In this document we will be going over how to install esiLaw 360 on a new device. This may be important when upgrading hardware or replacing.
*This is for customers who do NOT have their esiLaw on the cloud and are only using the esiLaw 360 application locally.*
**Before You begin
Configured Import / Export Auto Scheduled Tasks
If your firm has configured import/export auto scheduled tasks. Please contact esiLaw support to help you save those schedule tasks on the old server before you begin the transfer to your new PC.
Preparing The Current PC To Be Transferred To The New PC
Step #1:
On the current esiLaw server. Switch to Single User Mode and create a backup.
Step #2:
Click on Firm & Financial and print Very Client/Matter & G/L reports (see below)
Setting up The New PC With esiLaw 360
Step #3:
Download and install esiLaw 360 on the new device.
Step #4:
Run esiLaw 360 for first time on the new server after installation. you will get a Window below to create a new company.
Do not create a new company, we will be using your backup created in Step #1. Copy your backup file from old machine to \esilaw_backup\ subfolder on the C: drive. If you installed esiLaw onto a different drive then move the file to the appropriate location.
VERY IMPORTANT! - YOU DON’T COPY/CREATE ESILAW_DB SUBFOLDER.
Step #5:
As shown in the screenshot below, Ctrl+double click on “Need Assistance?”, then choose the option “Restore Company”.
Step #6:
Click on “Advanced Restore”
Step #7:
Under Restore (as seen below), choose "Click here to select the backup file" and navigate to where you copied your esiLaw 360 backup file from Step #4: . ),
Then click Restore Now
Step #8:
After the backup finishes restoring, log into esiLaw 360. Print Verify Client/Matter & G/L Balances Report on the new device and compare it to the previously printed report from Step #1
Make sure the balances match on these two reports.