About replicating/synchronizing cases
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Follow these guidelines to ensure...- Reference specific synchronization rules for...
- Reference specific synchronization rules for...
Replication and synchronization are TextMap features that permit case staff to work in replica copies of a master case (local or SQL) that can be merged to create one updated version of the master case. You can create replicas of local and SQL cases in TextMap.
Replication vs. Synchronization:
| • | Replication is creating an exact copy of a case while tracking the replicated file |
| • | Synchronization is merging the replica to the master case, reconciling any updates or edits |
When case users go on the road, they can take a replica along and make additions and updates to case records. While these individuals work in replicas, case staff back in the office can still make changes to the master case. When the replica is returned or emailed to the office, the latest content can be synchronized into the master case.
With TextMap, a replica can be synchronized repeatedly with the master case — without creating duplicate transcripts, annotations and redactions. This allows users on the road to email replicas back to the main office for synchronization each time significant updates are made, while continuing to work in the replica.
All replica name (local and SQL versions) must be unique. Creating a replica of a TextMap case is an exclusive process. Case staff cannot access the master case during this process.
A replica cannot be created if users are actively working in the case (synchronizing cases, or importing, updating, and deleting transcripts). Please notify case users to exit the case before creating a replica of a case. Password protection of replica is optional, however at least one user must be assigned to the case before a replica can be created.
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Create replica cases for staff who need to work from home or access a case during court or offsite depositions. Replica cases include access to linked files and exhibits, with the exception of Web sites and links to files in document management systems. |
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For information on how to create a SQL case replicas in the CaseMap Admin Console, refer to the CaseMap Server Answer Center. |
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