Juris Suite
Installation Guide
Version 2.7
© 2016 LexisNexis.
All rights reserved.
Table of Contents
Introduction ....................................................................................................................................... 3
Planning and Preparation................................................................................................................. 3
System Requirements .................................................................................................................................... 3
Juris Database Backup .................................................................................................................................. 3
Juris Support Contact Information .................................................................................................................. 3
Installing the Juris Suite Server ...................................................................................................... 4
Performing Pre-Installation Procedures ......................................................................................................... 4
Running the Database Revision Update Utility ............................................................................................................... 4
Uninstalling the Existing Juris Suite Server .................................................................................................................... 4
Downloading the Installation Files .................................................................................................................................. 5
Installing the Server Software ........................................................................................................................ 5
Verifying IIS Compatibility (Windows Server 2008 Only) .............................................................................. 12
Updating the Juris Suite Updater Website Settings...................................................................................... 13
Installing the Juris Suite Deployment Manager ............................................................................................ 16
Configuring the Juris Suite Deployment Manager ........................................................................................ 23
Specifying the Staging Path ......................................................................................................................................... 25
Specifying the Last Version Deployed .......................................................................................................................... 28
Specifying the Web Connect URL ................................................................................................................................ 29
Specifying Juris Suite Configuration Settings ............................................................................................................... 29
Understanding Potential Issues ................................................................................................................................... 29
Deploying the Juris Suite Updates ............................................................................................................... 30
Configuring and Starting the Juris Suite Services ........................................................................................ 37
Enabling Juris Suite to Write to the Windows Event Log .............................................................................. 40
Configuring and Using the JurisWebAPI ...................................................................................................... 40
Enabling PUT and DELETE ......................................................................................................................................... 40
Updating the JurisWebAPI Help File ............................................................................................................................ 42
Installing the Juris Suite Client ..................................................................................................... 43
Uninstalling the Existing Juris Suite Client ................................................................................................... 43
Installing the Client Software ........................................................................................................................ 43
Configuring the Client................................................................................................................................... 48
Configuring Firm Settings ............................................................................................................................. 52
Using the Synchronize Schemas Feature .................................................................................................... 52
Enabling Juris Suite to Write to the Windows Event Log .............................................................................. 54
Performing Optional Juris Suite Client Configurations ................................................................................. 54
Creating a Pre-populated Cache .................................................................................................................................. 54
Publishing the Juris Suite Dashboard Metrics .............................................................................................................. 55
Importing a Cache ....................................................................................................................................................... 56
Preparing for First Use ................................................................................................................... 57
1
LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. is
a registered trademark of LexisNexis. Other products and services may be trademarks or registered trademarks of their respective
companies.
© 2016 LexisNexis. All rights reserved.
Revision Date : June 14, 2016
LexisNexis
1801 Varsity Drive
Centennial Campus
Raleigh, NC 27606
North America: 800.387.9785
Outside North America: 919.467.1221
Fax: 919.467.7181
http://www.lexisnexis.com/law-firm-practice-management/juris
2
Introduction
Welcome to the installation guide for Juris Suite 2.7. This document provides instructions installing and
configuring a new instance Juris Suite. If you are upgrading your installation, this guide will be useful, but
contains additional instructions that will not apply to your situation. There is a separate upgrade guide
available on the Juris Support Center.
Planning and Preparation
System Requirements
It is highly recommended that you review the system requirements on the Juris Support Center before
attempting to install Juris Suite.
In general, the following information is described on this web site:
 Software that must be installed prior to installing and configuring Juris Suite (mainly Juris).
 Supported versions of Windows
 Supported versions of SQL Server
 Database size requirements
 Supported versions of Internet Information Services (IIS)
 Necessary hard drive space
 Required privileges for the user installing Juris Suite
Juris Database Backup
After the checklist for hardware and software requirements has been met, it is considered a best practice
(and highly recommended) that you backup your existing Juris database. For more information, refer to
the Juris online help, which is available from the Juris Support Center.
Juris Support Contact Information
By Phone: 877-377-3740
Juris Support Center: http://support2.lexisnexis.com/juris
Additional How-To Information: http://www.juris.com/jurishelp
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Installing the Juris Suite Server
The installation of the Juris Suite server involves completing a few pre-installation steps, installing the
server software via the installation wizard, and completing the necessary post-installation configuration.
Performing Pre-Installation Procedures
The following procedures need to be reviewing and completed (when necessary) prior to installing the
Juris Suite software.
Running the Database Revision Update Utility
If your firm is new to Juris (you did not upgrade from a previous version), you must run the Database
Revision Update before installing Juris Suite.
1. Verify that you are logged into the computer where the Juris database is installed, and that you
are the administrator or a user with administrative privileges.
2. Access the Database Revision Update tool using one of the following methods, based on your
operating system:

Windows 7 / Server 2008: Click Start, click All Programs, click Juris, click Administrative
Tools, and click Database Revision Update.

