AD Summation iblaze and AD Summation Enterprise. AD Summation Realtime Connection

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1 AD Summation iblaze and AD Summation Enterprise AD Summation Realtime Connection Updated: June 2011

2 Copyright Information 2011 AccessData Group. All rights reserved. The information contained in this document represents the current view of AD Summation on the issues discussed as of the date of publication. Because AD Summation must respond to changing market conditions, it should not be interpreted to be a commitment on the part of AD Summation, and AD Summation cannot guarantee the accuracy of any information presented after the date of publication. This white paper is for informational purposes only. ACCESSDATA GROUP MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording or otherwise) or for any purpose, without the express written permission of AccessData Group). AccessData Group may have patents, patent applications, trademarks, copyrights or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from AccessData Group, the furnishing of this document does not give you any license to these patents, trademarks, copyrights or other intellectual property. iblaze, Enterprise, WebBlaze and CaseVantage are registered trademarks of AccessData Group in the United States and/or other countries. Microsoft, Windows, PowerPoint, and Outlook are registered trademarks of Microsoft Corporation in the United States and/or other countries. Adobe, Acrobat, and Reader are registered trademarks, and Distiller is a trademark, of Adobe Systems Incorporated. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. AD Summation 425 Market Street, 7th Floor San Francisco, CA USA

3 AD Summation Realtime Connection The following AD Summation products can receive a realtime feed: Enterprise Mobile (or Single User ) iblaze Mobile (or Single User ) LG Gold Mobile (or Single User ) Blaze LG Mobile (or Single User ) Each of the above products allows users to receive a realtime feed using the steps below. AD Summation software itself does not accommodate a realtime feed either over a network or over the Internet. COMPATIBILITY: AD Summation Realtime has been successfully tested with all major CAT systems and can receive a text feed in either CaseView or ASCII format. EQUIPMENT: Below is a list of successfully tested USB-to-serial converters. This is not intended to be a complete list. Other converters may function and allow users to effectively connect to a realtime feed. Note: Enterprise is the only AD Summation product that can accommodate the two Belkin USB-to-serial converter models listed below. Recommended USB- to- Serial Converters for AD Summation Software Ambir NotePro Aten UC-232A Belkin F5U 109 (Enterprise Mobile only) Belkin F5U 409 (Enterprise Mobile only) Hawking H-UC232S IOGear GUC232A Micro Innovations USB610A It is recommended that Stenograph brand realtime connection cables be used for optimal results. AD Summation software can also receive a realtime feed via the Stenocast wireless connection products.

AD Summation Realtime via Serial Connection 1. The court reporter connects his/her realtime computer, using a realtime hookup cable or Stenocast wireless device, to the attorney s computer. 2.

4 AD Summation Realtime via Serial Connection 1. The court reporter connects his/her realtime computer, using a realtime hookup cable or Stenocast wireless device, to the attorney s computer. 2. Launch AD Summation and click the Realtime button. 3. The File Name for Realtime Transcript window will appear. In the Description field, users may include a description of the file and click OK. The Coding Palette screen will also appear. You can grab its title bar to move it off to the side while you complete the Realtime connection process. 4. The Get Connected! screen appears. Click Next to continue.

5. On the Setup Options screen, select the first option, I want to connect locally to the Court Reporter s Realtime Computer. Click Next to continue. 6. The Connect locally screen appears.

5 5. On the Setup Options screen, select the first option, I want to connect locally to the Court Reporter s Realtime Computer. Click Next to continue. 6. The Connect locally screen appears. Select a COM port by either clicking the appropriate COM port number radio button or Other to reveal a drop-down list of available COM ports. Note: The attorney s receiving COM port number does NOT have to match the court reporter s CAT system s sending COM port number.

7. VERY IMPORTANT: Next click the Court Reporter Settings button. Note: In AD Summation Enterprise, this button is called Realtime Settings. The Properties window appears.

