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Suite 8.11.0 SP10

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Summary

Date Released: 08/19/2019 (SP10.1)
Date Released: 09/06/2019 (SP10.2)

Enhancements

eCounsel

  • New Matter Wizard Configuration Tool
    System Administrator can now specify a sub-tab to be placed on a New Matter Wizard so that users can fully define a new matter. When entering data on the new matter, you must enter a main tab record to which the sub-tab record belongs.
    Tracking code: IDEC-I-155, STE-18146, STE-18611, STE-17939 

Quick Reference to Enable this Feature:  ​​​​​To take advantage of this feature, you must open an exisitng New Matter Wizard Template and edit it. Also, any new templates can be created twith sub-tabs. See New Matter Wizard for more information.

  • Advanced Search Cross-Object Searching
    Users are now able to search for fields across the modules. For example, previously, if a user searched for costs information for a matter, the user could not see certain invoice data, such as the exported date, and if running an invoice search, the user could not see all of the matter data. Now, if a user wants to search matter data and include invoice information, the user can include certain invoice fields. The following fields are now searchable across modules:

Invoices People Entities Court Calendar Matters
Timekeeper ID Vendor Vendor Vendor Start Date Cost > Exported Date
Player Name Invoice # Invoice # Invoice # End Date  
Player Type Date Date Date Matter Number  
Matter Type Status Status Status Matter Type  
  Total Billed Total Billed Total Billed Matter Name  
  Adjusted Base Adjusted Base Adjusted Base Matter Status  

Tracking code: IDEC-I-169, STE-17952, STE-18495, STE-18871

Quick Reference to Enable this Feature:  ​​​​​This feature is enabled by default. See Search for more information on creating advanced searches.

  • Disable Auto Load for Timekeeper Rates
    Originally, if timekeepers were added to a matter, the rate was automatically loaded. However, this rate would not be updated and when new rates were loaded to the system, the invoices would fail because the rates were out of sync. You can now disable the auto load rate on the eCounsel  Invoice Settings tab in Suite Manager by unchecking the Timekeeper Rates from Matter Players checkbox.
    Tracking code: STE-18162

Quick Reference to Enable this Feature:  See Setting Invoice Preferences for more information.

  • Corridor Matter Vendors Task
    In Corridor, vendors can now select eCounsel matter numbers from a list of matters that list the vendor as a player when they are manually submitting an invoice. Note to eCounsel users: Vendors are now able to see eCounsel matter names and numbers that list the vendor as a player. Matters only sync for vendors if the client installs and runs the "Corridor Vendor Matters" task.
    Tracking code: STE-17948, IDEC-I-172

Quick Reference to Enable this Feature: This feature has been revised in Service Pack 12 to contain logic to synchronize private matters. Please install Service Pack 12 if the task is failing due to private matters.

  1. Download the Corridor Vendor Matters Task from the Downloads section.
  2. Import the Corridor Vendor Matters Task using Suite Manager. See "Configuring the Corridor Vendor Matters Task" in the Smart Invoice Guide for Corridor.

Issue Resolutions

In addition to a number of security updates, this service pack includes the following issue resolutions.

Suite

In addition to a number of security updates, this service pack includes the following issue resolutions.

  • The Timekeeper Import Wizard did not validate that the End Date was later than the Start Date..
    Tracking code: UPD-9432
  • When a user copied a matter, the progress notes for that matter would display %20 instead of spaces.
    Tracking code: UPD-9557
  • In Advanced Search, all values with a lookup list available for selection from a dropdown when creating a search are missing additional operators (such as “Does not contain”). These operators are now available for selection with the dropdown list.
    Tracking code: UPD-9636
  • Users received a “There is no vendor associated” error message when trying to manually inactivate a timekeeper if the timekeeper had duplicate records.
    Tracking code: UPD-9579
  • Suite was using unsupported Oracle JDBC driver .jar files.
    Tracking code: UPD-9652

eCounsel

  • When activating a vendor with an ampersand (&) in the name, the Suite converts the character into an HTML encoded string.
    Tracking code: UPD-9593

