LEXolution Installation Guide: New Installation

• 1. New Installation
     • 1.1. Components of a Lexolution Installation
     • 1.2. Lexolution Databases
     • 1.3. Lexolution Document Directory
     • 1.4. Lexolution Server
     • 1.5. Connecting to LEXolution.DMS
     • 1.6. Connecting to Microsoft Exchange Server
     • 1.7. Connecting to Microsoft Office 365 Exchange Server
     • 1.8. Setting Up Email Notification When Creating the Reporting Database
     • 1.9. Connecting to LEXolution.FoMa
     • 1.10. Providing the External Communication Interface
     • 1.11. Setting Up Email Notification When Creating the Reporting Database and for Emailing Invoices
     • 1.12. ADB Tool
     • 1.13. Connecting to STP User Management
     • 1.14. Displaying Deadlines and Reminders in Microsoft Outlook
     • 1.15. Configuring Display of Deadlines and Reminders in Microsoft Outlook
     • 1.16. Connecting to New Matter Intake / Cloud Interface
     • 1.17. Lexolution Client
• 2. Lexolution Word Add-In
     • 2.1. Terminal Server
     • 2.2. Install Microsoft PowerPivot for Microsoft Excel 2016 or Later
     • 2.3. Install Microsoft PowerPivot
     • 2.4. Integrate Templates
• 3. Further Information for System Administrators
     • 3.1. Supported Parameters
     • 3.2. Lexolution Server (Parameters)

1. New Installation

1.1. Components of a Lexolution Installation

* The components Microsoft SQL Server, Microsoft Office, Microsoft Outlook, Microsoft PowerPivot for Microsoft Excel 2010, and LEXolution.DMS are not included with Lexolution.

Lexolution Database
The Microsoft SQL Server, the Lexolution database, and the Lexolution reporting database are set up by the STP Service. The installation of the SQL Server and the setup of the Lexolution databases are not described in this documentation.

Lexolution Document Directory
All documents and system templates created by Lexolution are stored in the document directory. If you use the connection to LEXolution.DMS, only the system templates are stored in the document directory.

Lexolution Server
The Lexolution Server stores all data and makes it available to Lexolution Clients.

Lexolution Client
The Lexolution Client is installed on workstations and terminal servers. All objects and their meta-information are received by the Lexolution Client from the Lexolution Server.

Lexolution Word Add-In
With the Lexolution Word Add-In, Microsoft Word can be used as a word processor. Bookmarks are provided and documents can be saved directly from Microsoft Word into Lexolution.

Connecting to LEXolution.DMS
All documents created by Lexolution are stored in LEXolution.DMS. Only system templates are stored in the document directory.

Connecting to LEXolution.FoMa
The Lexolution Server transfers all data relevant to receivables management to LEXolution.FoMa.

Connecting to Microsoft Exchange Server
Connecting to Microsoft Exchange Server allows appointments, deadlines, and reminders managed in Lexolution to be linked to the Exchange environment, making them available in MS Outlook and on mobile devices.

Displaying Deadlines and Reminders in Outlook
Employee-specific reminders and deadlines can be displayed in the Microsoft Outlook calendar.

Microsoft PowerPivot for Microsoft Excel 2010
Microsoft PowerPivot for Microsoft Excel 2010 enables flexible reporting for controllers.

Installation Steps for New Installation

The components can also be set up on other servers.

1.2. Lexolution Databases

The databases described in the following sections are required to install Lexolution.

Delivery Database
Use one of the four delivery databases to create a Lexolution database. You can choose from: - SKR03Ist.bak - SKR03Soll.bak - SKR04Ist.bak - SKR04Soll.bak - KMUCH.bak

ist stands for cash accounting
soll stands for accrual accounting
SKR03 stands for Standard Chart of Accounts 03
SKR04 stands for Standard Chart of Accounts 04
KMUCH stands for the Swiss SME Chart of Accounts

Once the delivery database is integrated and your firm starts working with Lexolution, you can no longer change the accounting method or the standard chart of accounts.

Reporting Database
Create an empty database named KMS_Auswertung as the Lexolution reporting database.

The installation of the SQL Server and the setup of the Lexolution databases are not described in this documentation.

1.3. Lexolution Document Directory

All templates created and used by Lexolution are stored in the designated document directory and made available to the Lexolution Client.

🛈 Note

The Lexolution document directory is required even if Lexolution is connected to LEXolution.DMS.