6 7. VERY IMPORTANT: Next click the Court Reporter Settings button. Note: In AD Summation Enterprise, this button is called Realtime Settings. The Properties window appears. Note: In AD Summation Enterprise, the Realtime Settings window opens. 8. Click the following tabs to check conformity with the respective court reporter s settings. A. Under the Source tab, the user can specify the number of lines per transcript page and also select the desired time code settings. B. Under the Steno Feed tab, the user can select the appropriate Steno Feed Format: CaseView or Ascii. It is recommended that the CaseView setting be used. If the Ascii setting is selected, the Line Terminator drop-down menu becomes active, allowing the user to adjust the settings to ensure successive lines of text wrap back to the left margin. C. Under the Serial Port Settings, select the appropriate baud rate to match that of the CAT system. It is recommended that the 2400-baud rate setting be used.

9. Click OK. Note: Any time a change is made to any of the Realtime settings, users will need to close and restart Realtime for the changes to take effect. 10.

7 9. Click OK. Note: Any time a change is made to any of the Realtime settings, users will need to close and restart Realtime for the changes to take effect. 10. Click Next on the Connect locally screen. Note: In Enterprise, you will see an additional window that confirms your settings. Click Next again. 11. The Realtime window appears. 12. Have the court reporter write a test feed on your steno machine. If the settings are correct, the realtime feed will appear behind the wizard. Sample text will be removed when the Finish button is clicked. 13. If a realtime connection is not made, the No feed detected screen will appear. Click the Back button to return to the Connect locally screen. Select another COM port or click the Court Reporter Settings button to adjust the realtime settings. Note: If any changes are made to the settings within the Properties window (Step 7 above), close the Realtime Wizard completely and restart Realtime to begin a new realtime session. Once Realtime has been restarted, begin with Step 2 of this process.

Disconnecting and Reconnecting to AD Summation Realtime LEAVING THE ATTORNEY S COMPUTER ON: To Disconnect: 1. Click the Disconnect button on the toolbar.

8 Disconnecting and Reconnecting to AD Summation Realtime LEAVING THE ATTORNEY S COMPUTER ON: To Disconnect: 1. Click the Disconnect button on the toolbar. The attorney may now disconnect the realtime cable and take the computer to another location to review testimony. To Reconnect: 2. The attorney can later reconnect the realtime cable and click Connect on the toolbar: 3. A window will display, asking if you want to start a new realtime session. A. To continue with the previous Realtime session, click No and the current transcript s Realtime feed will continue. B. To start a new Realtime session, click Yes. The current transcript will be saved and closed, and users will be prompted to name the new session.

9 TURNING OFF THE ATTORNEY S COMPUTER: 1. To exit AD Summation, click Disconnect on the toolbar. Exit AD Summation, turn off the computer and disconnect the realtime cable. 2. To resume a session, reconnect the realtime cable, restart the computer, open AD Summation, open the desired case and click the Realtime button on the toolbar. A window will appear, asking if the user wants to resume the previous session or start a new session. 3. Click Resume Evening Session to continue with the previous Realtime transcript. Click Start New Realtime Session to create a new Realtime transcript. If the Start New Realtime Session is selected, users will be prompted to name the new session.

10 Updating a AD Summation Realtime Draft Transcript 1. Open AD Summation to the desired case. 2. Drag the newest version of the transcript file from the navigation window to the [Draft of] transcript that you wish to update in the Transcripts folder in the Case Explorer. 3. By default, Update Existing Transcript (for example, a realtime draft) is selected. Click Update Transcript. The Transcript Update dialog box appears: 4. It is highly recommended that users select the Keep Draft option to create and save a backup copy of the draft transcript in case any problems arise during the update process or if discrepancies appear in the final transcript. When selecting Keep Draft, options in the Rename Previous Version to: section are available. Users will be prompted to change the name of the saved draft, in case it is needed in the future. 5. Click Update to load the transcript. 6. The Update Transcript window is displayed. Click OK when the load is complete. 7. Click Close on the Transcript Update dialog box. The transcript will be updated and added to AD Summation s index.

