1.
PREREQUISITES
• Software on Database server:
- Microsoft SQL Server 2012 or 2012 Express
- Minimum 1 CPU (more depending on number of users) - Minimum 4 GB (more depending on number of users) • Software on Fileserver:
- CIFS compatible server • Microsoft Exchange Server:
- Minimum 2007 or Exchange 365
• Microsoft IIS Server on premise or in the cloud : - Minimum 7.0
- Minimum 1 CPU (more depending on number of users) - Minimum 4 GB (more depending on number of users) - .NET framework 4.5 or higher is required.
• Microsoft Terminal Server or Citrix
• Minimum CICERO LawPack 9.49 installed (cf. Installation or Update Note 9.49)
• Internet connection with a download speed of at least 30 Mbps and an upload speed of at least 10 Mbps
• Cicero Windows Clients: - 4 GB Ram recommended • Cicero Web Clients:
- Minimum Screen resolution 1152 * 864 • Software on Clients:
- Microsoft Windows 7, Windows 8 (32 or 64-bit)
- Some of the applications in Cicero LawPack require a .NET Framework.
If necessary, you can download the package from http://www.microsoft.com/downloads. - Minimum MS Office 2007 with .Net Programmability Support installed
If necessary, you could reinstall Office selecting the 'Full' option of the setup, or you can download & install the interop assemblies:
for Office 2007: http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=18346
for Office 2010: http://www.microsoft.com/download/en/details.aspx?id=3508
- Note > MS Office 2010: the 'Click & Run' version is not compatible with Cicero LawPack! • Usernames:
- limit the length to 20 characters
Call Cicero (+32 2 272 03 80) to obtain
- Login and password Extranet (http://www.cicerosoftware.net) - Setup password Cicero v10
- Training dates
2.
NETWORK ADMINISTRATORS’ INFO
• If set-up by CICERO employee or partner: - Access to servers
- Provide administrator user and password - SQL ‘sa’ user and password
- Exchange Admin user account with access rights to Mailboxes
CICERO Web uses the EWS (exchange web services) to access (read / write) appointments and tasks in the various exchange mailboxes of the users.
- Primary email addresses - Windows usernames
3.
INSTALLING THE CICERO SETUP FILE
Before starting this installation you will have to consult the KEY USER to obtain: - an existing User ID and Password (from CLI Medewerkers/CLI Collaborateurs) - perhaps the appropriate office settings
DOWNLOAD EITHER THE 32-BIT OR THE 64-BIT CICERO SETUP FILE
Unpack it and place it anywhere on the Web server (it contains all the Cicero Web applications). INSTALLATION
Use the 'Run as administrator' option. DATA ENTRY IN SOME STEPS Welcome
Prerequisites SQL Database
Select or type the full name of the Database Server and enter 'sa' as username/password. SQL Database
Select the appropriate Cicero database. Type of installation
Enter location and select type of installation. Default is C:\Inetpub\wwwroot\CiceroWeb\
Click 'Completely' (the only option available at present).
Important note
The setup installs the application in the Default folder of the Web Server!
If you wantit somewhere else, you can right click the appropriate folder in the IIS Server Manager and select the option 'Add application'. Then complete the fields in the dialog box:
Alias: i.e. CiceroWeb Pool: i.e. CiceroWeb
Physical path: browse to Inetpub\wwwroot\... The remaining steps are straightforward.
UPON COMPLETION OF THE INSTALLATION THE FOLLOWING 'README' MESSAGE IS SHOWN Cicero Web
Thank you for installing the Cicero Web Module.
With this web application, your users can access all the Cicero web applications on any location with an active Internet connection.
The Cicero Web Module currently comes in two versions: 1. Web application accessible via [url]/CiceroWeb/index.aspx
4.
ADMIN - SETTINGS
Open the Cicero Web with the known Username and Password to configure the Settings via the Cicero ADMIN application.
