELL CHECK USER DICTIONARY Users who wish to keep their previous User Dictionary must transfer those Dictionary entries after upgrading. At your workstation, use Notepad to copy all except the first line of text from your old file if upgrading from 2012 for example, then typically: \AMICUS\AMICUS ATTORNEY 2012 SMALL FIRM\WINTERTREE\SSCE\RUNTIME\CORRECT.TLX and paste the copied text to the bottom of the new file: \AMICUS\AMICUS ATTORNEY SMALL FIRM CLASSIC\WINTERTREE\SSCE\RUNTIME\CORRECT.TLX. PRIMARY BACKUP LOCATION The upgrade updates your Primary Backup Location path. To check that it is set as desired after the upgrade, go to Configure > Backup Options in Amicus Administrator. Amicus Attorney Small Firm Classic: Install Guide 2013 Gavel & Gown Software Inc. 4

5 Single-User Install This section guides you through the installation of Amicus Attorney on a standalone computer for use by a single user. 1 Log onto your computer as a user with Windows Administrators Group rights. 2 Shut down all running programs. 3 IF UPGRADING: Exit Amicus Attorney and Amicus Administrator. 4 Insert the Amicus Attorney Small Firm Classic CD into the CD drive of your computer. The Installer should start automatically. If it doesn t, click the Windows Start icon, choose Run, and enter: D:\setup.exe, where D represents your CD drive letter. Or, if you downloaded the CD image, double-click setup.exe in the contents extracted from the download file. IF UPGRADING FROM ORGANIZER EDITION: Perform this install at the same computer you used previously for Amicus. 5 In the Install Options dialog, click the Install Main button to begin. Follow the onscreen instructions. 6 When the Amicus Administrator program installation has completed successfully, click Finish. The Amicus Administrator program opens. 7 If installing Amicus for the first time, the installation of Amicus Attorney workstation components begins automatically. Follow the onscreen instructions. IF UPGRADING: Open the \AMICUS\AMICUS ATTORNEY SMALL FIRM CLASSIC TEAM\INSTALL folder and double-click on SETUP.EXE. 8 When the workstation installation is complete, click Finish. IF UPGRADING FROM ORGANIZER EDITION: BEFORE STARTING AMICUS ATTORNEY, load your Organizer data. For instructions, see Loading Amicus Organizer Data. Afterward, you may start Amicus Attorney. The installation of Amicus Attorney Small Firm Classic on your computer is now complete! You may customize the product to suit the needs of your firm. For details, see the following topics in Amicus Administrator Help: Setting Up Amicus Attorney and Customizing Amicus Attorney. If you are new to Amicus Attorney, see the Getting Started Guide in printable, Acrobat PDF format, available from the Help menu. Amicus Attorney Small Firm Classic: Install Guide 2013 Gavel & Gown Software Inc. 5