Please create a directory for storing documents on the Lexolution Server and share it with all Lexolution users.
Users need read/write or modify access rights.

Share Document Directory
How to share the document directory: To share the created document directory, follow these steps:

The directory is now shared.

1.4. Lexolution Server

The Lexolution Server stores all data and makes it available to Lexolution Clients.

🛈 Note

Install Lexolution Server

Here's how you can install the Lexolution Server on a server.
Follow these steps:

The log file ServerLog_8000.txt is saved under programdata%\STP AG\LEXolution.KMS\ 

1.5. Connecting to LEXolution.DMS

All documents created by Lexolution are stored in LEXolution.DMS.
Only system templates are stored in the document directory.

Connecting to LEXolution.DMS is optional.\
To use the connection to LEXolution.DMS, LEXolution.DMS must be installed.\
The installation and configuration of LEXolution.DMS is not part of this installation guide.

If LEXolution.DMS is already in use, please contact Support@stp-online.de.

Configure connection to LEXolution.DMS
Here's how to configure the connection to LEXolution.DMS. Follow these steps:

Step 1
Open the Lexolution Server configuration file with administrator rights.
If you installed the Lexolution Server in the default installation directory, the configuration file STP.Kms.Server.exe.config is located in C:\Programme (x86)\STP AG\LEXolution.KMS-Server\.

Under DmsType, specify that LEXolution.DMS should be used instead of Filesystem.
For LEXolution.DMS up to version 6.5, enter the following value:

<add key="DmsType" value="LEXolutionDMS"></add>

For LEXolution.DMS version 7 and above, enter the following value:

<add key="DmsType" value="LEXolutionDMS7"></add>

Starting with Lexolution version 6.1.132 / 6.1.1003 and LEXolution.DMS 7.5.112, the full functionality of the DMS controls is available in the DMS integration in Lexolution.
If you are using LEXolution.DMS version 7.5.112 or higher, we strongly recommend using the new interface for Lexolution 9.3.66.
From LEXolution.DMS version 7.6.323 onwards, KMS can no longer be used via the DMS7 interface, as DMS Controls 7.0 are no longer compatible with LEXolution.DMS 7.6.323.

For LEXolution.DMS version 7.5.112 and above, enter the following value:

<add key="DmsType" value="LEXolutionDMS73"></add>.

Under LexDmsCommunicationFolder, specify where the communication path is stored

 <add key="LexDmsCommunicationFolder" value="\\<Servername>\<Kommunikationspfad>"></add>

Step 2
Save the changes and close the configuration file.
Stop the STP Lexolution Server service and restart the service. >> The changed settings have been applied.
The STP Lexolution Server service is started. The Lexolution Server is installed and configured.

After the connection to LEXolution.DMS is configured, the LEXolution.DMS migration tool must be run.
The configuration and description of the LEXolution.DMS migration tool is not part of this installation guide and can only be performed by an STP Informationstechnologie GmbH employee.

Once the LEXolution.DMS migration tool has been run, the connection should not be reverted, as this can lead to data inconsistencies.

1.6. Connecting to Microsoft Exchange Server

Appointments, deadlines, and reminders managed in Lexolution can be connected to the Exchange environment, making them available in MS Outlook and on mobile devices.

A distinction is made between Exchange Online (Office 365) and On-Premise Exchange.
Exchange Online is a cloud solution, while On-Premise Exchange is operated locally on the company's own servers.

For appointments, communication is bidirectional; for deadlines and reminders, it is one-way (from Lexolution to Exchange).

Communication via the Exchange connection in Lexolution is handled by STP Integration Services. Settings are made in the configuration file of the STP Integration Services service.
Please refer to the installation guide and technical documentation for the STP Integration Services Server.

• If you want to use the connection to Microsoft Exchange Server, please contact the service team at STP Informationstechnologie GmbH.

• This function should only be activated in coordination with the service team at STP Informationstechnologie GmbH.

• The connection between Microsoft Exchange Server and STP Integration Services must not be blocked or interfered with by antivirus software or firewalls.

• To activate the connection to Microsoft Exchange Server, STP Integration Services must be started under a domain user configured in Lexolution.

• In each employee's contact data, a valid email address for a mailbox on the Exchange Server must be entered in the Email field. This line must be activated as a VCard.

• The Exchange Server manages mailboxes and email addresses and makes them available to email clients (e.g., Outlook). To use the Exchange connection in Lexolution, an impersonation user must be created and configured on the Exchange Server.

