Wednesday, April 01, 2015
HOW TO SWITCH BETWEEN CASES AND HOW TO SEARCH FOR CASES
1. To find a case quickly in your TrialWorks, click on the Case Name and start typing the name of the matter.
2. If you are unsure, you can always click the drop down arrow and scroll through.
3. Or, if you are unsure, you can always click the drop down arrow and scroll through.
Click the radio button that corresponds to the information you are searching for. Type that data in the search text box and click search.
A list of cases that match search criteria will be provided. This is a great way to quickly determine who to pass a call in the office to, the cases status, or see which atty/support is assigned to a case. To access that case, just double click on the case name
TrialWorks Tip Of The Week!
Have you had to quickly determine who to pass a call in the office to? Or figure out which case a particular person is calling about? The “Case Search” feature allows you to quickly search your entire TrialWorks database using a variety of search options. From contact information, including a person’s first name, last name, or company to searching with more detail using a contact’s social security number or property address. It’s all here. To run a case search, simply click the magnifying glass icon directly to the right of the case name.
Tuesday, October 05, 2010
Internal E-Mail Button: Comprehensive Review of Attachment Problem.
Since August we have observed a series of issues affecting the ability to send documents using the "Internal E-Mail" button from TrialWorks. This e-mail/blog is re-stating some of the known items as well as introduces the impacts of Microsoft Exchange on the issue. This article summarizes existing information and introduces new sources of conflict into the mix.
PROBLEM:
When users send links via the "Internal E-Mail" button, or any other operation that performs the same function, the recipients may see the following behaviors:
· Missing attachment and message "Outlook blocked access to the following potentially unsafe attachments:<filename>".
· Present attachment with a failed open attempt that reads: "Operation Failed". This specific cause must be confirmed as the issue by attempting to open the sent message from the TrialWorks E-Mail Tab, and then opening the attachment. If the e-mail from the e-mail tab lists the error in bullet-1, than the problem is relevant to this article. Outlook "Operation Failed" messages have many other causes.
CAUSES & OPTIONS:
The causes of this issue include four scenarios:
1. Client-Side Microsoft Updates. Updates labeled KB980373 for Microsoft Outlook 2003, and labeled as KB980376 for Microsoft Outlook 2007. They can be manually removed from the affected computers, and blocked from being reintroduced. In addition, the referenced articles provide "alternative solutions" such as modifying the registry. However, the remaining causes outlined will influence the success of any operation.
2. More Client-Side Microsoft Updates. Microsoft Outlook Security Updates that prevent access to "shortcut" attachments. Updates labeled as KB2293428 for Outlook 2003, and KB2288953 Outlook 2007. Removing these items, in conjunction with Cause #1, may resolve the issue unless the remaining factors listed here are present.
3. Microsoft Outlook 2010. The 2010 version of Outlook natively blocks shortcuts to network files. The Microsoft documentation indicates that Outlook 2010 is not affected by the updates, which is technically true. Outlook 2010 prevents access to those files. However, the "alternative solution" registry edits published by Microsoft may overcome the security issues if Exchange 2007 or lower is present.
4. Exchange 2010 Mailbox Store. Adds additional complexity to the situation, as mailboxes which use Outlook 2007/2010 remain restricted from opening shortcut attachments. In these cases, the "operation failed" messages are more common.
TRIALWORKS UPGRADE 10.08E.
TrialWorks 10.08e was designed to address Cause #1 in this article. In many cases, it works through Cause #2 & #3. The upgrade manually adjusts the registry settings to permit the "newly disallowed" attachments in Outlook 2003 and 2007. However, Outlook 2010's native behavior is questionable. In some cases, the registry edits work and no further steps are necessary. The upgrade does not address these issues under Exchange 2010; the root security settings responsible for the restriction are currently being examined. We currently do not have a recommendation for making changes to your Exchange environment.
FUTURE DEVELOPMENT.
The update and registry edit are temporary solutions. Our development team is working aggressively to re-develop the attachment system in ways that are more compliant with new Microsoft security recommendations for Outlook and Exchange.
-KJ
Thursday, September 16, 2010
New round of MS Updates blocks shortcut links again
New round of updates blocks shortcut links again:
http://www.microsoft.com/technet/security/bulletin/ms10-064.mspx
KB2293428 Outlook 2003
KB2288953 Outlook 2007
These updates will install even if the previous updates have been affirmatively blocked. Please see our previous post for more details about how security updates block shortcut links and what to do about it:
http://trialworks.blogspot.com/2010/07/internal-email-and-fileit-links-are.html
Wednesday, July 14, 2010
Internal Email and FileIt Links are blocked by Outlook after Office Update
After this week's Office Update users have began to report problems opening links sent from TrialWorks. These links, sometimes believed to be attachments, are generated using FileIT and the "Internal Email" button. The actual links are blocked on computers running Outlook XP (2002), Outlook 2003, Outlook 2007, and Outlook 2010.
Users see the following:
Outlook blocked access to the following potentially unsafe attachments: filename.
From http://support.microsoft.com/kb/2271150/en-US/
"The attachments that are affected by this issue are fairly uncommon. They are typically created by custom solutions by using Extended MAPI or the Outlook object model to add functionality to a Microsoft Exchange mailbox or to a local set of Outlook folders."
WORK AROUND:
Currently only fix is to remove the referenced update. You will need to:
- Go to Control Panel, Add/Remove Programs OR Control Panel, Programs and Features
(Office 2003) Locate the office update "Outlook Security Update.... KB980373"
(Office 2007) Locate the office update "Outlook Security Update.... KB980376"
- Remove It
ADDITIONAL NOTES:
This issue occurs because, by default, Outlook 2010 does not allow linked file attachments to be opened.
- Outlook 2002, http://support.microsoft.com/kb/980371
- Outlook 2003, http://support.microsoft.com/kb/980373
- and Outlook 2007 http://support.microsoft.com/kb/980376 to include this behavior.
-KJ
Tuesday, June 22, 2010
Check Your Backups!
