Getting Started for New Users
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      3. Getting Started for New Users

      System Requirements for Casebook

      To ensure that Casebook operates efficiently and delivers a seamless user experience, it is essential that your system meets the specified technical and network requirements. This guide provides a detailed overview of the necessary components, including supported browsers, operating systems, hardware specifications, and network setup. Additionally, it offers practical tips to help you maximize Casebook’s functionality and integrate it effortlessly into your daily workflow.

      Supported Browsers

      Casebook is a web-based platform that works seamlessly with the following browsers. Ensuring you have an updated browser will help maintain compatibility and optimize functionality:

      • Google Chrome: Latest version (strongly recommended for its speed and security).
      • Microsoft Edge: Latest version.
      • Mozilla Firefox: Latest version.
      • Apple Safari: Latest version.

      Need help updating your browser? Check out this article for instructions on how to ensure you have the latest version of your browser for optimal performance with Casebook.

      Hardware Requirements

      Your device's hardware plays a critical role in Casebook's performance. Ensure your setup meets or exceeds these specifications:

      • Processor: Minimum 2 GHz dual-core processor. A faster processor ensures quicker response times.
      • RAM: 8 GB or more is recommended for multitasking, such as running multiple browser tabs or complex applications simultaneously).
      • Storage: At least 500 MB of free storage space to support browser caching and downloads.
      • Display: A resolution of 1280 x 720 pixels is the minimum, but 1920 x 1080 is recommended for a clear and detailed interface.

      Internet Connection

      Casebook is an online platform that requires a reliable and high-speed internet connection for optimal performance, especially for organizations handling extensive data, reports, and profiles. Use the following benchmarks:

      • Minimum Speed: 25 Mbps download, 5 Mbps upload (adequate for moderate usage and occasional data uploads).
      • Recommended Speed: 50 Mbps download, 10 Mbps upload or higher (ideal for heavy data usage, frequent reporting, and managing multiple person profiles simultaneously).

      Tip: Casebook is not optimized for use on 3G or 4G mobile networks. Users attempting to run Casebook on these connections may experience significant performance issues, such as lag, slow loading times, or interruptions. For the best experience, we strongly recommend using a stable Wi-Fi or wired broadband connection. To maintain consistent performance and security, avoid using public Wi-Fi networks whenever possible.

      Network and Firewall Settings

      Proper network configuration ensures uninterrupted access to Casebook. Please follow these guidelines:

      • Ports: Ensure ports 80 (HTTP) and 443 (HTTPS) are open. These are essential for secure communication.
      • Allow-list [a.k.a. “Whitelist”] Domains: Include casebook.net and all associated subdomains in your firewall or antivirus whitelist to prevent accidental blocking.
      • VPN/Proxy Usage: If using a VPN or proxy, confirm it does not interfere with Casebook’s connectivity. Some proxies may slow down access or block certain features.
      • Firewall Settings: Firewall settings can block whole or part of the Casebook platform webpages. Assure the settings are reviewed regularly if Casebook experience is not optimal. 

      How to Test if VPN is Interfering with Casebook

      To ensure that a VPN or proxy is not interfering with Casebook’s functionality, try the following tests for comprehensive coverage:

      1. Login: Attempt to log into Casebook while connected to the VPN. If there are issues logging in, the VPN may be interfering.
      2. Navigation: Try navigating through key sections of Casebook (e.g., Dashboard, Tasks, Reports). If pages are loading slowly or not at all, the VPN might be affecting the connection.
      3. Creating/Updating Records: Test creating or updating records in Casebook. If these actions are delayed or fail, the VPN might be limiting access.
      4. Uploading/Downloading Files: If applicable, test uploading or downloading files within Casebook. Difficulty with these actions can indicate VPN interference.
      5. Network Speed: Run a speed test while connected to the VPN and compare it with the speed when disconnected. A significant drop in speed can impact Casebook’s performance.

      If you experience any issues during these tests, try disconnecting from the VPN to see if the problem resolves. You may need to adjust the VPN settings or contact your IT team for further assistance.

      Tips for Third-Party IT Management

      If your system is managed by a third-party IT provider, follow these best practices to ensure  compatibility and performance:

      TIP: When contacting Casebook support regarding any technical issues, it’s important to inform us if a third-party IT provider is managing your system. Your third-party IT team should reach out to Casebook support directly on your behalf to streamline communication and troubleshooting. This will ensure that the support team can work directly with IT professionals who have the necessary access to your network and infrastructure. By involving your IT provider, we can more efficiently address issues that may involve network configurations or firewall settings.

      • Communicate Requirements Early: Share Casebook’s system and network requirements with your IT team or provider during initial setup or system updates.
      • Allow (formerly “White”) list Casebook Domains: Ensure the IT provider adds casebook.net and its subdomains to their whitelist to avoid inadvertent blocking.
      • Firewall and Antivirus Settings: Verify that firewall rules and antivirus software do not block essential Casebook traffic. Open required ports (80 and 443) for seamless access.
      • Network Stability Checks: Ask your IT provider to monitor the network connection for stability and speed, particularly during high-data tasks like bulk uploads.
      • Proactive Support: Collaborate with IT teams to establish a quick-response plan in case of connectivity issues or access problems.

      Additional Tips for a Better Experience

      • Enable Cookies and JavaScript: These settings are critical for Casebook's features to work correctly.
      • Regular Updates: Keep your browser and operating system updated to the latest versions to prevent compatibility issues and improve security.
      • Install a PDF Viewer: Many Casebook features generate PDFs. Install a viewer like Adobe Acrobat Reader for seamless access.
      • Clear Cache Periodically: Clearing your browser's cache can resolve unexpected glitches and improve performance.

      Need Assistance?

      If you need help configuring your system, our support team is here for you! Contact us at support@casebook.net.