Transcription

Time Matters and Billing Matters Upgrade GuideVersion 15.0 2015 LexisNexis.All rights reserved.

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Copyright and TrademarkLexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc.,used under license.Time Matters and Billing Matters are registered trademarks of LexisNexis, a division of Reed Elsevier, Inc.Other products and services may be trademarks or registered trademarks of their respective companies.Copyright 2015 LexisNexis. All rights reserved.Revision Date 9/28/2015 11:58 AMLexisNexis1801 Varsity DriveRaleigh, North Carolina 27606United States of AmericaNorth America: 800.387.9785Outside North America: 919.467.1221Fax: 919.467.7181About This GuideThe Upgrade Guide provides a list of tasks for installing LexisNexis Time Matters and Billing Matters PracticeManagement Software. If you need additional information, please refer to the online Support Center. 2015 LexisNexis.All rights reserved.2 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Giving Feedback on Time Matters DocumentationWe welcome feedback on our documentation! If you find any errors or have comments or suggestions, pleasesend us an email. You can contact us at: [email protected] Note: Please use the above email address solely for comments and feedback on Time Mattersdocumentation. For technical questions and issues, contact either your organization’s help desk or TimeMatters customer support.Please include as much detail as possible, such as the following:nThe name of the book or online guide you are using.nThe page number (for printed books) or topic title.nThe version of Time Matters and of the documentation. In the printed books, you can find the versionnumber on the title page. In online help and online books, the version is at the bottom of every topic. 2015 LexisNexis.All rights reserved.3 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Table of ContentsGiving Feedback on Time Matters Documentation3Pre-Installation Steps6Determine Who Should Install the Software6Choose Where to Install the Database6Install SQL Server6Gather Needed Materials and Information7Download the Installation Software7Synchronize Handhelds and Third-party Applications7Back Up Time Matters DataCreate a Manual Backup in Time Matters88Install the Database10Register the Software21Import Data from a Previous Version of Time Matters22Set up Mobility24Install the Client Application25Set Up Synchronization with Handhelds and Third-party Applications27Set up BlackBerry Synchronization28Remove Time Matters/Billing Matters Data from Your BlackBerry28Set Up BlackBerry Synchronization in Version 15.028Set up Pocket Outlook Synchronization31Requirements31Set Up and Performing an Initial Synchronization31Set Up Ongoing Synchronization32Set Up Synchronization with Microsoft Outlook33Setting Up Synchronization with Microsoft Outlook33Performing an Initial Synchronization with Microsoft Outlook37Set Up Synchronization with Microsoft Exchange38Download the Exchange Server Synchronization Utility38Install the Exchange Server Synchronization Utility38Set Up Synchronization with Microsoft Exchange39Disable Protected Mode in Adobe Reader43Adobe Reader X44Adobe Reader XI45 2015 LexisNexis.All rights reserved.4 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Uninstall the Software46Giving Feedback on Time Matters Documentation47 2015 LexisNexis.All rights reserved.5 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Pre-Installation StepsDo the following before you begin installing Time Matters or Billing Matters.Determine Who Should Install the SoftwareThe installation procedure is simple, but it is advisable that you choose a person familiar with your firm’scomputer systems, such as:nAn Information Technology professionalnA LexisNexis Certified Independent Consultant (CIC)To locate a CIC near you, see http://law.lexisnexis.com/spn/findcicnA sole practitioner, or the person with primary responsibility for your firm’s computersChoose Where to Install the DatabaseYour first installation should be on the server computer that will host the application’s database. Use thefollowing checklist to select a computer.nThe computer must meet the system requirements.nThe computer must be connected to your firm’s network so that all Time Matters and Billing Matters usershave access to the shared database. (If you are the only user in your firm, you can install the application’sdatabase on your primary work computer, even if it lacks a network connection.)nIf your firm requires a large database (10GB or more), the computer should be running the full version ofMicrosoft SQL Server database software. If you do not already have SQL Server, a free version(SQL Server Express Edition) is available for download from Microsoft.nWhen upgrading from version 11 or higher, if you have more than one version of Time Matters installed,the installer will upgrade the product information and corresponding database for only the most recentversion.ImportantThe Billing Matters Accounting module has been discontinued, so if you are using the Accounting module,you need to transition your accounting data to another program. This needs to be done prior to starting theinstaller.Install SQL ServerSQL Server 2008 R2 or later must be installed on the server computer where your Time Matters/Billing Mattersdatabase will reside.A free version of SQL Server is available for download from the following page on the Microsoft web press.aspx 2015 LexisNexis.All rights reserved.6 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Gather Needed Materials and InformationHave the following information on hand for your first installation:nA copy of the entitlement email containing your product key and the software download linknA user login with administrator rights on the computer where you will