Connecting STP.Documents OnPremise

Legal Twin® - Case Knowledge can work directly with the matters and documents you keep on your own infrastructure in STP.Documents OnPremise (previously known as LEXolution.DMS). This article guides you through connecting your STP.Documents OnPremise system to Legal Twin® - Case Knowledge.

Already using Advoware? Then your documents are already connected through the Advoware onboarding (as an “STP.Documents.CloudStore for Advoware” connection) and you do not need the steps described here. This article is only for law firms that run a local STP.Documents installation.

How the connection works

Legal Twin® is a cloud service. It reaches your on-premise documents through the STP.Documents Universal API, which in turn talks to your local system through the STP.Documents OnPremise Agent. For this reason two things have to be prepared before Legal Twin® can connect. The connection itself is then established with a single sign-in — Legal Twin® does not store any DMS credentials.

Prerequisites

1. OnPremise Cloud Connection

Your on-premise UserManagement needs to be connected to your STP-Cloud tenant. See Setting Up a Cloud Connection with the STP OnPremise Connector. All cloud-enabled users need to be in the CloudAccess group. To check if a cloud user is also an on-premise connected user, go to Profile and double click on your email address. If you see “User XID (on-premise)” your user is connected.

2. Licenses and groups

Your tenant needs the licenses Universal Document APIs, Documents API Only, Documents OCR, and Semantic Search API. Your users need the groups Documents.Users and Documents3.Users

3. The OnPremise Agent is installed and connected

The STP.Documents OnPremise Agent bridges your local DMS and the stp.one cloud. It must be installed and successfully connected to both your DMS and your cloud tenant before you continue. Please follow the OnPremise Agent Installation guide.

4. STP.Documents OnPremise is set as the default persistence

Legal Twin® connects through the Universal API without specifying which storage backend to use, so your STP.Documents OnPremise must be configured as your tenant’s default persistence. Your administrator can check the current setting and set it with the STP.Documents.Cli:

# Show the available persistences and the current default
.\STP.Documents.Cli.exe universal persistences

# Set STP.Documents OnPremise as the default
.\STP.Documents.Cli.exe universal set-default-persistence onpremise

  1. Log in to Legal Twin® - Case Knowledge. If no system is connected yet, the “Datenverbindung hinzufügen” (Add data connection) dialog opens automatically in the settings. Otherwise you can open it from the settings at any time.

  2. Select the Documents option.

    Add data connection dialog

    A note reminds you that this connection is intended exclusively for use with a local STP.Documents installation — which is exactly what we are setting up here.

  3. Click “Hinzufügen” (Add). You are redirected to sign in and grant Legal Twin® access to STP.Documents. Confirm the requested access.

  4. After you grant access, Legal Twin® validates the connection. The first time it accesses your on-premise system, an encrypted connection key is created on your behalf. This key has to be activated once — see the next step.

Activating the connection key

The encrypted connection between the cloud and your on-premise system is protected by a key. The first connection registers this key as a new device, and your administrator activates it once in the Device Administration of the OnPremise Agent. Open the agent’s Device Administration, find the newly registered universal device, and activate it.

Device Administration of the OnPremise Agent

Start using Case Knowledge

That’s it — your STP.Documents OnPremise system is now connected. In our article Analyze Your First Case we walk you through the analysis of your first case and show you the core features of Legal Twin® - Case Knowledge.

Change connections

You can return to the settings at any time to add further systems or remove existing connections.

Do You Need Support?

If you need further assistance, please contact us via “New Request” in the top right of this page. Our team will get in touch with you promptly.

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