The only way to make sure that your data is protected is to take ownership over the backups. Believing that the backups are running without your direct involvement is short of delusional. If you are a principal of a business, it is your job to make sure your data is safe. Here are some methods for verifying your backups:
ShadowProtect: Most agree it is the best imaging software on the market. It is also extremely easy to use. More important, it has superior restore capabilities, but only if your backup sets are present.
- Log-on to your server
- Launch ShadowProtect
- Click the Backup History Tab
- Scroll to the bottom. There should be backups in the last 24 hours with a "COMPLETED" status. Yellow or Red icons are BAD!
- Re-check to make sure all volumes (C:\, and/or D:\, and/or E:\ etc have a log entry).
Every WEEK you should perform a manual backup you will take off-site using a Scheduled/Manual jobs that should be pre-configured:
- Log-on to the server
- Pause the Scheduled Job
- Execute the MANUAL job to a different destination.
- Verify it completes
- Un-Pause the Scheduled Job.
- Windows Small Business Server Backup: the free option. You get what you pay for. In this case, restoring data - in a disaster - can be cumbersome. Exchange Server restores are additionally complex. Regardless, it is still a backup.
- Log-on to server
- Open Server Manager or the Windows SBS Console
- Click on Backup
- View Backup History. You have two choices, SUCCESS or FAILED. FAILED is BAD.
- Lastly, it is not enough to just look at the logs. Proper backup procedures involve RESTORING files to verify everything works. Monthly, or quarterly, you should restore a file from your backup. You can do this by yourself or with your IT on the phone, but get it done.
In the end, backups are not self-maintaining. You can pay for these services, but ultimately your best bet is to spend 1 hour of your time learning about them and a few minutes a month making sure they work. Computers, servers, storage systems, etc... ultimately fail: it is never a question of "if", but rather "when". Do not put it off, do not delegate it out, take ownership of it - after all, this is your business.
Monday, February 22, 2010
Sophos finds Windows 7 UAC is largely ineffective
The results of this study suggest that UAC offers little protection for your computer and you still need a good anti-virus to protect your system. TrialWorks began using Sophos products last summer and we have been thrilled with their effectiveness.
Most of our sites, that are managed by our networking team, operate the Sophos Security Suite for SMB. http://www.sophos.com/products/small-business/sophos-security-suite/ . It offers in depth messaging protection, anti-spam, anti-virus, application control, and firewall. We have been especially pleased with how well the anti-spam systems work.
In addition to deploying Sophos at our client sites, we also completed an extensive roll-out of Sophos on our own networks. Our environment is far more complex and includes dozens of servers. We are pleased not only with how easy it is to deploy and manage, but also how well it interacts with our virtual infrastructure.
http://www.sophos.com/blogs/chetw/g/2009/11/03/windows-7-vulnerable-8-10-viruses/
BlackBerry Internet Services and "Cannot connect to email server or invalid server name"
When setting up BIS there is basically one error it will give, "Cannot connect to email server or invalid server name"
This error, however, can mean several different things.
Invalid address: check your address, it's generally https://mail.domain.com/exchange (for 2003) or /owa for exchange 2007.
Invalid logon name: it is generally DOMAIN\UserName
Invalid Mailbox name: this one is tricky... It's generally the same as user name, not necessarily what you find in System Manager. It has to be exact match to active directory. This setting is what got me today.
Email address must match the server address. So if you try to use karl@domain111.com when the server address is https://mail.domain222.com; it will fail.
Oh, and last but not least, invalid password.
Friday, April 17, 2009
Follow our system upgrades on TWITTER
TrialWorks HYBRID
- What are the minimum requirements to run TrialWorks Hybrid?
Machines must have a minimum of 512 MB RAM, a P4 or higher CPU, and 200MB disk-space locally to install TrialWorks Hybrid. Some machines may have 512MB with some fraction dedicated to video. These machines will FAIL the pre-requisites checks and will not be able to continue the installation. This is why our MINIMUM REQUIREMENT IS ACTUALLY 1024MB RAM or 1.00GB. Performance depends on the amount of free memory available and the load on the system, we recommend at least 2GB RAM.
The machine must also be Windows XP Professional, Windows VISTA Business/Ultimate, or Windows Server 2003/2008. TrialWorks Hybrid has been successfully tested in both 32bit and 64bit environments but 64bit compatibility has not been finalized.
The minimum screen resolution supported by TrialWorks Hybrid is 1024x768.
- Do I need Microsoft Office 2007?
You do not need Office 2007 to run TrialWorks HYBRID; this version is backwards compatible with Microsoft Office 2003. Please note that Office 2000/2002 releases are not supported.
- What makes TrialWorks Hybrid so different?
The biggest difference is in the change from Microsoft Access 2002 Runtime to Access 2007 Runtime, which gives TrialWorks many new possibilities in managing your case information. Additionally, the installation routines have been completely redone making deployment and upgrades simpler than before on workstations and terminal servers.
- Can we run TrialWorks Version 9 and Hybrid on the same system?
No, the two products will not co-exist on the same machine due to the change in Access Runtime.
- Can we run TrialWorks Version 9 and Hybrid on the same network?
No, TrialWorks Hybrid requires a database upgrade which forces all clients to obtain the latest release.
Wednesday, January 07, 2009
Export Public Folder Calendar Items to a Microsoft Exchange Resource Mailbox Calendar Folder
- Open the source public folder in Category View >
- Open the Field Chooser and Add all fields you may need. If its not on the screen you'll loose it.
- Select all, and Copy the whole "table"
- Open Excel, Paste
- Create new columns after Start and End.. Basically insert a blank column after the START field and after the END field. You need to break down those columns into one that's only DATE and the other that's only TIME.
- Do column to text split using fixed width of 10 chars and spilt START and END columns into Start Date and Start Time and End Date and End Time.
- Define a Named Range, this is critical for Outlook to use it. This varies in versions of excel, in Excel 07 its under FORMULAS. In older versions its under INSERT.
- Save and close
- Import excel to calendar, be sure to map fields!
Wednesday, September 03, 2008
Offsite backups the new standard in data safety
With a seemingly endless string of storms coming this hurricane season, companies are reevaluating their backup procedures. Losing hardware is unpleasant but manageable; losing data can be devastating. Until this year, offsite storage costs and bandwidth limitations made such solutions expensive, often forcing companies to choose between onsite backups (such as an external hard drive) and offsite (remote online backups), or even to eschew automatic backups altogether in favor of manually copying files to another computer or drive.
