Step

Task

Detailed Instructions

Notes

1.

Preparation for Conversion

1. Tabs3 Remote

If using Tabs3 Remote, do the following for all workstations using Tabs3 Remote.

1. Merge any data files created by Tabs3 Remote Version 14 before proceeding with the conversion.
2. Print and delete remote entry verification lists.
3. After deleting the verification lists from within the Tabs3 Remote software, manually delete the following files from the remote workstation using Windows Explorer: R3FEEVER.DAT and R3FEEVER.IDX, R3CSTVER.DAT, and R3CSTVER.IDX.
4. Make sure the remote site does not perform data entry until it has been updated to Version 15.

Once all data files have been merged into Tabs3, make sure there are no remaining RMT*.* files in the Tabs3 Remote Current Working Directory on each workstation where Tabs3 Remote is installed.

2. Tabs3 Palm Software

1. If you use Tabs3 Palm Software, make sure you HotSync all data from handheld devices before installing the update.
2. Make sure the handheld device users do not perform data entry until the software has been updated to Version 15.

The Tabs3 Palm App will need to be uninstalled for each handheld as directed later in these instructions.

3. PracticeMaster Briefcase

If using PracticeMaster Briefcase, do the following for all computers using PracticeMaster Briefcase.

1. Check in any data files created by PracticeMaster Briefcase before proceeding with the conversion.
2. Make sure the Briefcase site does not perform data entry until it has been updated to Version 15.

4. Tabs3 Device Interface (TBDEVICE) & WCNVASCV Cost Recovery program

If you use either the Tabs3 Device Interface (TBDEVICE) or WCNVASCV cost recovery programs, merge all data from these programs before proceeding with the conversion.

5. Determine Current Working Directory

Version 15 must be installed to the same location as Version 14.

Start any Tabs3 or PracticeMaster software program. From the Help menu, select the About menu option. Write down the Current Working Directory.

The Current Working Directory is where the data files, program files, and other files used by the software are stored on the server.

6. Print Verification Lists

All verification lists will be deleted by the conversion program. Print these lists (if they exist) before starting the conversion if you want to retain a copy of this information. If using a multi-user version of the software, make sure to print verification lists for all users.

7. Run Data File Integrity Checks

Run the Data File Integrity Check utility program for all systems. If converting Tabs3, also run the Tabs3 Archive Data Integrity Check. If converting GLS, run the Data File Integrity Check for all GLS clients. Proceed only when there are no errors.

The Data File Integrity Check ensures that the data being converted is error-free before proceeding.

8. Write Down PracticeMaster Search Settings

1. Open PracticeMaster and select the Search | Search Settings menu option.
2. Select the Index Properties tab.
3. Write down the settings as they are entered in this window.

During the conversion, all search settings will be disabled. The only way to know what these settings were initially is to write them down before the conversion.

9. Close Programs

Close the following programs on the server and all workstations before starting the conversion: System Configuration, Tabs3, PracticeMaster, GLS, APS, TAS, and Taskbill.

1. Make sure the above programs are closed on all workstations by viewing an Active User List for All users (View | Active User List).
2. Close any Tabs3 and PracticeMaster programs opened during the previous step.
3. If you are installing PracticeMaster, close Microsoft Word, Microsoft Outlook, and HotDocs on the server and all workstations.
4. Close the Tabs3 Palm Application and Palm Desktop for all workstations on the network. If any workstation has these icons loaded in the system tray while the conversion is performed, an error may occur.

Important: Make sure that none of these programs are started on the server or any workstation until after the conversion is complete.
 

10. Back Up the Current Working Directory

1. CSV users will need to shut down the STI Server before making the backup.

2. Using Windows Explorer, browse to the Current Working Directory. Select the directory and all subfolders, and copy it to another location. Alternatively, you may use a third-party backup program of your choice.

Do NOT skip this step.
 

2.

1. Install Programs

The method used for installing depends on whether you are installing from a CD or are downloading from the Internet. CSV users must install from a CD.

• CD Install: Insert the Version 15 Tabs3/PracticeMaster CD and follow the instructions to install the program files to the Version 14 Current Working Directory.

• Internet Install:

1. Download the UPDATE153.EXE file from the following Web page:  www.tabs3.com/support/update/convweb.html

2. Run the file you just downloaded.

CSV Note: You must perform this installation at the server.

CSV Note: CSV users will need to shut down the STI Server before installing the software.

2. Begin Data Conversion

The Data Conversion will be started automatically once the Tabs3/PracticeMaster program installer is completed. Follow the directions given in each conversion screen to begin the process.

The Data Conversion program is named STCONV15.EXE.

3. Conversion Complete

The following messages will be displayed when the conversion completes:

1. If using PracticeMaster, a message will be displayed indicating that the Search Settings have been disabled and to reenable them. Procedures are provided later in this document.
2. A message will be displayed indicating that the data conversion is complete. Click OK to proceed.