Windows 8 / Server 2012: Search for Juris, and click Database Revision Update in the
search results.
The tool is opened.
3. If necessary, select the appropriate company from the displayed list.
4. Click the Update button.
You are prompted to make a backup copy of the database. This step is not required, but is
strongly recommended. For more information, refer to the Juris online help.
5. When the update is complete, click Close.
Uninstalling the Existing Juris Suite Server
If you have an earlier version of the Juris Suite Server installed, you must uninstall it before installing the
current version. To uninstall the server, complete the following:
1. Open the Windows Control Panel.
2. Click Add or Remove Programs. The Add or Remove Programs window opens.
3. Click JurisSuiteServer in the list of installed programs to highlight it.
4. Click the Remove button.
5. Click Yes to confirm the removal of the software from your computer.
The software is uninstalled.
6. Once the item is removed, close the Add or Remove Programs window.
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Downloading the Installation Files
Before you can install the Juris Suite server, you need to download the files to the computer that will host
the software.
1. Using a web browser, navigate to the following website:
http://support.lexisnexis.com/Juris/
2. In the Browse Topics list on the left side of the website, click Downloads.
3. In the Products list, click the Juris Suite 2.7 (Current) link.
4. Follow instructions on the site to save the installation files to a shared location.
5. Unzip the file to gain access to the individual Juris Suite installation files.
Installing the Server Software
Once you have completed all of the pre-installation requirements, including downloading the Juris Suite
installation file, you can start the installation wizard, which will guide you through the Juris Server
installation process.
1.
Verify that you have downloaded the Juris Suite installation file package from the following
website:
http://support2.lexisnexis.com/juris
2.
Verify that you have your license information.
3.
Verify that you are logged into the computer that will host the Juris Suite server, and that you are
the administrator or a user with administrative privileges.
4.
Navigate to the location of the Juris Suite Server installation files that you downloaded earlier.
5.
Right-click the JurisSuiteServer.exe file, and select Run as administrator from the menu that
appears.
6.
If prompted, install the Microsoft .NET Framework 4.5 Web environment.
Note: This screen only appears if you do not have the Microsoft .NET Framework 4.5 currently
installed on your machine. This software is included with Windows Server 2012 and Windows 8.
7.
If prompted, click Run to verify the file's execution.
The Juris Suite Server installation wizard appears showing the Welcome screen.
5
8.
Click Next.
The License Agreement screen appears.
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9.
Click I accept the terms in the license agreement and click Next.
The Customer Information screen appears.
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10.
Specify the appropriate information, and click Next.
The Setup Type screen appears.
8
11.
Perform one of the following actions:
a. If you are installing Juris Suite on the local C: disk drive on your system, verify that
Complete is selected and click Next.
b. If you are installing Juris Suite on any other disk drive, click Custom, and click Next.
12.
If you selected the Custom setup type, specify the installation disk drive.
a. From the Custom Setup screen, click the Updater entry under Juris Suite IIS Products.
b. Select the This feature, and all sub features, will be installed on local hard drive
option.
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c.
In the bottom portion of the screen, click the Change button.
The Change Current Destination Folder screen appears.
d. Select the installation disk drive and location.
e. Click OK.
You are returned to the Custom Setup screen.
f.
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Click Next.
The Ready to Install the Program screen appears.
13.
From the Ready to Install the Program screen, click Install.
The files are installed. Once the installation is finished, the Wizard Completed screen appears.
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14.
Click Finish.
Verifying IIS Compatibility (Windows Server 2008 Only)
You need to verify that the Internet Information Services (IIS) 6 Management Compatibility settings are
active on your server.
Note: In most cases, these options will already be selected and active.
1. Click Start, point to Administrative Tools, and click Server Manager
The Server Manager dialog box appears
2. In the pane on the left side of the interface, expand the Roles node.
3. Right-click the Web Server (IIS) entry, and click Add Role Services.
The Select Role Services dialog box appears.
4. In the Role services list in the middle of the dialog box, locate the IIS 6 Management
Compatibility section
5. Verify that each of the following check boxes is selected (even if grayed-out):
 IIS 6 Management Compatibility
 IIS 6 Metabase Compatibility
 IIS 6 WMI Compatibility
 IIS 6 Scripting Tools
 IIS 6 Management Console
6. Close the Select Role Services dialog box.
7. Click Yes to confirm.
8. Close the Server Manager dialog box.
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Updating the Juris Suite Updater Website Settings
Once the Juris Server software has been installed, you need to access your server’s Internet Information
Services (IIS) settings and verify that the .config file extensions are properly specified.
13
1. Access the Internet Information Services (IIS) Manager dialog box using one of the following
options, based on your operating system.

