CaseMap Server

Registering SQL Servers

Registering SQL Servers

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Registering SQL Servers

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The SQL Servers pane allows you to register SQL Servers in the CaseMap Admin Console so that you can store CaseMap or TextMap case databases on them. The SQL Servers pane also lists all registered servers and displays the server name and description for each.

During the server registration process, the Administrative Credentials and Desktop Application Credentials areas require a SQL Server Authentication login account. The SQL Server login account configured for Administrative Credentials should be granted the database owner (dbowner) and database creator (dbcreator) roles. The database owner role is required to successfully perform internal application operations like changing isolation levels and enabling single user mode. The database creator role is required to create new case databases directly in the CaseMap Admin Console.

 

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If the administrator only wants to register servers (and not create SQL cases) in the CaseMap Admin Console, the database creator role is not needed for that user.

 

Once a SQL Server is registered in the CaseMap Admin Console, it is ready to have cases associated with it. Each SQL Server name should be unique and non-case sensitive.

 

SQL Servers pane

 

Use the SQL Servers pane to:

•View a complete listing of registered SQL Servers
•Register new servers
•Take a server offline
•Rename servers
•Refresh the server list
•View/edit server properties
•Delete servers
•Export a list of servers

 

hmtoggle_plus1To register a new SQL Server
1.In the CaseMap Server pane, click on SQL Servers.
2.Click the New SQL Server button on the toolbar.
3.In the New SQL Server dialog box, type the name of an existing SQL Server in the Name field.

This should be the SQL Server where you want to host cases.

The SQL Server name has a maximum character limit of 128.

New SQL Server

4.In the Description field, type in a server description (optional).

The Description field has a maximum character limit of 200.

5.In the Administrative Credentials area, type in a CaseMap case administrator user name.

This login account needs to be the database owner in SQL Server for all cases registered on the server (existing or new).

This login should also be the database creator in SQL Server, if this user wants to create cases in the CaseMap Admin Console.

The user name has a maximum character limit of 272.

6.In the Password and Confirm fields, type in the password for this user and re-enter it.

The password has a maximum character limit of 100.

7.In the Desktop Application Credentials area, type in the desktop application credentials for the SQL Server client User Name, Password, and Confirm password fields.

This login needs read, write, and execute permissions for case databases.

8.Click the Test Connection button to verify that you can connect to the server.

You should test the connection for both sets of credentials.

9.In the message box to verify the connection, click OK.
10.Click the Create button to register the SQL Server database.
11.Click the Refresh button any time you need to update the server list.
12.Click Close when you are finished.

The new SQL Server now displays in the SQL Servers pane.

 

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You can also add or modify registered CaseMap Servers from both the CaseMap and TextMap client applications. On the Tools menu, click Options and then click the CaseMap Servers tab.

 

 
hmtoggle_plus1To take a SQL Server offline
1.In the CaseMap Server pane, click on SQL Servers.
2.Select the SQL Server you want, then click the SQL Server Properties button.

You can also double-click on the SQL Server to open the SQL Server Properties dialog box, or right-click on it and select SQL Server Properties.

3.In the SQL Server Properties dialog box, select the Server is offline check box, then click OK.

SQL Server Properties

A red dot now displays on the server icon AC_server_offline_icon  to indicate that the server is offline.

Users are unable to access case files registered to this server until you deselect the Server is offline check box.
hmtoggle_plus1To rename a SQL Server

Rename the SQL Server if the cases have been moved to a different SQL Server.

1.In the CaseMap Server pane, click on SQL Servers.
2.Select the SQL Server you want to rename.
3.Right-click on the SQL Server and click Rename.

You can also click the Action menu and then click Rename, or select the Rename the selected item button.

4.In the message box, click OK.
5.In the Rename dialog box, type in the new SQL Server name, then click OK.

The new SQL Server name now displays in the SQL Servers pane. The server list does not resort after a name change.

 

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Renaming the server here will not rename the SQL Server instance. Only rename the server if the name is incorrect or you have moved all of the cases on this server to a different SQL Server.

 

 
hmtoggle_plus1To edit SQL Server Properties
1.In the CaseMap Server pane, click on SQL Servers.
2.Select the SQL Server for which you want to edit properties.
3.Click the SQL Server Properties button.

You can also right-click on the server and click SQL Server Properties, or click on the Action menu and click SQL Server Properties.

4.In the SQL Server Properties dialog box, enter your edits.
5.Click OK to save your changes.

 

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At least one server must be listed in the SQL Servers pane in order to edit server properties.

 
hmtoggle_plus1To delete a SQL Server
1.In the CaseMap Server pane, click on SQL Servers.
2.Select the SQL Server you want, then click the Delete button.

You can also right-click on the server and click Delete, or click on the Action menu and then click Delete.

3.In the message box, click Yes to confirm removing the server.

The SQL Server no longer displays in the SQL Servers pane.

 

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You cannot delete a server that has one or more active or inactive cases associated with it. You can delete a server that has deleted cases associated with it.

 

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Once a SQL Server is deleted in the CaseMap Admin Console, it is permanently removed from the CaseMap Admin Console and the CaseMap Server.

 

 
hmtoggle_plus1To export a server list
1.In the CaseMap Server pane, click on SQL Servers.
2.Click the Export list button AC_export_list_button.
3.In the Save As dialog box, locate the folder where you want to save the exported server list, then click Save.
4.In the message box to confirm the export and view the saved file, click OK.

The exported server list is now saved in a directory folder so you can reference it later using Microsoft® Excel.

 

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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.