6 Multi-User Network Install This section guides you through the installation of Amicus Attorney for use by multiple users. Three basic steps are required: Install the administrator and database components on the computer that will act as the Amicus Attorney file server (referred to in this Guide as the Server). Define users. Install workstation components on each user s computer. (Optional) Install Amicus Attorney Secondary Office at remote workstations where desired. After installation, you can proceed to configure Amicus Attorney to suit your needs and initialize the integration between your front office and back office. Step A Amicus Administrator Install The Amicus Administrator program controls the Amicus Attorney Team data, administrative functions, and utilities. It only needs to be installed on one computer. 1 Log on directly at the computer to be used as the host to the Amicus Administrator program, as a user with Windows Administrators Group rights. 2 Shut down all running programs. 3 IF UPGRADING: Ensure that all Team Members are online and logged out. Exit Amicus Administrator. 4 Insert the Amicus Attorney Small Firm Classic CD into the CD drive. The Installer should start automatically. If it doesn t, click the Windows Start icon, choose Run, and enter: D:\setup.exe, where D represents your CD drive letter. Or, if you downloaded the CD image, double-click setup.exe in the contents extracted from the download file. 5 In the Install Options dialog, click the Install Main button to begin. Follow the onscreen instructions. 6 When the Amicus Administrator program installation is complete, click Finish. 7 If installing Amicus for the first time, the installation of Amicus Attorney workstation components begins automatically. Follow the onscreen instructions. IF UPGRADING: Open the \AMICUS\AMICUS ATTORNEY SMALL FIRM CLASSIC TEAM\INSTALL folder and double-click on SETUP.EXE. 8 When the workstation installation is complete, click Finish. 9 If running under Windows 8, 7, Vista, Server 2008 (or later), or SBS 2008 (or later), ensure that network discovery, file sharing, and public folder sharing are turned on from the Network and Sharing Center in the Control Panel. 10 Set the \AMICUS\AMICUS ATTORNEY SMALL FIRM CLASSIC TEAM folder properties to make it a shared folder. If using a network domain (rather than a workgroup), also set the folder s (and subfolders ) sharing permissions for Amicus users to Full Control or Co-owner, and change its security properties to grant Amicus users Full Control. 11 Exit Amicus Attorney and Amicus Administrator. The Server portion of the installation is now complete. You may customize the product to suit the needs of your firm. For details, see the following topics in Amicus Administrator Help: Setting Up Amicus Attorney and Customizing Amicus Attorney. Proceed to add users. Step B Adding Team Members 1 Launch Amicus Administrator at the Server. 2 IF UPGRADING: Choose Users > Users Management > Status and ensure that your previous users are listed. Complete the following steps only if you need to add new users at this time. 3 Choose Users > User Management > Add/Remove. 4 Click Add New User. Amicus Attorney Small Firm Classic: Install Guide 2013 Gavel & Gown Software Inc. 6

7 5 Enter the new Team Member s First, Middle, Last name, and Initials. Make sure that the user s Timekeeper designation is correct. Team Members are classified as either Timekeepers or non-timekeepers. (Timekeepers are those who track their time using Time Entries. All other Team Members are non-timekeepers.) 6 Click Save Changes To This User. NOTE: If you wish, you can now fill in the new User s Profile by clicking View Profile For This User. 7 Repeat steps 4 6 until you have added all the required Team Members. 8 Click Close. 9 Minimize Amicus Administrator. Step C Amicus Attorney Workstation Installs Workstation components must be separately installed on every user s workstation when you are ready to allow them access to Amicus Attorney. The Amicus Attorney CD is not required for this step. 1 IF UPGRADING FROM ORGANIZER EDITION: First load your Organizer data. For instructions, see Loading Amicus Organizer Data. Then proceed with the steps below. 2 Log onto the computer as a user with Windows Administrators or Power Users Group rights and shut down all running programs. 3 Map a network drive to the \AMICUS\AMICUS ATTORNEY SMALL FIRM CLASSIC TEAM shared folder on the Server. To do so, open Windows Explorer, choose Tools > Map Network Drive (or in Windows 8, rightclick on the folder and choose Map Network Drive) and specify a drive and folder. (This step is not necessary if installing Amicus Attorney on the Server computer.) 4 Shut down all running programs. 5 In Windows Explorer, go to the mapped network drive and open the INSTALL folder. Double-click on SETUP.EXE and then complete the dialogs as instructed. 6 When the installation is complete, click Finish. 7 You will be prompted to start Amicus Attorney. Click Yes to initialize the workstation. 8 Exit the application. 9 If running under Windows Server 2008 (or later) or SBS 2008 (or later), set the \AMICUS\AMICUS ATTORNEY SMALL FIRM CLASSIC folder s (and subfolders ) security properties to grant all users of the computer Full Control. Repeat the above steps at each workstation. The installation of Amicus Attorney Small Firm Classic on the computer is now complete! Amicus Attorney includes Tutorials to assist users in exploring the basic features and functions without affecting their real data. A Getting Started Guide in printable, Acrobat PDF format is available from the Help menu. Amicus Attorney Small Firm Classic: Install Guide 2013 Gavel & Gown Software Inc. 7

