Displaying a case hyperlink

The CaseMap SharePoint Web Parts site allows you to display a case hyperlink so case staff can open a CaseMap SQL case in CaseMap directly from the site page. The case hyperlink only works internally inside your organization's Intranet; it will not work on a public Internet site.

 

AC_sharepoint_case_link_display

 

In order to open a case file using the CaseMap - Case Link:

•CaseMap SharePoint Web Part site users must be added as a user in the CaseMap SQL case (CaseMap Admin Console) in order to open it.
•CaseMap must be installed on the desktop that is also accessing the CaseMap SharePoint Web Parts page.
•In the File Download dialog box, click the Open button (not Save).

 

ac_note_icon

To launch a CaseMap case effectively from the hyperlink on the site page, you must be using Microsoft Internet Explorer. Opening a case from the site page does not work well with Mozilla Firefox and other Internet browsers.

 

hmtoggle_plus1To add a CaseMap SQL case link shortcut
1.Open the CaseMap SharePoint Web Parts site.
2.Click on the case tab for which you want to display the case link.
3.Click on the Site Actions button AC_sharepoint_site_actions_button in the upper right corner and then click Edit Page.
4.The Edit Content page displays with the web part page template for you to edit.
5.Click on the Add a Web Part link in the web part zone where you want the case link to display.

Web Part Zone

6.In the Add Web Parts dialog box, scroll down to the All Web Parts section until you find the Miscellaneous settings.

Add Web Parts > CaseMap Case Link

7.Click the Add button.

The new CaseMap - Case Link web part displays in the area you designated. You now need to edit the web part so that the hyperlink displays in it.

8.In the new CaseMap - Case Link web part, click the Edit button.

Edit > Modify Shared Web Part

9.Click Modify Shared Web Part.

The CaseMap - Case Link panel now displays to the right.

10.In the CaseMap - Case Link panel, type in the URL for the CaseMap Server REST web service.

CaseMap Configuration

For example, for Windows authentication: http://[server:port]/CaseMapAD/CMServerAD.svc

For simple authentication: http://[server:port]/CaseMapLA/CMServerLA.svc

If you click Local User, then enter your user name and password.

11.Click the Test Connection button to verify the connection to the web service and the CaseMap Server.

When the connection is established, a CaseMap Case field displays.

12.In the CaseMap Case list, click on the case for which you want to display a hyperlink.

CaseMap Case Link

13.In the Link Text field, the case name automatically displays.

You can edit the case name for how it will display as a hyperlink.

14.In the CaseMap Application Path field, type in the full path to the CaseMap.exe file.

The default path is C:\Program Files\Casesoft\CaseMap9\CaseMap.exe.

You can edit this path. The text should default to the case name.

15.In the Appearance section, click in the Title field, if you want to edit the case link title that displays at the top of the web part zone.
16.Click the Ellipses button AC_sharepoint_ellipses_button.

The default name is CaseMap - Case Link.

17.Click OK to save your changes.
18.Click the Apply button to view your changes without closing the pane.
19.Click OK to save your changes and close the pane.

The case link now displays in the CaseMap - Case Link web part.

20.On the SharePoint toolbar, click the Publish button AC_sharepoint_publish_button to publish the link on the case page so case staff can now view it.

To customize spreadsheet data display, see Customizing data display.
hmtoggle_plus1To open a SQL case from the site page

When opening a SQL case from the hyperlink on the site page, it is best to only click the Open button (and not Save). Please ensure that case staff opening cases from the CaseMap SharePoint Web Parts site understand these procedures.

1.Open the CaseMap SharePoint Web Parts site.
2.Click on the case tab for which you want to display the case link.
3.Click on the case link.
4.In the File Download dialog box, click Open.
5.In the Connect to CaseMap Server dialog box, type in your log on credentials, then click Connect.

The SQL case file now displays in CaseMap.

 

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

© 2016 LexisNexis. All rights reserved.