Trialworks partners with MozyPro to bring you secure offsite backups:
Costs have come down so much for both onsite and offsite backups that it has become quite affordable to build a robust backup solution for your organization. Trialworks is now able to offer you secure offsite backups for as little as $7/month plus .50/gigabyte of storage. This is a ‘set it and forget it’ backup system that automatically encrypts your precious data and uploads it to secure offsite servers. After the initial backup, it will only upload your changes, which means that its server overhead is negligible. It can be set to back up your entire server, just your TrialWorks files, or anything in between to create the best balance between cost and coverage. MozyPro offsite backup is simple, automatic, and secure, which is why companies like GE rely on it to keep their data safe.
The best of both worlds:
This system can either be used alone or in addition to other solutions such as ShadowProtect (which is the standard for onsite imaging backup to an external hard drive) to ensure that your data is backed up no matter what happens with weather, power outages, fire, or theft. The previous gold standard for data safety involved using ShadowProtect with two external hard drives, one that was always plugged in and one stored offsite but brought in every week. By combining MozyPro with an onsite solution, it is possible to have the best of both worlds and eliminate the need to take a drive home. You can have the security of an offsite backup that is impervious to natural disasters and the speed of a local backup in the event of a server crash.
/Author: Chad M.
Thursday, August 21, 2008
Time to Upgrade Network Security
New threats, like the XP Antivirus 2008, will hurt your organization with just one infection. Once a user - inadvertently - installs the malicious program it will begin spamming. Whether you catch it immediately or not, the software will get a chance to broadcast spam messages which WILL be intercepted by spam traps. Spam traps are designed to weed out distributors of spam and stop their mail-servers from delivering mail. As a result, your mail server will become blacklisted within 24 hours and your office communications with the rest of the world will be crippled. After the infection is contained you will be able to de-list but it is a manual process and can take up to 7 days to complete with some spam-lists.
The TZ190 TotalSecure is a series of routers with new SKU's for almost ever year they have been around. We currently offer the latest release of the product. The all-in-one solutions remove the complexity associated with choosing between a host of point products and add-on services by integrating everything you need into a convenient, affordable package.
SonicWall TotalSecure combines a high-performance deep packet inspection firewall and dynamic security services to keep your network safe from viruses, spyware, worms, Trojans and more. Even before new threats are identified, TotalSecure solutions are automatically updated with signatures that stop attacks before they can enter your network, ensuring around-the clock protection.
Included with the TotalSecure 3G Wireless is a SonicWall deep packet inspection network security appliance, a one-year subscription to SonicWall Gateway Anti-Virus, Anti-Spyware and Intrusion Prevention Service, a one-year subscription to SonicWall Content Filtering Service Standard Edition, a one-year subscription to SonicWall Dynamic Support 24x7 and a license to use Sonic Wall's ViewPoint reporting software.
Friday, July 18, 2008
iPhone 2.0 (3g), iTouch (iPod) 2.0, and Microsoft Exchange!
Wednesday, June 18, 2008
Unblocking your mail server from AT&T, BellSouth, SBCGlobal
Monday, June 09, 2008
iPhone 2.0 and the MobileMe - why enterprise users do not need the service.
iPhone 2.0 will support Microsoft Exchange Active Synch
Some of the benefits to the iPhone (aside from the love some people have for Apple products like the iPod) is support for attachments including Word, Excel, and PowerPoint. Furthermore, it will also handle images and PDF files.
Wednesday, May 07, 2008
Free BlackBerry Enterprise Server Express Days Are Over Thanks To BlackBerry Professional!
The good old days of free BlackBerry Enterprise Server Express are officially over (well, they actually ended a couple of months ago). For those of you that may have tried using BESExpress in the past, you may have realized that it was possible to register multiple BlackBerries for individual BES accounts, and use the BESCAL license key in the existing installation. Thereby, an office could get up to 15 free BESCAL licenses for their use. The licenses were available for purchase (for about $100) but no one bothered as it only took a few minutes to get the free ones. Apparently that practice was frowned upon by Research In Motion, which took a very dramatic step in preventing that from happening.
They rebranded the product as BlackBerry Professional (BPS). It operates just like BESExpress did except that it will not allow the use of the “initial” BESCAL keys on an existing install. This means that an office can get 1 (ONE) free BPS license but the rest are subject to the ~$100 purchase price.
The latest service pack for BESExpress (or BPS) allows admins to upgrade the software to the BES Professional version. Fortunately, it does not impact existing blackberry licenses – if you got away with it in the past you can continue to do so with the existing licenses. However, if you choose to add new BlackBerries - you have to pay. Since the old registration keys are no longer available for the previous install, even without the upgrade the users have to pay the fee.
Comparison between Small Business Edition BES Vs. BlackBerry Professional Software BPS
http://na.blackberry.com/eng/services/server/small_business.jsp#tab_tab_compare
Author: Karl J
Wednesday, April 30, 2008
Helpful hint for TrialWorks Addin for Outlook Users!
If a user tags a message to a case but chooses not to file immediately, that message will remain in the inbox indefinitely. Fortunately there is a simple process for expediting the transfer of the tagged message to TrialWorks at a later time. Outlook 2003 and 2007 users should be familiar with the Favorite Folders option. The first step to making this process simple is to find the “Outbox > TrialWorks” folder and add it to the Outlook Favorites. The process is simple, just find the folder, right click, and choose “Add to Favorites”. Next, the user will see the “TrialWorks” folder show up in the favorite folders section of Outlook. At that point any message (which was previously tagged) can be dragged to that folder; from there, messages will automatically file to their designated case. This is also useful for instances where the message remains in the mailbox for other reasons.
TrialWorks version 9.5 is available for Tobacco Fund Firms!
