Synchronizing cases

Synchronization in TextMap allows you to update the master case with with new transcripts, coded issues, and added annotations made in the replica. During this process, TextMap analyzes the differences between the two cases and copies changes made in the replica to the master case.

Synchronization may take a few minutes depending on the number of transcripts, annotations, and words in the transcripts to be indexed during the process. TextMap does not create duplicates of transcripts or annotations during synchronization, but updates existing transcripts with the new annotations. Refer to the About replicating/synchronizing cases topic for details on guidelines, considerations, and limitations for this process.

 

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If you are working with SQL cases, the replication process is nearly identical to creating a replica of a local case. 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 is created.

 

Synchronization of all replicas with the master case is done in TextMap. If new users are added in the replica, they must also be added in the CaseMap Admin Console as users and be assigned to the case for synchronization to be successful.

 

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For more information on how to create a SQL case replica in the CaseMap Admin Console, see the following topic:

Creating replica cases in the CaseMap Server Answer Center.

 

hmtoggle_plus1To synchronize a case
1.In TextMap, open the case for which you want to make a replica.
2.On the File menu, click Synchronize, and then click Synchronize.
3.In the message box, click OK.
4.In the Select another TextMap case to synchronize with dialog box, navigate to the case you want, then click Open.
5.In the message box listing, review identified transcripts and annotations to synchronize, click Yes to proceed.

The master case now includes updates made from the replica.

 

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After synchronization completes, case staff must combine duplicate issues or remove unwanted issues. The Delete Issue Wizard allows you to move links from one issue to another.

 

 

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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 9:00 p.m. Eastern Time, Monday - Friday.

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