Windows Server 2008 / Window 7: Click Start, point to Administrative Tools, and click
Internet Information Services (IIS) Manager.

Windows Server 2012 / Windows 8: Search for IIS, and click Internet Information
Services (IIS) Manager in the search results.
The Internet Information Services (IIS) Manager dialog box appears.
2. Expand the main node.
3. Expand the Sites and Default Web Site nodes.
4. Click the JurisSuiteUpdater.entry.
5. On the right side of the dialog box, in the IIS section, double-click Request Filtering.
14
Note: In some instances, Request Filtering may not appear as shown even if it is installed. For
more information, refer to the following article that discusses how to edit the Request Filtering file
list via the ApplicationHost.config file: http://support.microsoft.com/kb/942045/
6. In the File Extension column, locate the .config entry.
7. If the entry is present, but set to False, you need to delete it and redefine it.
a. Right-click the existing .config entry.
b. From the menu that appears, click Remove.
c.
Click Yes.
d. On the far right side of the dialog box, click Allow File Name Extension.
The Allow File Name Extension dialog box appears.
e. In the File name extension text box, type .config.
f.
Click OK.
The entry is added, and is set to True as shown below.
8. If the entry is not present, you need to add it.
a. On the far right side of the dialog box, click Allow File Name Extension.
The Allow File Name Extension dialog box appears.
b. In the File name extension text box, type .config.
c.
Click OK.
The entry is added, and is set to True as shown below.
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9. Close the Internet Information Services (IIS) Manager dialog box.
Installing the Juris Suite Deployment Manager
The Deployment Manager is used to upgrade the Juris database and provides access to updates for
installed Juris Suite clients.
Important: This feature is designed to be installed only on the system running SQL Server.
1. Verify that you are logged into the system running SQL Server for your Juris installation.
2. Verify that the extracted Juris Suite installation files are available.
3. Navigate to the Juris Suite installation files.
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4. Double-click the JurisSuiteClient.exe file.
The Juris Suite Client installation wizard appears showing the Welcome screen.
5. Click Next.
The License Agreement screen appears.
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6. Click I accept the terms in the license agreement, and click Next.
The Customer Information screen appears.
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7. Enter the appropriate information, and click Next.
The Setup Type screen appears.
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8. Click Administrator, and click Next.
9. Verify that the Deployment Manager entry is specified for installation, as highlighted below.
Note: You can also install the Juris Suite Client by activating the Juris Suite entry (click the entry
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and select This feature will be installed on local hard drive.). For more information, see
Installing the Juris Suite Client.
10. Click Next.
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The Ready to Install the Program screen appears.
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11. Click Install.
The files are installed. Once the installation is finished, the Wizard Completed screen appears.
12. When the installation has completed, click Finish.
Configuring the Juris Suite Deployment Manager
Once you have installed the Deployment Manager, you need to configure it to properly retrieve the
needed Juris Suite updates.
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1. Start the JurisSuite Deployment Manager using one of the following methods:

Windows 7 / Server 2008: Click Start, point to All Programs, click Juris, and click Juris
Suite Deployment Manager.

