Monthly Archives: July 2010

General IT, General Legal IT, Outlook 2010 series

Outlook 2010 – a legal viewpoint – part 1

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I’ve been running Microsoft’s Office 2010 on my home PC for about a month now and have to say I’m impressed. Well as impressed as you can be with an email client, a word processor and a spreadsheet application!

I thought I’d share in a few blog posts some of the really nice features of Outlook 2010 that I think will be useful for lawyers. For the first post I want to take a look at a couple of nice ways in which Outlook 2010 helps you organise and find email.

The conversation thread

This arrangement of the Inbox quickly tidies up all those email conversations. It allows you to maintain a date organised view of your emails, but then it groups a conversation into one line (see in the image below how the single email for Today is in fact a rolled up conversation).

Outlook-conversation-closed
click on the image to zoom

The conversation can then be expanded. The great thing about this is that it spans emails in other folders and even in other Outlook data files (e.g. a PST/archive file, which it does with my Archive Folders PST in the example below)

Outlook-conversation
click on the image to zoom

You can then quickly tidy up your email by a right click on the conversation and selecting “Clean up conversation”. This will then remove superfluous messages from the conversation.

Search

The search in Outlook 2010 is much nicer than previously (for information, my previously is Outlook 2003).

When you start typing in your search you quickly get a drop down to allow you to limit the search to a person (from) or subject if required.

Outlook-search-selection
click on the image to zoom

The results are then highlighted both in the subject and in the body of the email.

Outlook-search-results
click on the image to zoom

There is also a quick link at the bottom of the results to allow you to quickly expand the search scope from the folder you are in to all mail.

Finally on search, as with the rest of Outlook 2010, the ribbon is now here. After initial confusion as to where everything has gone, the ribbon becomes an asset. For example once you’ve done a search the ribbon switches to the search ribbon and provides useful options to you to use without having to go hunting through menus.

Outlook-search-ribbon
click on the image to zoom

There are a couple of reservations I have regarding search in Outlook 2010 searching though:

  1. Performance – the indexing of all the email data. I’m not noticing any performance impact on my PC (a fairly old Pentium 4 machine), but my exchange mailbox at home is only 60Mb and the PST file attached is only 560Mb. When you’ve got a lawyer with three or four 2Gb PSTs you could be testing your PC’s!
  2. If you’re planning to run on Windows XP – you will need to install the latest desktop search software from Microsoft, Outlook 2010 uses this for it’s search rather than an in built search. If you’re moving to Windows 7 this isn’t an issue.

Further thoughts

Whilst using these two pieces of functionality in Outlook 2010, one thing struck me.

How will this work with Document and Email management systems?

In the conversation threads how would this integrate with emails filed in the document management system (DMS)? Similarly with the search, integration to expand the scope of your search to include not just other mail in your inbox but emails in the DMS would be nice.

Microsoft has gone to some great lengths to really think about how you use email and streamline things to make everything just where you want it. There is a challenge for Legal IT providers to integrate into Outlook 2010 in a way that complements this.

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General Legal IT, WorkSite Tips & Tricks

Using WorkSite 8.5 with IDOL? This is for you!

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If you’re an Autonomy iManage customer and you have access to the WorkSite Support portal, then there is some new content on there that will be of interest. Unfortunately there doesn’t seem to be a direct link to it from the portal home and I’m not sure I should link from here direct to the resource due to it’s customer only nature, but have a word with your Autonomy contact for a link (also if Autonomy are reading this and don’t mind pointing out the location please feel free to add it into the comments).

The new content is a number of video webinars on the IDOL worksite indexer deployment that are worth a look if you’re on or about to go to version 8.5. There is about 60+ minutes worth of flash video taking you through such topics as:

  • Indexer Deployment
  • WorkSite Indexer Components & Key Settings
  • Initial Crawl vs. Maintenance Crawl
  • How Indexing and Searching Works with Active Content
  • Plus a number of other related topics

I think it’s a great way to spread the knowledge of this new indexer and as IDOL becomes a key part of WorkSite it is a much better than the traditional training methods Interwoven (and other vendors) have previously implemented for new products.

