PCLaw 13.0 Installation And Upgrade Guide - LexisNexis
PCLaw Installation & Upgrade GuideVersion 13.0Company Confidential.Copyright 2013 LexisNexis.All rights reserved.
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Copyright 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. Otherproducts and services may be trademarks or registered trademarks of their respective companies.Copyright 2013 LexisNexis. All rights reserved.Revision Date 5/22/2013 11:28 AMLexisNexis Practice Management Systems, Inc.123 Commerce Valley Drive EastSuite 310Markham, On L3T 7W8CanadaNorth America: 800.387.9785Outside North America: 919.467.1221Fax: ctice-management/pclawCompany Confidential.Copyright 2013 LexisNexis.All rights reserved.2 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0About this guideThis guide provides a list of tasks for installing PCLaw Practice Management Software. If you need additionalinformation, refer to the PCLaw Software Support Center.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.3 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Table of ContentsHow to use this guide5Where to start5Before installing the software6Define the Host Environment6Operating System6Choose a Database6Checklist Compliance and Assistance6PCLaw Pre-Installation Checklist7Download and run the installer8Download the installer8New PCLaw installation11Install the PCLaw application12Install the PCLaw software on additional workstations16Initialize PCLaw data23Installing and Enabling PCLaw Mobility41Mobility Setup Requirements41Install the PCLaw Link as a Windows Service42Enable PCLaw Mobility for the firm44Enable Mobility for an individual user47Download and Install the LexisNexis Mobility Access Manager49Update and upgrade LexisNexis PCLaw56Configure update settings57LexisNexis PCLaw automatic updates59LexisNexis PCLaw manual updates61Upgrade the server63Back up your data inside the application65Verify Data Integrity (VDI) Tool67Conversion process72Upgrade LexisNexis Mobility Access ManagerCompany Confidential.Copyright 2013 LexisNexis.All rights reserved.754 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0How to use this guideNoteThis guide is limited to installing and/or updating the LexisNexis PCLaw application. For an overview and/orinformation used for PCLaw administration, please refer to PCLaw Administration Guide and/or the associatedHelp files.This guide provides PCLaw administrative personnel with a set of procedures used to install and/or update theLexisNexis PCLaw application. It also provide PCLaw administrative personnel with procedures and otherinformation 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 neededto install the PCLaw application.If you are updating from a previous version of LexisNexis PCLaw, please refer to the Update LexisNexis PCLawprocedure for a detailed set of instructions.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.5 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Before installing the softwareBefore installing any PCLaw software:nRead the installation guide thoroughly.nReview and/or print the checklist provided to assist you in successfully completing the installation.nCheck each item off the checklist as it is completed through completion of the installation procedure.Define the Host EnvironmentBefore installing the software, it is necessary to create a healthy environment to host the LexisNexis PCLawsoftware. At this stage, decisions include determining the server, the operating system and database softwareto use, how powerful the server must be, the appropriate amount of disk space, and whether the network iscapable of handling the anticipated traffic.Operating SystemPCLaw supports the Microsoft operating system. For supported versions, see PCLaw Operating SystemRequirements. It is critical that the operating system used to host LexisNexis PCLaw is a supported orcompatible operating system.Choose a DatabaseLexisNexis supports two database models, SQL and CTree. If SQL is selected, PCLaw supports several differentversions, and each one should be useable on any of the supported operating systems. See PCLaw DatabaseRequirements for additional information.Checklist Compliance and AssistanceIt is pertinent that each item in the checklist be reviewed and completed prior to attempting to install anyPCLaw software. If further assistance is needed to ensure that items on the checklist are completed prior toinstalling the PCLaw software, please follow the links and/or instructions provided.nAnnual Maintenance Plan: For assistance on obtaining an Annual Maintenance Plan (AMP), pleasecontact the LexisNexis Practice Management Sales department at 1-800-328-2898.nRequirements: To ensure your firm's system meets and/or exceeds the minimum set of requirements,see icleID 6820.nPCLaw setup file: To download and run the PCLaw setup file, refer to the Download and Run the Installertopic for assistance.nSubsequent PCs: After the PCLaw installation is complete, you will be asked if installation for additionalworkstations/PCs is required. If so, follow the steps provided in the procedure for adding subsequent PCs.nPCLaw initial setup: To complete the initial PCLaw setup, complete the steps provided in the InitializingPCLaw Data topic for instructions.nPCLaw Mobility: If PCLaw Mobility will be used by your firm, follow the steps provided in the Installing andEnabling PCLaw Mobility section of this manual.If additional assistance is required, please contact PCLaw Customer Support at 1-800-387-9785.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.6 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0PCLaw Pre-Installation ChecklistThis checklist is intended for use by PCLaw administrators who have reviewed thePCLaw installation documentation and is preparing to install the software on one ormore systems in their firm.PCLaw Pre-Installation ChecklistYour firm has an active Annual Maintenance Plan (AMP) with aProduct Key.The firm's PCLaw Host environment has been determined for the:1. Operating System?2. Database?3. Mobile Devices?4. Data storage location?The system meets the minimum/recommended set of requirements?The computer has a network drive mapped to the PCLaw SharedComponents folder.The PCLaw setup file has been downloaded?PCLaw installation complete -- Yes.1. Additional workstations installed with Data/Network access?2. PCLaw initial setup complete?