Administration > Switch to the firm's own Exchange service


Switch to the firm's own Exchange service

[FOR AMICUS ADMINISTRATOR ONLY]

Amicus uses Microsoft Exchange for some of its back-end functionality, providing total email and calendar integration and flexible mobility. Exchange is utilized to manage and store the firm's email, contacts, appointments, and tasks.

        The firm is currently using the cloud-hosted Exchange Server service provided by Amicus (free during your trial period)

The firm now wants to switch to an Exchange service running on the firm's own server or hosted for you by a third party.

Contact Amicus Support


Note: Amicus Support will explain the detailed requirements of the process, and can assist you with some of the steps.


        If you wish to keep each firm member's email, contacts, appointments, and tasks from the Amicus-hosted accounts, those records will need to be exported while those accounts remain available, and imported to the firm's own Exchange. Any associations to Amicus files will be lost.

        All users will need to be logged out of Amicus during the change.

        If the firm has licensed Amicus Cloud, you will need to reauthorize your license with the reduced charges (Amicus-hosted Exchange no longer included).

        To complete the change, each firm member will need to log in to Amicus (using their old Amicus email login and password). The Exchange Settings wizard will start automatically. The firm member will enter their credentials for the firm's own Exchange (email address and password and, if necessary, their user name, domain name, and server name).

        Firm members' email and calendar apps might need to be configured: If Outlook, Outlook Web App, smartphones, etc. were configured to connect to a firm member's old account, they will need to be reconfigured to connect to the new account. For more information, see Configure apps and devices to connect with your Amicus account.


Tip:
 It is recommended that you now perform an Exchange speed test, and optimize Amicus performance if necessary. See Test your Exchange speed and, if necessary, optimize Amicus to accommodate a slow service.


Related Topics

        Which Exchange?

        Change to the firm's own email domain name (if Amicus-hosted Exchange)

        Change to an Amicus-supplied email domain name (if Amicus-hosted Exchange)

        Change to the firm's own email domain name (if firm's own Exchange)

        Firms connected to Office 365 via OAuth

        Switch to Amicus-hosted Exchange service

 


Amicus Cloud (January 2023)

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