I’ve not had time yet to watch all the videos but colleagues have and have said they’re excellent. Once I’ve had chance to watch them I’ll post what I think in the comments.

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General Legal IT

Down to London for a look at “Microsoft 2010”

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I spent the day today in London at an event hosted by Trinity Expert Systems. The event focussed on Microsoft’s 2010 stack of products and my reason for attending was to look at Office 2010 and the surrounding technologies (I was particular keen to see what SharePoint 2010 had to offer).

I thought I would blog about a number of other products that caught my eye, not all of them were new, I’d seen some before, but it was the possibilities that came to mind that interested me.

The first session was more on the “infrastructure” products. I use quotes as these were what they traditionally were, but as you’ll see from these two parts of Microsoft’s System Centre, the end user service is becoming more of a focus:

  • SCOM (Microsoft’s monitoring solution). The pictorial view of a systems health from a business service perspective and the possibilities to monitor client machines interested me, it took it beyond what I’ve seen in MOM (it’s predecessor). The possibilities of monitoring the iManage Document Management service end to end, for example. Not just that the physical server is up and running, but that the clients can connect, the IDOL indexer is indexing correctly, the SQL database and application servers are handling transactions nicely, applications load in a satisfactory time etc. For a support team you can see the health of the service as a whole rather than just the servers in it.
  • Service Manager. A new introduction and effectively a help desk system. What I liked here was the self service portal idea, allowing the end user to “do it themselves”. So for example, install an authorised piece of software just by selecting if from the self service portal.

A couple of interesting features of Windows 7 were mentioned that I wasn’t aware of:

  • AppLocker – in my opinion this allows you to lock down desktops in a much better way. Effectively giving a white list of apps you allow on your desktops, the users can install authorised apps themselves. No longer having to manage the crude Windows XP standard user v admin user, which inevitably leads to people having admin right and a proliferation of unwanted apps in the organisation. It also allows quick but controlled authorisation of new apps.
  • BranchCache – basically this is local caching of information. So files from remote locations are downloaded once by the first person and then subsequent requests for the file are from local PC’s rather than from the remote location. I don’t know too many of the technical details but it looks interesting.

Next up was unified communications, I use Office Communicator at work and blogged at the start of the year that I think this is the year for IM in legal. But the integration into Outlook 2010 will need some thinking about. For example, do you need a separate application for communicator? It isn’t necessarily required as it gets integrated into Outlook 2010.

Also something that struck me was whether there was a need for a separate “Person” database (usually found in all firms intranets) diminishes as contact information becomes richer and exposed in many of the 2010 applications (Office, communicator, SharePoint etc)

After lunch it was the turn of SharePoint 2010, this product interests me at the moment. Especially the possibilities for real time collaboration when integrated with Office 2010. The granular way that collaboration works sounds very good, the locking of a paragraph as one party edits it removes the chaos that you got in say Google Wave. Combine this with Office Communicator and real remote collaboration becomes much easier.

I think there is a lot of potential here for Document Management System (DMS) providers to leverage this functionality. Law firms aren’t going to abandon hard core DMS systems anytime soon, but I think there will be use of SharePoint with Office 2010. So there is the real need to control the checkout from a DMS and smoothly transition to SharePoint for collaboration before finally returning that document back into the DMS with version control and audit history (the later isn’t kept by SP2010 when collaborating).

As I start to look at Office 2010 I see more and more possibilities. It’s going to be very hard to scope the delivery of this version of office as it seems to integrate so well with the other Microsoft applications!

Finally at the end of the day we got a quick run through security and Direct Access. This allows seamless access into the business network from your firms laptop wherever internet access can be gained. No more convoluted token/password access! It also ensures that the laptop is covered by all your corporate policies, deployments etc whenever the laptop is connected.

So overall a good day. Plenty learnt about the new technologies from Microsoft. But now, from my point of view, we just have to work out how we avoid getting too carried away with the possibilities for Office 2010!

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