Creating replica SQL cases

Replicas of SQL cases can be created in the CaseMap Admin Console and in the CaseMap and TextMap client applications. Replicas of local cases can only be created in CaseMap or TextMap.

The replication process in the CaseMap Admin Console is nearly identical to the replication process in the CaseMap and TextMap client applications. At least one user must be assigned to a SQL case in the CaseMap Admin Console before a replica can be created. All users assigned to a SQL case will be exported when the replica case is created. Like local case replicas, you also have the option to password protect SQL case replicas.

Synchronization of cases is done only in CaseMap and TextMap. CaseMap replicas can only be synchronized with the master case once. TextMap cases can be synchronized with the master case repeatedly, as needed. If you have multiple remote users that need to work in a replica, create a separate replica for each user. Users can be granted permission in the CaseMap Admin Console to create replicas for both local and SQL cases.

All case replica names (local and SQL versions) must be unique. Creating a replica copy of a CaseMap or TextMap case  database is an exclusive process. Case staff cannot access the master case during this process.

 

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For more information on how to replicate local cases in the CaseMap client, see the following topics in the CaseMap Answer Center:

•About replicating/synchronizing cases
•Creating replica cases
•Converting replicas to master cases

 

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For more information on how to replicate local cases in the TextMap client, see the following topics in the CaseMap Answer Center:

•About replicating/synchronizing cases
•Creating replica cases

 

hmtoggle_plus1To create replica SQL cases
1.In the CaseMap Server pane, click on SQL Cases.
2.Click on the case for which you want to create a replica.
3.On the Action menu, click Export to Local Case, and then click Create Replica.

Or right-click on the case, click Export to Local Case, and then click Create Replica.

4.In the Select a location for the case replica dialog box, locate the directory where you want to save the case replica, then click Save.
5.In the message box, click Yes or No to set a password for the case replica.

If you click Yes, type in a password and confirm it in the Case Password dialog box, then click OK.

This is a global password that applies to all case users accessing the replica.

6.In the Replica Comments dialog box, type in any case comments or a description, then click OK.

A status box shows the export progress of converting the SQL case to an Access case.

7.In the message box to confirm the case export, click OK.

Notice that the file location displays in the message box.

The case replica can now be accessed by users in CaseMap or TextMap.

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.833.3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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