install the softwarenThe SQL Server administrator passwordDownload the Installation SoftwareFollow these steps to download the installation program for Time Matters and Billing Matters.1. After purchasing the software, you will receive an email with your product key and a download link. Clickthe link to open the Product Entitlements page in your web browser.2. Click the Upgrade installation link.3. A web page with download and installation instructions opens.4. After reviewing the information on the web page, click the Download button at the bottom of the page.Save the file to your computer, making a note of the file’s location.5. If necessary, transfer the downloaded file to the server computer where you want to install thedatabase.When you are ready to begin the installation, see Install the Database.Synchronize Handhelds and Third-party ApplicationsBefore upgrading to version 15.0, be sure to bring your existing Time Matters or Billing Matters database up todate. This ensures that when you import your existing database into version 15.0, the information importedwill be current.nIf your firm synchronizes Time Matters with Microsoft Exchange or Microsoft Outlook, perform asynchronization prior to upgrading to version 15.0.nIf your firm synchronizes Time Matters with handheld devices, users should synchronize their handhelddevices prior to upgrading to version 15.0.nIf your firm synchronizes Time Matters with an external billing program, perform a synchronization prior toupgrading to version 15.0.After synchronizing your previous version of Time Matters with all handheld devices and third-partyapplications, you are ready to upgrade to version 15.0. Refer to the documentation for your current version ofTime Matters for instructions on synchronizing with specific supported handhelds and third-party applications. 2015 LexisNexis.All rights reserved.7 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Back Up Time Matters DataBefore installing version 15.0, you should back up the data in your existing version. To backup your data, followthe steps below under "Create a manual backup in Time Matters."Create a Manual Backup in Time MattersImportantIf upgrading from Time Matters 11 or higher, you do not need to create a manual backup prior to starting theupgrade, as the upgrade process provides an option for automatically doing the backup as part of the process.However, if you are upgrading from Time Matters 10 or lower, you still need to perform a manual backupbefore upgrading.To start a manual backup:1. Select File Backup Time Matters Data in the Time Matters Data menu.The Time Matters Backup window opens.2. (Optional) In the Shared Files Backup box, type or select a different backup file name. 2015 LexisNexis.All rights reserved.8 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.03. (Optional) Select the types of files (documents and/or email attachments) that you want the backup toskip.4. Select the Backup now option from the Backup Options. area.5. Click OK.The Begin Server Backup Now window opens.6. Click Yes.When the SQL database backup is complete, the Server Backup Completed window opens.7. Click OK.The Begin Backup Now window opens.8. Click Yes.9. When the process is complete, click OK to close the window.NoteTime Matters SQL database backups are stored in a different location than backups of Time Mattersdocument and email files. The default location of SQL backup data is: C:\ProgramFiles\Microsoft SQL Server\MSSQL.1\MSSQL\Backup or C:\Program Files(x86)\Microsoft SQL Server\MSSQL.1\MSSQL\Backup 2015 LexisNexis.All rights reserved.9 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Install the DatabaseAfter you complete the pre-installation steps, you are ready to begin installing the database.Important NoteYou must select a SQL Server that is installed on this machine (i.e., the machine where you are attemptingto install the database). If you attempt to install the database on a machine that does not have SQL Serverinstalled, the installer will not be able to create the new database.If upgrading from Time Matters version 11 or higher, and you have more than one version of Time Mattersinstalled, the installer will upgrade the product information and corresponding database for only the mostrecent version.1. Close all open applications on the computer.2. Double-click the installer file that you downloaded, setupe.exe.The installation wizard opens to a Welcome window.3. Select Server in the Welcome window.4. Click Next to continue.The Disconnect External Drives window opens. 2015 LexisNexis.All rights reserved.10 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.05. Check the All external drives have been disconnected or dismounted check box after ensuringthat no external drives are connected or mounted.6. Click Next to continue.The Product Key window opens. 2015 LexisNexis.All rights reserved.11 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.07. Complete the Product Key boxes.You can either copy the product key in your entitlement email and then click the Paste Key button, oryou can type the product key into the boxes manually.8. Click Next to continue.The License Agreement window opens. 2015 LexisNexis.All rights reserved.12 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.09. Review the license agreement.Important NoteYou must read to the bottom of the End User License Agreement, and ensure that the scroll bar is atthe bottom as well, in order for the 'Next' button to become available.10. Click Next to continue.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.13 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.011. Check the check box to agree to the Installation Agreement. The 'Next' button becomes available.12. Click the Next button to continue.The Time Matters Installation Type window opens. 