Opening cases

Case files are databases created to store all the data related the case. Some case files are created and saved locally on your organization's network. Other case files are created and stored for remote user access across your organization's Wide Area Network (WAN). For example, case files stored on a WAN can be accessed by TextMap users across the nation or even in another country. Depending on how the case file is created and where it is saved determines how you will open the case in TextMap. Case files that are located on the WAN may take longer to open than those saved locally.

 

Three methods of opening a case:

File > Open > Recent Cases — Launches a list of cases you frequently use.
File > Open > Computer — Launches cases saved locally on the network and written to a Microsoft® Access database. These case files are saved in network folders where other case file data is stored and organized.
File > Open > SQL Case — Launches SQL cases stored on the Wide Area Network (WAN) and written to a SQL database. These cases are saved in CaseMap Server, which is a dedicated database server designed to store TextMap cases.

If you do not have CaseMap Server, you will not see this option on the File menu.

 

If you are working in multiple cases, you need will need to know which option to use for each case file you want to open. If you are opening SQL cases, your system or database administrator will need to provide you with the network server name and which authentication option to use when opening the case.

TextMap allows you to open one case at a time within an active application window. If you want to work in other cases simultaneously, you'll need to launch additional TextMap windows to access them. Case names display in your Windows title and status bars so you can differentiate them while working.

 

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If you cannot open a case, contact your system administrator and tell them the case name you need to open. They can ensure that you have proper access to to the network location where the case file is stored.

 

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If you are working in a SQL case and a menu item is grayed out, you may not have permission to use that TextMap feature. Contact your system administrator for more information.

 

hmtoggle_plus1To open a local case
1.On the File menu, click Open, and then select Computer.

If you do not have CaseMap Server, click File, and then click Open.

2.In the Select Local Case to Open dialog box, browse to the network directory folder to locate the case you want to open and click on it.
3.In the TextMap Default Annotation Mode dialog box, click Close.

We recommend you leave the default setting of Manual Mode until you understand and learn how to use Annotation modes. See About annotations.

hmtoggle_plus1To open a SQL case
1.On the File menu, click Open, and then click SQL Case.

You can also press CTRL + O to open a SQL case.

2.In the Connect to CaseMap Server dialog box, select the server you want to use in the Server Name list.
3.In the Authentication area, select the type of authentication being used to access the SQL case: Windows Authentication or Local User.

If you select Local User, then type in your user name and password.

If you do not know which authentication method to use, contact your system administrator.

4.Click Connect to continue.

Connect to CaseMap Server

5.In the Select a SQL Case to Open dialog box, click on the case you want, then click Open.

Select a SQL Case to Open

The selected SQL case now opens in TextMap.

6.In the TextMap Default Annotation Mode dialog box, click Close.

We recommend you leave the default setting of Manual Mode until you understand and learn how to use Annotation modes. See About annotations.

hmtoggle_plus1To open recently viewed cases
1.On the File menu, click Open, and then select Recent Cases.
2.In the Recent Case area, click on the case to open. You can also right-click on the case to be opened and from the Recent Cases submenu, click Open.

Recent Cases Options List

A pinned case, designated by a Pinned Case Icon identifies cases that were recently viewed and added to the top of the Recent Cases list.

An unpinned case, designated by a Unpinned Case Icon identifies cases that have not been recently viewed. A thin horizontal line xm_separator separates unpinned cases from recently viewed cases (pinned).

3.Optional: From the Recent Cases submenu, click Pin to list to place the selected case to the top of the Recent Cases list.
4.Optional: Click Remove from list to remove a case from the Recent Cases list.
5.Optional: Click Clear unpinned cases to remove all cases from the Recent Case list.
hmtoggle_plus1To close a case

On the File menu, click Close to display to the Getting Started page.

 

related_topics_buttonRelated Topics

 

 

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.543.6862 (Option 2, then Option 4). 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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