MITRATECH

Bridgeway Suite 8.11.0

Service Pack 1 Release

Summary


Install Instructions


  1. Stop the Bridgeway Suite application on the Java application server.
  2. Use Update Manager to install the suite8.11.0.sp1.1 update. Update Manager will back up the following files:
    • css\global.css
    • images\sortarrow-top.gif
    • javascript\darwin_globals.js
    • javascript\editpagemanager.js
    • javascript\keyevent_handler.js
    • javascript\listpagemanager.js
    • reports\subsview.xsl
    • WEB-INF\classes\com\bsi\alerts\ecounsel\NotifyInvoicesForApprovalService.class
    • WEB-INF\classes\com\bsi\buslogic\invoice\AutoLoader$AllocationAutoLoad.class
    • WEB-INF\classes\com\bsi\buslogic\invoice\AutoLoader$ApproverAutoLoad.class
    • WEB-INF\classes\com\bsi\buslogic\invoice\AutoLoader.class
    • WEB-INF\classes\com\bsi\common\AppLogger.class
    • WEB-INF\classes\com\bsi\control\BaseCommand$Emailer.class
    • WEB-INF\classes\com\bsi\control\BaseCommand.class
    • WEB-INF\classes\com\bsi\control\matter\MatterRedirectInitContent.class
    • WEB-INF\classes\com\bsi\control\matter\MatterRefreshConfigurationProfileCommand.class
    • WEB-INF\classes\com\bsi\control\peopleentity\EntityEmployeeListCommand.class
    • WEB-INF\classes\com\bsi\control\peopleentity\RelatedMatterListCommand.class
    • WEB-INF\classes\com\bsi\control\secretariat\entity\CompanyListCommand.class
    • WEB-INF\classes\com\bsi\datalogic\BaseLogic.class
    • WEB-INF\classes\com\bsi\datalogic\admin\WidgetDelete.class
    • WEB-INF\classes\com\bsi\datalogic\cshomepage\DocumentFileDocumentList.class
    • WEB-INF\classes\com\bsi\datalogic\matter\DocumentUpdate.class
    • WEB-INF\classes\com\bsi\datalogic\matter\MatterList.class
    • WEB-INF\classes\com\bsi\datalogic\matter\MatterUpdate.class
    • WEB-INF\classes\com\bsi\dataserver\ServerSessionHolder.class
    • WEB-INF\classes\com\bsi\repository\cshomepage\DocumentFileDocumentDataset.class
    • WEB-INF\classes\com\bsi\servlets\AppLaunchServlet$ApplyAppParams.class
    • WEB-INF\classes\com\bsi\servlets\AppLaunchServlet$ShowEnvironment.class
    • WEB-INF\classes\com\bsi\servlets\AppLaunchServlet.class
    • WEB-INF\classes\com\bsi\util\DarUtil$1.class
    • WEB-INF\classes\com\bsi\util\DarUtil$DateTimeType.class
    • WEB-INF\classes\com\bsi\util\DarUtil$RetryConnectionException.class
    • WEB-INF\classes\com\bsi\util\DarUtil.class
    • WEB-INF\classes\com\bsi\util\NewItemConfigurationParser.class
    • WEB-INF\classes\com\bsi\util\bsicommon\GenConstants.class
    • xsl\bsicommon\calendarview_appointment.xsl
    • xsl\bsicommon\edittemplates.xsl
    • xsl\bsicommon\summaryemailinfoview.xsl
    • xsl\cshomepage\entitydocumentfiledocumentlist.xsl
    • xsl\cshomepage\hp_entitylist.xsl
    • xsl\matter\changemattertype.xsl
    • xsl\matter\matterbaseinfo.xsl
    • xsl\matter\matterdocumentview_progressnote.xsl
    • xsl\matter\globalassignwizard_page2.xsl
    • xsl\peopleentity\relatedmatterlist.xsl
    • xsl\SecrEntity\memberview.xsl
    • xsl\SecrEntity\noteshistoryfilelist.xsl
    • xsl\SecrEntity\ownershipview.xsl
    • xsl\SecrEntity\registrationview.xsl
    • xsl\SecrEntity\subsidiaryview.xsl
  3. Use Update Manager to install boxir4-suite8.11.0.sp1.1. Update Manager will back up the following files in the Bridgeway BusinessObjects Web application deployment:
    • WEB-INF\classes\com\bridgeway\suite\report\boxir4\util\BOReportUtil.class
    • WEB-INF\classes\com\bridgeway\suite\report\boxir4\util\BOReportUtil$setOperatorInfo.class
  4. Restart the Bridgeway Suite application on the Java application server.

Suite Manager Install Instructions


  1. Uninstall the current instance of Suite Manager.
  2. Extract the files from the Suite Manager.zip file.
  3. Start the installation program for Suite Manager located in the directory in which the Suite Manager.EXE file was extracted.
  4. Click Next on the Welcome screen.
  5. On the License Key screen, type the license key in the text box and click Next.
  6. On the Choose Destination Location screen, confirm that the Destination Folder is the desired directory location for the program files.
  7. On the Start Installation screen, click Next to begin the installation process.
  8. A progress screen will display. You can abort the installation at any time by clicking Cancel.
  9. On the Installation Complete screen, click Finish.

Mitratech Office Link Install Instructions


  1. Uninstall the existing add-in using the “Add and Remove” feature in the Microsoft Windows Control Panel or by double-clicking the original installation files and selecting the Remove Mitratech Office Link Add-in option.
  2. Extract the contents of MitratechOfficeLinkOutlookAddIn.zip.
  3. Click the setup.exe file to run the installer and follow the instructions on the installation wizard.
  4. When prompted, enter the appropriate information:
    • In the Login URL field, type the login URL for your instance of Suite. Include http:// at the beginning or the URL and a trailing slash (/) at the end of the URL.
    • If left empty, the Login URL field will be populated from the default information in OfficeSetting.ini when the add-in is installed. The user will be prompted for the correct URL when Microsoft Outlook or Office application is opened.

