How to Migrate Amicus Premium to a new server

---

 

Moving Amicus Premium to a New Server

Have all users exit Amicus

Backup your data

1

Make a copy of the Amicus Attorney Server folder

2

Backup your Amicus Attorney by CARET database either from within Amicus Attorney by CARET or from within SQL Management Studio (if from SQL Management Studio please backup the *Amicus and Amicus Media databases.

Install SQL

If you are migrating to a server 2012 or a Windows 10 please ensure that you have SQL version 2012 or 2014. If you do not have either of these versions contact Sales at sales@amicusattorney.com or by phone at 1-800-472-2289. Please note SQL is not available as a download.

1

Log onto the computer you wish to use as your Amicus Database Server, as a user with Windows “Administrators” Group rights. This may be a different computer than your Amicus Application Server

2

Insert “SQL Add On” DVD into the disk drive. The Setup program should start automatically. If not, click the Windows Start button, choose Run, and enter [disk drive letter]:\setup.exe

3

At the end of this preliminary install you may be prompted to restart your server. Restart and run the setup.exe again.

4

In the SQL Server Installation Center screen, click

Installation at the left, and then click the “New SQL Server stand -alone installation…” option at the right.

5

The SQL Server Setup wizard starts. Accept the default settings in the subsequent dialogs, EXCEPT:

Please write down your sa password. Amicus support will not know what this password is and you will need it to connect to the database upon your Premium installation.

6

Apply available SQL updates

7

Ensure you can log into SQL Management Studio with the sa password you created.

8

Insure you can log in with Windows Authentication Mode.

Install Amicus Premium

If you are moving your server and upgrading you can go from your current Premium version to the latest Premium version. For example, from premium 2012 to Premium 2016. You do not need to do the upgrade in version increments.

1

Insert the disc and run the setup.exe

If using a download link download and extract the files. Copy the folder called AAV20 to the root of the C: drive and run the setup.exe

If a message appears saying that specific version(s) of Microsoft .NET Framework must be installed or enabled in order to support basic Amicus Attorney by CARET functionality, complete the following before proceeding:

Your Windows operating system might already include the required version(s). Simply enable them as follows:

A Go to Windows Control Panel > Programs and Features.

B Choose “Turn Windows features on or off” in the left panel.

C Select the Microsoft .NET Framework checkbox and click OK.

Otherwise, download and install applicable version(s) from the Microsoft Download Center.Then restart the installation of Server components at step 1

2

Follow the install instructions.

3

When prompted you will be asked to select the Server and the Instance you created in your SQL install. Usually \\SERVERNAME\AMICUS\

4

Use the sa user and the corresponding password you created in the SQL install.

5

You will then be prompted to create the firm ID, User ID and the password. Please write these down as you will need to log into the blank database.

DO NOT INTERRUPT THE INSTALL PROCESS, AND DO NOT RUN OTHER PROCESSES ON THE SERVER DURING THIS PERIOD

6

Once installation has completed log into the blank Amicus Attorney by CARET database.

7

Close out of Amicus Attorney by CARET

Restore Your Amicus Databases

1

Stop the Amicus Attorney by CARET services

2

Open SQL Management Studio

3

Expand ‘Databases’

4

Right click the ‘Amicus’ database

5

Select ‘Tasks’

6

Select ‘Restore’ then ‘Database’

7

Select ‘From Device’

8

Click the […] button

9

Click ‘Add’

10

Browse to your Amicus Attorney by CARET database backup file

11

Highlight the .bak file

12

Click ‘OK’

13

Click ‘OK’ again

14

Check the box under the ‘Restore’ column

15

Under ‘Select a Page’ in the upper left of the window click ‘Options’

16

Check ‘Overwrite the existing database’

17

Click ‘OK’

18

Restore the AmicusMedia database

19

Right click the ‘AmicusMedia’ database

20

Select ‘Tasks’

21

Select ‘Restore’ then ‘Database’

22

Select ‘From Device’

23

Click the […] button

24

Click ‘Add’

25

Browse to your Amicus Media database backup file

26

Highlight the .bak file

27

Click ‘OK’

28

Click ‘OK’ again

29

Check the box under the ‘Restore’ column

30

Under ‘Select a Page’ in the upper left of the window click ‘Options’

31

Check ‘Overwrite the existing database’

32

Click ‘OK’

33

When finished restoring the database, start the Amicus Attorney by CARET services

Restore your Amicus Attorney Server folders

1

Access the Amicus folder in Windows Explorer\File Manager

2

Rename the SQLReportTemplates, SharedDocuments and DocumentAssemblyTemplate folders

3

Copy the folders from your backup location on the old server and replace them into their respective directories.

Set the permissions on Your Folders

1

Right click on the SQLReportTemplateFolder

2

Go to Properties

3

Under shared share out this folder by selecting the Share option

4

Select Advanced Sharing

5

Select Add

6

Type in Users and then Add.

7

Select Read\Write from the drop down list

8

Click OK

9

Access the Security Tab

10

Make sure the users have full access under this tab.

11

Do the same for all three of the folders you have replaced.

Reset your Server Address For Amicus Anywhere Access

Amicus Anywhere will have to be reset. This is because connection is dependent upon the server's MAC address, which will have changed because of the server migration.

To reset the MAC address do the following

1

Log into Amicus Attorney by CARET as an Amicus Administrator

2

In Firm Settings select Maintenance

3

Select Utilities

4

Select Reset.

5

Say OK to the following notification

6

Look for an email from registration@amicusattorney.com. The email will be sent to all Amicus Attorney by CARET Administrators.

7

Login with your email address and password used to connect to Amicus Anywhere to activate the new server address.

You may have to wait up to 15 minutes for this to be activated.

Configure Reporting services by following this Guide

Re-point the users to their Document Assembly Templates and Shared Documents folder.

1

Select Firm Settings

2

Select Documents

3

Browse for the location of your new Shared Documents folder (this is where you store your Client files)

4

Browse for the location of your DocumentAssemblyTemplate folder

Please note this must be a UNC path and the users must have full read\write access to these directories.

5

Set up each user's local preferences

6

Access Preferences

7

Select Document Assembly

8

Browse for the location of your DocumentAssemblyTemplate folder e.g. \\SERVER\DocumentAssemblyTemplates

9

Access preferences

10

Access Documents – Management

11

Browse for the UNC path to where you store your Client folders

Please note this must be a UNC path and the users must have full read\write access to these directories.

License your Amicus Premium

Each new upgrade requires a license. Go to User Management and select Update License on the bottom right on the module. It will freeze for a few moments and then tell you your licenses have been exposed.

Important for Shared client documents!

Please ensure that you move your shared client documents (correspondence etc.) to the server maintaining the exact directory structure as existed on the old server.

E.g., If your Client documents were held in Data\Clients\Client subfolders please ensure that on the new server the directory structure is the same.

This ensures that all pointers in Amicus Attorney by CARET to individual documents remain intact.