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:Company Confidential.Copyright 2013 LexisNexis.Date/Time:All rights reserved.7 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Download and run the installerInstallation and update tasks are accomplished using the LexisNexis PCLaw Installer and Updater. Itscans the workstation and is used to either install a new installation of LexisNexis PCLaw or update an existinginstallation.Access to the Installer is via your firm's Product Keys/Entitlement email and is used to download the latestversion of the PCLaw application software for new releases, service packs, and/or hot fixes.WarningAlthough the Installer can be run more than once, if it is stopped before completion, it must be restarted fromthe beginning.Before you begin: Ensure you have the firm's Product Keys/Entitlement email.Download the installer1. 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 for the latest/applicable PCLaw release.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.8 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0The Download PCLaw window opens.4. Complete the pre-installation prescribed reading.5. Download and read the PCLaw End-User License Agreement.6. Click the I have read and agree with the End-User License Agreement button to acknowledgeagreement with the Terms and Conditions.The PCLaw application screen displays.7. Select the Install PCLaw option.The PCLaw Install Options screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.9 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.08. Select the Install or Update PCLaw option.The PCLaw Setup Wizard Welcome screen displays.9. Proceed to the New PCLaw Installation procedure for new installs, or see Update LexisNexis PCLaw forPCLaw application updates to continue.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.10 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0New PCLaw installationAfter you have completed the PCLaw Pre-Installation Checklist and obtained the PCLaw setup file, perform thefollowing steps to complete the PCLaw installation:Before you begin:nEnsure that you have reviewed and/or completed the PCLaw Pre-Installation ChecklistnObtained the PCLaw setup filenClose all programsCompany Confidential.Copyright 2013 LexisNexis.All rights reserved.11 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Install the PCLaw application1. On the Welcome screen click the Accept button to agree to the terms of the license agreement.The Data Set Create/Attach screen opens.2. Select the Create a new data set option and click NextThe Enter Product Key screen displays.3. Enter the Product Key obtained from the firm's entitlement email and click the Next button.The Select Destination screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.12 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0NoteThe Next button displays after the Product Key is correctly entered.4. Accept the defaults for the installation location, or use the Browse button to change the location. Click theNext button to continue.NoteInstall your PCLaw books to a shared network location where all PCLaw users will have both Read and Writepermissions.The Ready to Install screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.13 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.05. Click the Start button to begin the installation process.The Setup Wizard progress window displays. Please wait.6. Click Next on the Additional Stations screen.The Initialize Data screen displays.7. Click Continue on the Initialize Data screen to start PCLaw and to initialize the data now.(Optional:) Click Later to initialize the data at a later time.The PCLaw application opens with the Data Initialization screen displayed.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.14 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.08. Refer to Initialize PCLaw Data for the detailed procedure used to complete the data initialization process.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.15 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Install the PCLaw software on additional workstationsBefore you begin:nEnsure that you have installed the application on a network server that can be access by othersnEnsure that each workstation has access to the shared folder/network servernClose all prorgams1. Browse to the PCLaw initial installation PC location. The default is: C:\PCLaw Data\COMMON\INSTALL.2. Select the Netsetup.bat file.The Welcome screen opens.3. Select the Accept to accept the license agreement.The Books or Components screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.16 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.04. Select the action to be performed from the list of options and click Next.NoteBased on the action selected/performed, the remaining actions in this procedure will vary.If you selected:Create a NEW Set of Books1. Click Next to continue.The Enter Product Key screen displays.2. Enter the Product Key obtained from the firm's entitlement e-mail and click the Next button.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.17 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0NoteThe Next button displays after the Product Key is correctly entered.The Select Destination screen displays.3. Accept the defaults for the installation location, or use the Browse button to change the location. Clickthe Next button to continue.NoteInstall your PCLaw books to a shared network location where all PCLaw users will have both Read andWrite permissions.The Ready to Install screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.18 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.04. Click the Start button to begin the installation process.The Setup Wizard progress window displays. Please wait.5. Click Next on the Additional Stations screen.The Initialize Data screen displays.6. Click Continue on the Initialize Data screen to start PCLaw and to initialize the data now.