Windows 8 / Server 2012: Search for Deployment, and click Juris Suite Deployment
Manager from the search results.
The Deployment Manager dialog box appears.
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2. Click the Check Version button.
The version number is verified, and the current date and time is added to the as of text box
above the button.
Note: Your version numbers may differ from the image above. It is only used as an example. If
you want to review the release notes for the version listed, click the Release Notes button, which
launches a browser window.
Specifying the Staging Path
You need to specify the staging path, which is used for storing deployment files. Workstations will not
need access to this folder.
1. Click the Browse button (…) adjacent to the Staging Path text box.
The Browse For Folder dialog box appears.
2. Navigate to the top of the drive into which Juris Suite was installed. For example, the top of the C:
drive, as shown below.
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3. At the bottom of the dialog box, click the Make New Folder button, and name the new folder
JurisSuiteStaging, as shown below.
4. Click OK.
The new folder appears in the Staging Path text box.
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Now that the staging path is set, you can begin downloading updated files. The files will be stored
in the specified folder.
5. Click the Download Version button.
The Deployment Manager message appears, asking if you are sure you want to download the
latest version of Juris Suite.
6. Click Yes.
The files are downloaded. This process can take up to an hour, depending on your Internet
connection speed. The lower portion of the Deployment Manager displays the overall progress of
the files being downloaded.
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A message appears when the update (file download) is complete.
If the file download failed, a download log is displayed at the bottom of the Deployment Manager,
which may be useful in determining the cause of the failure.
7. Click OK.
The Deployment Manager is restarted.
Specifying the Last Version Deployed
Now you need to configure the settings in the Last version deployed area. If you have multiple licenses
that are licensed for Juris Suite, you will have to come back to this section after deploying and select the
next company to be deployed.
1. In the Last version deployed area, use the Company drop-down list to select the company
against which you will be deploying Juris Suite.
2. Verify that Valid appears in the License entry.
3. For servers running SQL Server 2005/2008 Express Edition, examine the value in the DB Size
entry. You will not want to deploy if this size is larger than 3.3 GB, as doing so will put the
database very close to the 4 GB limit after deployment. Your firm will have to upgrade to a full
edition of SQL Server 2005/2008 in order to deploy Juris Suite.
Note: If you are using SQL Server 2008 R2 Express, the database size limit is 10 GB.
4. In the Web Update URL text box, replace ServerName with the name of the system that is now
running the Juris Suite Server.
5. Click the Test button to the right of the path entry to validate the URL.
A message appears, confirming that the path is valid.
Note: If the site does not validate, be sure that all pre-install requirements were completed. If the
site still does not validate, contact Juris Support.
6. Click OK.
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A message about replacing the client path appears.
7. Click Yes.
Specifying the Web Connect URL
The Web Connect URL setting is only used if a remote user does not have a direct connection to the
network (i.e., VPN clients). If there will be workstations requiring this feature, complete the procedure
below. Otherwise, continue to Specifying Juris Suite Configuration Settings.
1. In the Web Connect URL text box, replace ServerName with the outside IP address that remote
users will be able to access.
2. Click the Test button to the right of the path entry to validate the URL.
Note: If the site does not validate, be sure that all pre-install requirements were completed. If the
site still does not validate, contact Juris Support.
3. Click OK.
Specifying Juris Suite Configuration Settings
The settings in the Juris Suite Configuration Settings area apply globally and are optional. However,
the settings are particularly useful for Citrix or Terminal Server environments. If any changes are made to
this area, be sure to click Apply to set the change.
1. Alter any of the following settings, as desired:

Data Path. This setting is not required for regular environment setups. It is to be used as an
alternate path for Juris support files (like cache database).
For example: C:\Juris or C:\Juris\@profileuser
You may also use a UNC path to if the user has a Home folder setup on the network. If
@profileuser is used, it will be replaced with the current user’s network login. This setup is
ideal for a Citrix or Terminal Server environment where you want to designate the data
location.

Cache Enabled. This setting is designed to help speed up data requests for users on Web
Connect. It is set to Yes by default. It should be changed to No unless the majority of the firm
utilizes laptops that will be using the Web Connect feature. Citrix and Terminal Server
environments do not require cache to be enabled since they are on the network already.

Interval. This setting is the amount of time between cache synchronizations. It should be
increased if workstations are constantly synchronizing the cache, meaning that
synchronizations are overlapping and not completing.
2. Click Apply to save any changes.
Resolving a Potential Chart of Accounts Issue
There exists a potential issue for some clients that must be addressed before you deploy your database.
Under Chart of Accounts, if there is a Conf Def Account present, it may conflict with an existing Chart
of Account number the customer may have in place (as shown below).
Note: The following two examples show Juris version 2.6.
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Before deploying, one of the duplicate accounts must be re-numbered so that there are no duplicates.
(as shown below). Failure to perform this step will cause the Juris Suite deployment to fail. Once you
complete this step, proceed with the deployment.
Deploying the Juris Suite Updates
Now that you have installed and configured the Deployment Manager and downloaded all of the updated
Juris Suite files, you need to deploy the changes contained in these updated files.
1. Verify that you have completed configuring the settings on the main Deployment Manager screen
as described in Deployment Manager Configuration.
2. (optional) Click the in Lock Settings check box at the bottom of the Deployment Manager to
prevent all displayed settings from being changed.
3. At the bottom of the Deployment Manager, click the Next button to proceed with the deployment
phase.
The Deployment screen appears. It displays the Company Name, Before and After version
information, and a list of Deployment Steps.
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4. Click the arrow on the right portion of the Deploy button.
Several options appear.
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5. Select one of the following options:

