Workflow: Upgrade from TrialDirector 360 to discovery ][ Local

Applies To: Upgrades from TrialDirector 360 to discovery ][ Local

In this article

Review the Prerequisites

1. Log in to the Local Web Portal

2. Download the Local Client

3. Install the Local Client

Related Topics


If you already have TrialDirector 360 installed on your machine, but are interested in accessing modules available in Local, you can always upgrade your subscription to the full Local application suite. This article details the procedures involved with downloading and installing Local to your machine.

The following illustration shows the basic process outline. The numbers correspond to the procedures later in this topic.

Review the Prerequisites

The following table shows the prerequisites that must be in place before you start:



If necessary, uninstall TrialDirector 360

If you have an existing TrialDirector 360 license and want to upgrade to Local, it's highly recommended you uninstall the existing TrialDirector 360 application prior to installing the Local application.

Note: Uninstalling TrialDirector 360 prior to installing Local will not result in the loss of case data.

64-bit Microsoft Office Upgrade, if Required

Local and TrialDirector 360 do not support certain 32-bit versions of Office. Review the System Requirements: discovery ][ Local to determine if your version of office is supported. If it is not, uninstall it and install a 64-bit version instead.

Ensure Local Admin Rights are Set

In order to install Local, the user completing the installation must have local administrative privileges on the machine where the installation is taking place. If the user attempts to install without having local admin privileges, the installation will fail.

Update Eclipse SE

If you are installing Local on a machine that has Eclipse SE installed on it, make sure the Eclipse SE version is 2018.0.0. If you have a previous version of Eclipse SE, upgrade to the latest version before installing.

Address Local and Network Security

In addition to installing with elevated Administrator privileges, users need to temporarily disable all security or antivirus prior to beginning the installation process. Some environments may require complete uninstallation of security. Security can be reinstalled, reenabled, and configured after install. Failure to follow the above steps may force a complete uninstall and reinstall.

1. Log in to the Local Web Portal

  1. Click on the link in the email to access the Local Web Portal, or visit
  2. Using your credentials, log in to the Web Portal.

2. Download the Local Client

To download the Local client, follow the steps below:

  1. Log in to the Local Web Portal. The My Account page displays.

  2. Disable your pop-up blocker.

  3. Once your pop-up blocker is disabled, click the Download Clients button.

    The Local install package downloads to your local machine.

    Note: If the installation package does not automatically download, check your browser settings again. Make sure you have properly turned off the pop up blocker for the Local Web Portal URL.

Proceed to the next step, installing the Local client.

3. Install the Local Client

Minimum System Requirements are as follows:

  • OS - Microsoft Windows 10 64-bit

  • CPU - Quad-Core Processor

  • System RA - 8 GB

  • Disk space - 256 GB

  • Graphics card - 1 GB dedicated memory

You cannot install IPRO on a Oracle VM VirtualBox.

To install the Local client:

  1. After the Local installation package is finished downloading, locate the Local installation package and double click on the file.

    The Local Installation wizard displays.

  2. Click Next to continue.

    The Select Installation Folder page of the wizard displays. We recommend that you install Local to the default installation location. Local must be installed to a local (fixed disk) path. It cannot be installed to a network location.

    Note: If you want to install to a different local path, click the Browse button to browse to the folder where you want Local installed or enter a valid path in the Folder field.

  3. Click Next to continue. The Network Data Store Path Configuration page of the wizard displays.

    • If you do not have Eclipse SE or a prior version of TrialDirector 360 installed:
      • Select the location where you would like the Network Data Store to be located. The Network Data Store is used to synchronize changes to cases in a multi-user environment. You must enter a network UNC path that is accessible by all case users.
      • For single-user environments, enter a local directory path. If you are unsure what to enter in this field, contact your system administrator.
      • Click Next.
    • If you have Eclipse SE or a prior version of TrialDirector 360 installed, the Network Data Store field is pre-populated with the location of your existing Network Data Store. This location is used for Data Sync enabled cases which are shared with other subscription users on your local network. The path shown in the Network Data Store field cannot be changed. Click Next.


  4. The Ready to Install page of the wizard displays. Click Install.

    The installation process begins. Local is installed in the location indicated on the Select Installation Folder page of the wizard.

    For Upgrades:

    • During the upgrade process, the existing Local application files are automatically removed. It is not necessary to remove any existing Local deployments prior to upgrading.

    • Any existing Local cases are automatically preserved and will be accessible once the upgrade process is complete.

    • It will take several minutes to complete the upgrade process.

  5. When the installation/upgrade and deployment process is complete, the final page of the wizard displays. Click Finish to exit the wizard.

    You can launch the application two different ways:

    Note: The shortcuts below may be labeled as either Local or Ipro for desktop.

    • By double-clicking on the Local shortcut. There is also an icon on the desktop for Mobile Review and the Print Server.

    • By selecting the Local by IPRO Start menu program shortcut.

    When you launch Local you will automatically be logged in using the user credentials you used on the previous version of Local.


Related Topics

Overview: Install, Update, or Upgrade TrialDirector 360 or discovery ][ Local