UPDATE RELEASE NOTES: Amicus Premium 2014 Service Pack 1

Transcription

1 UPDATE RELEASE NOTES: Amicus Premium 2014 Service Pack 1 June 2014 Service Pack 1 (SP1) provides the latest updates to Amicus Premium Applies to Build only. To view your Build number, choose About Amicus Attorney from your Amicus Help menu. If installing new or upgrading from any other version, see the appropriate Install Guide. These instructions only apply to sites currently running Version The About Box will display the Server and Workstation Build Number as after applying this Update. UPDATE INSTRUCTIONS Download to the Server 1. To download the updater file (AA14100.exe), please contact Technical Support. 2. Double-click the downloaded file to extract its contents to a temporary location on the Amicus Server. Install at the Server 1. Ensure that all users have gone ONLINE and logged out of Amicus. (User access to Amicus Anywhere and Amicus TimeTracker will also be affected.) 2. Backup your Amicus firm database. 3. Go to Windows Control Panel > Administrative Tools > Services and stop the Amicus services: Amicus PE Service, Amicus DailyCheck Service, and Amicus ExchangeSync Service. Wait a couple of minutes for the related files to be unlocked. 4. At the Server, open the extracted AA14100 folder and double-click AmicusUpdate.exe to run the Update. If a security warning prompt appears, click Run. 5. When completed, go to Windows Control Panel > Administrative Tools > Services and restart the Amicus services: Amicus PE Service, Amicus DailyCheck Service, and Amicus ExchangeSync Service. 6. Log in to Amicus at the Server. Click OK at the prompt. This database update process will take several minutes. Amicus Premium 2014: SP1 Update Release Notes 2015 Gavel & Gown Software Inc. 1

2 Update each Workstation (excluding the Server Workstation and any Workstation that has Offline Components installed) At a shared computer or in a terminal server environment, these steps don t need to be repeated for each user. 1. Log in to Amicus at the Workstation. A prompt appears, asking you whether to apply the Workstation update now. Click OK. If security warning prompts appear, click Run. Wait for the update process to complete. TIP: If a message appears saying that the update cannot be started because the file cannot be found (perhaps because the Server has been moved to a different computer since the Workstation was last installed or upgraded), click OK. To run the update, go to the \\AmicusServerName\Install\Workstation\WorkstationPatch folder and double-click AmicusUpdate.exe Update each Workstation that has Offline Components installed 1. At the Workstation, go to Windows Control Panel > Administrative Tools > Services and stop the Amicus services on the Workstation: Amicus PE Service and Amicus DailyCheck Service. 2. Log in to Amicus at the Workstation. A prompt appears, asking you whether to apply the Workstation update now. Click OK. If security warning prompts appear, click Run. Wait for the update process to complete. TIP: If a message appears saying that the update cannot be started because the file cannot be found (perhaps because the Server has been moved to a different computer since the Workstation was last installed or upgraded), click OK. To run the update, go to the \\AmicusServerName\Install\Workstation\WorkstationPatch folder and double-click AmicusUpdate.exe 3. Restart the Amicus services on the Workstation: Amicus PE Service and Amicus DailyCheck Service. NOTE: A database update prompt might appear the first time you log in while Offline. Click OK. If you later install Offline Components at a Workstation 1. At the Workstation, go to Windows Control Panel > Administrative Tools > Services and stop the Amicus services on the Workstation: Amicus PE Service and Amicus DailyCheck Service. 2. At the Workstation, go to the \\AmicusServerName\Install\Workstation\WorkstationPatch folder and double-click AmicusUpdate.exe. 3. Restart the Amicus services on the Workstation: Amicus PE Service and Amicus DailyCheck Service. Amicus Premium 2014: SP1 Update Release Notes 2015 Gavel & Gown Software Inc. 2

