Topic creation date:2009-07-13
For version 2.12.22 onwards
This filter imports from a fixed length text file exported from and by LEAP Legal Software .
The two allowed imports are clients/FileNumbers and Employees. Other types of import are ignored.
Matters codes in MonTel are matched to FileNumbers in Leap.
ImportFilterName needs to be set to "leap.mif".
General PMA.INI file settings
The MatterClientRelationship should be set to 1 (MUST_HAVE_MATTER) or 11 (MUST_HAVE_MATTER_AND_CLIENT + MATTER_FIND_CLIENT), as this filter is for an law firms which are matter (job code) centric.
In the PMA.INI file the [System] section settings are:
PmaKey = 12
PMASystemLongName = "LEAP Legal Software"
PMASystemShortName = "LEAP"
The PMASystemShortName is not currently being used, but is kept in for reference.
WidthOfClientCode = 10
WidthOfMatterCode = 10
WidthOfGeneralCode = 10
[Descriptions]
ClientTypeName = "Client"
ContactTypeName = "Contact Person"
EmployeeTypeName = "Employee"
WorkerTypeName = "Manager"
PartnerTypeName = "Partner"
ActivityTypeName = "Activity"
MatterTypeName = "File Note"
DisbursmentTypeName = "Disbursement"
ParentCodeTypeName = "Parent"
Clients/matters
The filter will process the records in a different way depending on the MatterClientRelationship setting. Generally, the primary link is a FileNumber (or a matter or Job code) as described above.
Employees
If ImportReportFormat is 256 (or 512 or 1024 or 4096) then the LDAP import from active directory. See How the LDAP import works for importing users.
ImportReportFormat
|
ImportReportFormat (From the import section of the PMA.INI file) |
Bit value |
Add this number |
Default value. |
0 |
0 |
|
Swap the field at position 30 with the field at position 70 in the LAC_matters.txt file |
4 |
8 |
|
LDAP import only. Import users from Active directory. |
9 |
256 |
|
LDAP import only, search entire Active Directory tree for users, not just the 'users' folder. |
10 |
512 |
|
LDAP import only, ignore users who are not in the either the MonTelUsersGroup or MonTelAdminGroup |
11 |
1024 |
|
LDAP import only, import users even if they don't have a telephone number entry in Active Directory. |
13 |
4096 |