Addins

Lookup List Sync Utility in GoFileRoom

Follow these steps to install the Lookup List Sync utility to synchronize GoFileRoom Lookup lists with your firm's time and billing applications (such as Practice CS) that use a SQL database. You can use the Lookup List Sync utility with any database to which you can make an ODBC connection.

Create an ODBC Connection

Follow these steps to create an ODBC Connection to the SQL database to which you are trying to connect. Typically, you will create the ODBC Connection on the SQL server that is hosting the database; however, you can do this directly on the server or on another computer that has access to the SQL server.
  1. On the computer that will run the LookUpList Sync utility, double-click
    odbcad32.exe
    .
    • 32-bit computer:
       C:\Windows\System32\odbcad32.exe
    • 64-bit computer:
       C:\Windows\SysWOW64\odbcad32.exe
  2. Go to the System DSN tab and select
    Add
    .
  3. Select
    SQL Server
    , then
    Finish
    .
  4. Enter a name and description for the data source. For example, you can use
    GFR_Lookup_List
     for both the name and description.
  5. Select the correct SQL Server, then
    Next
    .
  6. If multiple people log in to this computer, we recommended you choose the
    With SQL Server authentication using a login ID and password entered by the user
     option.
  7. Enter the login and password for the SQL server. You should choose a SQL login that has read access to the SQL Database.
  8. Select
    Next
    .
  9. Mark the
    Change the default database to
     checkbox, and then select the applicable database from the drop-down list.
  10. Select
    Next
    , then
    Finish
    .

Install the Lookup List Sync Utility

  1. Download the Lookup_List_Sync.zip file.
  2. Extract the files to an easy-to-find location.
  3. Double-click the
    Lookup List Sync.msi
     file, and follow the prompts in the installation wizard .
  4. When installation is complete, create a
    GFRTemp
     folder in the
    C:\Program Files (x86)\GoFileRoom\GFRLookupListSync
     folder.
  5. Right-click the
    GFR_LookupListSync INI (Manage).exe
     file, choose
    Run as administrator
    .
    1. Enter your GoFileRoom upload account credentials in the
      GFR User ID
       and
      GFR Password
       fields.
    2. Enter the Start, End, and Interval times you want the utility to run using military time. For example, if you put Start at 0600, End at 2300, and 0060 for Interval the utility would run every hour between 6:00AM and 11:00PM.
    3. In
      Temp Path
      , enter
      C:\Program Files (x86)\GoFileRoom\GFRLookupListSync\GFRTemp
      .
    1. Select the type of emails you'd like the utility to send in the
      Levels
       field. Most people typically choose
      Errors only
      .
    2. In Customer email, enter the email address you want to utility to send notifications to. You can enter multiple by using a semicolon to separate.
  8. Use the List tab to configure multiple Lookup List fields in GoFileRoom. Firms often configure Lookup List fields for their Clients Drawer, HR Drawer, CPE Drawer, or My Files Drawer.
    1. In the
      DSN
       field, enter the name you created when you set up your OBCD connection to the SQL database. For example, GFR_Lookup_List.
    2. If you use SQL Authentication during the ODBC connection, enter the SQL username and password. If you use Windows Authentication, you can leave these fields blank.
    3. Do the following to find the
      Drawer ID
       and
      List ID
      .
      1. In GoFileRoom, go to
        Administration
         and select
        Manage Fileroom.
      2. Go to the Lists tab.
      3. Select
        Manage Lookup Lists
        , then choose the applicable drawer from the
        Drawer
         field.
      4. Right-click anywhere in the blank area on the page and select
        View frame source
        .
      5. A new tab will open. In the image below, the Drawer ID is 0000000007 and the List ID is 4 (lookuplinkid).
    4. Use the
      Query
       field to enter information that your firm syncs with GoFileRoom. You can use Scripts folder that was extracted from the Lookup_List_Sync.zip download.
    5. After you enter information in these fields, select
      Add
       to save the query and include it in the list. Select
      Preview
       to verify that the utility populates this information as expected. Select
      OK
       to close the window.

Install and configure the service

  1. Go to the files you extracted earlier, right-click the
    srvinstw.exe
     file, and select
    Run as administrator
    .
  2. Follow the prompts in the installation wizard.
    1. Select the
      Install a service
       option, then select
      Next
      .
    2. Select the
      Local Machine
       option, then select
      Next
      .
    3. Enter
      GFR_Lookup_List
       as the service name, then select
      Next
      .
    4. Go to
      C:\Program Files (x86)\GoFileRoom\GFRLookupListSync\GFR_LookUpListSync.exe
      , then select
      Open
      , then
      Next
      .
    5. Select the
      Service is its own process
       option, then select
      Next
      .
    6. Select the
      System Account
       option (unless the firm requires other credentials like Domain Administrator).
    7. Mark the
      Allow Service interact with Desktop
       checkbox, then select
      Next
      .
    8. Select the
      Automatic
       option, select
      Next
      , then select
      Finish
      .
    9. Select
      OK.
  3. After the service is installed, select the Windows Start button, select the
    Run
     link, and enter
    services.msc
     in the Run window.
  4. In the Services window, right-click the new
    GFR_Lookup_List
     service and select
    Properties
    .
  5. Select the
    Recovery
     tab and select
    Restart the Service
     for the three failure fields.
  6. Select
    Apply
    , select
    OK
    , and restart the service.
Within a few minutes, the GoFileRoom Lookup List should be populated in GoFileRoom. If any issues arise, go to
C:\Program Files (x86)\GoFileRoom\GFRLookupListSync\Log
 to view the error logs.