• Firms using the Exchange integration must restart the SIS Server service after every Lexolution update.

The following steps assume that STP Integration Services has a working connection to Microsoft Exchange Server.

Connecting to Microsoft Exchange Server Here's how to configure the connection to Microsoft Exchange Server
Follow these steps:

Step 1
Open the Lexolution Server configuration file with administrator rights.
If you installed the Lexolution Server in the default installation directory, the configuration file STP.Kms.Server.exe.config is located in C:\Programme (x86)\STP AG\LEXolution.KMS-Server\.
Step 2
Under ExchangeFristen, set communication to "true" if you want to synchronize deadlines

<add key="ExchangeFristen" value="false"></add>

Step 3 Under ExchangeTermine, set communication to "true" if you want to synchronize appointments

<add key="ExchangeTermine" value="false"></add>

Step 4 Under ExchangeWVL, set communication to "true" if you want to synchronize reminders

<add key="ExchangeWVL" value="false"></add>

Step 5 Save your changes and close the configuration file.
Stop the STP Lexolution Server service and restart the service.
>>The updated settings have been applied.
The STP Lexolution Server service has started.
The Lexolution server is now configured to connect to Microsoft Exchange Server.

After starting the STP Lexolution Server, existing data will be synchronized first.

All appointments, deadlines, and reminders up to two weeks in the past and unlimited into the future will be transferred. Depending on the amount of data, this process may take some time.

1.7. Connecting to Microsoft Office 365 Exchange Server

Follow these steps:

Step 1 Open the Lexolution server configuration file with administrator rights. If you installed the Lexolution server in the default installation directory, the configuration file STP.Kms.Server.exe.config is located in the folder C:\Program Files (x86)\STP AG\LEXolution.KMS-Server\.
Step 2 Under ExchangeFristen, set communication to "true" if you want to synchronize deadlines.

<add key="ExchangeFristen" value="false"></add>

Step 3 Under ExchangeTermine, set communication to "true" if you want to synchronize appointments.

<add key="ExchangeTermine" value="false"></add>

Step 4 Under ExchangeWVL, set communication to "true" if you want to synchronize reminders.

<add key="ExchangeWVL" value="false"></add>

Step 5 If you want to connect via Exchange Online (O365) instead of an on-premise Exchange, additional settings are required.

In the “IDesk/Exchange Connector” section of the configuration file, you need to define a calendar user.

<!-- IDesk/Exchange Connector Settings --> 
<add key="ExchangeKmsCalendarUser" value="User.Calendar@exchange365XXX.onmicrosoft.com" 

The ExchangeKmsCalendarUser is a technical user; you can use a regular user account without special permissions.
However, it is essential for communication with Exchange Online.
This account is used to check if a user with the employee's email address exists in the Exchange global address book.

In the “MS 365 Login” section of the configuration file, you need to fill in the following settings.

<!-- MS 365 Login --> 
<add key="Ms365IsEnabled" value="true" /> 
        <add key="Ms365TenantId" value="xxx" /> 
        <add key="Ms365ClientId" value="xxx" /> 
        <add key="Ms365IsConfidentialClient" value="true" /> 
        <add key="Ms365ClientSecret" value="xxx" /> 

Ms365IsEnabled enables Exchange Online; for the on-premise Exchange version, set this entry to "false".
Ms365TenantId is a unique identifier for tenants used in the cloud.
The Ms365ClientID uniquely identifies the application to the Microsoft Identity Platform.
Ms365IsConfidentialClient indicates that this is a client application, such as a web app or API running on a server, that can securely authenticate with an identity provider.
Ms365ClientSecret is simply the client secret.

Step 6
Save your changes and close the configuration file.
Stop the STP Lexolution Server service and restart the service. >> The updated settings have been applied.
The STP Lexolution Server service has started.
The Lexolution server is now configured to connect to Microsoft Exchange Server.

🛈 Note

The token cache for logging in to the STP Cloud is saved in the file msal.comcenter.integration.cache in the folder {User}\AppData\Local. If this folder is deleted every night, for example on terminal servers, users will need to log in again every day.

1.8. Setting up Email Notifications When Creating the Reporting Database

The Lexolution server notifies recipients via the configured email address whether the reporting database was created successfully or, in case of an error, informs them and blocks access to the reporting database.