3 RESOLVED ISSUES Amicus Anywhere Documents Dropbox documents do not appear in the Documents main view when filtered to Dropbox Documents. Amicus Attorney Files In the Time views of File Details, Time Entries assigned a Non-Billable Billing Rate are included in the Billable time and fee totals rather than the Non-Billable totals. People In the Related People view of Contact Details, right-clicking on a Contact in that list causes an error message to appear. Calendar Tasks In the Day view of the Calendar, Ctrl-selecting an Appointment and dragging it to another time or date to create a duplicate might cause an exception error The Tasks module might fail to show Tasks if you switch from a Custom Tasks Profile to the basic Show filters. Communications The body of an prints with improper formatting. Document Assembly The values stored in Lookup Fields in Custom Pages on a File are not merged into generated documents. Document Management In a new Document added from File Details, the Location defaults to the general path set in your Preferences even when there's a path specified for the File Folder-type Documents are not listed in the Documents module, and are not searchable. Tutorial Document searches in the Tutorial might fail. TIP: Ensure that Amicus Indexing is configured for your firm by your Amicus Administrator. Integration If you log in to Amicus at another workstation where Outlook is installed but not configured, an Outlook configuration wizard will display repeatedly At a Workstation where Integration and/or the Outlook Contacts & Calendar Link is enabled, logging in to Amicus after the computer has been restarted might cause an Outlook security message to appear: A program is trying to access addresses you have stored in Outlook At a Workstation running Microsoft Office 2013 SP1 where Integration and/or the Outlook Contacts & Calendar Link is enabled, Outlook will terminate and the Firm Member will be unable to login The Restrict button is not disabled in the Details of an Unsaved Marking a Saved as Restricted causes it to vanish from your Outstanding and Today views of Communications. Outlook Contacts & Calendar Link If you log in to Amicus at another workstation where Outlook is installed but not configured, an Outlook configuration wizard will display repeatedly If you add a Contact in Outlook that matches one that you aren't assigned to in Amicus, it creates a new Contact in Amicus rather than simply assigning you to the existing one. Amicus Premium 2014: SP1 Update Release Notes 2015 Gavel & Gown Software Inc. 3

4 36192 At a Workstation where Integration and/or the Outlook Contacts & Calendar Link is enabled, logging in to Amicus after the computer has been restarted might cause an Outlook security message to appear: A program is trying to access addresses you have stored in Outlook At a Workstation running Microsoft Office 2013 SP1 where Integration and/or the Outlook Contacts & Calendar Link is enabled, Outlook will terminate and the Firm Member will be unable to login. An Amicus File entered in the Notes field of an Outlook Appointment or Task in order to create that assignment upon synchronizing the Event to Amicus is case sensitive. A Task created in Outlook with a Due Date is synchronized to Amicus as a To Do without a Deadline A Task without a start date in Outlook synchronizes to Amicus as a To Do with no Start Date and a "Someday" Priority. Exchange Contacts & Calendar Link If an Event with multiple Firm Members assigned is synchronized from Amicus to Exchange, and one Firm Member then deletes it in Exchange, it will be deleted in Amicus for all Firm Members assigned to that item who use the Link with Exchange If entering your Microsoft Exchange credentials (in Firm Settings or Preferences) from a Workstation that s not on the Amicus Server, the test connection might fail, whereas it succeeds when configured directly on the Server After a Firm Member changes their Contacts & Calendar Link configuration from Google to Exchange, it fails to synchronize. If the Link s Firm Settings are configured for hosted Exchange without a Domain specified, a Firm Member s Preference settings might experience a test connection failure. If the Link is configured for a firm where the Administrator has entered domain/username/server credentials, a Firm Member's credentials in Preferences will fail twice before prompting for further details If the Link is configured for a firm hosted Exchange without a domain name, a Firm Member's Preferences user name credentials do not automatically include the domain suffix and will fail unless manually added Phone numbers synchronized from Exchange to Amicus display with their spaces and hyphens removed and their letters converted to digits Appointments synchronized from Amicus to Exchange do not have their File association information automatically added to the Appointment notes (e.g. File: Baily re Kipling ) If the Link is reset with Firm Members included in Contact sync, each Firm Member name is unnecessarily listed as an error in the Link Log Appointments and Tasks synchronized from Exchange to Amicus with File association information for multiple Files entered in the note field have only their first File association created in Amicus If an item is created and deleted in Exchange before the next sync occurs, it might be created in Amicus regardless of the subsequent deletion If an Event assigned to multiple Firm Members has been synchronized and then in Amicus you are removed, it remains in your Exchange. (A subsequent Reinitialize will cause you to be added back to the Event in Amicus.) Sticky message confirming completion of a scheduled Link initialization or reset is sent only to the Amicus Administrators, and excludes the relevant Firm Member If synchronizations fail because a Firm Member changed their Exchange password without updating their credentials in Amicus, a notification is not sent Upon Link reset, some Tasks might be duplicated Another Administrator's Exchange address might be prefilled in the Firm Settings for the Link configuration At large firms or firms with high transaction volumes involving Exchange Contacts & Calendar Link, Amicus might terminate unexpectedly. The following error appears in the Server Log: "Information: Error saving pref: System.Exception: Unspecified error (Exception from HRESULT: 0x (E_FAIL))". An Amicus File entered in the Notes field of an Outlook Appointment or Task in order to create that assignment upon synchronizing the Event to Amicus is case sensitive. In your Link preferences, disabling one item post-initialization (contacts, appointments, or tasks) while maintaining the synchronization of other(s) might result in the disabled items continuing to be processed A Task without a start date in Outlook synchronizes to Amicus as a To Do with no Start Date and a "Someday" Priority. Amicus Premium 2014: SP1 Update Release Notes 2015 Gavel & Gown Software Inc. 4

