PCLaw Installation And Upgrade Guide - LexisNexis

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1Install the PCLaw software on additional workstationsBefore you begin:nEnsure that you have installed the application on a network server that can be accessed by othersnEnsure that each workstation has access to the shared folder/network servernClose all programs1. Browse to the PCLaw initial installation PC location. The default is: C:\PCLaw Data\COMMON\INSTALL.2. Select the Netsetup.bat file.The Welcome window opens.3. Review the License Agreement. Click Next to continue.NoteYou must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at thebottom as well, in order for the 'Next' button to become available.Clicking the 'Next' button implies that you have read and agree with the End User License Agreement.The Installation Agreement window opens. 2015 LexisNexis.All rights reserved.16 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.14. Check the check box if you agree.5. Click Next to continue.The Select Destination window opens.6. Leave the default locations, or use the Browse button to select the directories for this set of books.7. Click Next to continue.The Ready to Install window opens. 2015 LexisNexis.All rights reserved.17 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.18. Click Start to begin the installation.The Additional Stations window opens.9. Click Next in the Additional Stations window.The Successful Installation window opens. 2015 LexisNexis.All rights reserved.18 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.110. Click Finish to complete the installation.As applicable, refer to Initialize PCLaw Data for the detailed procedure used to complete the data initializationprocess. 2015 LexisNexis.All rights reserved.19 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1Initialize PCLaw dataNoteIf you did not initialize the data after completing the PCLaw installation, when you open the PCLaw application,you will see an 'uninitialized set of books' in the login window.1. Select uninitialized set of books from the login window and click OK.New screen shot because thescreen that was here was so old.The Welcome to PCLaw window opens. 2015 LexisNexis.All rights reserved.20 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.12. 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 datainitialization process.The PCLaw Preparation Wizard Welcome window opens. 2015 LexisNexis.All rights reserved.21 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1New screen shot - informationchanged from 9 items to 11 items.4. Click Next.The Firm Name window opens.5. Enter the name of your firm in the Firm Name field. Click Next to continue.The Firm Address and Phone Numbers window opens. 2015 LexisNexis.All rights reserved.22 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.16. Enter the firm's address and phone number. Click Next to continue.The Start-up Date window opens.7. Enter the start-up date for the firm. Click Next to continue. 2015 LexisNexis.All rights reserved.23 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1TipIt is a requirement to start using PCLaw at the beginning of the month. Therefore, enter the month only inthe Start-up Date box.The Business Type window opens.8. Select the firm's business type and enter the business phone number as applicable. Click Next to continue.The Bank Accounts window opens. 2015 LexisNexis.All rights reserved.24 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.19. Accept the default number of bank accounts, or enter the number of accounts to be used by the firm. ClickNext to continue.The Accounting Methods window opens.10. Identify the accounting method to be used by the firm. Click Next to continue.The Taxes window opens. 2015 LexisNexis.All rights reserved.25 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.111. Select the tax category for the firm and complete all boxes as applicable. Click Next to continue.The Timekeeper Information window opens.12. Enter the name, initials, and other information for each timekeeper associated with the firm. Click Next tocontinue.The Passwords window opens. 2015 LexisNexis.All rights reserved.26 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.113. Enter the password for each timekeeper identified in the previous step, and for the administrator. Click Nextto continue.The Front Office Options window opens.14. Select the boxes in the Front Office Options window that are applicable to the firm. Click Next to continue.A PCLaw advisory window opens. 2015 LexisNexis.All rights reserved.27 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.115. Click Yes to change the Universal Naming Convention (UNC) path now. If you click No to change the path ata later time, the Ready to Prepare window opens.16. Click Finish to complete the PCLaw initialization process.The Register Software window opens.17. Perform one of the following:Enter the registration code, and click OK to continue.TipPlease contact PCLaw Support at (800) 387-9785 to request and obtain a registration code.- or Click Skip to complete the registration process at a later time. 2015 LexisNexis.All rights reserved.28 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1NoteYou have 30 days to register the PCLaw software if you choose to register your software at a later time. 2015 LexisNexis.All rights reserved.29 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1Installing 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.NoteUsers without a strong password will be prompted to change their password the first time they attemptto log in to the Mobility web site.7. Provide users with the Mobility URL: https://pclawmobility.lexisnexis.com 2015 LexisNexis.All rights reserved.30 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1Install the PCLaw Link as a Windows ServiceTo use PCLaw Mobility, you must run a utility provided with PCLaw that installs PCLaw link components asWindows Services. The utility is available on the Windows Start menu.NoteIf the PCLaw database is not on the same machine where the LexisNexis Mobility Access Manager is beinginstalled, 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. 2015 LexisNexis.All rights reserved.31 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.13. Click Done. 2015 LexisNexis.All rights reserved.32 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1Enable 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. 