4. Run Data File Integrity Checks

While still at the server, run the Data File Integrity Check utility program for all systems. If you converted Tabs3, also run the Tabs3 Archive Data Integrity Check. If you converted GLS, run the Data File Integrity Check for all GLS clients.

If the Data File Integrity Check has errors, please call Technical Support.

5. Download Newest Program Files

1. From the Help menu, select About Tabs3 and write down the Release Date.
2. From the Help menu, point to Internet Resources and select Software Update.
3. Compare the Release Date you wrote down earlier with the Last Modified Date shown on the Web page. If the Release Date is earlier than the date shown on the Web page, download the file from the Internet and run it on the server.

3.

1. Workstation Installation

Perform the following for each workstation that will access the Tabs3/PracticeMaster applications.

1. On each workstation that uses Tabs3/PracticeMaster, browse to the Current Working Directory on the server and run SETUP.EXE.
2. SETUP.EXE will launch a local setup wizard. Follow the directions to complete the workstation installation.

Important: When running SETUP.EXE, you must have Administrator rights.

Unlike previous versions of the software, program files are installed on the workstation in addition to being installed to the server. Running SETUP.EXE will install program files and updated software shortcuts on the workstation. If your original shortcuts were renamed, you will have two sets of shortcuts. Delete your original shortcuts.

2. Tabs3 Remote

1. On each workstation where Tabs3 Remote is installed, verify that no RMT*.* files are present in the Tabs3 Remote Current Working Directory before proceeding with the update.
2. To update Tabs3 Remote to Version 15, insert the CD into each workstation that uses this program. Browse to the Begin Installation page on the CD Browser and select Install Version 15 Software.
3. Create new Tabs3 Remote validation files using the main Tabs3 computer and transfer the validation files (R3*.*) to each computer that uses Tabs3 Remote.

Note: If installing from a CD labeled "Version 15 Software" (as opposed to "Software Update"), you will instead need to browse to the More Options page on the CD Browser and select Install Tabs3 Remote.

3. Tabs3 Palm Application

1. You must uninstall the Version 14 Tabs3 Palm App from each handheld as follows:
   1. From the handheld, on the Application screen, tap the time displayed in the upper left corner.
   2. Once the App menu is displayed, tap the Delete menu option.
   3. Tap Tabs3 and then tap Delete.
   4. Tap Yes to confirm you want to delete the program and data.
   5. Repeat steps c and d to delete Sat.FormsRDK and SFE_LSListBox.
2. Install the Version 15 Tabs3 Palm App by selecting Start | All Programs | Tabs3 & PracticeMaster | Palm Software | Install Tabs3 Palm App.
3. Create validation files by starting Tabs3 and selecting Maintenance | Integration | Handheld Integration from the menu. Select the Type tab, and in the Handheld Type field select Tabs3 Palm App Data Files.
4. HotSync the Validation Files to each handheld.

4. PracticeMaster Briefcase

To update PracticeMaster Briefcase to Version 15, insert the CD into each workstation that uses this program. Browse to the Begin Installation page on the CD Browser and select Install Version 15 Software.

Note: If installing from a CD labeled "Version 15 Software" (as opposed to "Software Update"), you will instead need to browse to the More Options page on the CD Browser and select Install PracticeMaster Briefcase.

4.

1. PracticeMaster Search Settings

1. Open PracticeMaster and select Search | Search Settings.
2. Enter the settings that were written down earlier.
3. Select the Rebuild Index tab.
   1. When asked if you want to save changes made to the Index Properties tab, click Yes.
   2. Select all indexes that the firm uses.
   3. Click the Rebuild Now button.

Note: Rebuilding these indexes can take a long time to run. You can do this step later; however, you will not have conflict of interest searching capabilities until the indexes have been rebuilt.

2. Tabs3 Report Writer and PracticeMaster Report Writer

You may need to modify report definitions for any report writer report that utilizes a client phone number extension field. The field will need to be expanded from 4 digits to 5 digits.

3. ODBC Driver

If using the ODBC Driver add-on product, you will need to do the following:

1. Run the Initialize ODBC program in each program to create updated data dictionary files.
2. Delete the CTSYSCAT.FCS file in the Tabs3 Current Working Directory, and then use the ODBC Administrator to modify the sector size from 16 to 64. Details can be found in R10017 - Working with ODBC. (Note: CSV users who already did this when converting to Version 14.3 do not need to do this step.)

Note: Be aware that some ODBC reports or applications may need adjustments as a result of new files, new fields, and some fields being moved.

4. More Information

KB Article R11239, Version 15 Update Information, includes a quick walk-through of various new features in the software.

5. E-mail Address

If you did not receive the e-mail we sent your firm earlier this year regarding the downloadable Version 14.3 update, please send your current e-mail address to sales@tabs3.com so that we can update our records to ensure you receive future update notifications.