Creating users

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 cases 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, right-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

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, right-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, right-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'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.Right-click on 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.

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 1-800-833-3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 7:00 p.m. Eastern Time, Monday - Friday.

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