🛈 Note

You can configure email notifications for when the reporting database is created by setting the parameters in the configuration file.
Open the Lexolution server configuration file with administrator rights.
If you installed the Lexolution server in the default installation directory, the configuration file STP.Kms.Server.exe.config is located in:

C:\Program Files (x86)\STP AG\LEXolution.KMS-Server\

Under IsReportDbEmailDeliveryEnabled, specify whether you want to enable notifications.

<add key="IsReportDbEmailDeliveryEnabled" value="true"> </add>

Under ReportDbEmailReceipients, specify who should receive the emails. You can enter multiple email recipients, separated by commas.

<add key="ReportDbEmailReceipients" value="user1@company.com,user2@company.com"></add>

Under ReportDbEmailSenders, specify who should be listed as the sender.

<add key="ReportDbEmailSenders" value="user@company"> </add>

Under ReportDbEmailServerHostnames, specify the email server to use.

<add key="ReportDbEmailServerHostnames" value="0"></add>

Optionally, under ReportDbEmailServerPort, specify the port the email service is available on.
If you don't enter a port, the default port 25 will be used.

<add key="ReportDbEmailServerPort" value=""></add>

Under ReportDbEmailServerUseSsl, specify whether communication with the email server should be encrypted. If the email server supports encrypted communication, it can also be negotiated even if the setting is set to false.

<add key="ReportDbEmailServerUseSsl" value="true"></add>

Under ReportDbEmailServerUsername, specify the username used to log in to the email server.
Please coordinate with your IT department regarding the configuration.

<add key="ReportDbEmailServerUsername" value="company.com\username"></add>

Under ReportDbEmailServerPassword, specify the password used to log in to the email server.

<add key="ReportDbEmailServerPassword" value="password"> </add>

Once you have made your settings, save your changes.
The changes will be applied by the Lexolution server, and the feature is now installed and configured.

1.9. Connecting to LEXolution.FoMa

The Lexolution server transfers all data relevant to claims management to LEXolution.FoMa.

Connecting to LEXolution.FoMa is optional.
To use the connection to LEXolution.FoMa, LEXolution.FoMa must be installed.
Installation and configuration of LEXolution.FoMa are not part of this installation guide.

Our support team (Support@stp-online.de) will be happy to assist you with connecting to LEXolution.FoMa.

Configure connection to LEXolution.FoMa

To configure the connection to LEXolution.FoMa, follow these steps:

Step 1
Open the Lexolution server configuration file with administrator rights. If you installed the Lexolution server in the default installation directory, the configuration file STP.Kms.Server.exe.config is located in the folder C:\Program Files (x86)\STP AG\LEXolution.KMS-Server\.

Under IsFoMaEnabled, specify whether the connection to LEXolution.FoMa should be used. The default value is 0 (disabled).

<add key="IsFoMaEnabled" value="1"></add>.

Under FoMaServerAddress, specify the URL of the LEXolution.FoMa web shell.

<add key="FoMaServerAddress" value="http://localhost:44101/"></add>.

For FoMaStsServerAddress, enter the address of the LEXolution.FoMa StsServer.

<add key="FoMaStsServerAddress" value="http://localhost:44106/trust.svc/"></add>.

For FoMaVersion, specify which version of LEXolution.FoMa is being connected.
Enter “V2017” for LEXolution.FoMa 2017, otherwise use “V2015”.

<add key="FoMaVersion" value="V2017"></add>.

For FoMa2017Domain, enter the domain of the technical user for LEXolution.FoMa.
The user must have import rights in Ikaros.

<add key="FoMa2017ADDomain" value=""></add>

For FoMa2017Benutzer, enter the name of the technical LEXolution.FoMa user.
The user must have import rights in Ikaros.

<add key="FoMa2017Benutzer" value=""></add>.

For FoMa2017Passwort, enter the password for the technical LEXolution.FoMa user.

<add key="FoMa2017Passwort" value=""></add>.

To transfer documents, the external communication interface must be enabled (see section 2.9)

Step 2
Save your changes and close the configuration file.
Stop the STP Lexolution Server service and restart it. >> The updated settings have been applied.
The STP Lexolution Server service is running.
The Lexolution server is installed and configured.

If a LEXolution.FoMa integration was already enabled, disabling it may cause data inconsistencies if data is changed in KMS during the deactivation and then the FoMa integration is re-enabled afterwards.

1.10. Providing the external communication interface

The Lexolution server publishes an external communication interface via a web service, which allows several Lexolution functions to be controlled remotely.

