Amicus Mobile Guide. Contents

Transcription

1 Amicus Mobile Guide Contents About Amicus Mobile... 2 What you need... 2 How it works... 3 For Administrators - Installation and configuration... 4 Web server readiness... 4 Installing Amicus Mobile Server... 5 Licensing Amicus Mobile users... 5 For Users - Installation and configuration... 6 Installing Amicus Mobile on your device... 6 Marking your Files for use in Amicus Mobile... 8 Preferences/Settings... 8 Initializing Amicus Mobile... 9 Uninstalling Amicus Mobile Installing Amicus Mobile on a reset or replacement device Using Amicus Mobile Logging In Get Started Edit Settings Edit my Call Exceptions List Exchange with Amicus Attorney Using Outlook Synchronization Download full text of a field Use the Timer Add or Remove a File on an item Add or Remove a Contact on an item View Files Add a Note on a File Work with a File View or add Contacts on a File View Firm Members on a File a Person on a File Call a Person on a File Add an Appointment on a File Add a Task on a File Add a Time Entry on a File Add a Note on a File View Time Entries Add a Time Entry View Notes Add a Note Send a Sticky Receive a Sticky Work in the Call Center Add a Call Work with a Call Work with a Phone Message Appendix A: Installing IIS Appendix B: Determining your IP address Appendix C: Troubleshooting Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 1

2 About Amicus Mobile Amicus Mobile is an add-on product for Amicus Attorney Premium Edition users seeking real-time connectivity on their handheld device to their Amicus Files, Contacts, Notes and Stickies, Phone Calls, Messages, unposted Time Entries, and more. It allows Amicus users to stay connected when away from the office. You can do time entries, make notes or add appointments on a file, record phone calls and even send stickies to colleagues. And it works both ways. If your assistant takes a phone message for you, the message appears in the Call Center on the mobile device. You can even continue working offline when out of range and unable to connect. Amicus Mobile uses the calendar, tasks, contact manager, and built into the device to complement the workflow. This information is shared with Amicus Attorney through integration with Outlook. Amicus Mobile runs on any Pocket PC or Smartphone with Windows Mobile 5 or Windows Mobile 6. It requires separate installation, configuration, and licensing. What you need To install and run Amicus Mobile the following components are required: Installed On Amicus Attorney Application Server Computer designated to host Amicus Mobile Server as Web server 1 Each Amicus Mobile user's workstation Component Amicus Attorney 2008 Premium Edition SP1 or higher Microsoft Internet Information Services (IIS) 5 or higher Amicus Mobile Server Microsoft ActiveSync 4.5 or higher OR Windows Mobile Device Center (Vista / Server 2008) Each Amicus Mobile user's handheld device 2, 3 Windows Mobile 5 or Windows Mobile 6 Amicus Mobile 1 The Web server computer can be the Amicus Application Server, the Amicus Database Server, or another computer. Install on the Amicus Application Server for better performance. Install on a computer outside your firm s firewall for greater security. 2 An Amicus Mobile license must be purchased and assigned to each Amicus Attorney user who wishes to use this application. 3 For real-time connectivity, you require a device capable of connecting over-the-air, through your service provider. You are responsible for any service plan charges. Caller ID phone feature is recommended for the automatic association of inbound phone calls with Amicus Contacts, and for the phone call prompt exclusion function. For further details, see the Amicus Mobile Hardware & Software Requirements document, available from the Technical Resource Guides section of our website. To synchronize contacts, calendar and/or with the mobile device, each user will need to configure the following links at their Amicus workstation: Amicus Workstation integration Outlook Contacts & Calendar Link Outlook Integration Provides data integration for Contacts, Appointments, and Tasks/To Do s Details on how to set up and use each of these integrations are available from your Amicus Help Center. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 2

3 How it works The following diagram shows the configuration when using both Amicus Mobile and the links between your handheld device, Outlook, and Amicus Attorney. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 3

