CaseMap Server

Registering SQL Servers

Registering SQL Servers

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Registering SQL Servers

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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.

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 cases 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.

 

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 cases.

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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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.

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