TrialWorks version 9.5 will be officially released later this week. The release, which closely follows the 9.4a, has additional features in Mass Torts for Tobacco Fund cases. For example, tens of thousands of ill Florida smokers and families of those who died are lining up for a share of a $600 million fund created by major tobacco companies as part of a 14-year-old lawsuit against cigarette manufacturers. TrialWorks Case Management Software is now equipped to efficiently process the necessary information from the potential clients and streamline the litigation. Any firms in receiving this functionality are encouraged to schedule an upgrade by calling 800-377-5844 or using the Online Account Manager to create the request.
TrialWorks version 9.4a Released!
-karl j.
Tuesday, November 20, 2007
TrialWorks v. 9.38b has been posted to the website.
Our upgrade schedule will be limited over the Thanksgiving Holiday, so new requests scheduled through our Online Account Manager will be for next week. Keep in mind that if you are running 9.37 or higher you can automatically log into the account manager from TrialWorks's Help Menu.
Thursday, October 25, 2007
Daylight Savings Time: Round 2
This is a reminder that the 'fall back' of the daylight saving time change this year is one week later than last year, as mandated by the Energy Savings Act of 2005. It will go into effect on November 4th.
As we advised you in the spring, unless certain Microsoft updates are applied to your computers, it is possible that the time zone settings for your system clock may be incorrect during this period. Note that Microsoft has made additional Daylight Savings Time and time zone changes since those released in January 2007. For full information, including directions to Knowledge Base articles, recommended preparation, and general sequence of update actions, see the Microsoft Daylight Saving Time Help and Support Center, at http://support.microsoft.com/gp/cp_dst.
Provided that you apply the applicable Windows updates to all your computers, TrialWorks products are not directly affected by this change. However, those who use TrialWorks third-party integrations that affect your calendar scheduling (like Outlook, Palm and other mobile devices) should ensure that they apply any patches or updates made available by those third-party vendors and follow their recommendations for avoiding appointment inconsistencies.
It is recommended that you check your TrialWorks appointments during the adjustment.
/Author: KJ
Wednesday, October 24, 2007
TrialWorks version 9.37b and Outlook Add-In Functionality.
This version addresses a few e-mail filing problems which would have resulted in messages not being filed from the INBOX, under certain cricumstances. Issues related to this fix typically involved e-mail messages with attachments, but were not limited to that.
TrialWorks Add-In problems may result from an array of problems. Assuming that all other potential problems have been reasonable dealt with (such as WinWord as email editor, LoadBehavior, DisabledItems, Registration, and that users are running MSG functions) the next step is to examin the TrialWorkAddIn.LOG file for this error:
"Error in EmailFilerTimer_Timer:Object variable or With block variable"
IF the error is seen and all other potential failures have been eliminated apply this update immediatley.
Since it is crucial that OUTLOOK be closed during the install of the new add-in, in some cases it may be more efficient to deploy the patch using the Windows logon script than using our TrialWorks messaging option.
Here is a list of commands that may be helpful:
----[ open SBS logon script in notepad from RUN command]------
notepad file:////[servername]/NETLOGON/SBS_LOGIN_SCRIPT.bat
---[insert the text below to the logon script] ----
REM - TrialWorks Aoutlook Addin Update 10/24/2007
xcopy file:////[SERVERNAME]/TrialWorks/Temp/Binn/TrialWorksaddin.dll %windir%\system32\ /D /Y /C
%windir%\system32\regsvr32.exe %windir%\system32\TrialWorksaddin.dll /s
---- [ save the file ] ------
Ask the users to restart their computers. ASking them to Log off and back on can be misunderstood.
Wednesday, October 03, 2007
Defragment the Exchange Information Store after MSG Conversion
After the TrialWorks Save as MSG Conversion you should be able to export the existing Public Folder to a PST file. After the folder is copied to a PST (or exported) you can delete it from Microsoft Exchange. However, you will notice that the Exchange Public Folder Store does not decrease in size after deleting the Public Folder. By the way, the expected change in size will likely be huge.
Microsoft Exchange Public Folders will not immediately decrease in size, by design, until you complete a Defreg (defragmentation) on that specific public folder store. To do so you must budget about two hours of Public Folder downtime. When you are ready to complete procedure, you will need to dismount the Exchange Public Folder Store and trigger a defrag from Command Prompt using the ESEUTIL.EXE utility available in Exchange. For more details please review the Microsoft Documentaiton on Exchange Defragmentation.
//KJ
TrialWorks 9.37 Released
In regards to the TrialWorks/Outlook integration, 9.37 addresses several problems that affected ability to file certain types of messages. Primarily, errors that were caused by repeated opening and closing of previously filed e-mails (this item is locked error messages). In addition, it enahances the Public Folder to MSG Migration options with new procedures to verify the migration.
As far as the Account Manager is concerned, we have added a Help Menu item that automatically populates the firm's logon credentials. The Account Manager can be used to submit trouble tickets, view basic account information, and schedule/download upgrades.
Monday, August 06, 2007
What Every User Needs to Know About TrialWorks Add-In and the MSG Conversion.
In a nutshell, until version 9.36, the only way TrialWorks filed e-mails was by tagging case information to a message and moving it to the associated Exchange Public Folder. Last year Microsoft announced to do away with the legacy public folder system and introduced new functionality to Exchange 2007 that would boost functionality and completely replace the old-school system. As a side-note, due to the outcry from the Exchange community, Public Folders are still available in Exchange 2007 - but we moved on. So we introduced the Save as MSG function to TrialWorks. MSG is simply the file extension on Outlook Messages saved to the file system, instead of Exchange. They retain their e-mail properties but are saved outside of the e-mail system; Outlook is still used to open them.
- First and foremost, users have asked whether the change is necessary. Although we do not require any office to switch to the new Save as MSG format, our future developments of new Outlook E-mail integration are focused on the nonexistence of Public Folders, therefore firms that are still utilizing the legacy system may not benefit from new functionalities available to those that have switched to Save as MSG.
- What are the benefits of switching to Save as MSG, apart from future developments? There are several benefits to both users and server administrators, so I rather list them separately:
Users: More reliable e-mail filing system that works better with larger e-mails (specifically those carrying attachments) and less problems associated with unfiled messages or add-in not loading that users have experienced, especially after the January 2007 Outlook Security Bulletin that affected add-in function. The upgrade to 9.36 coupled with the Save as MSG conversion will resolve outstanding add-in problems that may be a result of not having the latest TrialWorksAddin.DLL or Redemption.DLL (which we made available after the security bulletin).