Secretariat

  • When shares are redeemed, the Entity displays in the Ownership tab with 0% ownership. Additionally, the Corporate Data Sheet Report shows the Entity as a Direct Owner, even though it has 0% Ownership.
    Tracking code: UPD-9152
  • The Corporate Data Sheet Report did not have the correct structure in Securities Equities section.
    Tracking code: UPD-9459
  • The Corporate Data Sheet report did not display former names when all parameters are selected.
    Tracking code: UPD-8746
  • Users are now able to enter a negative number in the Value field of the Transaction Ledger.
    Tracking code: UPD-9316
  • The Export button was not exporting the Timekeeper ID field.
    Tracking code: UPD-9349 

Dependencies

This service pack requires the previous installation of the following:

  • suite8.11.0.sp9.1
  • boxir4-suite8.11.0.sp8.1

This service pack includes an update to the following:

  • Suite (suite8.11.0.sp10.1)
  • boxir4 if using Business Objects (boxir4-suite8.11.0.sp10.1)
  • Suite Manager (SuiteManager.exe)
  • Corridor (corridor3.1.0.sp1.1)
  • Database scripts for Microsoft SQL Server databases or Oracle databases
  • HotDocs templates for Oracle database deployments

The following reports need to be re-imported:

  • Corporate Data Sheet

If using Smart Invoice with a Corridor integration, the following task needs to be installed:

  • CorridorVendorMatters

Downloads

Click on a link below to download a compressed file that can be used to access the necessary files used in the installation process.

The following reports need to be re-imported:

If using Smart Invoice with a Corridor integration, the following task needs to be installed:

Installation Instructions

Suite Installation Instructions

  1. Stop the Bridgeway Suite application on the Java application server.
  2. Use Update Manager to install the suite8.11.0.sp10.1 update. Update Manager will back up the following files: 
    • htm\ecounsel\corr_activatelawfirm.htm
    • javascript\listpagemanager.js
    • javascript\newmatter_include.js
    • javascript\searchmanager.js
    • toplink\BSICommon\com.bsi.dataclasses.bsicommon.LkupMatter.descriptor
    • toplink\Calendar\com.bsi.dataclasses.calendar.Calendar.descriptor
    • toplink\Invoice\com.bsi.dataclasses.invoice.LkupInvoice.descriptor
    • toplink\Invoice\com.bsi.dataclasses.invoice.LkupInvoice.topclass
    • toplink\Invoice\com.bsi.dataclasses.invoice.MatterInvoice.descriptor
    • toplink\Invoice\Invoice.project
    • toplink\PeopleEntity\com.bsi.dataclasses.peopleentity.Company.descriptor
    • toplink\PeopleEntity\com.bsi.dataclasses.peopleentity.Court.descriptor
    • toplink\PeopleEntity\com.bsi.dataclasses.peopleentity.Person.descriptor
    • toplink\PeopleEntity\PeopleEntity.project
    • WEB-INF\classes\com\bsi\control\admin\UrlSubstituteRedirectCommand.class
    • WEB-INF\classes\com\bsi\control\search\BaseSearchResultsWriter.class
    • WEB-INF\classes\com\bsi\control\search\GetLooukUpFields.class
    • WEB-INF\classes\com\bsi\control\search\HtmlSearchResultsWriter.class
    • WEB-INF\classes\com\bsi\control\secretariat\entity\OwnershipListCommand.class
    • WEB-INF\classes\com\bsi\dataclasses\bsicommon\LkupMatter.class
    • WEB-INF\classes\com\bsi\dataclasses\calendar\Calendar.class
    • WEB-INF\classes\com\bsi\dataclasses\invoice\LkupInvoice.class
    • WEB-INF\classes\com\bsi\dataclasses\invoice\MatterInvoice.class
    • WEB-INF\classes\com\bsi\dataclasses\matter\MatterCostDetailHelper.class
    • WEB-INF\classes\com\bsi\dataclasses\matter\MatterInsurancePolicyHelper.class
    • WEB-INF\classes\com\bsi\dataclasses\matter\MatterLitigationHelper.class
    • WEB-INF\classes\com\bsi\dataclasses\matter\PhysicalFileHelper.class
    • WEB-INF\classes\com\bsi\dataclasses\matter\TrademarkHelper.class
    • WEB-INF\classes\com\bsi\dataclasses\peopleentity\Company.class
    • WEB-INF\classes\com\bsi\dataclasses\peopleentity\Court.class
    • WEB-INF\classes\com\bsi\dataclasses\peopleentity\Person.class
    • WEB-INF\classes\com\bsi\datalogic\ExecuteSearch.class
    • WEB-INF\classes\com\bsi\datalogic\ListLogic.class
    • WEB-INF\classes\com\bsi\datalogic\MetadataBuilder.class
    • WEB-INF\classes\com\bsi\datalogic\ModuleSearch.class
    • WEB-INF\classes\com\bsi\datalogic\admin\BSICommonMetadataBuilder.class
    • WEB-INF\classes\com\bsi\datalogic\admin\SuiteSystemSettings.class
    • WEB-INF\classes\com\bsi\datalogic\calendar\CalendarNavigation.class
    • WEB-INF\classes\com\bsi\datalogic\calendar\search\CalendarSearch.class
    • WEB-INF\classes\com\bsi\datalogic\calendar\search\CalendarSearcher.class
    • WEB-INF\classes\com\bsi\datalogic\calendar\search\RelatedMatterSearcher.class
    • WEB-INF\classes\com\bsi\datalogic\helpers\RecordBuilder.class
    • WEB-INF\classes\com\bsi\datalogic\invoice\InvoiceDetailList.class
    • WEB-INF\classes\com\bsi\datalogic\invoice\corridor\IBSI_SI_ServiceHttpBindingStub.class
    • WEB-INF\classes\com\bsi\datalogic\invoice\corridor\IBSI_SI_ServicePortType.class
    • WEB-INF\classes\com\bsi\datalogic\invoice\search\InvoiceSearch.class
    • WEB-INF\classes\com\bsi\datalogic\invoice\search\MatterInvoicePlayerSearcher.class
    • WEB-INF\classes\com\bsi\datalogic\invoice\search\MatterInvoiceSearcher.class
    • WEB-INF\classes\com\bsi\datalogic\matter\DocumentUpdate.class
    • WEB-INF\classes\com\bsi\datalogic\matter\MatterMetadataBuilder.class
    • WEB-INF\classes\com\bsi\datalogic\matter\MatterPlayerEmploymentInfo.class
    • WEB-INF\classes\com\bsi\datalogic\matter\MatterPlayerList.class
    • WEB-INF\classes\com\bsi\datalogic\matter\MatterRecordBuilder.class
    • WEB-INF\classes\com\bsi\datalogic\matter\MatterUpdate.class
    • WEB-INF\classes\com\bsi\datalogic\matter\NewMatterFormBuilder.class
    • WEB-INF\classes\com\bsi\datalogic\matter\PhysicalFileActionView.class
    • WEB-INF\classes\com\bsi\datalogic\matter\PhysicalFileView.class
    • WEB-INF\classes\com\bsi\datalogic\matter\search\CostSearcher.class
    • WEB-INF\classes\com\bsi\datalogic\peopleentity\CompanyPersonList.class
    • WEB-INF\classes\com\bsi\datalogic\peopleentity\CompanyPersonUpdate.class
    • WEB-INF\classes\com\bsi\datalogic\peopleentity\EntityNavigation.class
    • WEB-INF\classes\com\bsi\datalogic\peopleentity\PeopleList.class
    • WEB-INF\classes\com\bsi\datalogic\peopleentity\PeopleNavigation.class
    • WEB-INF\classes\com\bsi\datalogic\peopleentity\search\CompanySearch.class
    • WEB-INF\classes\com\bsi\datalogic\peopleentity\search\CourtSearch.class
    • WEB-INF\classes\com\bsi\datalogic\peopleentity\search\PeopleSearch.class
    • WEB-INF\classes\com\bsi\datalogic\peopleentity\search\RelatedInvoiceSearcher.class
    • WEB-INF\classes\com\bsi\datalogic\secretariat\entity\CompanySummary.class
    • WEB-INF\classes\com\bsi\datalogic\timekeeper\TimekeeperFileImport.class
    • WEB-INF\classes\com\bsi\dataserver\ecounsel\PeopleEntityServerSessionHolder.class
    • WEB-INF\classes\com\bsi\ebilling\collaborati\MapTimekeeperProcess.class
    • WEB-INF\classes\com\bsi\repository\BaseDataset$FindItem.class
    • WEB-INF\classes\com\bsi\repository\BaseDataset$LGSecurity.class
    • WEB-INF\classes\com\bsi\repository\BaseDataset$MruFilter.class
    • WEB-INF\classes\com\bsi\repository\BaseDataset.class
    • WEB-INF\classes\com\bsi\repository\peopleentity\CompanyPersonDataset.class
    • WEB-INF\classes\com\bsi\scheduler\dataclasses\MatterVendorInfo.class
    • WEB-INF\classes\com\bsi\scheduler\task\CollaboratiVendorCodesTask.class
    • WEB-INF\classes\com\bsi\scheduler\task\CorrMattersForVendorsTask.class
    • WEB-INF\classes\com\bsi\servlets\AppLaunchServlet$ApplyAppParams.class
    • WEB-INF\classes\com\bsi\servlets\AppLaunchServlet$ShowEnvironment.class
    • WEB-INF\classes\com\bsi\servlets\AppLaunchServlet.class
    • WEB-INF\classes\com\bsi\servlets\NewItemConfigurationParser.class
    • WEB-INF\classes\com\bsi\util\SearchCondition.class
    • WEB-INF\classes\com\bsi\util\calendar\CalUtil.class
    • WEB-INF\classes\com\bsi\util\peopleentity\PEUtil.class
    • WEB-INF\classes\com\bsi\util\search\SearchOperator.class
    • WEB-INF\lib\ojdbc8.jar
    • xsl\bsicommon\userfieldcommon.xsl
    • xsl\matter\newmatterconfig.xsl
    • xsl\matter\playeremploymentlist.xsl
    • xsl\SecrEntity\securitytransactionview.xsl
  3. Use Update Manager to install the boxir4-suite8.11.0.sp10.1 update. Update Manager will back up the following files:
    • WEB-INF\lib\ojdbc8.jar
  4. Restart the Bridgeway Suite application on the Java application server. 

