TrialWorks Version 9.36 is now available!

The long awaited version 9.36 is now available. To get the latest feature information, your best choice is to go to Help > Check for Updates directly in TrialWorks. We have added many new features and fixes, but the biggest is what this blog is about.

Microsoft announced last year that Exchange Public Folders are being phased out; initially it was going to be in Exchange 2007, but that did not happen (although they are now optional). Fact is, starting with Exchange 2007, public folders are not useful. So to prepare for the future, we too changed our integration to deal with the lack of Public Folders.

As you may already know TrialWorks version 9.36 supports the ability to save e-mails as .MSG files. These files are stored in the E-mails folder in CaseFiles instead of using Exchange Public Folders. To use this feature a few things need to be done.

1. Check the box “Store E-mails in CaseFiles” in the ”E-mail/Fax Settings” tab in Global Settings
2. Save the TrialWorks Public Folder to a .pst file for backup and save it to \\\\MSGConversion\ (Manually create the folder MSGConversion)
3. Back-up the SQL Database and save the .bak file to \\\\MSGConversion\
4. Convert existing E-mails to .MSG files by running “Admin > Recreate Items > Save E-mails to .msg files for All Cases” . (This should be done after hours when no new e-mails are being filed. FYI this process took 6 hours on our system TWPDC01\TWCustomers which had a 3.4 GB public folder. The e-mails in the public folder will remain since we only save them to an .msg file without modifying the original e-mail )
5. Save the log file from %appdata%\TWLogs\TrialWorks.log to \\\\MSGConversion\
6. Search the log for entries that read “WARNING! Not all emails where saved as msg. (This entry means that for that particular case not all e-mails where saved to an msg file and there are more e-mails in the Public folder that in the new E-mail Folder in CaseFiles)

/jc + kj