Upgrading from Juris 2.0x and Earlier

Thank you for choosing Juris.  The Juris installation can be performed in minutes by following the instructions below.  Please read through these completely before beginning the installation as the installation has changed.  If you have any questions regarding these instructions, contact Juris Support to clarify those issues before attempting the installation.

Note: Make sure you meet or exceed current System Requirements.

FIRST– Install Juris Server Components

1. ALL PREBILLS MUST BE DELETED.
   It is important to always delete all open prebills.  Juris cannot complete this update with open prebills in the database.
    
2. USERS SHOULD EXIT SERVER AND VIRUS SCANNING MUST BE TEMPORARILY DISABLED.
   If a user is accessing a shared resource that must be updated during this installation, a server reboot may be required.  It is recommended that no users be on or connected to the server during the server portion of the Juris installation.  You should also disable virus scanning during the installation process as virus scanning products may inhibit the installation from proceeding normally.  Again, be aware that the installation may require a reboot.
    

Caution: MAKE A BACKUP. It is important to always make a backup of the database before attempting any installation or upgrade.

1. A VALID INSTANCE OF SQL OR SQL 2005 Express MUST EXIST.
   Install SQL 2005 Express or SQL 2008 Express if SQL Server is not installed. Juris Server components must be installed on a machine that is equipped to host a SQL database.  That means that the machine must have either SQL 2005 or later already installed, or you must install the SQL 2005 Express or SQL 2008 Express component from Juris before attempting the Server Installation.  Follow the on-screen prompts, or click here for detailed screen-by-screen instructions.
2. INSTALL JURIS SERVER.
   Install the Juris Server components.  Follow the on-screen prompts, or click here for detailed screen-by-screen instructions.  
    
3. UPDATE DATABASE.
   For Juris 1.42:  The Juris Database Transformation Services.exe may be used to convert the 1.42 data into the new 2.2x database.
   For Juris 2.0x:  If your firm archives its bill images, then the Archive Bill Converter must be run in order to be able to view archived bills done in versions prior to 2.2x.  It is important that a backup be made before the Archive Converter is run or all archived images could be lost.  The archive converter should be run form the machine that typically prints bills.
    
4. COPY OR DOWNLOAD APPLICATION AND ADMINISTRATIVE TOOLKIT INSTALLATIONS TO A SHARED DRIVE.
   The Juris Application and the Juris Administrative Toolkit are normally installed from a shared location on the Juris server. In this case, ensure that the Application and Administrative Toolkit installation files are placed on a shared location on the server. You can also download the installation files to each individual workstation.

Note:  The Client20 directory and the Conflict.in* files on the server are not needed for Juris 2.2x and later versions.  These files may take up a large amount of space on the server, so it is recommended to delete these files after the upgrade is complete.

NEXT – Install Juris on Workstations

Note: The following procedure refers to executables whose file names depend on your Juris version number. For example, the Juris application executable is named Juris Application x.x.exe, where x.x is the Juris version (for example, 2.5.exe).

1. Installing the application.
   This portion of the setup must be performed at each workstation.  If the installation was copied to a shared drive during step 4 above, then browse to that shared location and begin the setup by double-clicking the Juris Application executable.  Follow the on-screen prompts, or click here for detailed screen-by-screen instructions.
2. OPTIONAL – INSTALL THE ADMINISTRATIVE TOOLKIT.
   The administrative toolkit is not required.  This optional installation includes certain tools that may be used to administer the Juris system.  At least one person in the firm should load this toolkit in addition to the Juris Application.  If the installation was copied to a shared drive during step 4 above, then browse to that shared location and begin the setup by double-clicking on the Juris Administrative Utilities executable.  Follow the on-screen prompts, or click here for detailed screen-by-screen instructions.