Suite Manager Installation 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.

Database Function Install Instructions for SQL Server Only

  1. Using your preferred database tool (SQL Server Management Studio, etc.), make a backup of your Suite database.
  2.  Login to your query tool as an administrative user.
  3.  Open the appropriate scripts .ZIP file for your database: 
    • suite8.11.0.sp10.1-Scripts-SQL.zip for SQL databases
  4. Open the SQL script, search and replace <LOGIN> with the login the application will use to access the database.
  5. Run the SQL script.

Report Template Installation Instructions

  1. Unzip the appropriate report packages for your configuration, depending on which reports, database, and report server are being used. You will need to reimport each report individually.
    • 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)
  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.

Corridor Task Installation Instructions

 To Import the Corridor Vendor Matters Task:

  1. In Suite Manager, open the Scheduler component, and click the Template tab.
  2. On the Select the XML or Script file for import dialog box, select the CorridorVendorMatters.xml file include in the update files and then click Open.

To Schedule the Corridor Vendor Matters Task:

  1. In the Suite Manager Scheduler component, click the Service tab, and verify that the service has been started.
  2. On the Schedule tab, select the Corridor Vendors Matters Task and click New.
  3. In the Schedule area, create a schedule for the task.
  4. Click Save and Close.

HotDocs Template Installation Instructions

The HotDocs standard templates only need to be re-installed for any on-premise client who is using an Oracle database and wants to place a standard template on a tab.

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