CaseMap Server

Migrating cases to CaseMap Server

Migrating cases to CaseMap Server

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Migrating cases to CaseMap Server

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Use the CaseMap or TextMap SQL Import Utility programs to migrate previous version case files to the CaseMap Server. During the import process, the utility converts a case in an Access database format to a SQL Server database format. It creates a brand new SQL case and copies all information from the old case into the new one. You will also have the option to create the new case on a specified server instead of using an existing one. Each CaseMap or TextMap case must be converted individually; there is no batch processing method. The utility program will install to C:\Program Files\CaseSoft\CaseMap\SQL Import. No local machine registry settings are required.

Once a case has been successfully imported to the CaseMap Server, the file extension on the previous version case is changed to ".001" to ensure that case staff can no longer open it in the client application. If a case file already exists with the same name and extension, the numbers will increment to ".002" and ".003" to ensure a unique name.

 

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Previous versions of CaseMap and TextMap are not used during the conversion process, so you can uninstall them at any time.

 

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Once a case has been converted to a new version format, users can no longer access it using an older version of CaseMap or TextMap. We recommend that all users get new versions installed at the same time.

 

hmtoggle_plus1How to migrate case files to CaseMap Server
1.Click on the CaseMap SQL Import icon to launch the CaseMap SQL Import Utility.
2.In the CaseMap or TextMap Access Case to Import area, click the Browse button to locate the case file you want to migrate to CaseMap Server.

CaseMap SQL Import Utility     TextMap SQL Import Utility

3.In the Server Name field, type in the name of the SQL server you want to use.
4.In the Authentication drop-down list, select the authentication type you want to use: Windows Authentication or SQL Server Authentication.

If you are using SQL Server Authentication, type in your user name and password.

5.In the SQL Server Case Database area, select whether you want to create a new SQL server case database or use an existing empty SQL database.
6.In the Database Name field, type in the SQL database name.

The maximum limit for a case database name is 128 characters. As a general practice, it is best not to use spaces in the database name.

7.Click the Import button.
8.In the message box to verify the import, click OK.

The case file you imported is now ready to be registered in the CaseMap Admin Console. See To register existing SQL case files.

 

 

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