Folders which must exist (before Settings can be saved!) and to which the Impersonation user must have sufficient access rights (either full control, or at least, read / write / modify)
Replace default 'C:\CLI'> by i.e. \\$FILESERVERNAME\Clinet\
Impersonation user: Windows username who has access rights (either full control, or at least, read / write / modify) to the aforementioned folders
Database Maintenance V
Execute SQL Script
Clear DB Cache to clear the cache and enhance
performance Update DB Statistics
Update DB Scripts Backup DB Settings
Import Settings previous settings can be reset by
import of (exported) settings file
Key Setting Comment
dbserver > defined during Setup dbname > defined during Setup dbusername > defined during Setup dbpassword > defined during Setup
fileUploadPath Do not change this value!
dbBackupPath Replace default 'C:\CLI'> by i.e.
\\$FILESERVERNAME\Clinet\BACK UP\
path (location) to which a backup of the database is written
vcfUploadPath Do not change this value!
cicDocumentRoot Default M:\ALL\ (the same as
common.dskdoc in Xstartup.how)
(internal location of the document folder ALL, DMS - Open button)
documentRoot Replace default 'C:\CLI'> by i.e.
\\$FILESERVERNAME\Clinet\ALL\
real location of the ALL folder, (path to documents folder ALL, DMS - Download button)
tempPDFRoot Replace default 'C:\CLI'> by i.e.
\\$FILESERVERNAME\Clinet\TMP\
temporary folder for file uploads, (path to temporary folder TMP, DMS - Pdf button)
financeInvoiceFolder Replace default 'C:\CLI'> by i.e.
\\$FILESERVERNAME\Clinet\INVOICES \
(path to folder in which final invoices are kept)
batchImportFolder Replace default 'C:\CLI'> by i.e.
\\$FILESERVERNAME\Clinet\BATCH\
(path to folder that contains the files that were scanned in batch so they can be imported into the DMS folder)
matRoot Replace default 'C:\CLI'> by i.e.
\\$FILESERVERNAME\Clinet\MAT\
(path to documents folder MAT, letter templates of Cicero)
photoRoot Replace default 'C:\CLI'> by i.e.
\\$FILESERVERNAME\Clinet\PHOTO\
(path to folder which contains the images which are linked to Relations)
personDocRoot Replace default 'C:\CLI'> by i.e.
\\$FILESERVERNAME\Clinet\PERDOC\
(path to folder which contains the documents which are linked to Relations)
campaignDocRoot Replace default 'C:\CLI'> by i.e.
\\$FILESERVERNAME\Clinet\CAMPAIGN DOCS\
(path to folder which contains the documents which are linked to Campaigns) maxFileSizeLimit bufferSize allowedMIMEType allowedFileExtensions allowedPhotoExtensions
impUsername Replace default username 'cicero' by
Windows username who has access rights (either full control, or at least, read / write / modify) to the aforementioned folders
impPassword Password of the impUsername
(encrypted at Save)
impDomain Your DOMAIN
googleGeoCodeAPI Do not change this value!
googleMapsUrl Do not change this value!
passwordMandatory default true (password at logon)
defaultLogonLanguage 1 NL | 2 EN | 5 FR
showMenuFullWidth default false;
menu can only be opened by using MENU in the upper right corner; if set to ‘true’ clicking anywhere on top will open the MENU
webAppRoot default location
hasStrictPasswordPolicy default false; set this to ‘true’ if you
want to force your users to change their passwords monthly.
canEditWithOutlookLink Default false; set to 'true' default false; unless exchange settings are enabled
alwaysCheckForFileExistence default false; check whether the
documents which are linked to tasks still exist
hasActiveHTTPConnection default true; false if CiceroWeb is
used without an Internet connection (e.g. if you want to disable looking for Google Maps in Relation)
canBulkDeleteXCOMPTA default false, option to delete
accounting tasks in bulk (without being asked for confirmation)
cliDocEnabled Default false; set to 'true'
Billing app taskDashboardCategory openSearchResultInNewTab defaultOverwriteExistingFiles Bookme default false
blockOnDuplicateFiles default true; only set to false if you
modify previous option
showRenderingTimes default false; Rendering Times
keeps track of how long an action lasted > technical analysis in case of performance note
showZeroTaskOnBilling default true; the Office can opt for
false to not show tasks in invoice-detail with a billable time of 0 webserviceKey
canUseProformaBilling default false > specific option
taskDescriptionInFileName default true; job / task description
is added to the saved name
jumpToArchive default false (for DMS) automatic
jump
exchangeEnabled Default false; set to 'true'
exchangeServer Set path to the EWS
exchangeUser Set Username
exchangePassword Set Password
exchangeDomain Set Domain
exchangeVersion Set Version 0/1/2/3 (2007, 2007 Sp1, 2010,
2010 sp1 +)
exchangeCheckSync Default true
exchangeTimeout Do not change this value!
culture Do not change this value!
uiCulture Do not change this value!
