Amicus Mobile Guide. Applies to: Contents. Amicus Mobile 2010/2009

Transcription

1 Amicus Mobile Guide Applies to: Amicus Mobile 2010/2009 Contents About Amicus Mobile... 2 What you need... 2 How it works... 3 For Administrators - Installation and configuration... 4 Configuring Firm Settings for BlackBerry devices... 4 Licensing Amicus Mobile users... 4 For Users - Installation and configuration... 5 Windows Mobile: Installing Amicus Mobile on your device... 5 BlackBerry: Installing Amicus Mobile on your device... 7 Marking your Files for use in Amicus Mobile... 8 Preferences/Settings... 9 Initializing Amicus Mobile Windows Mobile: Uninstalling Amicus Mobile BlackBerry: Uninstalling Amicus Mobile Windows Mobile: Installing Amicus Mobile on a reset or replacement device...11 Using Amicus Mobile Logging In Get Started Edit Settings Edit my Phone Exclusion List Exchange with Amicus Attorney Using Outlook Synchronization Download full text of a field Use the Timer (on a Windows Mobile device) Add or Remove a File on an item Add or Remove a Contact on an item View Files 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 Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 1

2 Work with a Call Work with a Phone Message Appendix A: Installing IIS Appendix B: Determining your IP address Appendix C: Troubleshooting Other Known Issues 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 Pocket PC or Smartphone devices with Windows Mobile, and on BlackBerry devices. Amicus Mobile requires separate installation, configuration, and licensing. What you need To install and run Amicus Mobile, various components are required. Devices require Windows Mobile 5 or 6, or BlackBerry Software Version 4.2 or higher. For full requirements, including those for the Amicus Mobile Server, see the Amicus Mobile Hardware & Software Requirements, available from the Technical Resource Guides section of our website. Corresponding versions of Amicus Attorney and Amicus Mobile are required. For example, Amicus Mobile 2010 requires Amicus Attorney 2010 Premium Edition. 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 links are available from your Amicus Help Center. Amicus Mobile Guide 2010 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 2010 Gavel & Gown Software Inc. 3

4 For Administrators - Installation and configuration Implementing Amicus Mobile is a multi-step process. The Amicus Mobile Install Guide provides important information about each of the following: Web server readiness Installing Amicus Mobile Server Licensing Amicus Mobile users The Web server is the computer on which you install Amicus Mobile Server. Microsoft Internet Information Services (IIS) 5 or higher must first be installed and configured on the Web server. For details on installing IIS, see Appendix A of this Guide. 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 of this Guide. Configuring Firm Settings for BlackBerry devices If you wish to support BlackBerry devices, log in to Amicus Attorney and configure Firm Settings as follows. In General - Firm Basics, enter the Web server s Address as follows: or (where :PortNumber is required only if the Web server is not set to use TCP default port 80) Ensure that the General - Notifications settings have been configured for the firm. The Notifications function is used to send BlackBerry users their Amicus Mobile installation link. 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 an Amicus Mobile licenses to each appropriate Firm Member by selecting their Mobile checkbox. Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 4

5 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 Windows Mobile: 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 Select the Windows Mobile option and then click the Device Pre-Install Check button. You might b e 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 2010 Gavel & Gown Software Inc. 5

6 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 25. Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 6

7 BlackBerry: Installing Amicus Mobile on your device 1 Log in to Amicus Attorney and ensure that you have a Primary Address defined in your Profile in Amicus. TIP: If you added or changed your Primary Address in the current Amicus session, log out of Amicus and back in before proceeding. 2 Go to Office > Preferences > My Application My Amicus Mobile. 3 Select the BlackBerry option and then click the Me the Link button. 4 Click Yes, I agree to the License Agreement. 5 Open the Installing Amicus Mobile on your BlackBerry on your BlackBerry device. TIP: If you do not see the in your Inbox, check your Junk mailbox. If it is there, move it to your Inbox. 6 Click the link provided in the . 7 On the Amicus Mobile Server webpage that appears, click Download. 8 In the message stating that Amicus Mobile has been successfully installed, click OK. Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 7

8 9 Click Applications > Amicus Mobile. 10 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 25. 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, Amicus Attorney provides a way for you to do this. In Amicus Attorney, go to the Files Index and select the Mobile 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. TIPS: 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. To work with a long list of marked Files, you might find it convenient to use a sublist of only those items. In the Files Index, right-click the column header and choose Show Group By. Then drag the Mobile heading to the indicated position. If you cannot select or clear the Mobile checkbox for a File, it may because it is a File that you have been restricted from editing. Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 8

9 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. Windows Mobile BlackBerry 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. Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 9