2015 LexisNexis.All rights reserved.33 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.15. On the Connection Settings tab, select the following check boxes:nUse This Set of Books when Connecting with Other ProgramsnStore PasswordnUse Mobility Feature 2015 LexisNexis.All rights reserved.34 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.16. Click OK.7. If you are asked if you want to allow PCLaw to make changes, click Yes. 2015 LexisNexis.All rights reserved.35 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1Enable Mobility for an individual user1. 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. 2015 LexisNexis.All rights reserved.36 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.14. In the E-mail field, type an email address for the user. The user will have to have an email address whensigning 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. 2015 LexisNexis.All rights reserved.37 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1Download 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.NoteInstall 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. 2015 LexisNexis.All rights reserved.38 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.15. Click download under the action column to download the latest version of the LexisNexis MobilityAccess 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.NoteIf 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. 2015 LexisNexis.All rights reserved.39 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.19. 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. 2015 LexisNexis.All rights reserved.40 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.113. (PCLaw Users Only:) Click PCLaw Configuration Instructions for items that must be completedprior 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. 2015 LexisNexis.All rights reserved.41 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.116. Click Next to continue.The Installation Settings screen displays.17. Enter the email address and confirmation that will be used to received update notifications and othermessages.18. Click Next.The SMTP Email Settings screen displays. 2015 LexisNexis.All rights reserved.42 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.119. 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 thisinformation at a later time.- or In the SMTP Server and Send email messages from boxes, enter the applicable data.WarningDo 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. 2015 LexisNexis.All rights reserved.43 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.123. 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. 2015 LexisNexis.All rights reserved.44 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1Update and upgrade LexisNexis PCLawThis section provides you with information and procedures needed to update and/or upgrade your PCLawsoftware to the latest version. Please refer to the LexisNexis PCLaw automatic updates and/or LexisNexisPCLaw 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 isnot 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 dothis automatically on a set schedule, or you can update manually. When updating your PCLaw application, besure the following conditions are met:nEnsure all users are logged out of PCLawnClose all other applicationsnMake a complete backup of PCLaw and store it on another machine or separate media.NoteYou must have Administrator access to perform updates. 2015 LexisNexis.All rights reserved.45 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1Configure update settingsTo update your PCLaw application, perform the following:1. Select Options Administrator Update Settings from the main menu.The Update settings screen displays.2. Select the appropriate method of updating from the selections described below.nCheck for updates weekly: The process will be observable if there are updates. This is the defaultsetting.nCheck for updates weekly, but ask me first. : The process will be observable based on yourprompt.nDo not check for updates on this machine. : No updates will occur.nDo not check for updates on any machine. : No updates on any machine running PCLaw with ashared database. 2015 LexisNexis.All rights reserved.46 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.13. Click the OK button. 2015 LexisNexis.All rights reserved.47 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1LexisNexis PCLaw automatic updatesUse the following procedures to setup PCLaw to perform automatic updates.1. Select Options Administrator Update Settings from the main menu.The Update settings screen displays.2. Select a preference from the list to identify the PCLaw frequency at which the application should check forupdates.nCheck for updates weekly: The process will be observable if there are updates. This is the defaultsetting.nCheck for updates weekly, but ask me first. : The process will be observable based on yourprompt. 2015 LexisNexis.All rights reserved.48 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.13. Click the OK button. 2015 LexisNexis.All rights reserved.49 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1LexisNexis PCLaw manual updatesTo manually update LexisNexis PCLaw, perform the following:1. Open the PCLaw application.2. Select Help Live Update From Web 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 availableupdatesNoteYour browser may need to install an Active X control to allow the update engine to search your version ofPCLaw. At the top of the web page will be installation instructions. 2015 LexisNexis.All rights reserved.50 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.14. Perform one of the following: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 todownload. Close the web browser to finish. 2015 LexisNexis.All rights reserved.51 of 70

LexisNexis PCLaw Installation & Upgrade GuideRelease: 14.1Upgrade the serverTake the following steps to upgrade to a newer version:Before you begin: Close the PCLaw application on all workstations.1. On the keyboard, simultaneously depress the Ctrl Alt Delete keys.2. Select the Start Task Manager option.The Windows Task Manager window opens.3. Select the Processes tab to ensure the following processes are not running in the PLOUTL32.EXE 2015 LexisNexis.All rights reserved.52 of 70

LexisNexis PCLaw Installation & Upgrade LOG.EXEnPLSVCTM.EXERelease: 14.1NoteIf any of the above processes are running, they must be stopped before continuing.To stop a process that is running:a. Left-click to highlight the process.b. Click End Process on the bottom right corner of the Windows Task Manager window.c. Close the Windows Task Manager.4. Open

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. Changed the version number in the image 3.