Managing the CaseMap Admin Console > Managing SQL Cases:
Creating SQL cases from CaseMap templates
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Creating SQL cases from CaseMap templates
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To create a SQL case for use as a...
To mark the new SQL case as a...
To create a new SQL case from a SQL...
If you are a CaseMap user, you can create a new SQL case from a CaseMap SQL template. This feature is similar to how you create cases from templates in CaseMap, but can now be done in the CaseMap Admin Console for SQL cases.
When you create a new SQL case from a CaseMap SQL case template, you have the option to copy case staff and/or case issues into the new case. If you choose to copy case staff, then each user's spreadsheet views, saved searches, and case/form preferences set in the template are copied into the new SQL case. No other spreadsheet data or settings can be copied from a case template.
CaseMap SQL case templates are identified by a blue icon, so you can easily identify them in the SQL Cases pane of the CaseMap Admin Console and distinguish them from individual SQL cases (yellow icon). Template names will also display in the Template Name drop-down listing in the New SQL Cases dialog box when new SQL cases are created.
Before you can start creating SQL case templates, you need to ensure that Microsoft SQL Server has been configured to support this functionality. For more information, see Configuring SQL Server for CaseMap templates.
Follow these steps to create SQL CaseMap templates:
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Configure SQL Server for CaseMap templates
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Create a new SQL case to be used as a template
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Mark the new SQL case as a template
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Create a new SQL case from the existing SQL case template
You can use an existing CaseMap local case to create a SQL case template. Use the CaseMap SQL Import Utility to migrate the local case to the SQL case file format. Then register the case in the CaseMap Admin Console and mark it as a template. For more information, see Migrating case files to CaseMap Server and Managing SQL case files.
In the New SQL Case dialog box, select CaseMap SQL.
4.
Next select Create a new SQL case database and then click OK.
5.
In the New CaseMap SQL Case dialog box, type in a name for the new SQL case in the Case Name field.
The maximum for a case name is 100 characters.
6.
In the Client Matter No. field, type in the client matter number (optional).
The maximum client matter number is 100 characters.
7.
In the Description field, type in a case description (optional).
The maximum description is 200 characters.
8.
In the Default Time Zone drop-down listing, click on the time zone where most of the events in the case occur.
9.
In the Template Name drop-down listing, click CaseMap Default Template.
The CaseMap Default Template option displays by default until you have created one or more templates.
Once new SQL cases are marked as templates, the template names will display in alphabetical order for selection in the Template Name drop-down listing.
10.
In the SQL Server drop-down listing, select the SQL Server that will host or store this case.
11.
In the Database Name field, type in the SQL database name.
The maximum SQL database name is 128 characters.
12.
Select whether to use a new database or use an existing database:
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Create the new database on the SQL Server
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Use an existing empty database on the SQL Server
13.
Click the Test Connection button.
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In the message box to confirm the connection, click OK.
Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 877.301.0344. International user? For CaseMap, please call 904.373.2160. The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. ET, Monday - Friday.