(default) Deploy All. Ensures that all of the components are updated properly by
deploying both database and application files.

Deploy Database. Allows you to simplify the process for clients that have multiple
databases. Each database must be deployed with the updates. Use the Company dropdown list on the initial Deployment Manager screen to allow for this database selection.

Deploy Files. Deploys all of the application (non-database) files that need to be updated.
6. Click the button, which is now labeled with the option you selected in the previous step.
A dialog box appears, displaying information about making a backup of the database during the
deployment.
7. Click Yes.
The next screen is a review of documents (including this one) and acceptance of the review.
Included are the Juris System Requirements, the Juris Suite Upgrade Guide and the Juris Suite
Installation Guide.
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Note: You must have a program to view the PDF format files. Adobe Acrobat Reader is the most
common and is available as a free download.
33
9. Download and read the appropriate documents.
10. At the bottom of the dialog box, click the I have read and understand the Hardware
Requirements and Installation Guide(s) check box.
11. Click OK.
The deployment begins and the individual steps are marked with a check mark as they are
completed.
12. When the deployment completes, a message appears stating that they deployment was
successful.
Note: If deployment failed, click Yes to restore the backup created. After restoring, click Next,
save the error log (using the Save Log button) and contact Juris Support.
13. Click Yes to confirm that you want to delete the backup that was created during the deployment
process.
Your Deployment Manager dialog box should appear as shown below, with all steps completed.
34
14. Click Next.
A deployment summary appears, showing you all the tasks that were executed and whether or
not they were completed successfully.
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15. (optional) Click the Save Log button to save a version of the log. You are prompted to save the
log file with a .txt file extension.
Note: You can also use the Copy Log button to send the contents of the log to your computer’s
clipboard.
16. Click Finish to close the Deployment Manager.
17. Click Yes to confirm the action.
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Configuring and Starting the Juris Suite Services
This is a requirement for the Juris Suite Business Intelligence, Juris Suite Collections, and Juris
Suite Core Reporting Snap Ins.
Tip: You can skip this section if these modules were not purchased and will not be used with Juris Suite.
1. Open the Services dialog box.

Windows 7 / Server 2008: to Start / Administrative Tools / Services

Windows 8 / Server 2012:
2. Locate the Juris Suite Alert Service and Juris Suite Distributions Service entries.
You need to configure each service individually.
3. Double-click the Juris Suite Alert Service entry.
The Juris Suite Alert Service Properties dialog box appears.
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4. From the Startup type drop-down list, select Automatic.
5. Click the Start button.
The service is started.
6. At the top of the dialog box, click the Recovery tab.
7. For each of the First failure, Second failure, and Subsequent failures drop-down lists, select
Restart the Service.
Your tab should appear as shown below.
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8. Click OK to close the dialog box and save your changes.
9. Repeat step 3 through step 8 for the Juris Suite Distribution Service and the Juris Suite
Collections Service entries.
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10. Review the Services dialog box, and confirm that both services are running.
11. Close the Services dialog box.
Enabling Juris Suite to Write to the Windows Event Log
If the Juris Suite Server is installed on Windows 7 or Windows Server 2008 and UAC is enabled, you
must run a utility to enable Juris Suite to write to the Windows event log.
1. On the Juris Suite Client installation drive, navigate to the following folder:
\inetpub\wwwroot\JurisSuiteUpdater\JurisSuite\
2. Double-click the CreateJSEventLogSource.exe file.
The script executes quickly in the background. You may see a Command Prompt dialog box
appear briefly.
Configuring and Using the JurisWebAPI
To fully configure the JurisWebAPI, you need to enable the PUT and DELETE verbs and update the help
file addendum.
Enabling PUT and DELETE
By default, the PUT and DELETE verbs are not enabled for IIS7 and later.
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Follow these steps to enable PUT and DELETE manually:
1. Open the applicationhost.config file as an administrator.
a. Perform one of the following actions, based on your operating system:

Windows 7 / Server 2008: Click the Windows Start menu, type notepad in the
Search text box.