The external communication interface is optional.
The configuration steps required to access the web service are not part of this installation guide.

Configuring the external communication interface
To configure the external communication interface, follow these steps:

Step 1
Open the Lexolution server configuration file with administrator rights. If you installed the Lexolution server in the default installation directory, the configuration file STP.Kms.Server.exe.config is located in
C:\Program Files (x86)\STP AG\LEXolution.KMS-Server\.
For ExternalCommunicationServicePort, specify which port will be used for communication.
The default value is 8002.

<add key="ExternalCommunicationServicePort" value="8002"> </add>.

For IsExternalCommunicationServiceEnabled, specify whether the communication interface should be enabled.
The default value is 0 (disabled).

<add key="IsExternalCommunicationServiceEnabled" value="1" ></add>

For IsExternalCommunicationServiceSecured, specify whether the communication interface should use a secure connection.
The default value is 0 (disabled).

<add key="IsExternalCommunicationServiceSecured" value="0"> </add>

For IsMtomForExternalCommunicationServiceEnabled, specify whether MTOM encoding should be used for the communication interface.
The default value is 0 (disabled).

<add key="IsMtomForExternalCommunicationServiceEnabled" value="0"></add>

Step 2
Save your changes and close the configuration file.
Stop the STP Lexolution Server service and restart it.
- The updated settings have been applied. - The STP Lexolution Server service is running. - The Lexolution server is installed and configured.

To remotely control functions within Lexolution for files with restricted object rights, the user account under which the third-party software/service runs must exist as an administrator in Lexolution.
Through the communication interface, access is only possible to files for which the user (under which the third-party software/service runs) also has object rights.

If you want to use a secure connection for the external communication interface (key="IsExternalCommunicationServiceSecured" value="1"), make sure that all communication partners (web services) support this.

If you want to use MTOM encoding for the external communication interface (key="IsMtomForExternalCommunicationServiceEnabled" value="1"), make sure that all communication partners support this.
MTOM encoding optimizes the transfer of objects by transmitting them in binary format instead of XML text.

1.11. Setting up email notifications when creating the reporting database and for sending invoices by email

The Lexolution server notifies recipients via the configured email address whether the reporting database was created successfully or, in case of an error, notifies them and blocks access to the reporting database.

Changes to the settings below will be applied with the next notification, without needing to restart the KMS server.

Setting up email notifications when creating the reporting database and for sending invoices by email
To configure email notifications for reporting database creation and invoice email delivery, follow these steps:
Step 1
Open the Lexolution server configuration file with administrator rights. If you installed the Lexolution server in the default installation directory, the configuration file STP.Kms.Server.exe.config\ is located in  C:\Program Files (x86)\STP AG\LEXolution.KMS-Server\.

Enter your firm-specific values in the following XML section:

<liveUpdateAppSettings>
<add key="EmailServerHostname" value="servername"></add>
<add key="EmailServerPassword" value="kennwort"></add>
<add key="EmailServerPort" value=""></add>
<add key="EmailServerUseSsl" value="false"></add>
<add key="EmailServerUsername" value="SMTPUser"></add>
<add key="IsInvoiceEmailDeliveryEnabled" value="true"></add>
<add key="IsReportDbEmailDeliveryEnabled" value="false"></add>
<add key="ReportDbEmailReceipients" value="user1@firma.de,user2@firma.de"></add>
<add key="ReportDbEmailSender" value="benutzer@firma.de"></add>
</liveUpdateAppSettings>

• For EmailServerHostname, enter the email server to be used. 
• For EmailServerPassword, enter the password used to log in to the email server.
  
• Optionally, for EmailServerPort, enter the port on which the email service can be reached.
  If no port is entered, the default port 25 will be used.
  
• For EmailServerUseSsl, specify whether communication with the email server should be encrypted.
  If the email server supports encrypted communication, it can also be negotiated even if this setting is set to false. 
• For EmailServerUsername, enter the username used to log in to the email server. Please coordinate with your IT regarding configuration.
  
• For IsInvoiceEmailDeliveryEnabled, specify whether you want to enable invoice delivery by email.
• For IsReportDbEmailDeliveryEnabled, specify whether you want to enable notifications.
• For ReportDbEmailReceipients, specify who should receive the notification emails for reporting database updates. You can enter multiple email recipients, separated by commas.
  
• For ReportDbEmailSender, specify who should be listed as the sender.

Step 2
Save your changes and close the configuration file. - The updated settings have been applied. - The Lexolution server is installed and configured.

