Registering existing SQL cases

Registering an existing SQL case in the CaseMap Admin Console means you are registering a local CaseMap or TextMap case that you migrated to the SQL Server. Cases are automatically registered during the bulk import process. Case names must be unique.

Cases can also be unregistered. Unregistering a case does not delete the case database file; it simply stops the CaseMap Server from serving it. If you later decide to re-register the case, it will be assigned a new and unique internal ID. Users assigned to an earlier version of the case will not be able to access it when it is re-registered until they are re-assigned to the case.

 

hmtoggle_plus1To register an existing SQL case
1.In the CaseMap Server pane, click SQL Cases.
2.On the Action menu, click on the New SQL Case button on the toolbar.
3.In the New SQL Case dialog box, select the type of case you want to create: CaseMap SQL or TextMap SQL.
4.Next select Register an existing SQL case database.
5.Click OK to open the Register TextMap SQL Case Database dialog box.

This dialog box is named Register CaseMap SQL Case Database, if you selected CaseMap SQL.

6.In the Case Name field, type in the case name.

The maximum case name is 100 characters.

7.In the Client Matter No. field, type in the client matter number (optional).

The maximum client matter number is 100 characters.

8.In the Description field, type in a case description (optional).

The maximum description is 200 characters.

9.In the SQL Server drop-down list, select the SQL Server you want to connect with this case.
10.In the Database Name field, type in the existing SQL database name.

The maximum SQL database name is 128 characters.

11.Click Register to register the case.

The case now displays in the SQL Cases pane.

12.In the Map Case Users dialog box, select a user in the Unmapped case staff members box.
13.Choose one of the following depending on the user account status:
•If the user is already added as a user in the CaseMap Admin Console, select the same user name in the Unmapped CaseMap Server users box, then click Add.

The user displays in the Mapped users box. For more information, see Mapping users.

•If the user is not already added as a user in the CaseMap Admin Console, click the New CaseMap Server User button.

Complete steps for adding a new users. See Creating Users.

Next complete steps for mapping the user as mentioned in the above bullet.

Remember to assign users to roles. See Creating Roles.

14.Click OK to continue to save mapped users.

The existing case is now registered with existing/new users mapped to user accounts in the CaseMap Admin Console.

 

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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.

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