Server Administrators: Massive reduction in Exchange resource use as the Exchange Public Folder Store will contain minimal amounts of data. Although the Save as MSG Conversion will not delete the public folders, all server administrators are encouraged to backup exchange and move the existing TrialWorks Public Folder to PST and out of Exchange. The reason for keeping the PST and backup is simply to maintain all precautions. Furthermore, future server migrations will become far easier to manage as the TrialWorks SQL Server-2-Server Migration protocols is reduced to 2 stages, instead of 3. - What practices do you recommend for the migration? It is important to know that the actual Save as MSG Conversion is a 2 step process; the first step involves a check-box in Global Settings and the second is a single-click activation of the conversion process from TrialWorks. However, prior to triggering the migration all IT admins are encouraged to 1) backup exchange server and save the backups 2) backup SQL server and save the backups 3) change settings trigger the conversion 4) review and save the log files 5) disable user access to public folder for a few days 6) move the public folders out of exchange.
- What can users expect to see after the migration? The TrialWorks Choose A Case button will remain the same through 9.36, with new functionality in version 9.37 (currently in BETA). However, there are some changes that you should be aware of:
Outlook Folder Button: no longer displays the Outlook E-Mail Window, instead opens with Windows Folder containing e-mails for that case. That screen does not offer a preview pane or message header information. You are expected to utilize the E-Mail Tab.
"BackDoor" to Saving E-mails: historically users could Move to Folder any message they chose (or a number of messages) through Outlook. That feature is no longer available. Technically Save As function could be used, but it is too cumbersome. So no backdoor ability.
Messages Are Now Indexed: As long as your Index Server is running, and it should be, your TrialWorks Catalog will collect all e-mail message information and include it in search results. This makes it possible to search all e-mails within fractions of a second.
Messages Are Now in Deleted Items: After a message is "filed" to a case, it is also moved to Deleted Items in Outlook. Those messages will remain there for as long as the Deleted Items are not purged. This makes it easy to quickly reference filed messages without having to go to a case. Please remember that those are only COPIES of the messages you filed, but they are available for reference and we have received lots of positive feedback about that feature.
More reliable E-Mail filing: The new feature resolves various issues since the Microsoft Security Bulletin. Although we addressed them in 9.35 and packed the fix in 9.36, the MSG function helps resolve outstanding problems by default.
Windows Security Message When Opening E-Mails From TrialWorks: Windows by default will prompt with a security/caution message whenever you double click on an e-mail item in TrialWorks. You can change the behavior by going, inside of Windows Explorer, to Tools > Folder Options > File Types > MSG > Advanced and unchecking the "Confirm Open After Download" checkbox. - Are There Any Known Technical Problems? The Save as MSG function had been in development and testing for over 12 months, but ultimately it is our users that help us notice potential problems and work towards a speedy solution. Just recently we have noted that in some instances messages that are opened from TrialWorks E-Mail Tab, then closed, and then opened again Outlook may randomly generate a "permission" error message (which pops under the active window, so you don't notice it until you minimize TrialWorks). We are working on resolving the issue for 9.37, which will be out soon. There is no reason to wait for the next release as the upgrade has many benefits and the reported problem is rare.
/KJ author.
/KJ updated on 8/8/07
Monday, July 30, 2007
WiFi (Wireless) Intel Pro Adapter in Dell Laptops and VISTA
Well, although I am not sure of the precise cause of the problem, it appears to be an issue with the Intel Drivers used to operate the Wireless device. Fortunately, Windows Vista has available drivers for the adapter that seem to do the trick according to the Dell Forums.
To go back to Vista driver first Turn the Wi-Fi off (FN-F2). Then proceed to uninstall the Intel Driver (Control Panel, Uninstall a Program).
Next, go into Device Manager (right Click Computer, select Properties, then Device Manger on the left side, or Control Panel, Hardware and Sound, Device Manager). Expand Network adapters, Double Click Intel PRO/Wireless 3945ABG Network Connection. Click the Driver Tab.Click the Uninstall Button.
After vista uninstalls the driver, the adapter will be removed from Network adapters.Reboot immediately. Make sure the radio comes back on, while Windows is shutting down, hit the FN-F2 key combo to turn the radio back on. Upon reboot, Windows will install its own driver.My driver is by Microsoft, dated 6/21/2006, version 10.6.0.15.
Tuesday, July 10, 2007
TrialWorks Integrates with Internet Explorer!
We add just a few small buttons, with menus, to your IE that make it quicker for you to access support, our website, and the Account Manager. It even has a nifty update feature that will alert you whenever something important happens - but don't worry, we will not send out the alerts too often. Mostly reserved for upgrade notifications.
And the best part is, this toolbar has no search plug-ins, no spy-ware, no ad-ware, well, nothing fun really. We made it small, simple, and convenient for our users. We hope you like it!
You can get the toolbar from http://new.trialworks.com/TWToolBar
/KJ author
TrialWorks nWeb - The New TrialWorks Website
Apart from a fresh look and updated content we have added new features. For instance, the TrialWorks Labs section will slowly grow with quick Flash-based "How To" guides to TrialWorks. We are still working on adding the knowledgebase and updated documentation -- all that will come soon.
One of the largest new features is the TrialWorks nWeb Account Manager which consolidates upgrade distribution, trouble tickets, and customer features into one main site. In future releases of TrialWorks, starting with 9.37, users will be able to automatically log-into the site directly from TrialWorks, but for now QuickAccess links are easy to make and speed up the log-in process; it requires a serial and registration number.
Our trouble ticket system is back, and developed in-house. Traditional trouble ticket systems typically allow for submission and then dialogue between user and tech; we decided to limit the function only to problem submission. The rationale is that we find communicating by e-mail and phone are the two most convenient and effective wasy of dealing with issues, so the online ticket system is an expansion of the existing procedures. We encourage you to use the ticket system instead of e-mailing techsupport directly to make it easier to track messages.
We hope you enjoy new features and look forward to feedback.
