Configuring Billing To Milan

Before running Billing To Milan, you must create a connection string for each SQL script that you intend to use. If you run Billing To Milan without any command line options, it will look for a connection string named Billing; if no such connection string exists, Billing To Milan will return an error. In order for Billing To Milan to be able to create Provisioning Service jobs, a properly configured MatterInput or BillingActivity script must also exist in Program Files\Prosperoware.Milan\billingtomilan\SQL.

The following table lists the connection string names Billing To Milan looks for when running each script.

Script	Connection String Name
MatterInput	Billing
BillingActivity	Billing
ArchiveInput	Archive
SubscriptionInput	Security
PolicyInput	PolicyInput
PolicyInputEx	PolicyInputEx

The above connection strings can be configured in Administration → Application Configuration → Connection Strings.

The following two tables list all applications settings related to Billing To Milan.

Setting Name	Description	Values
add-to-team-orig-attorney	When this setting and ws-sec-convert-to-groups are both enabled, the originating attorney is added to the security group.	0 Disabled 1 Enabled
add-to-team-responsible-attorney	When this setting and ws-sec-convert-to-groups are both enabled, the billing attorney is added to the security group.	0 Disabled 1 Enabled
add-to-team-sup-attorney	When this setting and ws-sec-convert-to-groups are both enabled, the supervising attorney is added to the security group.	0 Disabled 1 Enabled
b2m-workspace-search-metadata	A comma separated list of WorkSite profile fields used by Billing To Milan to identify workspaces. By default, BillingToMilan searches for existing workspaces using Client and Matter. Value format:, for example: ImProfileCustom3#C3ALIAS	imProfileAttribute#DOCMASTER Column
billing-hours	The minimum number of hours that an attorney must have billed for a particular a client matter before the corresponding workspace is added to the attorney's My Matters list. The value of this setting is used in conjunction with the following settings: add-to-my-matters-billing-attorney add-to-my-matters-orig-attorney add-to-my-matters-responsible-attorney add-to-my-matters-sup-attorney options.	Hours 5
billing-system-date-kind	Specifies whether the billing system uses UTC or local time. This distinction comes into play when Billing To Milan compares billing system dates to WorkSite database date values in order to update date fields.	utc local
completed-queue-age	The number of days a completed Provisioning Service job can remain in the queue before being deleted. Delete-completed-queue must be enabled for this setting to have an effect.	Hours 30
delete-completed-queue	When enabled, Milan deletes completed Provisioning Service jobs from the queue that are older than the value of the completed-queue-age setting.
dms-database	The default name of the WorkSite database. This name is used if a database is not explicitly specified in a Billing To Milan script.
dms-server	The default name of the WorkSite server. This name is used if a server is not explicitly specified in a Billing To Milan script.
file-from-flat-space	When enabled, flatspace documents that match the client matter number of a new workspace are moved into the that workspace.
folder-template-path	The path to the folderTemplates.config file.	...\data\foldertemplates.config
for-production	Deprecated
initial-run-days	Specifies how many day's worth of records Billing To Milan should process on it it's initial run. If Billing To Milan has been run before, this setting will be ignored.	Days 30
logfile	The path to the Billing To Milan log file.
log-query	BillingToMilan records SQL queries used to obtain source data in Milan event log when enabled.	0 Disabled 1 Enabled
ws-sec-convert-to-groups	When enabled, Milan adds the billing and responsible attorneys to the workspace as a security group instead of as individual users. Security groups created in this manner are automatically named Z_clientId_matterId_access, where clientId and matterId are the client and matter numbers, respectively.

The effects of enabling the following settings depend on which billing script is used with Billing To Milan.

Setting Name	MatterInput	BillingActivity	Values
add-to-my-matters-billing-attorney	If no WorkSite user ID is specified in the BillingAttyAddToMyMatters field, a shortcut is added to the My Matters of all WorkSite users included in the MyMattersList field.	Workspace shortcuts are added to the My Matters of attorneys whose total billing hours exceed the value specified in the billing-hours setting.	0 Disabled 1 Enabled
add-to-my-matters-orig-attorney	If no WorkSite user ID is specified in the OrigAttyAddToMyMatters field, a workspace shortcut is added to the My Matters of all WorkSite users listed in the MyMattersList field.	A workspace shortcut is added to the My Matters of the specified originating attorney if his or her billing hours exceed the value specified in the billing-hours setting.	0 Disabled 1 Enabled
add-to-my-matters-responsible-attorney	If no WorkSite user ID is specified in the RespAttyAddToMyMatters field, a workspace shortcut is added to the My Matters of all WorkSite users listed in the MyMattersList field.	A workspace shortcut is added to the My Matters for the specified responsible attorney if his or her billing hours exceed the value specified in the billing-hours setting	0 Disabled 1 Enabled
add-to-my-matters-sup-attorney	If no WorkSite user ID is specified in the SupAttyAddToMyMatters field, a workspace shortcut is added to the My Matters of all WorkSite users listed in the MyMattersList field of the MatterInput.sql query.	A workspace shortcut is added to the My Matters of the specified supervising attorney if his or her billing hours exceed the value specified in the billing-hours setting	0 Disabled 1 Enabled

Note: When running Billing To Milan with the BillingActivity script, a value must be assigned to the billing-hours setting.