4 For Administrators - Installation and configuration Implementing Amicus Mobile is a multi-step process. This section provides important information about each of the following: Web server readiness Installing Amicus Mobile Server Licensing Amicus Mobile users Web server readiness The Web server is the computer on which you intend to install Amicus Mobile Server. This can be the Amicus Application Server, the Amicus Database Server, or another computer. Install on the Amicus Application Server for better performance. Install on a computer outside your firm s firewall for greater security. General system readiness Ensure that: The latest Windows updates available from Microsoft are installed. The computer is set to never hibernate or sleep. Do this from Windows Control Panel > Power Options. The computer meets requirements as detailed in the Amicus Mobile Hardware & Software Requirements document, available from the Support > Technical Resource Guides section of our website. IIS readiness Ensure that Microsoft Internet Information Services (IIS) 5 or higher is installed and configured on the Web server, that is, on the computer you wish to host your Amicus Mobile Server. (IIS 5 or higher is a component of Windows 2000 Server, XP Professional, Server 2003, Vista, and Server 2008.) To check whether IIS is installed, go to the Web server, open Internet Explorer and enter in the Address field. A webpage should appear, saying that the web service is running, or the page is under construction, or IIS, depending on your version of IIS. If running under Windows Vista or Server 2008, ensure that the IIS 6 Management Compatibility (and Windows Authentication if appropriate) features/roles are selected, as described in Appendix A. For details on installing IIS, see Appendix A. IP address or Web domain name The Web server must have a publicly accessible, static IP address and/or a registered Web domain name, and provide an Internet connection bandwidth sufficient for the number of users (DSL equivalent). If you are not sure what the IP address is, see Appendix B. To check IIS accessibility using your IP address or domain name, open the Web browser on a handheld device and enter the Web server s Address: or A webpage should appear, saying that the web service is running, or the page is under construction, or IIS, depending on your version of IIS. If you cannot connect to the IIS website, and you have a firewall enabled, check that World Wide Web Services (HTTP) is included in the firewall exceptions list on the Web server. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 4

5 Installing Amicus Mobile Server This installation will take less than 5 minutes. 1 Log onto the Web server, as a user with Windows Administrators Group rights. 2 Insert the Amicus Attorney 2008 Premium Edition CD into the disk drive of the computer. The Setup program should start automatically. If not, click the Windows Start button, choose Run, and enter: [disk drive letter]:\setup.exe 3 Click the Amicus Mobile install option to begin the Amicus Mobile Server install process. 4 In the Welcome screen, click Next. Follow the onscreen instructions. You will be required to enter the computer name of the Amicus Application Server. To check that Amicus Mobile Server is accessible, open the Web browser on a handheld device enter the following in the Address field: An Amicus Mobile Server Test webpage should appear. If you are unable to connect, see Appendix C: Troubleshooting on page 24. Licensing Amicus Mobile users For purposes of licensing, Amicus Mobile licenses are integrated into your Amicus Firm Licensing File. To use Amicus Mobile, a user requires both an Amicus Attorney license and an Amicus Mobile license. 1 If you have not obtained a new Firm Licensing File since purchasing Amicus Mobile licenses, you must send a License Request . For details, see the Managing Users > Licensing users topic in the Administrator Help, available from the Help Center in Amicus Attorney. 2 In Amicus Attorney, apply your provided Firm Licensing File which includes Amicus Mobile licenses. 3 In User Management, assign Amicus Mobile licenses to the appropriate Firm Members in the list by selecting their Mobile checkbox. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 5

6 For Users - Installation and configuration Implementing Amicus Mobile requires each user to perform the following procedures: Installing Amicus Mobile on your handheld device Marking your Files for use in Amicus Mobile Configuring and initializing Amicus Mobile on your device Installing Amicus Mobile on your device 1 Cradle the mobile device at your Amicus Attorney Workstation and ensure that it is connected (via ActiveSync or Windows Mobile Device Center). 2 Log in to Amicus Attorney and go to Office > Preferences > My Application My Amicus Mobile. 3 Click the Device Pre-Install Check button. You might be prompted to install Microsoft.NET Compact Framework 2.0 on the device. 4 After a successful check, click Install Now. 5 Click I agree to the License Agreement and the follow the onscreen instructions. 6 When finished, click Close. 7 On the device, an installation screen appears. If a storage card is installed on the device, choose whether to install to the main memory on the device or to the card and then tap or click Install. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 6

7 8 Tap or click OK to close the message stating that Amicus Mobile has been successfully installed. 9 Uncradle your device from the Workstation. 10 Tap or click Programs > Amicus Mobile. 11 Log in to Amicus Mobile, using your usual Amicus Attorney credentials except, in the Server field, specify the public IP address or Web domain name of your Amicus Mobile Server. Speak with your Amicus Administrator if you are not sure of this information. The Amicus Mobile Home screen will appear. You are now ready to configure and initialize Amicus Mobile. See the following sections. If necessary, see Appendix C: Troubleshooting on page 24. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 7