5 If a Firm Member set to use the Link is set to Unlicensed from Amicus, synchronization might start failing for all Firm Members If a new Contact created in Exchange matches an existing Contact in Amicus that you aren't assigned to, a sync causes the Amicus Contact information to be replaced even if your Link preference is set to use Amicus data when resolving conflicts. Google Contacts & Calendar Link Timeslips Link If a weekly repeating appointment created in Google without a particular day of the week specified has synchronized to Amicus, the Amicus Daily Checks process might fail to complete The Timeslips Link configuration fails if any Firm Member has enabled their Google Contacts & Calendar Link. Dropbox Link Configuring a new Dropbox account through Amicus Firm Settings > Online Services might fail. Miscellaneous If you are assigned a Security Profile that includes rights to see all Firm Contacts, a QuickFind search from the Select People dialog finds all people regardless of your search text Printing the Conflict Check results might fail with the following message: "Requested service not found" Error occurs in second step of the Administration > Import function. The Amicus Home view might not finish loading and then Amicus might become unresponsive and eventually terminate. At large firms or firms with high transaction volumes involving Exchange Contacts & Calendar Link, Amicus might terminate unexpectedly. The following error appears in the Server Log: "Information: Error saving pref: System.Exception: Unspecified error (Exception from HRESULT: 0x (E_FAIL))". Amicus Premium Billing Files With Premium Billing: The Attorney-side view of File Details > Time Spent might take a long time to display or fail to display, and the following error appears in the Server Log: Exception Type: Microsoft.ApplicationBlocks.ExceptionManagement.AmicusError Message: TimeEntryXtraManager.GetListRemote: Exception Type: System.Data.SqlClient.SqlException With Premium Billing: On the Billing side of the Files Index, QuickFind might not finish Existing lawyer fee distributions on a File cannot be updated when you remove or replace Firm Members in the distribution list, or change the Fee Distribution Method from 'Based on Percentage' to 'Prorated'. Time With Premium Billing: In Time Entry Details, the rounding on the Total Fee shown might be incorrect. Billing If in the Bill File view of Create Bills, the "Use Dates from Bill Options" option is selected, you cannot send the Bill to Draft or Final (and an inappropriate message appears: "The AR date cannot be a date prior to ") Although a Bill Template can be specified at the time of mass billing, the one specified for each of the Files is always used instead At a Workstation running Microsoft Office 2013 (with or without SP1), ing one or more Bills might cause a confirmation message to appear for each A program is trying to send an on your behalf The firm address in E-bills created for a file set to LAS (Legalgard/Litigation Advisor) Task-Based Billing lack a space between city and state. That format might not be accepted by some vendors. Please contact Technical Support for assistance Attempting to one or more Bills might cause Outlook to terminate. Amicus Premium 2014: SP1 Update Release Notes 2015 Gavel & Gown Software Inc. 5

6 Reports Client Payment Distribution Report might show incorrect File Type. Client Transaction Report might show duplicate Trust Transfers. For further information, contact: Gavel & Gown Software Inc. Phone: Copyright 2015 Gavel & Gown Software Inc. All rights reserved. AMICUS and AMICUS ATTORNEY are registered trademarks, and AMICUS ANYWHERE, AMICUS PREMIUM BILLING, AMICUS BILLING, AMICUS SMALL FIRM, and AMICUS TIMETRACKER 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. Amicus Premium 2014: SP1 Update Release Notes 2015 Gavel & Gown Software Inc. 6