Version 15.3 Update Procedures

Last reviewed: 07/08/2010
Article ID: R11299

The information in this article applies to:

Summary

The Version 15.3 update is a minor update that consists of Tabs3 Trust Accounting (TAS) Credit Card Authorization and support for integrating PracticeMaster with CompuLaw Version 10. This update is a downloadable update available for Version 15.1 and Version 15.2 users. A detailed list of these new features can be found in the Version 15.3 What's New List at:

CompuLaw Note:  Do NOT install Version 15.3 if you are a CompuLaw user and have NOT updated to CompuLaw Version 10. CompuLaw users must coordinate the PracticeMaster Version 15.3 update with their CompuLaw Version 10 upgrade. Once you install PracticeMaster Version 15.3, you cannot use CompuLaw integration until CompuLaw has been upgraded.

More Information

This article includes the following information:

How to get the update

The Version 15.3 update can be downloaded from the following Web page:

Starting the Software for the First Time

After downloading and installing Version 15.3, the file structure for the Tabs3 and Tabs3 Trust Accounting Software (TAS) data files needs to be updated. If Tabs3 or TAS is installed, when TAS (or Tabs3 or APS) is started for the first time, a manager must log in and the following message will be displayed indicating the System Files need to be updated. 

Tabs3 System Files need to be updated before continuing. 
System files can only be updated by a manager. 
Update files at this time?

Clicking Yes will update the files. However, if the software is started by a non-manager, clicking Yes will display the following message. 

Access Denied.

Once the update has completed, the following message will be displayed. 

Update completed successfully.

If PracticeMaster is Started First

If PracticeMaster is started before the TAS data files have been updated, the following message will be displayed:

A new version of Tabs3 and PracticeMaster has been installed that
requires a conversion to be run. PracticeMaster will be unavailable 
until the conversion has finished.  

Please start Tabs3 or Trust Accounting to run the conversion.

Clicking OK will close PracticeMaster. Simply start Tabs3 or TAS to perform the automatic conversion.

TAS Credit Card Authorization

With Version 15.3, you can now authorize credit card payments for deposit into Tabs3 Trust Accounting software. With Version 15.2, we added the ability to authorize credit card payments in Tabs3. Additional information regarding credit card processing can be found in the following locations.

Detailed information regarding credit card authorization can be found in the Credit Card Manual. An updated copy that includes Tabs3 Trust Accounting information can be found at:

Note: We recommend copying the updated T3ccguide.pdf file to the Docs folder under your Current Working Directory.

CompuLaw Information

If you are using PracticeMaster to integrate with the CompuLaw Rules Engine, it is critical that you coordinate the conversions of both PracticeMaster and CompuLaw.

Complete information regarding the CompuLaw conversion can be found in the following KB article:

Frequently Asked Questions

How long does the update take?
This is a very simple update. It takes less than 30 minutes for most firms. The "on-the-fly" conversion of the Tabs3 Trust Accounting data may take some time depending on how fast your hardware and network is as well as the amount of data. Most firms find that the conversion itself takes less than 5 minutes. CompuLaw users will have an additional conversion that will take time to convert. Once again, this will depend on the hardware/network and the number of CompuLaw calendar entries.


Are there any special procedures for Client Server Version (CSV) firms?
No. The only difference is that CSV uses HotBackup to make a backup before converting the software.
 
We do not plan on accepting credit card deposits in TAS nor do we use CompuLaw at this time. Do we need to install this update?
You are not required to install the Version 15.3 update; however, we encourage you to install the update and keep the software on the most current release.

References

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