8 Marking your Files for use in Amicus Mobile Before initializing, you should select the Files you wish to include on your device. Once you have been licensed as an Amicus Mobile user, your Files Index in Amicus Attorney provides a Mobile column. Select the checkbox for each File you want made available for use in Amicus Mobile. This controls which ones are available to you; it does not affect which ones are available to other Firm Members. TIP: To mark or unmark several Files at once, select them in the Files list and, from the Actions menu, choose Synchronize with Mobile or Remove from Mobile, as appropriate. NOTE: You may not select or clear the Mobile checkbox for a File that you have been restricted from editing. Preferences/Settings Some preference settings determine the amount of data synchronized and displayed on your device. Selecting a shorter range or amount of data will save space, reduce long lists, and enable faster synchronization. In subsequent synchronizations, items outside of the range will be automatically removed from the device. Amicus Mobile preferences/settings may be set from either Amicus Attorney or Amicus Mobile. (Not all options are available for setting in Amicus Attorney.) In Amicus Attorney, go to Office > Preferences > My Application -My Amicus Mobile. Or, on your device, on the Amicus Mobile Home screen, tap or click Settings. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 8

9 Range of Data How much historical information should be synchronized to the Amicus Mobile index lists (Today, Last 3 Days, Last 7 Days, or Last 30 Days). Specify a time range for: - Phone Calls and Messages listed in the Call Center module - Notes listed in the Notes module, and Stickies - Time Entries listed in the Time module Note that only the Files you have marked for Mobile use are synchronized to your device. All of your Amicus Contacts are synchronized to the selection lists in Amicus Mobile. Maximum length of multi-line text fields synchronized to Amicus Mobile (500, 1000, 2000, 5000 characters, or Do Not Limit). If only partial contents of a text field are shown on the device based on this preference, you may nevertheless click a command to get the field s full contents. (You cannot edit a partial text field in Amicus Mobile until its full contents have been loaded.) This setting does not affect the length of new text you enter on your device. Data refresh frequency (every 2 minutes, 5 minutes, 15 minutes, 30 minutes, or Never). To save service provider data plan costs and battery reserves, select a longer period or Never and then tap or click Menu > Send/Receive in Amicus Mobile on the device only when desired. Note that while connected, changes made on the device are sent immediately. Conflict resolution priority When synchronizing a record that has been changed in both Amicus Mobile and Amicus Attorney (Firm Database), indicate which version should be kept. Notification sound Sound played on device whenever a Sticky note or Phone Message arrives. This option is only available on the device. Phone Exclusions Amicus Mobile will prompt you to create a Phone Call record upon inbound and outbound calls on your device. At the time of a call, you will be given the opportunity to exclude this prompt from occurring for that phone number. You can also manage this exclusion list from Settings on the device. Tap or click Menu > Phone Exclusion List. You can add items by selecting individual Amicus Contacts. To remove an item, select it and tap or click Remove. (This feature is only available from the device.) Initializing Amicus Mobile 1 In the Files index in Amicus Attorney, ensure that you have marked those Files you want made available for use in Amicus Mobile. 2 On your device, on the Amicus Mobile Home screen, tap or click Settings. 3 Ensure that the settings/preferences are set appropriately. These determine the amount of data synchronized and displayed on your device. For details, see Preferences/Settings on page 8. 4 Tap or click Initialize. This process might take several minutes, depending on your settings and database size. You are now ready to use Amicus Mobile. For detailed instructions, see Using Amicus Mobile on page 11. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 9

10 Uninstalling Amicus Mobile You may wish to uninstall Amicus Mobile from your device and your workstation. Removing the application from the device: 1 Ensure that you have exited Amicus Mobile. 2 Tap or click Start > Settings > System > Remove Programs. 3 Select Gavel & Gown Software Amicus Mobile in the list and tap or click Remove. 4 In the The selected program will be permanently removed message, tap or click Yes. 5 If a message appears, saying that Amicus Mobile was not completely removed and Do you want to remove it from the list, tap or click No. This might occur if you did not first exit Amicus Mobile return to step 1. To save space, you may also remove the Amicus Mobile data and log files from your device: 1 On the device, tap or click Start > Programs > File Explorer and navigate to My Device (or Storage Card) > Application Data. 2 Select the Amicus folder and tap or click Menu > Delete. Removing the application from the workstation: In Windows Add/Remove Programs (or Programs and Features), select Amicus Mobile in the list and click Remove. Installing Amicus Mobile on a reset or replacement device If you have performed a hard reset on your device, or have a new, replacement device, you can install Amicus Mobile quickly as follows: 1 Cradle the mobile device at your Amicus Attorney Workstation and ensure that it is connected (via ActiveSync or Windows Mobile Device Center). 2 In Microsoft ActiveSync, choose Tools > Add/Remove Programs. Or, in Windows Mobile Device Center, choose Programs and Services > More > Add/Remove Programs. 3 Select the checkboxes next to Gavel & Gown Software Amicus Mobile and (if not grayed out) Microsoft.NET CF 2.0, and click OK. After installation, log in to Amicus Mobile on the device and Initialize. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 10

