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Data XChange does not appear initially at import in the GlobalSearch web client. Users must import and then open the document in the Document Viewer and then select Data XChange. Once configured, however, users can open a document in the Document Viewer, select a source, and the data lookups for the document will draw indexing data for editable Index Fields (not System Index Fields) from source records. If there is a similar document matching the indexing information being used, Data XChange will fill in as many Fields as possible in the current document with data from the matching data record. If more than one matching data record is found, users will be prompted with to select the correct data recordone.

Note that Data XChange does not appear in the GlobalCapture Validation Station.

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1. To set Data XChange sources, on the GlobalSearch toolbar, in the Administration menu, select Administration.
   
   
2. In the vertical Administration menu, select Archives. A list of Archives will appear.
   
   
3. Click the More Options () icon for the selected Archive .
   Click and select Data XChange.
   
   
   
   
4. Click New.
   
   

5. In the Data XChange Source dialog that appears, enter the name of the source in the Source Name text box. Use a short but descriptive name to indicate to users what Data XChange source is being used for updating. 

   
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6. Enter the connection string in the Connection String text box. The data source can be in a file format where a connection string can be created, such as CSV file, a SQL table, or an Access database.
   
   
7. Click Go.
   
   
8. Click the Select a data source Expansion (triangle) icon .
    In and in the Mapped Fields group, select one or more of the Archive Index Fields to map to from the list of available Fields.
   
   
9. Click Save.
   
   
10. Click Close to close Data XChange Sources.

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1. To modify links to external Data XChange sources, select Administration > Administration > Archives.
   
   
2. From the list of Archives, click the More Options () icon for the selected Archive .
   Click and select Data XChange.
   
   
3. In the Data XChange Source dialog, select the source and click the Edit () icon and make changes to the settings.
   
   
4. Click Save to save changes and then Close.

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1. To delete links to external Data XChange sources, select Administration > Administration > Archives.
   
   
2. Click the More Options () icon for the selected Archive .
   Click and select Data XChange.
   
   
3. In the Data XChange Source dialog, select the source and click the Delete (-) icon.
   
   
4. Click Close.

Data XChange Source Name. For example, when updating from a CSV output from an AS/400 system, the Source Name might be “AS/400.”

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