Post-Installation steps that need to be taken are:

• Archive Bill Converter: Bills archived on versions prior to 2.1 will be converted to a PDF format. To do this, run the 2.0 to 2.1 Bill Archive Converter in the Administrative Toolkit.  This can be run at any time after updating, but MUST be run from the machine that is typically used to perform Juris billing.  This assures that the correct drivers are in place to generate accurate archived images.  Running this utility on the server or a non-billing machine may cause irreversible damage to archived images.
• Bill Designer:  Programming changes made to bill formats may affect the appearance and/or printing of your prebills and bills.  We recommend that prior to processing your next billing cycle, you first print a sample prebill and final bill from each of the converted formats as well as printing a sample A/R Statement to ensure that they print as desired.  Review the topic on converting bill formats for helpful hints about converted bill formats, but don't limit yourself to the converted formats.
• JurisBX users:  If JurisBX is used for mandated billing, download the new JurisBX and appropriate formats from http://support.lexisnexis.com/Juris/record.asp?ArticleID=6438 to replace your prior versions.
• TimeSheet users: Versions should be 3.43 or greater. Contact Juris Support for an updated Make Validation utility (J2MkVal.exe).
• Juris Validation Export users:  If the firm uses the Validation Exporter for third party vendors, (such as CarpeDiem, Equitrac, InforText and Copitrac) an updated version is available in the administrative tools.
• Multi-Company Licenses: After updating your Juris installation, the JurisLicenseUpgrade.exe in the bin folder must be run for each of the additional companies in order to upgrade their license.
• Review the topic Getting the most out of Converted Bill Formats.

Items that may affect the way you previously used Juris are noted as follows:

• Aged AR Report:  Due to the addition of information to this report, firms who converted from Juris Classic may see a slight increase in the time taken to generate this report in comparison with prior releases.  This is expected behavior.  
• Bank Accounts/Journal Entries:  Juris will automatically create Bank Reconciliation entries when Journal Entries are made to a cash account.
• Edit Prebills:  Edits are saved only when the Prebill is closed and you answer Yes to save — or the Save button is used.  So remember to save periodically – especially when making numerous edits.  
• Edit Prebills:  Preferences were added.  The default settings during updating leave your system working as it did in prior versions so you should review this new feature to gain the benefit of it.  Also note that Proration options set in Firm Options now also affect As Billed details.
• Edit Prebills:  Any data that is considered static on a prebill will not be refreshed during a given edit session.  This includes A/R, Trust Ledger History, etc.  These numbers will be gathered when selecting the prebill and then remain static for the duration of the edit.  If you close and reopen the prebill then the numbers will again be gathered.
• Bill Designer:  Some prior field names have been changed so they’re more explanatory.
• Archiving Bills:  If set to archive, bills will be archived automatically when a Final Bill is printed and when a Bill is posted without first being printed, i.e., no archive previously exists.  If a Bill is archived and edits are made afterward, saving the edits deletes the first archive and automatically creates a new one; therefore, it’s no longer required to reprint the modified Final to have an accurate archive.  After printing a Final Bill, if edits are made but not saved, the original archive will remain.
• Custom Reports/Queries:  For those with custom reports/queries, there are some changes that may impact those:
• Timekeepers name is split into three separate fields:  First, Middle and Last.
• Structural changes have been made to the PreBillChangeLog table.
• Juris Bill Format Update Utility.exe:  Client/Matters now allow separate Prebill and Bill format assignment.  The Bill Format Update utility is available to assist in mass changing/replacing the Prebill and Bill Formats assigned to Client/Matters.  
• New User ID Menu Rights/Report Rights:  Additions to menu/report rights are: ‘Allow user to delete other’s prebills’, ‘Place Export/E-mail on user menu’ and ‘Aged A/R Analysis by Billing Timekeeper.’
• Bank Accounts:  Bank Accounts may not share G/L numbers.  If any accounts share G/L Numbers, the G/L will become locked after the update and will remain locked until unique G/L accounts are established, assigned and validated.
• Journal Entries: The look of Journal Entries has changed. It now offers a spreadsheet entry form which will make it easier to do multiple entries.
• Recurring Transactions:  Recurring Journal Entries and Vouchers are now available. You can now schedule Journal Entries or Vouchers at any time and you will be reminded within Juris.
• Bank Reconciliation: The look of Bank Rec has changed. It now offers many more sorting options, the ability to multi-select entries and more options for new Bank Rec entries.