11 Using Amicus Mobile The following topics describe how to use Amicus Mobile on your handheld device. Logging In 1 Tap or click Programs > Amicus Mobile. 1 In the Firm ID, User ID, and Password fields, enter your usual Amicus Attorney credentials. 2 In the Server field, enter the public IP address or Web domain name of your Amicus Mobile Server, provided to you by your Amicus Administrator. 3 Tap or click Login. IMPORTANT: Before opening another user s Office in Amicus Attorney, exit Amicus Mobile. If the device is currently cradled at a workstation, you might instead need to enter your network s computer name for the Amicus Mobile Server in the Server field. (See Appendix C on page 24.) Get Started Amicus Mobile remembers all your Server names that have provided successful logins. It provides them for selection from a drop-down or fly-out list in the Server field. If you wish to enter a new Server name: - On a Pocket PC device, simply enter the name in the Server field. - On a Smartphone device, select Add in the fly-out list and then enter the name. If desired, you can clear the Server name list. Go to Settings and tap or click Menu > Clear Server List. Only the current name will be left. When a device returns from standby mode, its Internet connection might not reactivate automatically, preventing a successful login to Amicus Mobile. If this occurs, reactivate the connection by opening the Web browser on the device and navigating to the Internet. (You may now close the Web browser.) Then log in to Amicus Mobile. Before using Amicus Mobile, we recommend you first initialize your data. 1 On the Home screen, tap or click Settings. 2 Ensure the options are set appropriately. These determine the amount of data synchronized and displayed on your device. 3 Tap or click Initialize. This process might take several minutes, depending on your settings and database size. Edit Settings on page 12 Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 11

12 Edit Settings 1 On the Home screen, tap or click Settings. 2 Edit the settings as desired: Range of Data to synchronize. Maximum length of multi-line text fields. Data refresh frequency. Note that when connected, changes made on the device are sent immediately. Conflict resolution priority. Sound played on device when a Sticky note or Phone Message arrives. 3 To edit the list of Contacts for whom you will not be prompted to create Call records, tap or click Menu > Exceptions. The range of data or maximum length of text field options might affect performance and service provider data plan charges. After changing these setting, we recommend that you Initialize again. Edit my Call Exceptions List on page 12 Edit my Call Exceptions List Amicus Mobile prompts you to create a Phone Call record upon inbound and outbound calls. At that time, you are be given the opportunity to add that number to your Call Exceptions list, to prevent any future prompts for that particular number. You may edit the list as follows: 1 On the Home screen, tap or click Settings. 2 Tap or click Menu > Exceptions. 3 The list shows the phone numbers for which a call record prompt will not appear. 4 To add an Amicus Contact s primary phone number, tap or click Menu > Add. In the Select list, select a Contact and tap or click Select. To jump directly to a particular Contact in the Select list, type the beginning of their name in the field above the list. 5 To remove a number, select it in the list and tap or click Menu > Remove. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 12

13 Exchange with Amicus Attorney Amicus Mobile manages the synchronization of your Amicus Files, Notes, Stickies, Phone Calls, Messages, unposted Time Entries, as well as your Contact lists for assignment on other Amicus records. Calendar items, Contact details and are synchronized through Outlook (see below). While connected: Changes made in Amicus Mobile are sent immediately. Changes made in Amicus Attorney are received automatically based on your data refresh frequency Setting. To exchange data manually when desired, tap or click Menu > Send/Receive from any module screen (Files, Notes, etc.) in Amicus Mobile. While not connected: Data is not exchanged. You can work with local data, provided you have initialized Amicus Mobile. Your changes will be queued for sending when you next connect. To avoid roaming charges while travelling, set your Data Refresh Frequency setting to Never. You may manually Send/Receive updates when and if required. To keep lists up-to-date in Amicus Mobile, we recommend that you Initialize occasionally (from Settings). These lists include Billing Rates, Activity Codes, etc. When a device returns from standby mode, its Internet connection might not reactivate automatically, preventing any exchanges with Amicus Attorney. To reactivate the connection, open the Web browser on the device and navigate to the Internet. (You may close the Web browser afterward.) Using Outlook Synchronization on page 13 Using Outlook Synchronization Amicus Mobile uses the Calendar, Contact details, and built into your device. This information is shared with Amicus Attorney through the Outlook links. Your device has an Outlook Mobile application (or equivalent), which handles the exchange of information with your Outlook, and then Outlook and Amicus Attorney in turn synchronize, all invisibly to you. Outlook synchronization with your device can take place either: Directly when connected with your workstation (cradled); or You can sync Outlook Mobile on most Windows Mobile phones over-the-air, but note that: - Over-the-air synchronization of Outlook Mobile data requires Microsoft Exchange 2003 or 2007 Server properly configured for this purpose. - Outlook Mobile synchronization features and functionality vary by device and service provider, and may be subject to network limitations. See your device manufacturer, service provider, and/or system administrator for details. If you are set up for over-the-air synchronization of Outlook with your device, Amicus Attorney should remain open on your workstation to ensure that everything in Amicus stays up-to-date. Otherwise new or updated appointments, tasks, and contacts entered through your device will not appear in Amicus Attorney until you next log in to Amicus Attorney at your workstation. For best results, we recommend that you configure the device, the Outlook Link, and the Exchange Server to work in complementary fashion. Ensure that the same types of information (Contacts, Tasks, and/or Appointments) are synchronized between your device and Outlook as between Amicus Attorney and Outlook. Similarly, set comparable exchange intervals (e.g. not 5 Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 13