1.12. ADB Tool

As an alternative to updating the reporting database via the KMS server, you can install a separate tool.
Depending on your technical infrastructure, this can significantly improve the performance of reporting database updates.

For more detailed information, please refer to the documentation "Notes on the Structure of the Evaluation DB 9.4.xx.pdf"

1.13. Connecting to the STP User Management

The STP User Management manages users and groups for the Lexolution, LEXolution.DMS, and winsolvenz.p4 applications.

The management of permission profiles and the assignment of employees to users can still only be done in the Administration section under User Management in Lexolution.

Connecting to the STP User Management is optional. To use the connection to the STP User Management, the STP User Management must be installed.
Installation and configuration of the STP User Management are not part of this installation guide.

Configure connection to the STP User Management To configure the connection to the STP User Management, follow these steps:
Step 1
Back up the KMS database. Step 2
Open the configuration file for the Lexolution server with administrator rights. If you installed the Lexolution server in the default installation directory, the configuration file STP.Kms.Server.exe.config is located in the directory C:\Program Files (x86)\STP AG\LEXolution.KMS-Server\.

Under LsbHostname, specify which LEXolution.ServiceBus server will be connected.

<add key="LsbHostname" value="Servername"></add>

Under LsbPassword, enter the password for the technical user of the LEXolution.ServiceBus (default value is empty).

<add key=" LsbPassword " value=""></add>

Under LsbPort, specify the port for the LEXolution.ServiceBus (default value is 5672).

<add key=" LsbPort" value="5672"></add>

Under LsbServerId, enter the location ID of the LEXolution.ServiceBus (default value is main).

<add key="LsbServerId" value="main"></add>

Under LsbUsername, enter the username of the technical user in the LEXolution.ServiceBus (default value is stpuser).

<add key="LsbUsername" value="stpuser"></add>

Under UserManagementPassword, enter the password for the technical user of the STP User Management (default value is empty).

<add key="UserManagementPassword" value=""></add>

Under UserManagementUsername, enter the username of the technical user in the STP User Management (default value is ServerUser)

<add key="UserManagementUsername" value="ServerUser"></add>

Under UserManagementVerwenden, specify whether the connection to the STP User Management should be used. Default value is false (disabled).

<add key="UserManagementVerwenden" value="false"></add>

Step 2
Save your changes and close the configuration file.
Stop the STP Lexolution Server service and restart it. - The updated settings have been applied.

When the STP Lexolution Server starts, the Lexolution users and user groups are transferred to the STP User Management. The Lexolution server is now installed and configured.

For both products to work correctly via the LSB and the STP User Management, the technical user ServerUser must be added to the "Administratoren DMS" and "Alle DMS" groups in the User Management.

1.14. Display of Deadlines and Follow-ups in Microsoft Outlook

In the Microsoft Outlook calendar, employee-specific follow-ups and deadlines can be displayed.

This feature is a service provided by the Lexolution Server, which makes deadlines and follow-ups from Lexolution available in iCalendar format at the URL http://kmsserveraddress:port/Calendar/. By using the standard iCalendar format, deadlines and follow-ups can be displayed in Microsoft Outlook 2007, 2010, 2013, and 2016.

Because Windows Authentication is used to map Lexolution's permission system, Lotus Notes is not supported.

Displaying deadlines and follow-ups in Microsoft Outlook is optional.
To display deadlines and follow-ups in Microsoft Outlook, Microsoft Outlook must be installed.
Installation and configuration of Microsoft Outlook are not part of this installation guide.

Use outside of Microsoft Outlook is not supported by Support Support@stp-online.de.

1.15. Configure Display of Deadlines and Follow-ups in Microsoft Outlook

Follow these steps: Step 1
Open the configuration file for the Lexolution server with administrator rights.
If you installed the Lexolution server in the default installation directory, the configuration file STP.Kms.Server.exe.config is located in the program directory of the Lexolution server (e.g.: C:\Program Files (x86)\STP AG\LEXolution.KMS-Server\).

Under IsCalendarServiceEnabled, specify whether the connection to Microsoft Outlook should be used. Default value is 0.

<add key="IsCalendarServiceEnabled" value="0"></add>.

0 = Lexolution should not provide deadlines and follow-ups for Microsoft Outlook.
1 = Lexolution should provide deadlines and follow-ups for Microsoft Outlook.

Under CalendarHttpServerPort, specify which port will be used for transmission.

