Background Services

Application Settings

The Client Matter Update Tracker Service monitors whether client matters have been updated, documents have been checked in or out, or document profiles have been altered and updates the Milan tables to reflect the changes. If an action related to a client matter takes place in WorkSite, this service either updates the updatedTime column for the Client Matter in this table or creates an entry if one does not exist.

Troubleshooting

If this service fails to run, it is possible to manually perform the task by executing the following SQL query, which returns the most recent running time for each server.

WITH cte AS
  (SELECT Component.value('@serverName', 'varchar(MAX)') AS ServerName,
          Component.value('@databaseName', 'varchar(50)') AS DatabaseName,
          Component.value('@lastRunningTime', 'varchar(50)') AS LastRunningTime
   FROM Milan.KeyValuePair r CROSS APPLY r.Value.nodes('/metaDataList/metadata') AS T1(Component)
   WHERE [Key] = 'Milan.PolicyCenter.Lib.ClientMatterUpdateTrackerService')
SELECT *
FROM cte.

The Email Dispatcher sends notification email generated by Policy Center, Share Document, Self-Service, Export Document, and Analytics. All pending messages are stored in the Milan.NotificationEmailQueue table, which is regularly processed by the Email Dispatcher based on the value specified in the Execution time interval setting. Be default, the service runs every 30 seconds.

Application Settings

Application Settings

Application Settings

Application Settings

Application Settings

The Import Attorney Secretary Relationship Service gets attorney/secretary pairings from a user-specified database and adds and removes secretaries to and from inclusionary and exclusionary policies based on their attorney relationships.

Before enabling this service, you must:

1. Create a connection string named "AttorneySecretarySync" that points to the database where the pairing information is stored (see Adding a New Non-WorkSite Connection String).
2. Edit the AttorneySecretaryRelationship.sql script to return attorney secretary pairings.

AttorneySecretaryRelationship.sql

When the service runs, it looks in ...\Prosperoware.Milan\data\CustomScripts\Scripts\Import for script named AttorneySecretaryRelationship.sql, which it then executes against the database specified in the AttorneySecretarySync connection string. The query results are saved to Milan database in the AttorneySecretary table in the Milan database.

The default script contains the following placeholder query.

SELECT '1' AS AttorneyUserId,
       '1' AS SecretaryUserId,
       1 AS AddToTeam,
       1 AS AddShortcut,
       1 AS Active

Your updated script must return a record for each attorney pairing with valid values for the following columns.

The Import Timekeeper ID Data Service imports timekeeper information into Milan from a billing system database.

The Import WorkSite Data Service is used to import data (users, groups, clients, and matters) from WorkSite into Milan.

Stored Procedure

To manually run the ImportDataFromWorksite stored procedure associated with this service, execute the following script against the Milan database:

ImportDataFromWorkSite Parameters

Application Settings

Application Settings

The Log Archive Service archives items in the Event Log.

Application Settings

The Log Retention Service, formerly Heartbeat Log Deletion Service, deletes all heartbeat log entries from the EventLog, ImportServiceLog, and ProvisoningServiceLog as well as completed items older than the retention period from the PolicyEventQueue, PolicyEventingMatter, PolicySystemLog, and PolicyEventingUser tables. By default, the service runs every three days.

The Matter Team Flattener service removes matter teams from client matters after a specified period of inactivity and adds the users from that matter team to the file permissions for the relevant folders and documents.

Application Settings

Application Settings

The Policy Eventing service processes and applies policies on linked systems (WorkSite, file shares, SQL-based systems).

Application Settings

The Policy Health Check service checks that the items in the linked WorkSite database conform to the security policies configured in Milan. If the service finds an item with incorrect security settings, it queues the item to be processed by the Policy Service.

If for some reason the Policy Verification Service fails to run between 11:00 PM and 6:00 PM, it is possible to run the service immediately by clicking the Run Now button on the Background Services admin page.

Application Settings

The Timekeepers Sync Service automatically adds users to competitive exclusion and inclusionary policies by calculating the total number of hours they've entered in the billing system for a particular client or matter and comparing it to the value specified in either the billing-exclusion-hours or billing-matterteam-hours application setting. In the case of competitive exclusion policies, if a user's billing hours for a client or matter on one side a policy exceeds the billing-exclusion-hours value, the service adds the user to the opposite side's exclusion list. Similarly, users are added to inclusionary polices if their billed hours for a client or matter exceed the billing-matterteam-hours value.

Configuration

Application Settings

Application Settings