2015 LexisNexis.All rights reserved.14 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.013. Select Complete if you want to install all program features, or select Custom if you want to choose thefeatures that are to be installed.14. Click Next to continue.nIf you selected Complete, click Next to continue.nIf you selected Custom, do the following:a. Specify the folder in which the application files will be installed. To select a folder, click Changeand browse to the desired folder, then click OK.Click Next to continue to the Custom Setup page.b. Choose the program features you want to install. To change the status of a feature, click the iconbeside that feature and select either the option to install the feature or the option to not installthe feature.Click Next to continue.The Shared Files window opens. 2015 LexisNexis.All rights reserved.15 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.015. In the Shared Files Directory box, accept the default or use the Browse button to select a differentlocation.16. Click Next to continue.The SQL Server Data and Login window opens. 2015 LexisNexis.All rights reserved.16 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.017. Important Note for Upgrading Your Current DatabaseStarting with Time Matters version 14, the database installation follows an in-place upgrade model,using the same database, program files folder, and registry settings for each version.If you are upgrading your current Time Matters database which is Time Matters 11 or higher, ensurethat the default data displayed in the window is correct for the SQL Server on which your current TimeMatters 11 or higher database is installed.If you are upgrading your current Time Matters database which is Time Matters 10 or lower, you mustcreate a new database and then import the data from your version 10 or earlier database into thenew database. For importing instructions, please see the "Import data from your previousversion" section later in this guide or the version specific instructions that can be found in the TimeMatter Help system.18. In the SQL Server box, type the location of the SQL server on this machine, or click the Browse buttonto select it.ImportantYou must select a SQL Server that is installed on this machine (i.e., the machine where you areattempting to install the database). If you attempt to install the database on a machine that does nothave SQL Server installed, the installer will not be able to create the new database. 2015 LexisNexis.All rights reserved.17 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Note for Time Matters 14 UsersIf upgrading from Time Matters 14, the SQL Server and database path is automatically recognized,and that information is displayed as opposed to an entry box.19. In the SQL Admin Login box, type the administrator login for the selected SQL Server.20. In the SQL Admin Password box, type the administrator password for the selected SQL Server.21. Click Next to continue.The Database Information and Backup window opens.The installer displays your current Time Matters database.22. (Optional) Click the Browse button if you want to select a different database than the default.23. (Optional ) Check the Back up my database now box, if you want the installer to first backup yourcurrent database before upgrading it.By default the check box is checked. We recommend that you let the installer back up your database.Important Note for Billing Matters UsersIf you are upgrading from Billing Matters 11 or 12, a Transition Billing Matters Accounting Datawindow will open. Please ensure that your Billing Matters Accounting data has been completelytransitioned to another application. If it has been successfully transitioned, check the “I have 2015 LexisNexis.All rights reserved.18 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0transitioned my accounting data to another program” check box, and click Next. The Next button willnot be enabled until you have completed this step.24. Click Next to continue.The Ready to Upgrade window opens.25. Review the upgrade settings to ensure they are correct.The Copy setup file to files directory box is checked by default, so that subsequent installs (i.e.,workstation installs) can be accessed from one central location. We recommend leaving the box checked.26. Click the Upgrade button.27. If Adobe Reader is detected on your computer, a message about compatibility with Adobe Readerappears. For instructions, see Disable Protected Mode in Adobe Reader. 2015 LexisNexis.All rights reserved.19 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.028. Click OK on the Adobe Reader message.When the upgrade completes, an Application Upgrade Complete page displays.29. (Optional) Remove the check from the Start LexisNexis Time Matters box if you do not want to startTime Matters at this point in time.30. (Optional) Remove the check from the Open the Installation Guide box if you do not want to openthe Installation Guide PDF at this point in time.31. Click the Finish button. 2015 LexisNexis.All rights reserved.20 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Register the SoftwareThe first time you start the application, it will automatically attempt to connect to the LexisNexis licensingserver so that your database can be registered.Click Next to send the registration information.When the registration is complete, click Finish.The application will start. If you are an upgrade customer and your previous version of the software is detectedon the server, you will be prompted to import data. Instructions are available later in this guide. 