14 minutes for one and 2 hours for another) because only the longest interval will determine the frequency of complete exchanges. Exchange with Amicus Attorney on page 13 Download full text of a field If the text of a field is grayed out and truncated, tap or click Menu > Download Text to get its full contents. You may edit a field only if its full contents are loaded. This affects your Notes, received Stickies, and Phone Calls and Messages. One of your Settings controls the maximum amount of text automatically received. Edit Settings on page 12 Use the Timer The Timer starts automatically whenever you make or receive a phone call. You may also start and stop the timer in a Call or Time Entry: To start the Timer, tap or click Start. To stop the Timer, tap or click Stop. You may also directly enter or edit the time in the duration field if desired. Add or Remove a File on an item You can add and remove File assignments on Notes and Stickies, Time Entries, and Phone Calls and Messages. To add a File, tap or click Files. In the Select list, select one and tap or click Select. To jump directly to a particular File in a Select list, type the beginning of its name in the field above the list. To remove a File, tap or click any of the assigned Files listed. In the Remove list, select one and tap or click Remove. Add or Remove a Contact on an item You can add and remove Contact assignments on Notes and Stickies. To add a Contact, tap or click Contact. In the Select list, select one and tap or click Select. To jump directly to a particular Contact in a Select list, type the beginning of their name in the field above the list. To remove a Contact, tap or click any of the assigned Contacts listed. In the Remove list, select one and tap or click Remove. View or add Contacts on a File on page 15 View Files 1 On the Home page, tap or click the Files icon. 2 Your Files marked in Amicus Attorney for Mobile use are listed by Short File Name. To jump directly to a particular File, type the beginning of the Short File Name above the list. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 14

15 To view the details of a File, select it in the list and tap or click View. If you do not see a particular File, be sure it is flagged in Amicus Attorney for Mobile use. Work with a File on page 15 Add a Note on a File 1 On the Home page, tap or click the Files icon. 2 Select a File in the list and tap or click View. 3 Tap or click Menu > Note. 4 Enter the text of your Note. 5 The Note is assigned by default to the File and its Contacts. Add a Note on page 19 Add or Remove a File on an item on page 14 Add or Remove a Contact on an item on page 14 Work with a File 1 On the Home page, tap or click the Files icon. 2 Your Files marked for Mobile use are listed. 3 Select a File in the list and tap or click View. 4 Th e File Edit screen displays the File information. You can: View or add Contacts on a File on page 15 View Firm Members on a File on page 16 a Person on a File on page 16 Call a Person on a File on page 16 Add an Appointment on a File on page 17 Add a Task on a File on page 17 Add a Time Entry on a File on page 17 Add a Note on a File on page 17 View Files on page 14 View or add Contacts on a File 1 On the Home page, tap or click the Files icon. 2 Select a File in the list and tap or click View. 3 The File Edit screen lists the Contacts on the File. To expand the list of Contacts, or to add Contacts, tap or click the list. 1 The Contacts on File list shows their Name, Phone, and Role. 2 To add a Contact to the File, tap or click Menu > Add. In the Select list, select a Contact and tap or click Select. Repeat to assign to more Contacts. a Person on a File on page 16 Call a Person on a File on page 16 Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 15