Windows 8 / Server 2012: Search for notepad.
b. In the list of search results, right-click Notepad, and click Run as administrator. (You might be
prompted to confirm the action or to enter an administrator password.)
The Notepad interface appears.
c.
On the File menu, click Open.
d. In the File name box, type:
%windir%\system32\inetsrv\config\applicationhost.config
e. Click Open. The configuration file opens in Notepad.
2. Using the Edit/Find option, locate the line that starts with the following:
<add name="ExtensionlessUrl-Integrated-4.0"
3. Enable the PUT and DELETE verbs by changing the line from:
41
<add name="ExtensionlessUrl-Integrated-4.0" path="*."
verb="GET,HEAD,POST,DEBUG"
type="System.Web.Handlers.TransferRequestHandler"
preCondition="integratedMode,runtimeVersionv4.0" />
To the following (where PUT and DELETE are added to the list of verbs):
<add name="ExtensionlessUrl-Integrated-4.0" path="*."
verb="GET,HEAD,POST,DEBUG,PUT,DELETE"
type="System.Web.Handlers.TransferRequestHandler"
preCondition="integratedMode,runtimeVersionv4.0" />
4. Verify that WEBDAV does not interfere with your requests by commenting out three individual entries
in the file (using the !-- and -- comment syntax).
a. Change this line:
<add name="WebDAVModule" image="%IIS_BIN%\webdav.dll" />
to this:
<!--add name="WebDAVModule" image="%IIS_BIN%\webdav.dll" /-->
b. Change this line:
<add name="WebDAVModule" />
to this:
<!--add name="WebDAVModule" /-->
c. Change this line:
<add name="WebDAV" path="*"
verb="PROPFIND,PROPPATCH,MKCOL,PUT,COPY,DELETE,MOVE,LOCK,UNLOCK"
modules="WebDAVModule" resourceType="Unspecified" requireAccess="None" />
to this:
<!--add name="WebDAV" path="*"
verb="PROPFIND,PROPPATCH,MKCOL,PUT,COPY,DELETE,MOVE,LOCK,UNLOCK"
modules="WebDAVModule" resourceType="Unspecified" requireAccess="None" /-->
5. Save the file and close Notepad.
Updating the JurisWebAPI Help File
Some settings in the web.config file require additional configuration. This file is located in the following
directory:
<add key = "SendNotificationEmails" value = "false" />
This must be set to TRUE so when clients and matters are edited or entered, an email will be sent.
<add key = "SMTPAddress" value = "" />
The value must be entered by your firm on your SMTPAddress.
<add key = "FromEmailAddress" value = "" />
The FROM email address when the email is sent regards to client and matters.
<add key = "ExpandNarrativeText " value = "true" />
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When this is true, if there are text codes in the narrative, it will expand once POST command is run for
time and expense entries. If false, the narrative will not expand.
Installing the Juris Suite Client
The installation of the Juris Suite client involves the following steps:







Uninstall any existing client installation (previous version of the Juris Suite client)
Install the Juris Suite client software
Configure the Juris Suite client
Configure your firm settings
Synchronize schemas
Enable writing to the log file
Review the optional configurations
Uninstalling the Existing Juris Suite Client
If you have an earlier version of the Juris Suite Client installed, you must uninstall it before installing the
current version. To uninstall the server, complete the following:
1. Open the Windows Control Panel.
2. Click Add or Remove Programs. The Add or Remove Programs window opens.
3. Click Juris Suite Client in the list of installed programs to highlight it.
4. Click the Remove button.
5. Click Yes to confirm the removal of the software from your computer.
The software is uninstalled.
6. Once the item is removed, close the Add or Remove Programs window.
Installing the Client Software
Once you have uninstalled any previous versions of the Juris Suite client on your computer, you can start
the installation wizard, which will guide you through the Juris Client installation process.
1. Double-click the JurisSuiteClient.exe file.
The Welcome screen appears.
43
2. Click Next.
44
The License Agreement screen appears.
3. Click I accept the terms in the license agreement, and click Next.
The Customer Information screen appears.
45
4. Enter the appropriate Customer Information, and click Next.
The Setup Type screen appears.
46
5. Verify that User is selected, and click Next.
The Ready to Install the Program screen appears.
6. Click Install
When the installation has finished, the Completed screen appears.
47
7. Click Finish.
8. Proceed to Configuring the Client below.
Configuring the Client
Before using the Juris Suite client for the first time, you need to configure some of its settings.
1. Start the Juris Suite client.
a. Windows 7 / Server 2008: Click Start, point to All Programs / Juris, and click Juris
Suite.
b. Windows 8 / Server 2012: Search for Juris, and click Juris Suite from the search
results.
The Juris Suite Login dialog box appears.
2. Click the Advanced button.
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The Advanced area appears at the bottom of the dialog box, showing additional options.
3. Verify that the Lock Setting check box, near the bottom of the Advanced options area, is not
selected (checked), as shown below.
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4. In the Web Update URL text box, replace ServerName with the name of the computer hosting
the Juris Suite server (for internal users) or the outside IP address (for Web Connect users).
5. Click Test to validate the site.
A message appears, informing you that the URL path is valid.
6. Click OK to close the message.
7. Click Reset to Default Settings.
The message appears about obtaining a new copy of the configuration from the updater service.
8. Choose Yes.
This action automatically populates the settings that were set in Deployment Manager and
restarts the program.
9. If Web Connect is required, you need to specify the connection type that will be used.
a. Click the Advanced button again to reopen the Advanced area.
b. Click the Connection Type drop-down list, and select the option that will be most used.
The default option is Auto Connect. The program is designed to choose the next lowest
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connection type if the selected fails.
The following options are available:
c.
o
Auto Connect. Allows the application to choose the connection. Recommended
for laptops that go between the office and home that do not have a VPN
available.
o
Local Network. Used if you are on a LAN. Does not require cache.
Recommended for Citrix/Terminal Server Client installations and desktop/laptop
computers in the office or working off VPN.
o
Disconnected. Enables an offline mode for users without an internet connection.
Requires that the cache be enabled (as described in the next step).
o
Web Connect. Allows you to remotely use Juris Suite via an Internet connection.
Requires that the cache be enabled (as described in the next step) and the Web
Connect URL setting must be defined.
Set Cache Enabled to the appropriate setting for the selected connection type. If set to
No, the Connection Type is automatically set to Local Network.
d. Make note of the Interval setting (in minutes). This value is only adjusted for slower
networks.
10. Click the Lock Settings check box, near the bottom of the Advanced area, to prevent accidental
changes to the above settings.
11. If cache is enabled for most of the company, it is strongly recommended to create a prepopulated cache to import initially to save time. This can be done using the Import Cache button
to import a saved pre-populated cache file on a shared drive. For more information, see
Importing a Cache below.
12. Close the Juris Suite Login dialog box.
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Configuring Firm Settings
Firm settings must be configured prior to using Juris Suite for the first time.
Note: Some Juris Suite modules in this procedure might not be available to you, depending on your
purchase. If a module does not appear in the list, skip the steps for configuring that module’s settings and
continue with the rest of the procedure.
1. Log in to the Juris Suite client as SMGR (with password smgr).
The main Juris Suite interface appears.
2. In the upper right corner of the interface, click the Juris button, point to Admin, and then click
Firm Settings.
The Firm Settings dialog box appears.
3. In the list of modules on the left side of the dialog box, click Distributions.
The module’s settings appear on the right side of the dialog box.
4. Configure the following settings:

From Email Address. Change the default domain to your firm’s email domain. Users cannot
reply to this email address, and it does not need to be set up in Exchange.

Smtp Host Address. Change to the internal IP address of your firm’s email server. You can
use the full computer name instead, but this may cause DNS issues.

Webserver Url. Change to the format SERVERNAME/JurisDistributedReports, where
SERVERNAME is the name of the computer hosting the Juris Suite server.
5. In the list of modules on the left side of the dialog box, click Viewer.
6. Configure the Dashboard Server Url by changing localhost to the name of the computer hosting
your Juris server.
7. In the list of modules on the left side of the dialog box, click Alerts.
8. Configure the following settings:

From E-mail Address. Change the default domain to your firm’s domain. Users cannot reply
to this email address, and it does not need to be set up in Exchange.