11 SYMPTOM No feed detected POSSIBLE CAUSE Com port selection POSSIBLE SOLUTION Check that the correct com port has been selected within AD Summation software. 1. Access Device Manager from the Control Panel>System>Hardware tab. 2. Double- click Ports to expand the listing. 3. Note the port number (e.g., COM4 ) assigned to the USB- serial converter. 4. In the Realtime Wizard, on the Connect locally screen, check that the appropriate com port number is selected. Note: The attorney s receiving com port does not have to be the same number as the court reporter s sending com port. Since the com ports are on different computers, they bear no relationship to each other. Note: The USB- serial converter should always be plugged into the same USB port in which it was originally installed. Com port Bits per second setting Check that the correct Bits per second setting for the com port has been selected in Device Manager. 1. Access Device Manager from the Control Panel>System>Hardware tab. 2. Double- click Ports to expand the listing. 3. Double- click the desired com port item. 4. Click the Port Settings tab within the Properties window. 5. Select the correct Bits per second from the drop- down list (usually 2400). 6. Click OK. USB- serial converter Check that the USB- serial converter appears on the list below. Untested converters may or may not function properly. Ambir NotePro Aten UC- 232A Hawking H- UC232S IOGear GUC232A Micro Innovations USB610A Note: Belkin models F5U109 and F5U409 will not work with products in the AD Summation iblaze family, although they will work with AD Summation Enterprise. Realtime cables Check that the USB- serial converter is installed with the proper driver. 1. Access Device Manager from the Control Panel>System>Hardware tab. 2. Double- click Ports to expand the listing. 3. Double- click the desired USB- serial converter listing. 4. Check to see if the Properties window says, This device is working properly. If not, try reinstalling the device driver or install an updated device driver. The reporter should be using realtime cables of the crossover variety, such as those sold by Stenograph Corporation. Reporters using CaseCATalyst software must use crossover cables. Note: To determine whether a cable is crossover or straight, hold the plastic telephone connector- type tips side by side. If the wire colors within the cable ends are not in the same order left to right, the cable is crossover. If the wire colors are in the same order left to right, the cable is straight.

12 SYMPTOM Feed begins but eventually stops Symbols appear POSSIBLE CAUSE Attorney s Home Page links Other software Mismatched baud rates POSSIBLE SOLUTION Disable the live Internet links on the AD Summation Attorney s Home Page. 1. In the AD Summation News box, click options. 2. Select Disconnect from the AD Summation Live News. 3. Click Save. Try disabling the following: Anti- virus software PDA synchronization software (e.g., Palm Pilot, Blackberry). Note: To disable, locate the appropriate software icon in the System Tray (lower right- hand corner of Windows screen). Right- click the icon and select Close, Disable, Deactivate, Exit, etc. Change the baud rate to match that of the court reporter s CAT system. 1. In Realtime Wizard, on the Connect locally screen, click the Court Reporter Settings button. 2. Click the Serial Port Settings tab. 3. Select the appropriate baud rate from the Baud Rate drop- down menu. 4. Click OK. 5. Close the Realtime Wizard. 6. Begin a new realtime session. Letters are doubled Text doesn t wrap ± before each word Changed settings not in effect USB- serial converter Line terminator settings CAT software 1. Close the Realtime Wizard. 2. Begin a new realtime session. Use a USB- serial converter from the list below. Ambir NotePro Aten UC- 232A Hawking H- UC232S IOGear GUC232A Micro Innovations USB610A Change the line terminator settings. 1. In Realtime Wizard, on the Connect locally screen, click Court Reporter Settings button. 2. Click Steno Feed tab. 3. Select Ascii from the Steno Feed Format drop- down menu. 4. Select a setting from the Line Terminator drop- down menu. 5. Click OK. 6. Close the Realtime Wizard. 7. Begin a new realtime session The court reporter should upgrade to a more recent version of their CAT system software. 425 Market Street, 7th Floor San Francisco, CA AccessData Group. All rights reserved.

AD Summation iblaze and AD Summation Enterprise. AD Summation Realtime Connection

AD Summation iblaze and AD Summation Enterprise AD Summation Realtime Connection Updated: June 2011 The following AD Summation products can receive a realtime feed: EnterpriseMobile(or SingleUser ) iblazemobile(or