16 View Firm Members on a File 1 On the Home page, tap or click the Files icon. 2 Select a File in the list and tap or click View. 3 The File Edit screen lists the Firm Members on the File. To expand the list of Firm Members, tap or click the list. 1 The Firm Members on File list shows their Name, Phone, and Role. a Person on a File on page 16 Call a Person on a File on page 16 a Person on a File 1 On the Home page, tap or click the Files icon. 2 Select a File in the list and tap or click View. 3 Tap or click the list of Contacts or Firm Members. 4 Select a Contact or Firm Member and tap or click Menu > . 5 An screen appears, addressed to the Contact or Firm Member. Enter the text of your message and then tap or click Send. For integration purposes, choose a messaging account that is configured in Outlook on your Amicus Attorney Workstation. You must have Integration enabled in Amicus Attorney. The Subject field includes File, the Short File Name and your initials within square brackets. Do not remove this text as it will be used by Amicus Attorney to automatically save the on the File. Call a Person on a File 1 On the Home page, tap or click the Files icon. 2 Select a File in the list and tap or click View. 3 Tap or click the list of Contacts or Firm Members. 4 Select a Contact or Firm Member and tap or click Call. ( This command is available only if the Contact or Firm Member has a stored Phone Number.) 5 You are asked whether to dial the person s primary phone number. Tap or click Yes to call. When you end the call, you might be prompted to record the call, that is, add a Call record. If the File has a single Contact assigned, you do not need to expand the Contact list and select them. Simply tap or click Call on the File Edit screen. You may create a call record in all cases. After selecting a person in the list, tap or click Menu > Call Record. Add a Call on page 20 Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 16

17 Add an Appointment on a File 1 On the Home page, tap or click the Files icon. 2 Select a File in the list and tap or click View. 3 Tap or click Menu > Appointment. 4 The Appointment screen of your native device Calendar appears. Edit the information as desired. The Appointment s Summary field includes File and the Short File Name. Do not remove this text as it will be used by Amicus Attorney to automatically save the Appointment on the File. Add a Task on a File 1 On the Home page, tap or click the Files icon. 2 Select a File in the list and tap or click View. 3 Tap or click Menu > To Do. 4 The Tasks screen of Mobile Calendar appears. Edit the description as desired. The Task s Notes includes the text File and the Short File Name. Do not remove this text as it will be used by Amicus Attorney to automatically save the To Do on the File. Add a Time Entry on a File 1 On the Home page, tap or click the Files icon. 2 Select a File in the list and tap or click View. 3 Tap or click Time Entry. 4 The Time Entry screen appears. Enter information as desired. If you are displaying a particular File, on the Amicus File (Edit) screen, tap or click Edit > Time Entry. The Time Entry is assigned by default to the File. Add a Time Entry on page 18 Add a Note on a File 1 On the Home page, tap or click the Files icon. 2 Select a File in the list and tap or click View. 3 Tap or click Menu > Note. 4 Enter the text of your Note. 5 The Note is assigned by default to the File and its Contacts. Add a Note on page 19 Add or Remove a File on an item on page 14 Add or Remove a Contact on an item on page 14 Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 17

18 View Time Entries 1 On the Home page, tap or click the Time icon. 2 Your recent unposted Time Entries are listed by date and time, most recent first. The duration, Short File Name, and description are shown. 3 To see all Time Entries, regardless of date, tap or click Show All. 4 To see Time Entries for a particular date, select a date, or tap or click the arrows to go from one day to the next. To view the details of a Time Entry, tap or click it in the list. (Or, select it in the list and tap or click Menu > Edit.) To delete a Time Entry, select it in the list and tap or click Menu > Delete. Add a Time Entry 1 On the Home page, tap or click the Time Entry icon. 2 Tap or click New. 3 The Time Entry screen appears. Enter information as desired. You can also add a Time Entry on a Phone Call or Note. Add a Note on a File on page 15 Add or Remove a File on an item on page 14 Add or Remove a Contact on an item on page 14 View Notes 1 On the Home page, tap or click the Notes icon. 2 Your recent unassociated Notes and all today s Notes are listed by date and time, the most recent first. To view the details of a Note, tap or click it in the list. To delete a Note, select it in the list and tap or click Menu > Delete. Download full text of a field on page 14 Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 18

19 Add a Note 1 On the Home page, tap or click the Notes icon. 2 Tap or click New. 3 Enter the text of your Note. 4 To assign the Note to a File or Contact, tap or click Files or Contacts. In the Select list, select one and tap or click Select. Repeat to assign to more Files or Contacts. Leave the To (Firm Member) field blank unless you want to send the Note as a Sticky. Add a Note on a File on page 15 Add or Remove a File on an item on page 14 Add or Remove a Contact on an item on page 14 Send a Sticky 1 On the Home page, tap or click the Notes icon. 2 Tap or click New. 3 In the To field, select a Firm Member. 4 Enter the text of your Sticky Note. Add or Remove a File on an item on page 14 Add or Remove a Contact on an item on page 14 Receive a Sticky Whe n a Sticky arrives, it appears in a full screen. You can: Tap or click Menu > Delete to remove it. Tap or click X or Menu > Close to save it as a Note. Tap or click Reply to send a Sticky reply to the sender. Tap or click Menu > Forward to send the Sticky to another Firm Member. If you Close a Sticky, it will appear on your Notes list upon the next data refresh interval, or earlier if you tap or click Menu > Send/Receive from any module screen (Files, Notes, etc.). Download full text of a field on page 14 Add or Remove a File on an item on page 14 Add or Remove a Contact on an item on page 14 Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 19

