PCLaw Installation and Upgrade Guide

1 PCLaw Installation and Upgrade GuideVersion and trademarkLexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. PCLaw is a registered trademark of LexisNexis Practice Management Systems Inc. Other products and services may be trademarks or registered trademarks of their respective companies. 2015 LexisNexis. All rights Date 4/3/2015 11:11 AM LexisNexis1801 Varsity DriveRaleigh, North Carolina 27606 United States of AmericaNorth America: North America: : LexisNexis PCLawInstallation& this guideThis Guide provides a list of tasks for installing PCLaw Practice Management Software.

2 If you need additional information, refer to the PCLaw Software Support Center. LexisNexis PCLawInstallation& of ContentsHow to use this guide5 Where to start5 Before installing the software6 Define the Host Environment6 Operating System6 Choose a Database6 Checklist Compliance and Assistance6 PCLaw Pre- Installation Checklist7 Download and run the installer8 Download the installer8 New PCLaw installation11 Install the PCLaw application11 Install the PCLaw software on additional workstations16 Initialize PCLaw data20 Installing and Enabling PCLaw Mobility30 Install the PCLaw

3 Link as a Windows Service31 Enable PCLaw Mobility for the firm33 Enable Mobility for an individual user36 Download and Install the LexisNexis Mobility Access Manager38 Update and Upgrade LexisNexis PCLaw45 Configure update settings46 LexisNexis PCLaw automatic updates48 LexisNexis PCLaw manual updates50 Upgrade the server52 Back up your data inside the application54 Verify Data Integrity (VDI) Tool56 Conversion process62 Upgrade LexisNexis Mobility Access Manager65 LexisNexis PCLawInstallation& to use this guideNoteThis Guide is limited to installing and/or updating the LexisNexis PCLaw application.

4 For an overview and/or information used for PCLaw administration, please refer to PCLaw Administration Guide and/or the associated Help files. This Guide provides PCLaw administrative personnel with a set of procedures used to install and/or update the LexisNexis PCLaw application. It also provide PCLaw administrative personnel with procedures and other information used to install and enable the PCLaw Mobility to startIf this is the first time you have installed LexisNexis PCLaw , please read this Guide carefully before proceeding.

5 Please refer to PCLaw Pre- Installation Checklist for a complete set of instructions and the requirements needed to install the PCLaw you are updating from a previous version of LexisNexis PCLaw , please refer to the Update LexisNexis PCLaw procedure for a detailed set of PCLawInstallation& installing the softwareBefore installing any PCLaw software: nRead the Installation Guide thoroughly. nReview and/or print the checklist provided to assist you in successfully completing the Installation . nCheck each item off the checklist as it is completed through completion of the Installation the Host EnvironmentBefore installing the software, it is necessary to create a healthy environment to host the LexisNexis PCLaw software.

6 At this stage, decisions include determining the server, the operating system and database software to use, how powerful the server must be, the appropriate amount of disk space, and whether the network is capable of handling the anticipated SystemPCLaw supports the Microsoft operating system. For supported versions, see PCLaw Operating System Requirements. It is critical that the operating system used to host LexisNexis PCLaw is a supported or compatible operating a DatabaseLexisNexis supports two database models, SQL and CTree.

7 If SQL is selected, PCLaw supports several different versions, and each one should be useable on any of the supported operating systems. See PCLaw Database Requirements for additional Compliance and AssistanceIt is pertinent that each item in the checklist be reviewed and completed prior to attempting to install any PCLaw software. If further assistance is needed to ensure that items on the checklist are completed prior to installing the PCLaw software, please follow the links and/or instructions provided.

8 NAnnual Maintenance Plan: For assistance on obtaining an Annual Maintenance Plan (AMP), please contact the LexisNexis Practice Management Sales department at 1-800-328-2898. nRequirements: To ensure your firm's system meets and/or exceeds the minimum set of requirements, see nPCLaw setup file: To download and run the PCLaw setup file, refer to the Download and Run the Installer topic for assistance. nSubsequent PCs: After the PCLaw Installation is complete, you will be asked if Installation for additional workstations/PCs is required.

9 If so, follow the steps provided in the procedure for adding subsequent PCs. nPCLaw initial setup: To complete the initial PCLaw setup, complete the steps provided in the Initializing PCLaw Data topic for instructions. nPCLaw Mobility: If PCLaw Mobility will be used by your firm, follow the steps provided in the Installing and Enabling PCLaw Mobility section of this additional assistance is required, please contact PCLaw Customer Support at PCLawInstallation& Pre- Installation ChecklistThis checklist is intended for use by PCLaw administrators who have reviewed the PCLaw Installation documentation and is preparing to install the software on one or more systems in their Pre- Installation Checklist Your firm has an active Annual Maintenance Plan (AMP) with a Product Key.

10 The firm's PCLaw Host environment has been determined for the: 1. Operating System? 2. Database? 3. Mobile Devices? 4. Data storage location? The system meets the minimum/recommended set of requirements? The computer has a network drive mapped to the PCLaw Shared Components folder. The PCLaw setup file has been downloaded? PCLaw Installation complete -- Yes. 1. Additional workstations installed with Data/Network access? 2. PCLaw initial setup complete? Will PCLaw Mobility be installed for the firm?