CaseMap Server

Creating users

Creating users

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Creating users

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The Users pane allows you to view a complete listing of CaseMap and TextMap users set up in the CaseMap Admin Console. Once users are set up, you must assign them to a role to apply the appropriate permissions. Permissions are global settings and apply to all case files assigned to the user. Users must be assigned to the cases they need to access.

 

Users pane

 

Use the Users pane to:

•View a complete listing of users
•Create new users
•Select password settings
•Change authentication types
•Rename users
•Disable user accounts
•Delete users
•Refresh the user list
•Export a list of users
•View or modify user properties
•Email user notifications

 

 

hmtoggle_plus1To create a user using Windows Authentication
1.In the CaseMap Server pane, click Users.
2.Click the New User button on the toolbar.
3.In the New User dialog box, type in the user name in the User Name field.

Or, click the Search button to locate a user in Active Directory.

New User > Windows authentication

4.In the Authentication Type area, select Windows Authentication if you are using Active Directory.
5.Verify the user's name and email address.
6.Click the Create button to create the user account.

The new user's name now displays in the Users listing.

7.Click Close when you are finished.
hmtoggle_plus1To create a user using Simple Authentication
1.In the CaseMap Server pane, click Users.
2.Click the New User button on the toolbar.
3.In the New User dialog box, type in the user name in the User Name field.

New User > Simple authentication

4.In the Authentication Type area, select Simple Authentication if you are using a CaseMap logon.
5.In the Password and Confirm fields, type in the user's CaseMap password and confirm it.
6.Select check boxes for the password settings you want to apply.
•Account is disabled
•User must change password at next login
•User cannot change password
7.Click the Create button to create the user account.

The new user's name now displays in the Users listing.

8.Click Close when you are finished.
hmtoggle_plus1To bulk import users from an Active Directory group

You can bulk import users from an Active Directory group using the Import Users Wizard. The wizard allows you to search for individuals by domain group, but you can also run common queries to locate a specific group. Once users are verified in Active Directory, the wizard allows you the option of assigning them to roles already created in the CaseMap Admin Console. You can also wait and assign users to roles after the import process completes.

Users imported into the CaseMap Admin Console will display on the Users pane. Each user's name, type, user name, and email is automatically imported too during this process. Existing CaseMap Server users will not be duplicated during the import. If you cancel the query during the import process, only users successfully imported at that point will be added.

1.In the CaseMap Server pane, click Users.
2.On the Action menu, click Import Users.

You can also right-click on Users and select Import Users.

3.When the Import Users Wizard launches, click Next.
4.On the Active Directory Group page, type in the domain and group name of the Active Directory group for which you want to import users.

The wizard will not import users from sub-groups of the specified group.

Import Users > Active Directory Group

5.Click the Browse button to open the Select Group dialog box and search for a group.

Select Group

6.Click the Object Types button to select the types of objects you want to find, then click OK.
7.Click the Locations button to select the directory location you want to search, then click OK.
8.In the Enter the object name to select box, type in the group name that you want to locate.
9.Click the Check Names button to verify the object in Active Directory.
1.Click the Advanced button if you want to run a common query to locate users.

The Select Group dialog box now displays a Common Queries section.

Select Group > Advanced

2.In the Name list, select Starts with or Is exactly for how you want to search for a group.
3.Type in the group name in the box.
4.If you want to add additional columns to the search results, click the Columns button.

Choose Columns

5.In the Columns available box, select the column you want and click the Add button, then click OK.

Select columns in the Columns shown box and click Remove to remove them the display results.

6.Click the Find Now button to run the query.
7.In the Common Query Results box, click on the group you want, then click OK to add it to the Select Group dialog box.
8.Click the Stop button to cancel the query, if needed.
9.In the Common Queries Results box, click the group you want to import, then click OK.

The group now displays in the Select Group dialog box.
10.Click the Next button to validate the group.
11.The Processing Group page displays the search progress and the number of users found.
12.On the Users to Import page, select the check box for each user you want to import, then click Next.

Select the Select All check box to import all users in the specified group.

13.On the Assign Roles page, select the check box for the role you want to assign to imported users, then click Next.

Import Users > Assign Roles

You can also wait to assign roles in the CaseMap Admin Console after the import.

14.In the Ready to Import page, verify the number of users and roles, then click Next.
15.On the Completing the Import Users Wizard page, verify the number of users successfully imported and/or skipped, then click Finish.

Import Users > Finish

The number of existing CaseMap Admin Console users will display as skipped. In addition, the number of any users who were skipped to due errors are also displayed on this page.

Imported users now display in the Users pane of the CaseMap Admin Console. You can now assign users to roles and cases.
hmtoggle_plus1To change a user password

If you are using simple authentication for CaseMap security, you can easily change a user password. Passwords are global for all cases accessed in the CaseMap Server.

