The following diagram illustrates the process of upgrading TeamConnect Legal Matter Management using Upgrade Toolkit.

Glossary

The following is a list of terms that are used throughout the Upgrade Toolkit Help.

•Client instance—The client's installation of TeamConnect.

•Client modifications—The changes that have been made to objects on the client instance.

•Base Legal version—The installed version of TeamConnect Legal, prior to upgrading. This could include client modifications.

•Out of the box Legal version—The unmodified version of the installed version of TeamConnect Legal, prior to upgrading.

•Upgrade design—The set of changes that must be made to upgrade from the starting version of TeamConnect Legal to the target version.

•Conflict checking—The process in Upgrade Toolkit that checks for differences between the client instance and the upgrade design.

•Dependency—The relationship between an object and another object that relies on the first to exist.

•Upgrade conflict—A conflict occurs when the client has made a modification to an object that differs from the modification that the TeamConnect Legal upgrade calls for. There are three categories of upgrade conflicts. See Upgrade Conflicts for more information.

oManual conflict—A conflict that must be resolved outside of Upgrade Toolkit before you can initiate the installation process.

oAutomatic conflict—A conflict that will be automatically handled by Upgrade Toolkit during the installation process.

oSelection conflict—A conflict that can be resolved within Upgrade Toolkit, and requires the user's input on which action to take per each incidence of selection conflict.

▪Upgrade Action—The action to be taken by the TeamConnect Legal upgrade.

▪Client Action—The action that was previously taken on the object by the client.

▪Conflict resolution—The Upgrade Action and Client Action choices presented on the Conflict Resolution screen.

•Conflict Report—A file that can be exported and saved after the conflict checking process in Upgrade Toolkit that contains detailed information about all the discovered conflicts. See Conflict Report for more information.

•Installation failure—The error that occurs when Upgrade Toolkit cannot import the TeamConnect Legal upgrade design for one of various possible reasons. See Installation Failures for more information.