/kj author
Tuesday, May 08, 2007
Top 10 Reasons to Install Windows Server 2003 SP2
- Security Updates/Hotfixes
Windows Server 2003 SP2 will get all of your Windows Server 2003 and Windows XP Professional x64 Editions up to date with the latest Security Bulletin updates and Hotfixes, ensuring the highest level of security, reliability, stability, manageability, supportability and compatibility. - Deploy your operating systems more effectively
Building upon our previous deployment solutions, Windows Deployment Services (WDS) offers customers a complete ‘out of the box’ provisioning solution. WDS provides organizations with manageable image store, remote booting, PXE boot support, and more; all in a greatly improved management interface. WDS also uses the new file-based Windows Imaging Format (WIM) which facilitates deployments on Windows Vista and Windows Server “Longhorn”. - Improved networking performance
Windows Server SP2 offers solutions to network traffic challenges in an era of the multi-Gigabit Ethernet. Increases to CPU resources required to handle high network traffic can potentially inhibit scaling and effectively reduce the performance gains that are possible with increased link speeds. Windows Server 2003 SP2 Scalable Networking Pack (SNP), introduces technologies that helps organizations cost-effectively scale network-based applications to meet growing demands. The Scalable Networking pack Increases network and application performance by freeing up CPU cycles and more efficiently using processor resources. More information on the Scalable Networking Pack can be found at www.microsoft.com/snp. - Improved manageability for IPsec
Server and Domain Isolation are key security benefits offered on Microsoft Networks. By using Active Directory, domain memberships and group policies, Server and Domain Isolation allows companies to logically segment their networks. This means that you can restrict non-domain computers which aren’t managed at a corporate level (lab computers, guests or other unsecure systems) from communicating with non- domain members. Service Pack 2 improves Server and Domain Isolation by reducing the IPsec filter set that needs to be managed from potentially hundreds of filters to as few as 2 filters. More information on Server and Domain Isolation can be found at www.microsoft.com/sdisolation. - Utility improvements
Making common tasks easier, SP2 introduces customer-driven improvements to the Domain Controller Diagnostics tool (DCDIAG) and MS Configuration (MSCONFIG) tool. SP2 also has an updated Access Control List (ICACLS) program to allow for greater flexibility when backing up Access Control Lists. - Management tools made easier
SP2 includes the Microsoft Management Console 3.0 (MMC 3.0). MMC provides a framework that unifies and simplifies day-to-day system management tasks on Windows by providing common navigation, menus, toolbars, and workflow across diverse tools. MMC tools (called snap-ins) can be used to administer networks, computers, services, applications and other system components. MMC does not perform administrative functions, but hosts a variety of Windows and non-Microsoft snap-ins that do. - Single install experience
It patches both the R2 and non-R2 versions of Windows Server 2003. This reduces the amount of patch management for an organization. - Support for additional languages
Service Pack 2 will be released in 9 additional localized languages for Windows Server 2003 x64 Editions including: German, French, Korean, Chinese Traditional, Chinese Simplified, Spanish, Italian, Russian and, Portuguese (Brazilian). - Performance improvements
Service Pack 2 offers performance improvements for Windows Server 2003 running as a Virtual Server guest under high Advanced Processor Interrupt Controller (APIC) rates. It also improves SQL Server performance under intensive workloads. Both of these improvements lead to more efficient data processing. - Manage new wireless settings without the hassle
SP2 provides the ability to manage the WPA2 protocol for wireless networks. This supports and simplifies the process of discovering and connecting to wireless networks in your home or on the road.
/posted by KJ source: http://technet.microsoft.com/en-us/windowsserver/bb229702.aspx
Friday, April 27, 2007
Exchange Server 2003: Is Yours About to Crash?
I don't want to scare anyone but networks where Exchange Server had been running for a while might have a potential problem. Basically the store databases are dismounted without warning or users cannot log on to their mailboxes in Exchange Server 2003 or in Exchange 2000 Server, because the Exchange uses transaction log files that are numbered sequentially. The first file name in the transaction log file sequence is "E nn 00001.log." The file names increase sequentially to "E nn ffff0.log."
Microsoft udpated their Knowledgebase Article 830408 on March 9, 2007 advising for this problem. Furthermore, just yesterday (April 26) they released the latest version of the debugging tools - which are used to correct the problem, if it happens to you.
Basically stores dismount but a defrag and scan of Exchange show healthy state - but the stores refuse to mount.
WORKAROUND
To work around this problem, reset the log sequence. To do this, you must move all existing transaction logs to another location. After you do this, a new sequence of log files that starts with 0x00001 is generated.Important Before you move the transaction logs, you must verify that all databases in the storage group are in a Clean Shutdown state. To do this and to reset the log file sequence, follow these steps:
1. Mark all the databases in the affected storage group to not mount on startup. To do this, follow these steps:
2. Kill the store to dismount the database that could not be dismounted.To download the latest version of the Debugging Tools for Windows package, visit the following Microsoft Web site:
http://www.microsoft.com/whdc/devtools/debugging/default.mspx (http://www.microsoft.com/whdc/devtools/debugging/default.mspx)
3.Restart the store so that other storage groups can be mounted.
4.Run the ESEUTIL recovery on all the databases that are in the affected storage group.
5. Verify that the databases were in a Clean Shutdown state.
6.Move logs and checkpoint files to another location in case a recovery is required from an old database. The log files have the .log file name extension. The checkpoint files have the .chk file name extension.
7.Mount all the databases in the storage group.
8.Click to clear the Don't mount this store at start-up check box for all the databases in the affected storage group.
9.The storage group must be backed up when delivery settles down on this computer because you cannot recover log files past the new log file generation point.
/KJMonday, April 23, 2007
TrialWorks Version 9.36 is now available!
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.
