Tutorial Overview:

This document will guide you through setting up a case data repository on a network location to allow case creation, storage and access of case data from Summation mobile/stand-alone systems (where a Summation network installation is not present). A Summation mobile/stand-alone system is a local (e.g. "C:\iBlaze\") installation. This document applies only to the specific scenario in which a mobile/stand-alone user chooses to create, store and access case data from a network location.

Note:

This document does not apply to the network/concurrent user version of Summation.

Tutorial Steps

1. Create a folder on the network in the location you want to use to store case data in (e.g. "Network Cases"). Create another directory called "Admin" within the "Network Cases" folder.
   
   
2. Copy the "SWAdmin.exe" file from the Summation program directory on your laptop or local machine to the "Admin" folder that you created. Launch the "SWAdmin.exe" file from the "Admin" folder in the "Network Cases" folder by double-clicking on it and entering the console password. If you are using NT Security, then you must launch the "SWAdmin.exe" file by using the Run Line. NOTE: Unlike when using Standard Security, in which case users in the “Unassigned Users” group are granted most permissions, users in the “Unassigned Users” group under NT security are not granted permissions by default.
   
   
3. In the Administrator Console, select the "Groups" tab and click on the "Case Paths" button. Click the "Add" button.
   
   
4. You will then be prompted with a message stating: "\\<path>\Cases\ was not found, do you want to keep this path?" Select "NO" to this message.
   
   
5. In the next dialog box labeled "Case Info Paths", you must select your desired case listing location on the network. To do so, click on the "Add" button, browse to the location of the "Network Cases" folder, highlight it and click on the "Select" button.
   
   
6. When prompted with a message stating: "Do you wish to make this a Case Tree Root? This will create a "CI" and "CaseData" subdirectory", click "Yes". A "CI" and a "CaseData" folder will be created automatically within the "Network Cases" folder. This dialog also gives you the option to assign the new case root a description (which will display in the Case Open dialog).
   
   
7. Click "OK" to close the Case Paths dialog box, once the Root is created. You must repeat steps 5 through 6 for each group you create.
   
   
8. Once you have created all desired groups and assigned the appropriate Case Paths, click "OK" to close the Administrator Console.
   
   
9. You are now ready to set your network case location on the mobile/stand-alone system. From within Summation, open the Case List dialog by selecting the “Open” option from the “Case” menu.
   
   
10. Click on the "Set Network Case Location" button (second button from the right) in the "Select a Case to Load" dialog.
    
    
11. Browse to the directory on the network where the mobile/stand-alone users’ cases are to be created. The user will now be able to see all local cases, as well as network cases created in the directory they identified.