Creating replica cases

The Create Replica Wizard guides you through the steps of creating a replica copy of for local and SQL cases. The wizard offers options for how you want to save the replica. You can save a replica copy on your computer along with copies of linked documents. Or you can save the replica to a specific location on your network or email it. The last two options do include copies of linked documents.

If you are working with SQL cases, the replication process is nearly identical to creating a replica of a local case. At least one user must be assigned to a SQL case in the CaseMap Admin Console before a replica can be created. All users assigned to a SQL case will be exported when the replica is created. For SQL cases, you also have the option to password protect the replica.

Synchronization of all replicas with the master case is done in the TextMap client application. If new users are added in the replica, they must also be added in the CaseMap Admin Console as users and be assigned to the case for synchronization to be successful.

For more information on how to create a TextMap SQL case replica in the CaseMap Admin Console, see the following topic: Creating replica SQL cases

1.	In TextMap, open the case for which you want to make a replica.

2.	On the File menu, click Synchronize, and then click Create Replica.

3.	When the Create Replica Wizard launches, click Next.

4.	In the Why are you creating this replica? dialog box, choose where you want to save the replica.

•	Select Yes, I want to take the replica offline on this computer to save the replica and copy linked documents.

•	Select No, I do not want to use the replica on this computer to save the replica to another location. You cannot copy linked documents when selecting this option.

5.	Click Next to continue.

6.	In the Name and Location dialog box, type in a name for the replica.

7.	Click Browse to navigate to the folder where you want to save the replica, then click Next.

8.	In the Offline Access to Case Documents dialog box, select whether you want offline access to linked documents while working in the replica.

Select Yes, copy the linked files to the folder below to access the documents offline

Select No, I don't want offline access to the linked files

9.	Click Next to continue.

10.	In the Ready to Create Replica dialog box, verify the path where the replica will be saved, then click Next.

11.	In the Completing the Create Replica Wizard dialog box, click Finish when the process completes.

The Case Log On dialog box displays so you can log back in to the master case.

The replica is now saved to the location specified and is ready for use. When the the replica is opened, it will display [Replica] in the case name.

Help url: /Casemapsuitesupport/cm/welcome.htm?xm_replicas_creating.htm

Help url: https://www.lexisnexis.com/Casemapsuitesupport/cm/cmserver_1.7/index.html?xm_replicas_creating.htm

Creating replica cases						XM_replicas_creating Dear Answer Center Staff,
Creating replica cases