20 Work in the Call Center 1 On the Home page, tap or click the Call Center icon. 2 Your recent outstanding Phone Calls and Messages and all today s Calls and Messages are listed by date and time, the most recent first. 3 You can select a Call or Message in the list and tap or click: Call to call the person back. Menu > Edit to open its details. Or tap or click it in the list. Menu > Dealt With to mark it as Dealt With (not outstanding). Menu > Delete. to delete it. Menu > Time Entry to add a Time Entry on it. 4 You can also: Tap or click Menu > New Call to make a call. Add a Call on page 20 Work with a Call on page 20 Work with a Phone Message on page 21 Add a Time Entry on page 18 Add a Call 1 You might be prompted to add a Call record upon starting or ending an inbound or outbound call. You may also add a call by displaying the Contact or Firm Member list on a File and tapping or clicking Menu > Call Record. 2 The Amicus Call screen shows details that you can edit. You can also tap or click: Menu > Time Entry to add a Time Entry on it. Menu > Follow Up to add a Task based on it. The Tasks screen of Mobile Calendar appears. Edit the description as desired. When sent to Amicus Attorney, the Phone Call will be automatically associated with the Person, based on a name match. You require a Caller ID phone service in order for the association to occur on Phone Call records made from inbound calls. Download full text of a field on page 14 Call a Person on a File on page 16 Work with a Call 1 On the Home page, tap or click the Call Center icon. 2 Your recent outstanding Calls and all today s Calls are listed. 3 Select a Call in the list and tap or click Menu > Edit. Or tap or click it in the list. 4 Th e Amicus Call screen shows details that you can edit. You can also tap or click: Menu > Time Entry to add a Time Entry on it. Menu > Follow Up to add a Task based on it. The Tasks screen of Mobile Calendar appears. Edit the description as desired. Call to call the person. Add a Time Entry on page 18 Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 20

21 Work with a Phone Message 1 On the Home page, tap or click the Call Center icon. 2 Your recent outstanding Phone Messages and all today s Phone Messages are listed. 3 Select a Phone Message in the list and tap or click Menu > Edit. Or tap or click it in the list. 4 The Amicus Phone Message screen shows details that you can edit. You can also tap or click: Menu > Follow Up to add a Task based on it. The Tasks screen of Mobile Calendar appears. Edit the description as desired. Call to call the person. Download full text of a field on page 14 Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 21

22 Appendix A: Installing IIS In all of the following cases, ensure that the Internet Information Services Snap-In and World Wide Web Services checkboxes have not been cleared. (These components are selected by default.) To install IIS under Windows 2000 Server or XP Professional: 1 Go to Windows Control Panel > Add or Remove Programs and click Add/Remove Windows Components at the left. 2 Select the Internet Information Services (IIS) checkbox and click Next. 3 Follow the onscreen instructions. You might be prompted to insert your Windows CD. When finished, you might be prompted to restart the computer. To install IIS under Windows Server 2003: 1 Go to Windows Control Panel > Add or Remove Programs and click Add/Remove Windows Components at the left. 2 Choose Application Server, select the Internet Information Services (IIS) checkbox, click Next. 3 Follow the onscreen instructions. You might be prompted to insert your Windows CD. To install IIS under Windows Vista: 1 Go to Windows Control Panel > Programs and Features and click Turn Windows features on or off at the left. 2 Select the Web Server (IIS) checkbox and, within the Web Management Tools feature group, select the IIS 6 Management Compatibility checkbox and all IIS Management sub-option checkboxes. Click OK. 3 Follow the onscreen instructions. You might be prompted to insert your Windows CD. When finished, you might be prompted to restart the computer. To install IIS under Windows Server 2008: 1 Go to Windows Control Panel > Programs and Features and click Turn Windows features on or off at the left. 2 In the Server Manager screen, navigate to Server Manager > Roles at the left, and click Add Roles in the Roles Summary section at the right. 3 In the Add Roles Wizard, choose Server Roles at the left, select the Web Server (IIS) checkbox at the right, and click Next. 4 In the Select Role Services screen, select the Web Server > Security > Windows Authentication checkbox. Also select all the Management Tools > IIS 6 Management Compatibility checkboxes. Click Next. 5 Follow the onscreen instructions. You might be prompted to insert your Windows CD. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 22

