We are now in the process of deploying iPads to attorneys who have requested them throughout the firm. We expect to have this done by the end of July. Because iPads are not really designed for enterprise control, Apple's security measures require the user to set up his or her own device, which requires not only passwords, but fingerprints and answers to personal security questions.
One thing we do ask is that you use your margolisedelstein.com email address for your Apple ID. If you already have an apple ID using that address, you may use that. If you have an Apple ID using a different email address, you need to set up a new one. Without this, the firm could be locked out of the device forever.
It is also important to secure your device with a six digit code to protect client confidentiality. Do not bypass this step. Make sure you remember your code. We cannot bypass it.
Keep in mind that the Firm’s Computer and Internet Use Policy applies to these new tablets. The firm’s purpose in providing them is to help you serve our clients and complete other work required tasks. We expect you to use them primarily for work purposes.
Setup
When you first turn on your new iPad, you will be asked to set it up. We are more than happy to assist if you run into any problems or have questions. The following are instructions to guide you through the setup:
- Select Language and Country (English, then United States)
- Connect to you office WiFi
- Recommend turn on Location Services
- Touch ID, setup with at least one fingerprint.
- Set up a pass code.
- Apps & Data, Setup as a new iPad unless the you already have an iCloud account using your work email. You should use your work email address for this account.
- Skip Apple Pay
- Skip iCloud keychain
- I recommend enabling Siri, unless you really don’t want to use it.
- Analytics: don’t share
All tablets should always be secured by a password and/or a fingerprint. We are obligated to make every effort to protect the confidentiality of client data.
Since the tablets contain firm data and access to firm networks, you should not allow others to use your tablet.
Your iPad should be set up using your Margolis Edelstein email address.
Maintain an auto-lock on your device. If it does not lock when left alone, that defeats the purpose of password protection.
Protecting the Device:
The number one way iPads break is by dropping them. To minimize damage we would like all user to use a tablet cover. These will be provided very soon.
Installing Apps (you should use the following):
Email: Use the Gmail or Inbox App from Google (not the native iPad mail program).
Calendar: Use Google Calendar (not the native iPad calendar).
Document creation: Download Office 365 (MS Word, Excel, and Powerpoint) apps from the App Store. If you work with Google Drive, you may also want Google Docs, Google Sheets, and Google Slides.
File Storage: Your iPad comes with a limited amount of storage space. The iCloud backup comes with even less. Use OneDrive (Microsoft) (1 TB come with Office 365 account) or Google Drive (unlimited storage)
Time Entry: For time entry, you should download the iTimeKeep App. Webview will not run on the iPad.
VPN: For VPN access to the firm’s network download Forticlient. To configure Forticlient to access our VPN, find the host for your office on this list. Port should be 443 and the username and password are the same as what you use in the office. I also recommend turning on the “hide invalid certificate warning.”
File Server: To access documents on the file server (e.g. MDIR or your H: drive) you will need to set up a program to get there. Use “Documents 6” by Readdle. This can be a little tricky to set up. If you would like us to set it up for you, contact the Help Desk. If you feel comfortable with setup, here is how it works:
Once you have installed and opened the Documents App, you should see an "In the cloud" section on the left. Press the "+add" to add a server. Select "Windows SMB" Title can be anything, e.g. "Phila M Drive" might be a good choice. The URL is the connection you want to make: smb://10.0.0.250/data/mdrive (or whatever path you wish to map). Login again is whatever name and password you normally uses to access the server. If you are setting up outside the office, be sure you are connected to VPN first.
PDF: Adobe Reader is good for viewing PDF documents. If you want the ability to mark up a PDF, try Foxit PDF.
Notes: OneNote is integrated with your Office 365 account. Google Keep will work with Google Drive. Use either of these.
Research: LexisAdvance App for legal research.
Connecting with Clients: We want you to use your device to connect with your colleagues and the world, especially in growing your social footprint on LinkedIn or your favorite network. You’re the face of ME, and we want you to reach as many existing and potential clients as possible with your ideas, thoughts and work.
We hope these suggestions will get you started in making the most of your new iPad. We view this project as a collaborative one. If you have suggestions for other Apps that your fellow attorneys may find useful, please let us know.
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