10 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 (WINDOWS MOBILE ONLY) 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 their Primary Phone number is added to the list. To remove an item, select it and tap or click Remove. (This setting is only available on 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 9. 4 Tap or click Initialize (or Menu > Initialize). This process might take several minutes, depending on your settings and database size. Initializing on a BlackBerry device: During the initialization process, you might not be able to pick up incoming calls or make outgoing calls. You are now ready to use Amicus Mobile. For detailed instructions, see Using Amicus Mobile on page 12. Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 10

11 Windows Mobile: Uninstalling Amicus Mobile You may wish to uninstall Amicus Mobile from your Windows Mobile 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. BlackBerry: Uninstalling Amicus Mobile You may wish to uninstall Amicus Mobile from your BlackBerry device. Perform the following steps on the BlackBerry: 1 Ensure that you have exited Amicus Mobile. 2 Click Applications > Options > Advanced Options > Applications. 3 Select Amicus Mobile for BlackBerry in the list and click Menu > Delete. Windows Mobile: Installing Amicus Mobile on a reset or replacement device If you have performed a hard reset Amicus Mobile quickly as follows: on your device, or have a new, replacement device, you can install 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 2010 Gavel & Gown Software Inc. 11

12 Using Amicus Mobile The following topics describe how to use Amicus Mobile on your handheld device. Basic functions These instructions use Windows Mobile terminology to describe selecting items and opening menus. The actions on BlackBerry devices might be slightly different. Selecting an item: - WINDOWS MOBILE: Tap or click the item. - BLACKBERRY: Click the item, or select it and then either click the trackwheel or trackball or click Enter. Opening a menu: - WINDOWS MOBILE: Tap or click Menu. - BLACKBERRY: Click the Menu key or the trackball. Logging In 1 Tap or click Programs/Applications > 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. WINDOWS MOBILE Tips: 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 25.) 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. Get Started Befo re 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 (or Menu > Initialize). This process might take several minutes, depending on your settings and database size. Edit Settings on page 13 Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 12

13 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. WINDOWS MOBILE: 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 > Phone Exclusion List. 4 BLACKBERRY: To update your Billing Categories, Billing Rates and Values, and Activity Codes on the device, you can click Menu > Billing Rates/Codes. This is quicker than performing a full Initialize. Ti ps: 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. BLACKB ERRY: To see the Amicus Mobile version number, click Menu > About. BLACKBERRY: Notification sound and actions on the device when a Sticky note or Phone Message arrives are controlled by the BlackBerry s Profiles application. To access its settings, click Applications > Profiles, click Advanced, click the active Profile in the list, and then click Amicus Mobile in the list. Edit my Phone Exclusion List on page 13 Edit my Phone Exclusion List Amicus Mobile prompts you to create a Phone Call record upon inbound and outbound calls. At that time, you are given the opportunity to add that number to your Phone Exclusion 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 > Phone Exclusion List. 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 2010 Gavel & Gown Software Inc. 13

14 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. Items that have not yet been sent are marked in Amicus Mobile lists by an icon (red in Windows Mobile and blue in BlackBerry). Tips: 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 click Settings and then Initialize occasionally. These lists include your Billing Rates, Activity Codes, etc. BLACKBERRY: To update your Billing Categories, Billing Rates and Values, and Activity Codes on the device, you can click Settings and then Menu > Billing Rates/Codes. This process is quicker than a full Initialize. WINDOWS MOBILE: 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 15 Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 14

15 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 link and integration. 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. WINDOWS MOBILE: 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. BLACKBERRY: The features and functionality of BlackBerry synchronization with Outlook 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. Tips: 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. Ensure that the workstation is set to never hibernate or sleep do this from Control Panel > Power Options. 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 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 14 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. Tips: One of your Settings controls the maximum amount of text automatically received. Edit Settings on page 13 Use the Timer (on a Windows Mobile device) 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. Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 15

16 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 17 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. Tips: To jump directly to a particular File, type the beginning of the Short File Name above the list. To view the details of a File, select it in the list and tap or click View (or Menu > 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 16 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 (or Menu > View). 4 Th e File Edit screen displays the File information. You can: View or add Contacts on a File on page 17 View Firm Members on a File on page 17 a Person on a File on page 17 Call a Person on a File on page 18 Add an Appointment on a File on page 18 Add a Task on a File on page 18 Add a Time Entry on a File on page 18 Add a Note on a File on page 19 View Files on page 16 Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 16

17 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 (or Menu > 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 17 Call a Person on a File on page 18 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 (or Menu > 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 17 Call a Person on a File on page 18 E-mai l 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 (or Menu > 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 then tap or click Send. Firm Member. Enter the text of your message and Tips: 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. Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 17

