Creating snapshots

Snapshots are a point-in-time picture of a CaseMap case that preserves current data. Use snapshots for case staff who need to view and filter case data and generate reports. Snapshots cannot be used to edit data in a CaseMap case. Snapshots cannot be synchronized with the master case. Any edits case staff make in their snapshot copy of the case must be manually entered in the master case. Snapshot file names must be unique.

 

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Saved snapshots can be restored to see what the contents of a case were at a particular time.

 

hmtoggle_plus1To create a snapshot
1.In the CaseMap Server pane, click SQL Cases.
2.Click on the CaseMap SQL case for which you want to create a snapshot.
3.On the Action menu, click Export to Access, and then click Create Snapshot.

Or right-click on the case, click Export to Access, and then click Create Snapshot.

4.In the Select a location for the exported case dialog box, select the directory folder, then click Save.
5.In the message box, click Yes or No to set a password for the snapshot.

If you click Yes, type in a password and confirm it in the Case Password dialog box, then click OK.

This is a global password that applies to all case users accessing the snapshot.

6.In the message box to confirm the case export, click OK.

Notice that the file location displays in the message box.

 

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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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