CaseMap Server

About migrating cases

About migrating cases

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About migrating cases

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Previous versions of CaseMap and TextMap cases are written to Microsoft® Access databases. CaseMap v9.0 and TextMap v6.0 also retain the option to create local case files in Access databases to save on a shared network folder. CaseMap Server allows you to import these files and convert them to SQL case databases managed in Microsoft SQL Server.

Migrating an existing case to CaseMap Server is two-step process. First you import the existing case using the CaseMap or TextMap SQL Import Utility. Next you register the imported SQL case to the CaseMap Server using the CaseMap Admin Console. We recommend you set up CaseMap Server users with assigned roles in the CaseMap Admin Console before registering an imported SQL cases. This process allows you to map users from the CaseMap or TextMap Case Staff Member list to users defined in the CaseMap Admin Console after case registration succeeds. Once users are mapped they should automatically be assigned to the SQL case and able to open it in the client application. For more information, see Mapping case users.

 

 

 

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Always backup copies of the local cases before you migrate them into CaseMap Server.

 

 

hmtoggle_plus1Learn the key steps for successful case migration

Review the following for best practices in migrating case saved in Access databases and importing them into CaseMap Server.

The first key to a successful migration is having your organization's SQL Server Database Administrator work with you in this process. Since each organization's needs are different, the SQL environment tends to be uniquely configured. Involving your SQL Database Administrator will help save you time and effort.

The CaseMap Technical Support team does not have knowledge of your SQL configuration and therefore, cannot answer your SQL questions. However, they can help you with your CaseMap, TextMap, and CaseMap Server / CaseMap Admin Console questions. When calling the support team, please make sure your SQL Database Administrator is on the  call to answer SQL configuration questions from support.

The CaseMap and TextMap case migration process was tested by CaseMap developers. For a successful migration, be sure to follow these instructions as they are written and in the order they are described.

hmtoggle_plus1Learn why you should migrate local case files to CaseMap Server

Microsoft SQL Server is a widely available client/server relational database system. Microsoft SQL Server provides several benefits to CaseMap Server:

Performs transactions and atomic operations for data safety and protection
Runs at extremely high speeds
Creates little or no disk fragmentation
Allows for greater database size; not limited to 2 GB database size limits
Allows for easy management

 

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The CaseMap v9.0 and TextMap v6.0 SQL options have been tested against Microsoft SQL Server 2005 and 2008.

 

 

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