 <add key="CalendarHttpServerPort" value="8001"></add>.

Step 1
Save your changes and close the configuration file.
Stop the STP Lexolution Server service and restart it.
- The updated settings have been applied. - The STP Lexolution Server service is running. - The Lexolution server is configured.

Accessing the Service The service can be accessed via the following URLs:

Examples:

Deadlines

http://kmsserveraddress:Port/Calendar/Fristen

• Username of the employee in Lexolution
• Deadlines for the past 4 weeks
• Deadlines for the next 24 weeks
• Incomplete deadlines

Follow-ups

http://kmsserveraddress:Port/Calendar/Wiedervorlagen

• Username of the employee in KMS
• Follow-ups for the past 4 weeks
• Follow-ups for the next 24 weeks
• Incomplete follow-ups

Examples of URLs with custom parameters

🛈 Note

Custom parameters must follow the URL with a ?.

Display of Deadlines and Follow-ups in Microsoft Outlook 2007 To display deadlines and follow-ups in Microsoft Outlook 2007, follow these steps:

🛈 Note

Display of Deadlines and Follow-ups in Microsoft Outlook 2010, 2013, or 2016
To display deadlines and follow-ups in Microsoft Outlook 2010, Microsoft Outlook 2013, or Microsoft Outlook 2016, follow these steps:

1.16. Connecting to New Matter Intake / cloud interface

To connect to the New Matter Intake in the STP cloud, the corresponding values must be entered in the config file

Open the configuration file of the Lexolution server with administrator rights.
If you installed the Lexolution server in the default installation directory, the configuration file STP.Kms.Server.exe.config is located in the program directory of the Lexolution server.
(e.g.: C:\Program Files (x86)\STP AG\LEXolution.KMS-Server\)
You need to enter the appropriate values for the STP cloud here

<add key="RestApiIdentityProvider" value=""></add>
<add key="RestApiIsEnabled" value="false"></add>
<add key="RestApiPort" value="9001"></add>
<add key="RestApiServerAddress" value=""></add>
<add key="RestApiTenantName" value=""></add>
<add key="RestApiUseHttps" value="true"></add>
<add key="RestApiUserIdIsEmail" value="false"></add>

1.17. Lexolution Client

The Lexolution Client is set up on workstations and terminal servers.
The Lexolution Client receives all objects and their meta-information from the Lexolution Server.

🛈 Note

If Windows updates on the system have not been installed, there may be issues installing the new .NET Framework version.

Install Lexolution Client

Follow these steps:

Optional: The LEXolution.DMS Client App Service (LCAS) can be installed. However, installation is only required and recommended if you are using Lexolution with LEXolution.DMS version 7 or higher.

Please refer to the installation guide for the LEXolution.DMS Client App Service for installation steps.

🛈 Note

2. Lexolution Word AddIn

The Lexolution Word AddIn allows Microsoft Word to be used as a word processor.
Bookmarks are provided and documents can be saved directly from Microsoft Word into Lexolution.

🛈 Note

If Windows updates on the system have not been installed, there may be issues installing the new .NET Framework version.

Compatibility mode Word 2003 and the Word-97-2003 (*.doc) document format are not supported.

Install Lexolution Word AddIn

Follow these steps:

🛈 Note

If Microsoft Office is uninstalled, Lexolution Word AddIn must be uninstalled before uninstalling Microsoft Office.

2.1. Terminal Server

This is how you can install the Lexolution Client and the Lexolution Word AddIn on a terminal server.
Follow these steps:

🛈 Note

2.2. Install Microsoft PowerPivot for Microsoft Excel 2016 or later

With Microsoft PowerPivot for Microsoft Excel 2016 or later, flexible analyses can be performed for controllers.

🛈 Note

To install Microsoft PowerPivot, Office 2016 or later must be installed.

The installation file for Microsoft PowerPivot for Microsoft Excel 2016 or later is not provided by STP GmbH. It can be downloaded from the Microsoft website.

If Microsoft SQL Server Tools are not installed on the workstation where Microsoft PowerPivot for Microsoft Excel 2016 or later is used, you must also install drivers for Microsoft SQL Server 2016 Sp2 or later Native Client. These can be downloaded from the Microsoft website.

2.3. Install Microsoft PowerPivot

This is how you can install Microsoft PowerPivot for Microsoft Excel 2016 or later on a workstation.
Follow these steps:

🛈 Note

2.4. Importing Templates

Two zip files containing system and Word templates are available in the delivery directory.