Smtp Host Address. Change this to the internal IP address of your firm’s email server. You
can use the full computer name instead, but this may cause DNS issues.
9. In the list of modules on the left side of the dialog box, click Collections.
10. Configure the following settings:

Default Email From Address. Change the default domain to your firm’s domain. Users
cannot reply to this email address, and it does not need to be set up in Exchange.

SMTP Host Address. Change to the internal IP address of your firm’s email server. You can
use the full computer name instead, but this may cause DNS issues.
11. Click Close to exit the Firm Settings dialog box.
Using the Synchronize Schemas Feature
Synchronize Schemas is an important function that adds updated/changed information made to the Juris
database table structure including metadata and UDFs (User Defined Fields). When you create a
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schema, it uses the metadata to display the tables and the fields. If additional tables or fields have been
added to the metadata, they will not be in the existing standard or custom schemas.
To make the fields available, you must run the Synchronize Schemas utility to add that information to
the existing schemas. This utility can only be executed by an Administrator.
1. Log in to the Juris Suite client as SMGR (with password smgr).
The main Juris Suite interface appears.
2. In the upper right corner of the interface, click the Juris button, point to Utilities, and click
Sychronize Schemas.
A message appears, explaining the conditions of the function and whether you want to continue.
3. Click Yes to continue.
The process starts and a status dialog box appears.
Upon completion, the Synchronize Schema Summary dialog box appears.
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4. (optional) Click the Print Details button to print out the finished report.
5. Click Close.
Enabling Juris Suite to Write to the Windows Event Log
If the Juris Suite client is installed on Windows 7 or Windows Server 2008 and UAC is enabled, you must
run a utility to enable Juris Suite to write to the Windows event log.
To run the utility, double-click the executable file CreateJSEventLogSource.exe. The file can be found in
the following location:
\Program Files (x86)\JurisSuite\GeneralRelease
Performing Optional Juris Suite Client Configurations
The following procedures are optional for the Juris Suite client. You should review each procedure to
determine if it applies to your installation
Creating a Pre-populated Cache
Firms with large databases or multiple users with cache enabled can save time on the back end by
creating a pre-populated cache. This allows you to create the cache from any client workstation and place
it on a shared drive. Make sure the folder or drive location has permissions set so that each user
performing the import can access the file. This file is for the initial setup of a cache or if they have to
rebuild and it only needs to be created one time. It is recommended to perform exporting with everyone
out of Juris and the database in Maintenance mode. This is to prevent changes to the Juris database
from corrupting the pre-populated cache file while it’s being exported. The export process can take
anywhere from 10 minutes to 3-4 hours depending on database size.
Note: If cache is created on Windows 7 or Windows Server 2008, you must use the Run as
administrator option.
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1. On the Juris Suite Client installation drive, navigate to the following folder:
\Program Files\ JurisSuite\GeneralRelease
2. Locate and double-click the Juris.Utilities.PrepopulatedCacheCreator.exe executable file.
The Initial Cache Export Utility dialog box appears.
3. Select the Company to Export. You must do this for each company if you have more than one.
4. Enter the path to save the cache file. Make sure that it is a location that can be accessed by
those wanting to import. You can also use the browse (…) button to navigate to the location.
5. Click the Export Cache button.
6. Click Yes on the continuation dialog box.
7. When the export has completed, click OK.
8. Refer to the Juris online help for instructions on creating the attachment add-on files (if needed).
Publishing the Juris Suite Dashboard Metrics
This process is a requirement for the Juris Suite Business Intelligence Snap In to display data in the
dashboards. You can skip this section if the module was not purchased.
1. Log in to the Juris Suite client as SMGR (with password smgr).
The main Juris Suite interface appears.
2. Click the Business Intelligence snap in.
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3. At the top of the Juris Suite interface, click the Metrics ribbon.
4. On the Metrics ribbon, click the Publish button.
A message appears about restarting the dashboard server.
5. Click Yes.
6. After the metrics have been published, click OK.
Importing a Cache
After a new install of Juris Suite client, you can import the cache before logging in.
1. Launch the Juris Suite application.
2. On the log in screen, click the Advanced button.
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3. Near the bottom of the Advanced area, click the Import Cache button.
4. Navigate to the saved cache file location.
5. Click Yes button to accept the import.
6. When the import is complete, log in to Juris Suite.
Preparing for First Use
Once you complete the Juris Suite server and client installations, it is recommended that you go through
the Juris Suite Settings and Permissions document before allowing users to use Juris Suite. This
document can be found in our Additional Product Documentation section of the Juris Support Center.
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