1.In the CaseMap Server pane, click Users.
2.Select the user for whom you want to reset a password.
3.On the Action menu, click Set password.

Or, right-click on the user and click Set password.

4.In the Set password dialog box, type in the new password and confirm it.

Set Password

5.Select the Email user with new password check box to send the user the new password information.
6.Click OK when you are finished.

The user's case password is immediately updated.

A Microsoft Outlook email template opens addressed to the user. The email body contains pre-written text that you can modify with your own message.
hmtoggle_plus1To view or modify user properties
1.In the CaseMap Server pane, click Users.
2.Select the user for whom you want view/modify account properties.
3.Click the User Properties button.

Or, click on the Action menu and then click User Properties.

User Properties

4.In the User Properties dialog box, click on the General tab to view user information and modify password settings.
5.Click on the Cases tab to view, add, or remove case files assigned to the user.
6.Click on the Roles tab to view, add, or remove roles assigned to the user.
7.Click OK to save your changes.
hmtoggle_plus1To rename a user
1.In the CaseMap Server pane, click Users.
2.Right-click on the user account you want to rename, then click Change user name.

Or, click on the Actions menu and click Change user name.

3.In the Change User Name dialog box, type in the new user name, then click OK.

AC_user_name_change

The User Name field in the User pane is now updated to reflect the change.

Notice that the Name and Email field data remains the same. To update this information, see To view or modify user properties.
hmtoggle_plus1To deactivate a user
1.In the CaseMap Server pane, click Users.
2.Select the user for whom you want deactivate the account.
3.Click the User Properties button.

Or, click on the Action menu and then click User Properties.

4.Select the Account is disabled check box, then click OK.

The user can no longer access assigned case files in the CaseMap Server.

To re-activate the user account, simply deselect the Account is disabled check box.
hmtoggle_plus1To delete a user
1.In the CaseMap Server pane, click Users.
2.Select the user for whom you want delete the account.
3.Click the Delete button on the toolbar.

Or, right-click and then click Delete or select Delete from the Action menu.

5.In the message box to delete the users, click OK.
6.In the message box to confirm the action, click Yes.

The user account can no longer access assigned cases and the user no longer displays in the Users pane listing.

 

 
hmtoggle_plus1To change a user's authentication type

If you inadvertently added a user with the wrong authentication type, or you added a user to Active Directory after adding the user here, you can change how the user logs in.

1.In the CaseMap Server pane, click Users.
2.Select the user for whom you want change the authentication type.
3.On the Action menu, click Change Authentication Type.

Or, right-click on the user and click Change Authentication Type.

4.In the Change Authentication Type dialog box, type in the user name.
5.Click the Search button, if you are changing the user from simple authentication to Windows authentication.
6.Click OK to save the change.

The user's new authentication type now displays in the Users list.
hmtoggle_plus1To email a user

If users are logged into a case and you need them to exit it to perform administrative tasks, simply send them an email to alert them of when and why they need to log out of the case file.

1.In the CaseMap Server pane, click Users.
2.Select the user for whom you want to send an email.
3.Click the Email user button on the toolbar.

Or, right-click on the user and click Email user or select this option from the Action menu.

A Microsoft Outlook email template opens addressed to the user. The email body contains pre-written text that you can modify with your own message.
hmtoggle_plus1To export a list of users
1.In the CaseMap Server pane, click on Users.
2.Click the Export list button.
3.In the Save As dialog box, locate the folder where you want to save the exported user list, then click Save.
4.In the message box to confirm the export and view the saved file, click OK.

The exported user list is now saved in a directory folder so you can reference it later using Microsoft Excel.
hmtoggle_plus1To assign a user to a case
1.In the CaseMap Server pane, click Users.
2.Select the user for whom you want to assign to a case.
3.Click the User Properties button.

Or, click on the Action menu and then click User Properties.

4.In the User Properties dialog box, click on the Cases tab.
5.Click the Add button.
6.In the Add Cases dialog box, select the check box for each case you want to assign to the user, then click OK.

Add Cases

Click the Select All button to assign the user to all cases.

The selected cases now display in the Cases tab for that user.

To remove a case from the user account, select it and then click the Remove button.

7.Click OK when you are finished.
hmtoggle_plus1To assign a user to a role
1.In the CaseMap Server pane, click Users.
2.Select the user for whom you want to assign to a case.
3.Click the User Properties button.

Or, click on the Action menu and then click User Properties.

4.In the User Properties dialog box, click the Roles tab.
5.In the Add Roles dialog box, select the check box for the role you want to assign to the user, then click OK.

Add Roles

The selected role now displays in the Roles tab for that user.

To remove a role from the user account, select it and then click the Remove button.

6.Click OK when you are finished.

 

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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.