18 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 (or Menu > 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. Tip s: 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 21 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 (or Menu > View). 3 Tap or click Menu > Appointment. 4 The Appointment screen of your native device Calendar appears. Edit the information as desired. Tip s: 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 (or Menu > View). 3 Tap or click Menu > To Do. 4 The Tasks screen of Mobile Calendar appears. Edit the description as desired. Tips: 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 (or Menu > View). 3 Tap or click Time Entry. 4 The Time Entry screen appears. Enter information as desired. Tip s: 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 19 Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 18

19 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 (or Menu > 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 20 Add or Remove a File on an item on page 16 Add or Remove a Contact on an item on page 16 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. Tip s: 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 (or Menu > New). 3 The Time Entry screen appears. Enter information as desired. Tips: You can also add a Time Entry on a Phone Call or Note. Add a Note on a File on page 19 Add or Remove a File on an item on page 16 Add or Remove a Contact on an item on page 16 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. Tip s: 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 15 Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 19

20 Add a Note 1 On the Home page, tap or click the Notes icon. 2 Tap or click New (or Menu > 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. Tips: 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 19 Add or Remove a File on an item on page 16 Add or Remove a Contact on an item on page 16 Send a Sticky 1 On the Home page, tap or click the Notes icon. 2 Tap or click New (or Menu > New). 3 In the To field, select a Firm Member. 4 Enter the text of your Sticky Note. 5 Optionally, 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. Add or Remove a File on an item on page 16 Add or Remove a Contact on an item on page 16 Receive a Sticky When 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 (or Menu > Reply) to send a Sticky reply to the sender. Tap or click Menu > Forward to send the Sticky to another Firm Member. Tip s: 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 15 Add or Remove a File on an item on page 16 Add or Remove a Contact on an item on page 16 Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 20

21 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 (or Menu > 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 21 Work with a Call on page 21 Work with a Phone Message on page 22 Add a Time Entry on page 19 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 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. Tip s: 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 15 Call a Person on a File on page 18 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 (or Menu > Call) to call the person. Se e also: Add a Time Entry on page 19 Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 21

22 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 (or Menu > Call) to call the person. Download full text of a field on page 15 Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 22

23 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. 4 From Start > Programs > Administrative Tools > Internet Information Services (IIS) Manager, navigate to Web Service Extensions at the left, and ensure that ASP.NET at the right is Allowed. To install IIS under Windows 7 or Vista: To 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 its sub-option checkboxes. Also, under World Wide Web Services > Application Development Features, select the ASP.NET checkbox. 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. 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, and select the Application Development > ASP.NET checkbox. Click Next. 5 Follow the onscreen instructions. You might be prompted to insert your Windows CD. Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 23

24 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 7, 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 7, 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 2010 Gavel & Gown Software Inc. 24

25 Appendix C: Troubleshooting Installing Amicus Mobile Server on Small Business Server 2008 Installing Amicus Mobile Server is installed on a server running Windows Small Business Server 2008, requires additional IIS configuration. Please contact Gavel & Gown Technical Services for details. (Issue 20258) Windows Mobile: 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. BlackBerry: Connection not available If you cannot log in to Amicus Mobile on a BlackBerry device, check that the device s APN (Access Point Name) connection is properly set for your data provider. Details are available from your provider. (Issue 20418) 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 then close the Web browser.) Log in to Amicus Mobile. Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 25

26 Amicus Attorney changes are not exchanging to Amicus Mobile After opening another Office as a Guest, any changes made subsequently in Amicus Attorney might fail to exchange to your Mobile device. (Changes made on your device will continue to exchange to Amicus Attorney.) (Issue 20260) Proceed as follows: WINDOWS MOBILE: If an Amicus Attorney Patch (available from our website) has been installed on your Amicus Workstation (and you have uninstalled, reinstalled, and reintitialized Amicus Mobile on the device), then exit both Amicus Mobile and Amicus Attorney and then log in to Amicus Mobile and reinitialize. BLACKBERRY: Simply reinitialize Amicus Mobile. Windows Mobile: Log file A daily log of key activities is maintained by Amicus Mobile on the Windows Mobile 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. Other Known Issues For other Known Issues related to Amicus Mobile, see the Known Issues in Amicus Attorney document, available from the Support >Known Issues & Important Information section of our website. For further information, contact Gavel & Gown Software Inc. Phone: Fax: info@amicusattorney.com Copyright 2010 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. February 2010 Amicus Mobile Guide 2010 Gavel & Gown Software Inc. 26