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Installing CaseMap

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The CaseMap client application is installed to the Microsoft® Windows® desktop of any CaseMap user. If you are using the CaseMap SQL version, the install utility will prompt you to enter the URL to the CaseMap Server. The URL should end with CMServerClient.svc.

CaseMap installs as an unregistered trial copy. There is a 30-day grace period to use CaseMap. Once the grace period expires, CaseMap will no longer function. The unregistered copy of CaseMap works identically to the registered version. If you are reinstalling over a registered version of CaseMap, you will not need to re-register.

CaseMap client installation overview:

•	CaseMap must be installed and run on a local hard drive

•	CaseMap cannot be run from a network server

•	You must be logged on with administration rights to install CaseMap

•	CaseMap data files can be stored in a file on a network drive or in a Microsoft® SQL Server® database

•	Previous version cases must be converted to open in the current CaseMap version

•	DocPreviewer and DocManager are downloaded as part of CaseMap (optional subscription CaseMap plug-ins)

•	Microsoft Word and Microsoft Outlook plug-ins (optional during installation)

Cases need to be converted to the current version format. Once a case is converted, users with previous CaseMap versions cannot open it. We recommend you upgrade all CaseMap users working in the same case at the same time. For details, see Converting cases.

Installing a new version of CaseMap replaces any current installation of the Send to CaseMap plug-in for Adobe Acrobat with a new version. The new Send to CaseMap plug-in may work in earlier versions of CaseMap, though some features may be disabled. We recommend that you do not upgrade to a new version of CaseMap until you are ready to stop using earlier versions of the product and can migrate previous version cases to the current CaseMap version.

You can install the latest CaseMap client application version to a desktop that already has previous versions of CaseMap installed. It will not remove the prior version.

1.	Double-click on the CM12Setup.exe icon to launch the CaseMap Install utility.

2.	When the InstallShield Wizard launches, click Next.

3.	In the License Agreement dialog box, click Yes.

Click Print if you want to print a copy of the license agreement.

4.	In the Information dialog box, review the installation information, then click Next.

5.	In the Default CaseMap Server dialog box, type in the CaseMap Server in the Name field.

This dialog box only displays if you are installing CaseMap Server.

In the URL field, type in the name of the server URL, then click Next.

6.	In the CaseMap Microsoft Office Plug-ins dialog box, select the the check for each plug-in you want to install: Microsoft Word and Microsoft Office.

Microsoft Office plug-ins allow case users to send data from Word or Outlook to a case.

Clear the check box for a plug-in you do not want installed.

7.	In the Choose Destination Location dialog box, verify whether the default destination folder is the appropriate location, then click Next.

The default folder is C:\Program Files [x86]\CaseSoft\CaseMap 12.

7.	In the Start Copying Files dialog box, review the current settings, then click Next.

Please wait while the new software is being configured.

8.	In the InstallShield Wizard Complete dialog box, select the Yes, I launch LexisNexis CaseMap 12 now check box.

9.	Optional: Select the Yes, I want to view the read me file now check box, if you want to do so at this time.

10.	Click Finish.

11.	In the Welcome to CaseMap dialog box, select Activate CaseMap.

11.	Click Continue.

12.	In the CaseMap 12 Software Activation dialog box, click Next to open the Enter your registration information dialog box.

13.	In the Registration Name field, type in your user name for license registration.

14.	In the Registration ID field, type in your registration ID.

15.	In the Product ID field, type in the CaseMap license number.

You must be registered with LexisNexis as a valid user of this software to have this registration information. When you register with LexisNexis, you should receive this information via email or phone.

16.	Click Next to continue.

17.	In the Read the LexisNexis License Agreement dialog box, read the license agreement and then select the Yes, I will abide by the LexisNexis License Agreement check box.

18.	Click Next to continue.

19.	In the How do you want to activate this product dialog box, select the activation option you want to use.

•	Activate software online — Use this option to activate online with an active internet connection.

•	Activate by web browser or phone — Use this option if you received an activation key via email.

20.	Click Next to continue.

21.	In the Summary of online activation transmission information dialog box, review the license registration information.

22.	Click Finish.

23.	In the message box confirming CaseMap activation, click OK.

Installation is complete. CaseMap now automatically launches and you can begin using it.

About preliminary planning

Before installation

System requirements

Registering the SQL server in CaseMap

Converting local cases

Updating CaseMap versions

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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