(Optional:) Click Later to initialize the data at a later time.The PCLaw application opens with the Data Initialization screen displayed.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.19 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.07. Refer to Initialize PCLaw Data for the detailed procedure used to complete the data initialization process.Connect to an Existing Set of Books1. Click Next to continue.The Directory for Set of Books screen displays.2. Use the Browse button to select a set of books location, and click the Next button.The Ready to Install screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.20 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.03. Click Start to begin.The PCLaw Setup Wizard opens. Please wait.4. Click Next on the Additional Stations screen.5. Click Finish on the Successful Installation screen.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.21 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Re-install PCLaw programs on this computer1. Click Next to continue.The Ready to Install screen displays.2. Click Start to begin.The PCLaw Setup Wizard opens.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.22 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Initialize PCLaw dataInitializing PCLaw data ca be completed using two methods. One method is based on initializing the dataimmediately after the installation of the PCLaw application his complete, and the other method is based on yourdecision to postpone initializing the data until a later time after the installation was completed.Select the method applicable to your situation:Data initialization immediately following the PCLaw application's installation1. 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 screen displays.2. Click Next to continue.The Firm Name screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.23 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.03. Enter the name of your firm in the Firm Name field. Click Next to continue.The Firm Address and Phone Numbers screen displays.4. Enter the firm's address and phone number. Click Next to continue.The Start-up Date screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.24 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.05. Enter the start-up date for the firm. Click Next to continue.TipIt 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 screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.25 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.06. Select the firm's business type and enter the business phone number as applicable.The Bank Accounts screen displays.7. 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 screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.26 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.08. Identify the accounting method to be used by the firm. Click Next to continue.The Taxes screen displays.9. Select the tax category for the firm and complete all boxes as applicable. Click Next to continue.The Timekeeper Information screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.27 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.010. Enter the name, initials, and other information for each timekeeper associated with the firm. Click Next tocontinue.The Passwords screen displays.11. Enter the password for each timekeeper identified in the previous step, and for the administrator. Click Nextto continue.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.28 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0The Front Office Options screen displays.12. Select the applicable boxes on the Front Office Options screen that are applicable to the firm. Click Next tocontinue.A PCLaw advisory screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.29 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.013. 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 screen displays.14. Click Finish to complete the PCLaw initialization process.The Register Software screen displays.15. 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.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.30 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0NoteYou have 30 days to register the PCLaw software if you choose to register your software at a later time.Postponed data initialization1. Select uninitialized set of books from the login screen and click OK.The Welcome to PCLaw screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.31 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.02. Click Close to continue.The Data Initialization screen displays.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 screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.32 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.04. Click Next to continue.The Firm Name screen displays.5. Enter the name of your firm in the Firm Name field. Click Next to continue.The Firm Address and Phone Numbers screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.33 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.06. Enter the firm's address and phone number. Click Next to continue.The Start-up Date screen displays.7. Enter the start-up date for the firm. Click Next to continue.TipIt 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 screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.34 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.08. Select the firm's business type and enter the business phone number as applicable.The Bank Accounts screen displays.9. 