2015 LexisNexis.All rights reserved.21 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Import Data from a Previous Version of Time MattersThe first time you start the Time Matters or Billing Matters 15.0 client, it will attempt to detect previous versionsof the software. If a previous version is detected, the Import wizard will open and prompt you to import data.NoteWhen importing data from any version of TM to another version of TM, the previous version must be presenton the computer where the import is performed.Important: Before you import data, do the following:1. Synchronize all handheld devices and third party applications with your previous version of TimeMatters (the Time Matters version whose data you are about to import).2. Create a backup for your previous version of Time Matters.3. If you are using Microsoft Exchange Synchronization, stop the Exchange Synchronization service onyour server.4. Ensure that all Time Matters users have logged out of the application.Important NoteIf you upgraded from Time Matters 11 or higher, you do not need to import your data, as TimeMatters 15.0 uses the same database as Time Matters 11 or higher. However, if you upgraded from TimeMatters 10 or lower, you will still need to import your data.WarningIf you use multiple databases, the wizard will import data from whichever database the previous client isconfigured to open. Ensure that the client is configured to open the database you want to import.To import your data:1. If the Import wizard is not already open, in Time Matters or Billing Matters 15.0, click the File menu,point to Import/Export, and then the version of the Time Matters software or LexisNexis Total PracticeAdvantage that you want to import data from to open the Before Importing window.2. Select Yes if you have completed the Before Importing steps.3. Click Next.4. Select the configuration file associated with the data you want to import.nIf you are importing from Time Matters 10.0, do the following:a. Select the configuration file for your previous version of Time Matters.b. Click Next to continue to the Import Details page.nIf you are importing from Time Matters 9.0 or lower, do the following: 2015 LexisNexis.All rights reserved.22 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0a. Click Browse to open the Browse for Folder window.b. Click to highlight the data folder of your previous Time Matters version.c. Click OK to close the Browse for Folder window.d. Click Next to continue to the Import Details page.5. Click Next to continue to the Time Matters Backup page.The wizard verifies that there is sufficient hard drive space to import the data.6. Select one of the following options:nSelect No if your version 15.0 database is empty (i.e., you have not opened Time Matters/BillingMatters and entered data prior to this import procedure).nSelect Yes if you opened Time Matters/Billing Matters 15.0 and entered any new data before thisimport procedure.7. Click Next.8. Select one of the following:nSelect Imported Data replaces Time Matters 15.0 Data if your version 15.0 database isempty (i.e., you have not opened Time Matters/Billing Matters and entered data prior to this importprocedure).nSelect Imported Data is ADDED to Time Matters 15.0 Data if you opened TimeMatters/Billing Matters 15.0 and entered any new data before this import procedure.9. Click Next.10. If you chose to create a backup, click Yes to begin the backup, and then follow the on-screeninstructions until the backup is complete.11. When the backup completes, click Next.12. Review the import settings.13. Click Next to begin importing data.Wait until the import process is complete.14. Click Next to continue.The final page of the wizard provides the location of the installation program that users in your firmshould run to install the version 15.0 client on their computers.When this installation program is used, the client will be automatically configured to connect to yourversion 15.0 database. Copy the information on this screen and send it to each user in your firm.15. Close and restart Time Matters/Billing Matters 15.0. 2015 LexisNexis.All rights reserved.23 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Set up MobilitySetting up Mobility requires you to do the following:1. Ensure that your firm has an active Annual Maintenance Plan (AMP).2. Install the Mobility Manager (setup.exe) on the server that hosts your Time Matters or Billing Mattersdatabase.3. Ensure that Enable Web Access is selected on the General tab of Program Level Setup (the option isselected by default).4. Ensure the following for each user who will use Mobility:nThe Mobility User check box is selected on the User Form. (This check box is also present on theNew User wizard when you create new user accounts.)nAn email address is entered on the User Form. This will be entered as the User ID when logging into the Mobility web site.nThe user’s password meets strong password requirements. (Users without a strong password willbe prompted to change their password the first time they attempt to log in to the Mobility website.)NotePlease allow 15 minutes for new Mobility users to become active after enabling Mobility for each user.5. Provide users with the Mobility URL: https://tmmobility.lexisnexis.com 2015 LexisNexis.All rights reserved.24 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Install the Client ApplicationIn order to install the Time Matters or Billing Matters client application on a user’s computer, you will need torun the setup program that was created when you installed the database on your server. This setup program ispre-configured with your product key and the location of the database and shared files, so you will not have toenter that information during installation. The setup program is located in a sub-folder inside your TimeMatters/Billing Matters shared files folder: sharedFilesFolder /Setup/setupe.exeCautionPerforming a workstation install on a user's computer with the setup program used for the initial installationon the server computer is not allowed. The installer will direct you to use