Time Matters Version 11 Upgrade Checklist - LexisNexis Support ...

Performing the UpgradeDo the following steps after you have completed all the steps in the preceding section.□ 4. Download the Time Matters installation files.The e‐mail you received acknowledging your entitlement to Time Matters 11.0 contains a linkto download the software. Note that there are three separate files to download: one to installTime Matters (setupe.exe), one to install the new Time Matters Mobility service (setup.exe),and one to install Microsoft Exchange Synchronization (setupex.exe). Follow each link and savethe file shown in the pop‐up window.□ 5. Install Time Matters 11.0.Run the Time Matters installation wizard (setupe.exe) and follow the instructions in the wizard.Note: Be sure you install with Administrator privileges.□ 6. Register Time Matters 11.0.When you start Time Matters 11.0 for the first time, you will be connected to the LexisNexis®registration server. A success message will appear when the registration is complete.□ 7. Import data from your previous version of Time Matters.After completing registration, you will automatically be prompted to import data from yourprevious version of Time Matters. In addition, you may also need to convert billing and/oraccounting data if you use Billing Matters. See “Importing Data from a Previous Installation” onpage 42 of the Install Guide.Important: Check your data to ensure that it has been completely and correctly imported.□ 8. Send installation instructions to the Time Matters users in your firm.Copy the information on the last screen of the import wizard and send it to all of your TimeMatters users. This information includes the path to a setup file (setupe.exe) that resides in theSetup folder in your Time Matters shared files location. When this file is used to install TimeMatters, the application will be pre‐configured to connect to your version 11.0 database.(Note: This step applies to users who will access Time Matters via the client software and notthrough Microsoft Windows Terminal Services.)□ 9. Back up your Time Matters 11.0 data and shared files.Run the backup procedure in Time Matters 11.0 to back up your database and shared files. See“Backing Up Data” on page 21 of the Install Guide.2

□ 10. Synchronize PDAs and third‐party software with Time Matters 11.0.Instruct Time Matters users to synchronize their handheld devices with the new Time Matters11.0 database. Do the same for Microsoft Exchange and other third‐party applications. See“Setting Up Handheld & Application Sync” on page 25 of the Install Guide.□ 11. Copy program customizations.Some user‐customizable features such as Power Views and Drop‐down Field Values are basedon files external to Time Matters. Time Matters 11.0 now copies these files over during theinstall if you so choose. If you did not elect to do this step during installation, these files mustnow be manually copied to the correct locations in order for the customizations to be availablein Time Matters 11.0. See “Copying Your Customized Features to Time Matters 11.0” on page47 of the Install Guide.□ 12. (Optional) Install Time Matters Mobility and Microsoft Exchange Synchronization.Run the installation wizards for the additional features you want to use: setup.exe for TimeMatters Mobility, and setupex.exe for Microsoft Exchange Synchronization.LexisNexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license.Time Matters and Juris are registered trademarks of LexisNexis, a division of Reed Elsevier Inc. PCLaw is a registered trademarkof LexisNexis Practice Management Systems Inc. Other products or services may be trademarks or registered trademarks oftheir respective companies.Copyright © 2011 LexisNexis. All rights reserved.3