DMS URL CICERO Replace Default url
http://localhost/CiceroWeb/shortcuts/ dms.aspx by i.e.
http://$IISSERVERNAME/CiceroWeb/sh ortcuts/dms.aspx
default Url from Cicero BackOffice Zaken (Cases) – Documentenmap (Document folder)
Do not forget to save your settings!
DO NOT FORGET THAT
- Users need the web addresses [url]/CiceroWeb/index.aspx AND [url]/CiceroWeb/index_mobile.aspx - If necessary you can uninstall the previous versions (v2xx):
JobLogger, Contacts, Reports & User Management
5.
ADMIN - USERS
Per user :
Enter Windows ID, set Password to 'cicero', ensure Access is checked, enter Primary email address The ‘TEST’ button allows you to verify whether everything is set up properly (OK).
6.
CLIDOC & EXCHANGE CONFIGURATION
MATTERS – Document ManagementCLIDoc Download
6.1 Download and Run Add-in
> CLIDocSetup.MSI (install the Add-in 'for all users' with appropriate access rights; make sure all Office applications are closed down by all users)
FAQ/TROUBLESHOOTING CLIDoc Add-in
If CICERO CLIDoc add-in does not appear in MS Word (after msi was run): Word - File - Options – Merge Applications - COM Add-ins - Start:
Remove Cliword if present and add CliDoc > C:\Program Files (x86)\CLIDOC\adxloader.dll FAQ/TROUBLESHOOTING CLIDoc Add-in
Step 6.1 has to be repeated on every client tjat wants to run CICERO Web with local Office!
Stap 6.1 will have to be repeated on all clients if CICERO Web Update warns that an Update of CLIDoc is required.
6.2 Download and Import CLIDoc Settings To be done for each user logging into Cicero Web
Download the Settings file for the appropriate user in Matter (save on Desktop e.g.)
Subsequently use the Settings button in Word CliDoc Addin to import the file you just saved > Download and Save > CLIDocSettings.cic
> Open Word – CICERO CLIDoc Addin– Button Settings (Configuration)
> use the button (browse / ...) next to Import Settings to find and import the saved file > the user’s data are shown; click Save at the bottom
FAQ/TROUBLESHOOTING CLIDoc Settings
1/ As long as the CLIDoc Settings have not been loaded into the CLIDoc Add-in Settings, an error message will be produced while booking a document (Word, Outlook, Excel) through CLIDoc: Error: Invalid URI : The format of the URI could not be determined
2/ Doe these settings also have te be defined in Outlook or Excel? No, the settings only have to be read in once for all Office applications. 3/ What happens to the Settings when the password is changed???
If a password is changed (StrictPasswordMandatory True), then it also has to be changed in CLIDoc. (I.e. Download CLIDoc Settings again and read them into the CLIDoc Add-in). If this is not done, you may get a 'No Access' error message. Note that this happens automatically in recent versions.
NOTE
It is possible to download a .reg file Via ADMIN > Users. When the user logs in, this .reg file can be automatically executed once.
7.
CHECKLIST + TASKS FOR NETWORK ADMIN
DO NOT FORGET THAT
- Users need the web addresses [url]/CiceroWeb/index.aspx AND [url]/CiceroWeb/index_mobile.aspx - Shortcut on Desktop for all users
If you want to use CiceroWeb both internally (http://localhost) AND externally, then you need to link the internal version (http://server/ciceroweb) to an external domain (in your firewall / server settings). Users just need to know the web address [url]/CiceroWeb/index.aspx
You will still need to make changes to the settings of IIS to activate the https protocol.
We strongly recommend using the https:// protocol when establishing a remote connection, i.e. a 'secure' connection for which an SSL (Secure Socket Layer) certificate is needed.
This encryption protocol secures the communication over the Internet between the web browser and the web server. With the traditional http protocol there is a risk that communications might be intercepted (through, e.g., public, open Wi-Fi networks).
- Printers - Pdf Reader
