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Migrate Prolaw SSRS to a New Server

Thursday, July 9th, 2015

This guide is migrate a Prolaw SSRS instance from one server to another.  This guide does not cover migrating Prolaw from one server to another, and many steps assume that this has already been done.  This guide is aimed at a firm that has many customizations to their built-in reports, or has many custom reports in Prolaw.  If you are simply using the default reports, there is no real need to move the whole SSRS instance, since the ReportInstaller.exe can easily redeploy the reports to the new server for you in their default setting.

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Posted in ProLaw Case Management, Technical | No Comments »

Prolaw custom tab/field bug in all versions

Thursday, July 9th, 2015

In all versions (currently) there is a bug regarding custom tab field names.  The issue will happen when you have fields with the first 14 characters the same after a count of 5. Consider the following example:

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Posted in ProLaw Case Management | No Comments »

To create auto file exports for SSRS reports through subscriptions

Friday, May 15th, 2015

This guide assumes the following:

You have knowledge of SSRS and reports management

You have the appropriate access

You have already created and tested your report(s)

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Posted in Technical | No Comments »

Running stored procedures in Prolaw Document Templates

Wednesday, August 27th, 2014

For complicated document template field codes, you are limited in the SQL functions you can execute inside a document type. To work around this, and to keep the code in your document managable and readable, its possible to execute stored procedures that you have created (in the Prolaw database) when the document is generated. You are even able to pass a variable, such as the matter ID or profressional to the procedure. Using this technique will allow you to use temp tables, recursion, and other SQL functions that you normally would not be able to in ProLaw.

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FileSite 9 Update 4 and Outlook 2010 error: “Outlook cannot display this view”

Tuesday, June 17th, 2014

When using FileSite 9 Update 4 with Outlook 2010 (up to date as of this post) it is possible to have view corruption on various FileSite folders.   When the error occurs, it will corrupt the ribbon (so you cannot even change the view) and remove various tabs.  You may or may not be able to click into another folder, but if you can you will be presented with the normal view.  Occasionally this may exhibit odd behavior such as displaying the FileSite “reading pane” as part of the ToDo bar, and not the Outlook window.

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Posted in iManage/ FileSite | No Comments »

Default Time Entry Narratives When Using Send and Save Function in Outlook.

Monday, December 30th, 2013

When using ProLaw XII with the Outlook add-ins installed, you have the option to  add time entries to various functions in Outlook.  This can be done while profiling a document to Prolaw.  Once you enter the matter information, the time entry button is enabled.  Depending on your configuration and version, occasionally the time entry narrative will pre-populate with the notes from the document you are trying to profile.  This can be information such as email addresses or file names, and is not always wanted.

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Posted in Microsoft Office 2010, ProLaw Case Management | No Comments »

Scheduling Custom SSRS reports in ProLaw / SQL Express

Tuesday, June 18th, 2013

If you firm is running ProLaw XII you have an instance setup of SSRS that allows for extremely customizable reports either from your own datasource, or using the ProLaw database.  These SSRS reports support subscriptions so they can automatically be emailed to you as well.  If you are running SQL Express however, it does NOT support emailed reports.  A full version of SQL would need to be purchased.  If you are not sure what type of SQL licensing your firm has, when you try to subscribe to a report, it will tell you your version does not support this.   However, if you have ProLaw XII, there is a way around that!

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Posted in ProLaw Case Management, Technical | No Comments »

How to change Exchange integration options without Outlook Installed in ProLaw

Tuesday, June 4th, 2013

Normally, even if you have the correct permissions, you cannot change the Exchange integration options in ProLaw unless Outlook is installed on your computer.  It is possible to adjust the registry to allow you to change these permissions without Installing Outlook.

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Posted in Microsoft Exchange, ProLaw Case Management | No Comments »

Add Full Access to all existing and new mailboxes in Exchange 2010

Tuesday, June 4th, 2013

To Setup Groupware, you need to provide the agent account with full access to all existing mailboxes in Exchange.  You will also need to add this access to all new users you create.  it will save time to provide that service account access to all existing and future mailboxes.  The commandlet in the administration guide does not work correctly, so use the following:

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Posted in Microsoft Exchange, ProLaw Case Management | No Comments »

ProLaw dockets not syncing to Exchange for one or more users

Tuesday, June 4th, 2013

A recent issue at a firm occurred when one user who entered dockets into ProLaw found that they were not syncing to Exchange.  It was only for this one user, and the groupware agent was running without error for other users as well.

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Posted in Microsoft Exchange, Outlook 2010, ProLaw Case Management | No Comments »

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