🛈 Note

If you do not use the preconfigured system and Word templates, you must delete all existing records in the System Templates and Word Templates views in Lexolution.

Setting up system templates
Here's how to set up the preconfigured system templates. Follow these steps:

🛈 Note

Setting up Word templates
Follow these steps: |Step|Action| |—|—| |01|Go to the document directory configured as described in section 2.4 and manually create the "Word Templates" subdirectory.| |02|Unzip the provided Word templates zip file into the Word Templates directory you created.
>> The preconfigured Word templates will now be in the "Word Templates" directory.| |03|Start the Lexolution Client and open the "Word Templates" view.
>> There will be three preconfigured records in the Word Templates view.| |04|Select each record one by one and update the link in the "File" field to match the configured Word Templates directory.
>> All three preconfigured records have been updated.|

🛈 Note

Do a spot check: select a Word template in the list and open the document using the "Open" function in the ribbon.  The document should open successfully in Microsoft Word with the preconfigured content.

3. Further Information for System Administrators

This section describes the options for automating the installation of Lexolution. The installation of Lexolution (Lexolution Server, Lexolution Client, and Lexolution Word Add-In) can be automated using command line parameters.
To do this, run the respective installation file "setup.exe" with command line arguments.

Alternatively, you can extract a Windows Installer package (.msi) from the "setup.exe" installation file, which can then be customized using a Windows Installer transform (.mst).

3.1. Supported Parameters

The installation routines ("setup.exe") can be controlled using command line arguments and installation parameters.

Command Line Arguments
The following command line arguments are available:

Example log output:

setup.exe /S /V/QN /V“ /L*V! \“setup.log\““

Example silent installation with log output:

setup.exe /S /V/QN /V“ /L*V! \“setup.log\““

Example silent installation with log output and installation parameter for installation directory:

setup.exe /S /V/QN /V“ /L*V! \“setup.log\““ /V“INSTALLDIR=D:\Zielverzeichnis“

Installation Parameters
Installation parameters allow you to set specific values during installation, such as the installation directory.

Installation parameters are processed by Windows Installer.
When using the installation routines ("setup.exe"), the installation parameters must be embedded in the /V command line argument.

Example:

setup.exe /V“ADDRESS=localhost“

You must provide a separate command line argument for each installation parameter.
Quotation marks must be escaped with a backslash.

Example:

setup.exe /V“ADDRESS=localhost“ /V“CONNECTION_STRING=\“Server=localhost; Initial Catalog=Test\““

3.2. Lexolution Server (Parameters)

The installation routine for the Lexolution Server supports the parameters described in the following tables.
The list is grouped by topic.

Installation Directory |Parameter|Default Value|Description| |—|—|—| |INSTALLDIR||Path where Lexolution Server will be installed.
Ignored during an update!|

Connection Settings

Settings for the Reporting Database

Settings for Document Management Systems

Settings for Integration with LEXolution.FoMa

Settings for the Calendar Web Service

Settings for Microsoft Exchange Server Integration

Settings for External Interface |Parameter|Default Value|Description| |—|—|—| |STP_EXT_COMM_CHUNKSIZE|65536|Block size for document data transfer| |STP_EXT_COMM_ENABLED|0|Status of the web service
0 = off
1 = on| |STP_EXT_COMM_MTOM_ENABLED|1|Status of transfer optimization
0 = off
1 = on| |STP_EXT_COMM_PORT|8002|Port where the web service can be reached| |STP_EXT_COMM_SEC| 0| Status of transfer encryption
0 = off
1 = on|

Settings for STP User Management |Parameter|Default Value|Description| |—|—|—| |STP_LSB_HOSTNAME| localhost|Name or IP address where the LEXolution.ServiceBus can be reached| |STP_LSB_PORT| 5672 |Port where the LEXolution.ServiceBus can be reached| |STP_LSB_PASSWORD||Password for the technical user of the LEXolution.ServiceBus| |STP_LSB_SERVER_ID|main|Location ID of the LEXolution.ServiceBus| |STP_LSB_USERNAME|stpuser|Technical user of the LEXolution.ServiceBus| |STP_UM_USERNAME|ServerUser|Technical user of the STP User Management |STP_UM_PASSWORD||Password for the technical user of the STP User Management| |STP_UM_VERWENDEN|false|Status of connection to the STP User Management
false = off
true = on|