Resetting the Exchange/Office 365 Sync Configuration for Use on a New Server

NOTE: The method is only available in ADS version 23.34.28 or newer and PostgreSQL version 23.36.13 or newer and any versions of 23.37.xx, 23.38.xx and 23.39.xx. For older versions, the reset must be done manually in the database. See further below for steps.

Follow this procedure to clear the Exchange/Office 365 Sync server settings when enabling Exchange Sync on a new server.

1. In AbacusLaw by CARET, select File > Setup > System Options.
   
   
2. The System Options window opens. Select the Features tab.
   
   
3. Press and hold the Ctrl key and click the cog button for Exchange/Office 365 Sync.
   
   
4. The Exchange/Office 365 Sync Setup window opens. Click Yes to reset.
   
5. Enable Exchange/Office 365 Sync on the new server.
   
   
6. Users can now configure and start Exchange/Office 365 Sync.

For ADS versions older than 23.34.28, use Data Architect.

1. From the Abacus data directory, open the free table lawsysini.adt. No login credentials are required.
2. On the ‘Order By:’ drop-down menu, select KEY.
3. Scroll the browse until you see the SyncExch365 records.

     4. Locate the ServerIDs key, double-click the VALUE field to EDIT the Server ID data.

     5. Back-out/delete all characters EXCEPT the PIPE character (|). Click on another record to save the result.

     6. Close the table, close Data Architect. Now in the AbacusLaw System Options the Exchange/Office 365 Sync can be configured on the new server.

For PostgreSQL versions older than 23.36.13, use pgAdmin.

1. Contact the AbacusLaw development team for the password for the specific client. Have the CID handy.
2. Launch pgAdmin from the Windows Programs menu in the PostgreSQL (14 or 16) folder.
3. Enter or set the Master Password if prompted. Make a note of it for future use.

      4. Click on the Servers node, then click Cancel on the ‘alsuop’ password prompt.

      5. Right-click on the PostgreSQL (14 or 16) node and select Properties.

     6. On the Connection tab, change the Username to alcserw_<CID> for the specific client, click Save.

     7. Select the PostgreSQL (14 or 16) node to connect to the database. Enter the password provided by    development, click OK.

     8. Once connected to the database, navigate to: Databases > abacuslaw_<CID>  > Schemas > data01 > Tables

     9. Locate the lawsysini table, right-click > View/Edit Data > All Rows, locate the ServerIDs key.

    10. Double-click the ServerIDs value field data to EDIT. Back-out/delete all characters EXCEPT the PIPE character (|).

    11. Click OK, then click the Save Data Changes icon to complete the save.

    12. Close pgAdmin. Now in the AbacusLaw System Options the Exchange/Office 365 Sync can be configured on the new server.