8 Installing a Secondary Office (Optional) The Secondary Office provides Team Members with the ability to access their Amicus Attorney information from a remote site. This section describes packing your Amicus Attorney Briefcase, installing your Amicus Attorney Secondary Office application files, and unpacking your Amicus Attorney Briefcase. IMPORTANT: In order to unpack an Amicus Attorney Briefcase, both locations must have the same version of Amicus Attorney installed. IF UPGRADING: Users who have an Amicus Attorney Secondary Office must uninstall their old version and then install the new version after they upgrade their Primary Office. Packing Your Amicus Attorney Briefcase You will need to pack your Amicus Attorney Briefcase in the following cases: Before you install your Secondary Office application files at your Secondary Office location. In order to transfer your Primary Office data to your Secondary Office or vice versa. 1 Launch Amicus Attorney at your workstation. 2 From the Amicus Attorney Office module, choose the OFFICE menu and ensure that you are working Online (the Go Online option should be grayed out). 3 Choose OFFICE > Pack Briefcase. The Amicus Briefcase Manager dialog appears. 4 Activate the Include Template Files checkbox and/or Include Report Files checkbox if you wish to include them in your Briefcase. This is required if you wish to use document assembly at your Secondary office. 5 Choose one of the following methods of packing and transporting your Briefcase: If you are transporting your Briefcase as a single file (via , CD, or other removable media): a Select the As a single file option and click the Browse button. The Save Briefcase As dialog appears. b Specify the folder in which you wish to save your Brief.cab file and click Save. c Click OK. Your Briefcase begins packing. A Brief.cab file will be created. d Write the Brief.cab file to removable media, or attach it to an to send to your other Office. If you are transporting your Briefcase as a series of files (via , CD, or other removable media): a Select the As a series of files option. b Specify the maximum file size of your Briefcase in KB (kilobytes), and click the Browse button. The Browse For Folder dialog appears. c Complete steps b d as described above for the single file option. Ensure that you transport all files. Installing Secondary Office Software 1 Ensure that you have available your packed Amicus Attorney Briefcase, as described in the preceding section. 2 Insert the Amicus Attorney Small Firm Classic CD into the CD drive of the computer or laptop on which you wish to install your Secondary Office Team Member. The setup program should start automatically. If it does not, click the Start icon and select Run. In the Run dialog, type the following: [CD drive letter]:\setup.exe. Or, if you downloaded the CD image, copy that download file to the computer or laptop and double-click setup.exe in the extracted contents. 3 In the Install Options dialog, click the Install Secondary button to begin. Follow the onscreen instructions. Once your Secondary Office Team Member is installed, an Open Briefcase dialog appears from which you may unpack the Briefcase you packed back at your Primary Office. You will need to pack and unpack your Briefcase each time you move between locations. For details, see the Amicus Attorney Help. Amicus Attorney Small Firm Classic: Install Guide 2013 Gavel & Gown Software Inc. 8

9 Loading Amicus Organizer Data IF UPGRADING FROM AMICUS ORGANIZER: After installing Amicus Attorney Small Firm Classic at each Amicus Organizer workstation, and BEFORE the user opens their Amicus Office, their information must be added to the Team Database. 1 Launch Amicus Administrator if it is not already running. 2 From the Database menu, choose Utilities and then Load Standalone. The Select Team Member dialog appears. 3 Select a Team Member, click the >> button, and click OK. A dialog appears. 4 In the dialog box, navigate up to the \AMICUS\AMICUS ATTORNEY SMALL FIRM CLASSIC TEAM folder and then open the Dmpfiles folder. The Dmpfiles folder contains the data files that were generated from each user s information when you installed their copy of Amicus Attorney. The names of these data files consist of the user s initials, a unique user number, and the extension DMP (e.g., Hg3.DMP). 5 Select a data file and then click Open to add it to the Team Database. 6 You may be asked to select the Team Member s name again. If prompted, do so and click OK. 7 Verify any similar files by identifying them as being the same or unique. 8 Repeat steps 2 7 for each data file in the Dmpfiles folder. IMPORTANT: Be sure that you do not add a Team Member s information more than once. For further information, contact Gavel & Gown Software Inc. Phone: Fax: info@amicusattorney.com Copyright 2013 Gavel & Gown Software Inc. All rights reserved. AMICUS and AMICUS ATTORNEY are registered trademarks, and AMICUS SMALL FIRM ACCOUNTING is a trademark, of Gavel & Gown Software Inc. All other trademarks referenced are the property of their respective owner. Gavel & Gown Software Inc. disclaims any proprietary interest in trademarks other than its own. January 2013 Amicus Attorney Small Firm Classic: Install Guide 2013 Gavel & Gown Software Inc. 9