Bulk importing TextMap cases

The Admin Console allows you to migrate cases to the CaseMap Server. During the import process, cases are converted in an Access database format to a SQL Server database format. It creates a brand new SQL case and copies all information from the local case into the SQL case. TextMap cases can be converted individually or bulk imported to the CaseMap Server. Duplicate cases will not be added to the list.

During the import process, cases are automatically registered to the CaseMap Server and stored in the SQL Server you select. Case users will automatically be mapped for you during the import. You can verify or manually edit case users, as needed. See Mapping users.

Once a case has been successfully imported to the CaseMap Server, the file extension on the local case is changed to ensure that case staff can no longer open it in the client application. If a case already exists with the same name, you will be prompted to enter a unique name.

You can also import a list of cases from a text file. The text file containing the list of cases must list one case per line. Each line must contain only the full path to the case file. The import utility will not add duplicate cases to the list.

Once the import process completes, results display listing the number of cases successfully imported and any cases that failed to import. If you cancel the import during processing, CaseMap Server will finish importing the last case being processed before stopping.

After the case is imported, it's important to verify case users and assign them to roles in the CaseMap Admin Console. See About roles and users.

 

ac_caution_icon

Once a case has been converted to SQL format, users can no longer access the local case.

 

 

hmtoggle_plus1To bulk import TextMap cases
1.In the CaseMap Server pane, click SQL Cases.
2.On the Action menu, click Import Local Cases.
3.In the Import Local Cases dialog box, click TextMap to select the type of case to import.
4.In the Which SQL case version do you want to create? list, select the TextMap case version (e.g., TextMap 8) for the files you want to import.

 

ac_note_icon

You can only import any older version of local TextMap cases at the same time. All cases imported will be converted to the selected TextMap version.

 

5.In the Which SQL Server should store the SQL cases? list, select the SQL Server you want to use.
6.Click OK.
7.In the Import Local TextMap Cases dialog box, on the Case Selection tab, click Add Cases.
8.In the Select TextMap Cases dialog box, navigate to the folder where your case files are stored.
9.Select the TextMap case(s) you want to import and then click Open.
10.In the Import Local TextMap Cases dialog box, review the case(s) selected for the import.

To remove a case from the TextMap Access Cases to Import box, select the case you want to delete and click Remove.

11.Click Add from File to import cases from a .csv file with one case per line.

Each line in the .csv file must at least contain the full path to the local case file. You can also specify the exhibits path and SQL case database in the following format:

"<local case file path>","case exhibits path","<SQL database name>"

Duplicate cases will not be added to the list.

In the message box to import the files, click OK.

12.Click Import.
13.In the LexisNexis CaseMap Admin Console message box confirming the completed import, click OK.

If you click Cancel during the Import process, the process will finish importing the last case before stopping.

14.On the Results tab, review each case that was processed.
15.To save a results log, click the Save Log button.
16.In the Save Import Log dialog box, navigate to the folder where you want to save the log file, then click Save.
17.Click the X to close the dialog box when you are finished.

 

related_topics_buttonRelated Topics

 

 

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 1-800-833-3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 7:00 p.m. Eastern Time, Monday - Friday.

© 2018 LexisNexis. All rights reserved.