| 1. | Open the CaseMap SharePoint Web Parts site. |
| 2. | Click on the case tab for which you want to add a spreadsheet. |
| 3. | Click on the Site Actions button  in the upper right corner and then click Edit Page. |
The Edit Content page displays with the web part page template for you to edit.
| 4. | Click on the Add a Web Part link in the web part zone where you want the new spreadsheet data to display. |
| 5. | In the Add Web Parts dialog box, scroll down to the All Web Parts section until you find the Miscellaneous settings. |
| 6. | Under the Miscellaneous section, select the CaseMap - Case Spreadsheet Data check box. |
The new CaseMap - Case Spreadsheet Data web part displays in the area you designated. You now need to edit the web part so that data displays in it.
| 8. | In the new CaseMap - Case Spreadsheet Data web part, click the Edit button. |
| 9. | Click Modify Shared Web Part. |
The CaseMap - Case Spreadsheet Data panel now displays to the right.
| 10. | In the Case Spreadsheet Data panel, type in the URL for the CaseMap Server REST web service. |
For example, for Windows authentication: http://[server:port]/CaseMapAD/CMServerAD.svc
For simple authentication: http://[server:port]/CaseMapLA/CMServerLA.svc
| 11. | In the Authentication Type area, click the authentication type you want to use: Windows Authentication or Local User. |
If you click Local User, then enter your user name and password.
| 12. | Click the Test Connection button to verify the connection to the web service and the CaseMap Server. |
When the connection is established, a CaseMap Case field displays.
| 13. | In the CaseMap Case list, click on the case for which you want to display spreadsheet data. |
| 14. | In the Case Spreadsheet list, click on the spreadsheet for which you want to display data. |
| 15. | In the Spreadsheet View list, click on the user to view the user's spreadsheet views. |
Views are associated with each user. Any user's spreadsheet view can be selected to display.
| 16. | In the Select a view to determine the fields and sort order list, click on the spreadsheet view you want to display for that user. |
The Spreadsheet Paging Options panel now displays.
| 17. | In the Page Size list, click on the number of pages you want to display for navigating spreadsheet data. |
| 18. | In the Position list, click on the display option for navigation controls: Bottom, Top or Top and Bottom. |
| 19. | In the Style list, click on the style option for navigation controls: Next/Previous, Next/Previous/First/Last, Numeric, or Numeric/First/Last. |
| 20. | In the Object and Issue Name Display list, click on Short Name or Full Name. |
This field defaults to Full Name.
| 21. | In the Appearance section, click in the Title field, if you want to edit the spreadsheet title. |
| 22. | Click the Ellipses button  . |
The default name is CaseMap - Case Spreadsheet Data. You can change the title to reflect the spreadsheet data your are displaying, such as Facts spreadsheet or Documents spreadsheet.
| 22. | In the Text Entry dialog box, type in the spreadsheet name you want to display in the web part. |
| 23. | Click OK to save your changes. |
| 23. | Click the Apply button to view your changes without closing the pane. |
| 24. | Click OK to save your changes and close the pane. |
The case spreadsheet data you specified now displays in the CaseMap - Case Spreadsheet Data web part.
| 25. | Click the Publish button  to publish this data on the case page so case staff can view it. |
To customize spreadsheet data display, see Customizing data display.
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