- Check the box “Store E-mails in CaseFiles” in the ”E-mail/Fax Settings” tab in Global Settings
- Save the TrialWorks Public Folder to a .pst file for backup and save it to \\\\MSGConversion\ (Manually create the folder MSGConversion)
- Back-up the SQL Database and save the .bak file to \\\\MSGConversion\
- 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 )
- Save the log file from %appdata%\TWLogs\TrialWorks.log to \\\\MSGConversion\
- 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
Friday, February 02, 2007
You cannot use the Windows SBS 2003 client deployment tools to join a Windows Vista-based computer to a Windows SBS network
You try to use the Microsoft Windows Small Business Server 2003 (Windows SBS) client deployment tools to join a Windows Vista-based computer to a Windows SBS network. However, when you click Connect to the network now on the Network Configuration Web page, you receive the following error message even though you are already logged on as a local administrator:
- "The Small Business Server Networking Wizard was not installed. You may not be a member of the local Administrators security group on this computer or your Local Intranet security settings may be set to High. Click Connect to the network now to try again and click Yes when prompted. If the wizard fails to install, contact the person responsible for your network"
Also, when you click Connect to the Network, and then you enable the ActiveX control when you are prompted by the Internet Explorer information bar, a dialog box is displayed that contains the following message:
Additionally, when you try to use the Outlook Profile Settings option in the Setup Computer Wizard or in the Assign Applications Wizard to configure Microsoft Office Outlook 2007 for a Windows SBS network, the settings are not applied.
The full resolution to the issue can be found in this Microsoft Article: http://support.microsoft.com/kb/926505;
Monday, January 29, 2007
Daylight Savings Time and Your Office
I've cut and pasted the contents of the article to my blog, so feel free to go straight to it: http://www.microsoft.com/windows/timezone/dst2007.mspx
This article summarizes the updates and tools that Microsoft is developing for its customers to address the DST change.
Microsoft is dedicated to working with customers to make this transition as seamless as possible for companies and organizations affected by these new time changes. Microsoft is further committed to working with others in the industry to address the broader challenges presented by this U.S. statute. Please check this page at least weekly to ensure you have the latest information available.
Change in daylight saving time:
Previously DST started on:
With the new law, DST will start on:
Previous DST ended on:
With the new law, DST will end on:
First Sunday of April
Second Sunday of March
Last Sunday of October
First Sunday of November
Would have been: April 1, 2007
Will now be: March 11, 2007
Would have been: October 28, 2007
Will now be: November 4, 2007
While the change in daylight saving time applies to U.S. and Canada, the change may affect users based outside of these countries.
• Mexico will not be following the new DST 2007 rules with the U.S. and Canada. Accordingly, systems configured to use U.S. time zones (for example, Pacific Time) will need to change their system configurations to use the new Mexico time zones.
• Companies or organizations with operations, customers, or vendors based in the U.S. or Canada may be affected.
• Companies or organizations that interact or integrate with systems that are based in the U.S. or Canada or rely on date/time calculations may be affected.
• Users in U.S. areas that do not observe DST (see below) but who travel to or interact with people in locations that do follow DST will be affected and should install the Windows operating system update.
Areas affected by this change in daylight saving time:
All of the United States except:
Arizona, Hawaii, Puerto Rico, the U.S. Virgin Islands, and American Samoa
Canada
Canada and the United States share DST
Mexico
Mexico will not be following the new DST 2007 rules
The change in DST will have an affect on many automated and technology reliant products. Individual consumers, small to medium size businesses, and large enterprises may be affected by the new change in time. Computer-system related issues include, for example:
• Calendar / scheduling applications
• Date / time calculations (current and historical)
• Transaction logging (UTC vs. Local Time)
• Tariff billing applications
In many cases, making the necessary changes to accommodate the new DST legislation will be a relatively minor task. Users may need to manually adjust the time on their devices when the change occurs.
In other cases, more substantial efforts may be required. In some cases, systems and applications may need to be updated directly, while in others, the application may simply inherit or "read" the date and time information from the underlying system that it resides on so the changes need only be made to that underlying system. Given the broad range of technology in use today-and the integration of systems between customers, vendors, and partners-business and IT managers should determine what actions should be taken to mitigate the affects of DST 2007 on their organizations.
/// posted by kj
Saturday, January 20, 2007
To Vista or Not to Vista? How about Office 2007?
Let me start by saying that Microsoft has come a long way and introduced a suite of products that are phenomenal. I've been using both products for months and have nothing negative about them. However, there is a learning curve - about a month for moderate computer users - to get used to the changes and benefit from them, so is it worth it?
On the subject of Windows Vista - it is a significant upgrade. To run vista you should have a high-end processor, 2 GB of RAM, and a seperate graphics processor (GPU) with at least 256 MB of RAM to properly display the beauty (strictly appearence) of the new operating system. I would do it just for the looks alone. There are however vast security, performance, and usability changes that don't need the pretty face to improve your computing experience. However, I would not rush.
However, the Microsoft Office 2007 System - in my view - is worth thinking about right away. Apart from the new interface, the largest change is the new file format (eg: *.DOCX, *.XLSX, *.PPTX) which incorporates XML, and is NOT backwards compatible with Office 2003 and its predecessors. Not to say that it cannot be opened by older versions, because it can - using a plug in. To me, that may be enough to justify the upgrade, but not necessarily because of the technology.
Let's set up a hypothetical situation. Imagine someone just e-mailed a Word 2007 document to a basic computer user in your office. The person double-clicks to open it and is surprised by an incompatibility message. At that point they would click on OK, follow the prompts to the Microsoft Website, possibly clear validation, trigger the ActiveX component, download the plugin, and finally have the document in ReadOnly format. From there, they try to make a change, hit save, are prompted to Save AS. Find a spot... and so on. Granted, that only happens once per user - but let's think about it for am moment. When I asked people about this process I was surprised when most people elected to click CANCEL on the initial prompt, never getting past it to open the document. After all, we're all trained not to install stuff that pop's up.
The point is, dealing with the backwards compatibility may be too much for most users that are interested in opening MS Word and writing a letter. It interferes with productivity and may create scenarios that are simply an annoyance. Of course your network administrators can assist you in preparing for these situations, but is it worth the hassle?
I say, download the Microsoft Office 2007 trial that fits your needs. It will install everything but MS Outlook parallel to your existing install. Check it out. Once you feel comfortable call your software provider, ask them for Open Volume licenses of Microsoft Office, and schedule a deployment. Prepare your staff, and just get it done. It's worth it.