      For situations in which eCounsel and Secretariat are installed but the user only has access to Secretariat and not to eCounsel, the URL must include -2 at the end of the URL before the trailing slash (/). For example:
      https://suite.companydomain.com:7002/suite8110/api/~database-2/

    • In the Login URL Editable field, type TRUE or FALSE:
      • TRUE enables the user to change the login URL after the add-in is installed.
      • FALSE ensures that the user cannot edit the login URL and is only applicable if a login URL is designated.

      If left empty, this field defaults to TRUE.

    • The Browser Enabled field is not used by Suite. Leave this field empty.
  5. To make an add-in available for other accounts on the same machine, run the installer for each user account and select the Repair option. The Repair installation must be run for each add-in. If the OfficeSettings.ini from the default directory path contains a valid login URL, the add-ins will be available without any error. If it does not have the login URL information, ignore the exceptions until the system requests the credentials and saves the valid login URL in OfficeSettings.ini from User directory path.
  6. Repeat these steps on each machine that uses Mitratech Office Link.

For more information, see the installation instructions in the Suite online help or the Mitratech Office Link User's or Administrator's Guide.

Database Function Install Instructions for Mitratech Office Link


These steps are only needed if you have upgraded an existing deployment to Suite 8.11 and use an Oracle database.

  1. Using your preferred database tool (Oracle's RMAN utility, Oracle's export data pump utility, etc.), make a backup of your eCounsel/Secretariat database(s).
  2. Login to your query tool as an administrative user.
  3. If you want to enable authentication with Mitratech Office link, open the Suite81100600-EnableLogonTriggerOfficeLink-ORA.sql file.
  4. If you want to disable authentication with Mitratech Office link, open the Suite81100600-DeleteLogonTriggerOfficeLink-ORA.sql file.
  5. Run the SQL script.

Database Function Install Instructions for Suite Manager Base URL Update


  1. Using your preferred database tool (Oracle's RMAN utility, Oracle's export data pump utility, etc.), make a backup of your eCounsel/Secretariat database(s).
  2. Login to your query tool as an administrative user.
  3. Open the TriggerBaseURL-SQL.sql file for Microsoft SQL Server databases (included in the appropriate suite8.11.0.sp1.1-Scripts file) or the TriggerBaseURL-ORA.sql file for ORACLE databases (included in the appropriate suite8.11.0.sp1.1-Scripts file).
  4. Run the SQL script.

The following steps are only needed if you have upgraded an existing deployment to Suite 8.11.

  1. Using your preferred database tool (Oracle's RMAN utility, Oracle's export data pump utility, etc.), make a backup of your eCounsel/Secretariat database(s).
  2. Login to your query tool as an administrative user.
  3. Open the Suite81000800-81100600-SQL.sql file for Microsoft SQL Server databases (included in the appropriate suite8.11.0.sp1.1-Scripts file) or the Suite81000800-81100600-ORA.sql file for ORACLE databases (included in the appropriate suite8.11.0.sp1.1-Scripts file).
  4. Run the SQL script.

Invoice Routing Rule Package Install Instructions


  1. Depending on the encryption that you use (standard or unlimited), extract the contents from the following .ZIP files to a location accessible by the Bridgeway Suite server:
    • InvoiceRoutingPackage_STD.zip
    • InvoiceRoutingPackage_UNL.zip
  2. Open Suite Manager.
  3. On the Suite Manager control panel, click the Rules Engine component in the Tools & Utilities area.
  4. On the Rules Engine window, click the Workflow tab at the top of the window.
  5. Click the InvoiceRoutingAddInitialApprover rule to select it, click the Delete button, and click Yes to confirm deletion. Repeat this step for the InvoiceRoutingApprovals rule.
  6. Click Import, navigate to the InvoiceRoutingAddInitialApprover.bsi file from Step 1, and then click Open.
  7. In the dialog box, configure the parameters for the rule, and click Save and Close.
  8. Repeat Steps 6 and 7 for InvoiceRoutingApprovals.bsi.
  9. On the Suite Manager control panel, click the Scheduler component in the Tools & Utilities area.
  10. On the Schedule tab, click InvoiceRoutingTimeOutApprover to select it, click the Delete button, and click Yes to confirm deletion. Repeat this step on the Templates tab.
  11. On the Templates tab, click Import, navigate to the InvoiceRoutingTimeOutApprover.bsi file from Step 1, and then click Open.
  12. In the dialog box, configure the parameters for the rule, and click Save and Close.
  13. On the Schedule tab, click New and select the task from the Task dropdown field.
  14. Type a description for the schedule in the text box, select the appropriate schedule options, enter any needed parameters, and click Save and Close.
  15. After importing the rules, click the Refresh All Application Server Settings button on the General tab of System Settings to trigger a cache refresh so that the rule is implemented immediately.

Report Template Install Instructions


  1. Unzip the appropriate report packages for your configuration, depending on which reports, database, and report server are being used:
    • SQL Server or Oracle for your database (the zip files are labeled accordingly)
    • i-net Crystal Reports or SAP BusinessObjects for your report server (the zip files for BusinessObjects are labeled BOE)
    You will need to reimport each report individually.
  2. Open eCounsel and click the Reports module.
  3. On the Reports List page, click the report to be updated and then click the Reimport button.
  4. On the Reports dialog box, browse to the location for the corresponding .RPT file included with this update release and click the Upload button.
  5. Click OK on the message box.
  6. Repeat steps 3 through 5 for each report.