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About migrating cases |
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Learn the key steps for successful...
- Involve your SQL database...
- Follow steps outlined in this help...
Learn why you should migrate local...
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. |
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