23 Appendix B: Determining your IP address 1 At the Web server, go to Windows Start and choose Run. 2 In the Run dialog, enter cmd and click OK. 3 In the DOS window, enter ipconfig and press <ENTER>. 4 The IP Address should be shown, e.g Under Windows Vista and Server 2008, it is named IPv4Address. 5 If one IP address is shown, use that one. If more than one IP address is shown, one or all might be valid for use to check, see below. If multiple IP addresses under Windows 2000 Server: 1 Go to Windows Control Panel > Administrative Tools > Internet Services Manager. 2 Navigate to Web Sites > Default Web Site at the left. 3 Right-click on Default Web Site and choose Properties. 4 In the Properties dialog that appears, examine the IP Address field. If the IP address is All Unassigned, then any of the addresses that were shown from the ipconfig command can be used. If a particular IP address is shown, it is the only one that can be used. If multiple IP addresses under Windows XP Professional or Server 2003: 1 Go to Windows Control Panel > Administrative Tools > Internet Information Services (IIS) Manager 2 Navigate to Web Sites > Default Web Site at the left. 3 Right-click on Default Web Site and choose Properties. 4 In the Properties dialog that appears, examine the IP Address field. If the IP address is All Unassigned, then any of the addresses that were shown from the ipconfig command can be used. If a particular IP address is shown, it is the only one that can be used. If multiple IP addresses under Windows Vista or Server 2008: 1 Go to Windows Control Panel > Administrative Tools > Internet Information Services (IIS) Manager 2 Navigate to ComputerName > Web Sites > Default Web Site at the left. 3 Select Default Web Site and, in the Actions list at the right, choose Bindings. 4 In the Site Bindings dialog that appears, examine the IP Address field. If the IP address is an asterisk (*), then any of the addresses that were shown from the ipconfig command can be used. If a particular IP address is shown, it is the only one that can be used. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 23

24 Appendix C: Troubleshooting When installing Amicus Mobile Server If the Amicus Mobile Server Test webpage does not appear Check your ASP.NET settings. Go to Windows Control Panel > Administrative Tools > Internet Information Services (IIS) Manager. Navigate to local computer > Web Service Extensions. In the list at the right, right-click on ASP.NET v2.0 and choose Allow. If installing Amicus Mobile Server on a secondary Web server If your main Web server cannot host Amicus Mobile Server (e.g. because it runs Linux rather than Windows), you will need to use a different computer as a Web server for this purpose. - At the Amicus Web server, open IIS Manager, navigate to local computer > Web sites. Rightclick on Default Web Site and choose Properties. Enter a different TCP port number than used for your main Web server (e.g. 81 rather than 80). - Set your router to handle port forwarding. - Require Amicus Mobile users to include the port number in the Server field when logging in, for example: Unable to log in while device is cradled at a computer on a local network If a user needs to connect with the Amicus Mobile Server while their device is cradled at a computer on a local network, and access via a public IP Address or Web Domain Name is prevented by their current configuration, the following workaround may be performed : 1 In ActiveSync (or Windows Mobile Device Center), go to the Connection Settings and set the This computer is connected to option to Work Network (rather than The Internet ). 2 Log in to Amicus Mobile using, in the Server field, your network s computer name for the Web server. NOTES: Later, when you wish to log in after uncradling the device, you will need to enter your public IP Address or Web Domain Name in the Server field in the Login screen: - On a Pocket PC device, simply enter the address or name in the Server field. - On a Smartphone device, select Add in the fly-out list and then enter the address or name. Amicus Mobile remembers all your Server names that have provided successful logins, and then provides them for selection from a fly-out list on the Login screen. If desired, you can clear this list on the device: go to Settings and tap or click Menu > Clear Server List. Only the current name will be left. Connection not available occasionally When a device returns from standby mode, its Internet connection might not reactivate automatically. This could prevent a successful login to Amicus Mobile. Or, if you are already logged in, exchanges with Amicus Attorney might not occur. To reactivate the connection, open the Web browser on the device and navigate to the Internet. (You may close the Web browser afterward.) Reattempt to log in to Amicus Mobile now, if appropriate. Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 24

25 Log file A daily log of key activities is maintained by Amicus Mobile on the device. In the course of assisting you with a problem, Gavel & Gown Technical Support might ask you to check this log. Use File Explorer (available from Start or Start > Programs) and navigate to My Device (or Storage Card) > Application Data > Amicus > AmicusLogs. The log files are named Log_Month_Date_Year, e.g. Log_Jun_25_08. Logs for the most recent 10 days are maintained. Earlier ones are automatically deleted to save space. For further information, contact Gavel & Gown Software Inc. Phone: Fax: info@amicusattorney.com Copyright 2008 Gavel & Gown Software Inc. All rights reserved. AMICUS and AMICUS ATTORNEY are registered trademarks, and AMICUS ACCOUNTING,AMICUS MOBILE, AMICUS MOBILE SERVER, and DO are trademarks 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. September 17, 2008 Amicus Mobile Guide 2008 Gavel & Gown Software Inc. 25