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 screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.35 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.010. Identify the accounting method to be used by the firm. Click Next to continue.The Taxes screen displays.11. Select the tax category for the firm and complete all boxes as applicable. Click Next to continue.The Timekeeper Information screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.36 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.012. Enter the name, initials, and other information for each timekeeper associated with the firm. Click Next tocontinue.The Passwords screen displays.13. Enter the password for each timekeeper identified in the previous step, and for the administrator. Click Nextto continue.The Front Office Options screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.37 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.014. Select the applicable boxes on the Front Office Options screen that are applicable to the firm. Click Next tocontinue.A PCLaw advisory screen displays.15. 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 screen displays.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.38 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.016. Click Finish to complete the PCLaw initialization process.The Register Software screen displays.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.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.39 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0NoteYou have 30 days to register the PCLaw software if you choose to register your software at a later time.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.40 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Installing and Enabling PCLaw MobilityMobility Setup RequirementsSetting 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.comCompany Confidential.Copyright 2013 LexisNexis.All rights reserved.41 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Install 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.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.42 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.03. Click Done.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.43 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Enable 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.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.44 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.05. On the Connection Settings tab, select the following check boxes:nUse This Set of Books when Connecting with Other ProgramsnStore PasswordnUse Mobility FeatureCompany Confidential.Copyright 2013 LexisNexis.All rights reserved.45 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.06. Click OK.7. If you are asked if you want to allow PCLaw to make changes, click Yes.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.46 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Enable 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.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.47 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.04. 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.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.48 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.0Download 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.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.49 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.05. 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.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.50 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.09. 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.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.51 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.013. (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 pre-requisite items are done.The License Agreement screen displays.15. Select I accept the terms in the license agreement.Company Confidential.Copyright 2013 LexisNexis.All rights reserved.52 of 80
LexisNexis PCLaw Installation & Upgrade GuideRelease: 13.016. 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
LexisNexis PCLaw application. It also provide PCLaw administrative personnel with procedures and other information used to install and enable the PCLaw Mobility application. Where to start: If this is the first time you have installed LexisNexis PCLaw, please read this guide carefully before proceeding.
There is no need to enter data twice. The Amicus Attorney-PCLaw Link provides seamless bi-directional integration, saving time while ensuring consistency. You can exchange Amicus File and Contact information with PCLaw Matter and Client information, and can map Amicus Lawyers and File Types to PCLaw Lawyer
Installation and update tasks are accomplished using the LexisNexis PCLaw Installer and Updater. It scans the workstation and is used to either install a new installation of LexisNexis PCLaw or update an existing installation. Although the Installer can be run more than once, if it is
PCLaw advanced security settings are used to provide and/or restrict users to PCLaw functions such as Matters, the Matter Manager, bank accounts, Time/Fees, and the Calendar. To grant and/or restrict users, perform the
Amicus Attorney Premium and Amicus Premium Billing 2014 Amicus Attorney Small Firm and Amicus Small Firm Accounting 2014 LexisNexis PCLaw 13 New Features and Enhance-ments Billing Email Templates Maintaining adequate cash inflows is critical to a law
This guide provides a list of tasks for installing PCLaw Practice Management Software. If you need additional information, refer to the
5.3. STAFInst Uninstall 6. Platform Installation Notes 6.1. Linux installation 6.2. AIX installation 6.3. HP-UX IA64 64-bit installation 6.4. IBM i 32-bit (previously known as i5/OS or OS/400) installation 6.5. z/OS installation 6.6. FreeBSD installation 6.7. Mac OS X installation 6.8. Solaris installation 7. Environment Variable Settings 7.1.
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.
Accounting involves recording business transactions and, this in turn, leads to the generation of financial information which can be used as the basis of good financial control and planning. Inadequate record keeping and a lack of effective planning ultimately lead to poor financial results. It is vital that owners and managers of businesses recognise the indications of potential difficulties .