According to Microsoft, after the initial 1 month adjustment period, you can see a 20% productivity increase in moderate computer users. How? Well, 8 years of studies revealed that users spend an enormous amount of time looking for things... not files.. but things. The save button, the table button, the font, the format, the spacing, etc... All the things that take a precious 4-5 seconds to locate. Well, Microsoft believes that by changing the interface they actually reduce that time. Think of all the money you can save....
//posted by KJ
Wednesday, January 17, 2007
Update: TrialWorks HOTFIX for Microsoft Security Bulletin MS07-003.
TW935_TrialWorksAddIn_KB924085_HotFix.exe
- For simplicity you can download the above mentioned exe file from our FTP and run it on any user machine with TrialWorks 9.35 and with KB924085 installed. The exe will copy and register the two DLLs. Both TrialWorks and Outlook need to be closed prior to running the exe.
- This fix is exclusively designed to ONLY fix the issue with the TrialWorksaddin caused by installing the Outlook Security Update KB924085. The machine MUST be on version 9.35, if you do not have the version, go to our website and Schedule Upgrade. The issue is that after filing an e-mail it will not move into the corresponding e-mail folder for the case.
- If you are a user having the problem
Self-Install Download Link for Client:
If you have TrialWorks 9.35 you can use this file .
Click here to download the TW935 HOTFIX for the Add-In Problem.
Download the above file and run it from it's location, only after you CLOSE TrialWorks and Outlook. For best results, save the file to your desktop, log-OFF and back ON to the computer, and then run it. This will ensure all applications closed. - If you are a network administrator, you may choose to deploy network wide using our built in upgrade scripts in TrialWorks.
Manual Deployment file for Server - Download Link: ftp://files.trialworks.com/FTP/public/TrialWorks%20SQL/Upgrades/TW935_TrialWorksAddIn_KB924085_HotFix.ZIP
Download the above file and extract it's contents to [servername]\TrialWorks\temp\Binn
Overwrite the existing files.
Use the BAT file to update all computers.
Previously posted under: http://trialworks.blogspot.com/2007/01/trialworks-outlook-addin-stops-working.html
For more information:
- Security Bulletin: http://support.microsoft.com/?kbid=924085
- Details for Home Users: http://www.microsoft.com/athome/security/update/bulletins/200701.mspx
- Details for IT professionals:http://www.microsoft.com/technet/security/bulletin/ms07-003.mspx (http://www.microsoft.com/technet/security/bulletin/ms07-003.mspx)
/posted by KJ.
New Remote Desktop Client, version 6.0
The new functionality has been problematic by some users. Because of new Authentication procedures, many have found the new features to be slightly frustrating. In addition, we have discovered that in some - not yet fully investigated cases - 3rd party printing software, like TriCerat Simplify Printing - cause errors in the Remote Desktop Connection.
If you are using TriCerat Simplify Printing you may wish to roll back to RDP Client v. 5.0. To do so, follow these directions:
* Control Panel -> Add/Remove Programs
* Check the "Show Updates" box at the top
* Scroll down to Windows XP - Software Updates
* Remove "Update for Windows XP (KB925876)"
KB Article and Downloads: http://support.microsoft.com/kb/925876
/Posted by KJ.
Wednesday, January 10, 2007
TrialWorks Outlook Addin Stops Working: Microsoft has released security bulletin MS07-003.
Microsoft has released security bulletin MS07-003. The security bulletin contains all the relevant information about the security update for Microsoft Office Outlook 2003. At the present time the security update is preventing users from filing messages from Outlook to TrialWorks. This is true for TrialWorks versions 9.35 and below.
As a temporary fix to the issue, you can remove the Security Update:
- Go to Control Panel
- Go to Add/Remove Programs
- remove: Security Update for Outlook/Office KB924085
and/or
remove: Security Update for Outlook/Office KB925938
- Security Bulletin: http://support.microsoft.com/?kbid=924085
- Details for Home users:
http://www.microsoft.com/athome/security/update/bulletins/200701.mspx (http://www.microsoft.com/athome/security/update/bulletins/200701.mspx) - Details for IT professionals:
http://www.microsoft.com/technet/security/bulletin/ms07-003.mspx (http://www.microsoft.com/technet/security/bulletin/ms07-003.mspx)
/kj
Friday, December 15, 2006
Outlook Header Information is Missing from Printed E-mails
1) Turn off Word as the e-mail editor because Headers are not printed when it is on. In Outlook, go to Tools, Options, Mail Format and make sure the Use Microsoft Word checkbox is UN-checked.
2) Another suggestion involves one of these two choices:
1. When printing and email goto file, page setup, memo style and set the top and bottom margins to zero. Click ok and then print. You may have to change these settings each time you print.
2. In Outlook goto Tools, Options, Preferences Tab, Email options and tick 'read all standard mail as plain text' and 'Read all digitally signed mail in plain text'. You loose the html formating of the email but it prints the headers correctly, this also solves the problem of some emails printing in a very small font.
-kj
UPDATE June 28. 2007
The e-mail message header does not print when you try to print an e-mail message by using either Microsoft Office Outlook 2003 or Microsoft Outlook Express. Click this link:
http://support.microsoft.com/default.aspx/kb/931657
Outlook Messages Print in Small Font After Internet Explorer 7 Update
NOTE: If you are having an missing Outlook Header issue, thats' a seperate article.
1) You can disable font styles: Open Internet Options. On the general tab, click the Accessibility button. Check mark "Ignore font styles specified on webpages".This will allow you to print headers on HTML emails.
2) Another user suggested a less practical approach:
He was able to print e-mails fine after doing the following:-Tools, options-In preferences tab, click e-mail options...-Under Message Handling, check "Read all standard mail in plain text"-Restart oulook, and you should be able to print e-mails fine.
3) This Microsoft KB Article deals with a similar problem that happened after IE 5.5 was introduced. Click on the Link to go to the Microsoft site: http://support.microsoft.com/default.aspx/kb/276435
// UPDATE -- FIX --- May 10, 2007
When you print an e-mail message in either Office Outlook 2003 or Outlook Express, the printed message is so small that it is unreadable.
http://support.microsoft.com/kb/932538/en-us