the setup program from the sharedfiles directory.1. Run the setup program setupe.exe in the /Setup sub-folder of your Time Matters/Billing Matters sharedfiles folder.Your systems administrator can provide the location if needed.The files are extracted, and then the Disconnect External Drives window opens.2. Check the All external drives have been disconnected or dismounted check box after ensuringthat no external drives are connected or mounted.3. Click Next to continue to the Product Key page.4. If the Product Key boxes are not already completed, enter your product key.5. Click Next to continue to the License Agreement window.6. Review the license agreement.You must read to the bottom of the agreement, and ensure that the scroll bar is at the bottom as well, inorder to activate the 'Next' button.7. Click Next to continue.Clicking the 'Next' button implies that you have read and agree with the End User License Agreement.The Installation Agreement window opens.8. Check the check box to agree to the Installation Agreement. The 'Next' button becomes available.9. Click Next to continue to the Installation Type window.10. Select Complete if you want to install all program features, or select Custom if you want to choose thefeatures that are installed.11. Click Next to continue.12. Perform the following additional steps only if you selected Custom in the Installation Type window. 2015 LexisNexis.All rights reserved.25 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0a. Optionally, click the Change button to select a different local folder in which to install theapplication.b. Click Next to continue.c. Optionally, deselect program features that you do not want to install. To deselect a feature, clickthe icon beside that feature and select the option " feature will not be installed."d. Click Next to continue to the Ready to Install window.13. Click Upgrade to begin the upgrade. Wait for the upgrade process to complete.14. When the client application has been installed, click Finish to close the installation wizard.The installation is complete. 2015 LexisNexis.All rights reserved.26 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Set Up Synchronization with Handhelds and Third-partyApplicationsWhen you upgrade, you must take several steps to ensure that the handheld devices and third-partyapplications that you have been synchronizing with the previous version continue to synchronize correctly withversion 15.0. If you do not perform these steps, data might be lost or duplicated on your PDA or in applicationssuch as Microsoft Outlook.nHandheld devices affected: BlackBerry , Pocket Outlook nThird-party applications affected: Microsoft Exchange, Outlook You must complete three tasks to ensure correct synchronization with version 15.0:1. Before you install version 15.0 and import your data, synchronize all your hand-helddevices and third-party applications with your previous version.This brings your existing database up to date with the latest information on your handheld devices andapplications. When the data is imported into version 15.0, the new database will be up to date.For instructions, refer to the online Help for your previous version.2. Import your existing data into version 15.0.NoteIf you upgraded from Time Matters 11 or higher, you do not need to import your data, as Time Matters15.0 uses the same database as Time Matters 11 or higher. However, if you upgraded from TimeMatters 10 or lower, and you still need to import your existing data into the Time Matters 15.0database.For instructions, see Import data from your previous version.NOTE: If you imported your data into version 15.0 before performing Task 1, your database will not be upto date with the information on your handheld devices and third-party applications. You cannotsynchronize with version 15.0 at this point. Before proceeding, you must enter unsynchronized data intoTime Matters or Billing Matters manually.3. Prepare your handheld device or third-party application to synchronize with version 15.0.This task is different for each handheld device or third-party application.For instructions, refer to the section of this document pertaining to your specific device or application. 2015 LexisNexis.All rights reserved.27 of 47

LexisNexis Time Matters and Billing Matters Upgrade GuideRelease 15.0Set up BlackBerry SynchronizationAfter upgrading to version 15.0, you must prepare BlackBerry devices to synchronize with the new version 15.0database.This task consists of two parts:a. Remove Time Matters/Billing Matters data from your BlackBerryb. Set up BlackBerry synchronization in version 15.0Remove Time Matters/Billing Matters Data from Your BlackBerry1. Click the Windows Start menu, then click All Programs, then click BlackBerry, and then clickBlackBerry Desktop Manager.2. Ensure that the BlackBerry is connected.3. Open the Application Loader. Click Next to continue.4. Remove the check mark from all the Time Matters applications listed.5. Click Next. The Application Loader wizard displays a list of applications to be erased from your BlackBerry.6. Click Finish. The Application Loader wizard indicates that modules/applications are being deleted.NoteOnce all modules/applications are deleted, the BlackBerry device will perform a soft reboot.7. Click Close to close the BlackBerry Desktop Manager.Check to ensure that removing the Time Matters applications from your BlackBerry has also removed the data.If Time Matters/Billing Matters data is still on your BlackBerry, perform the following additional steps:1. Click the Windows Start menu, then

However, if you are upgrading from Time Matters 10 or lower, you still need to perform a manual backup before upgrading. To start a manual backup: 1. Select File Backup Time Matters Data in the Time Matters Data menu. The Time Matters Backup window opens. 2.