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- To set Data XChange sources, on the GlobalSearch toolbar, in the Administration menu, select Administration.
- In the vertical Administration menu, select Archives. A list of Archives will appear.
- Click the More Options (
) icon for the selected Archive and select Data XChange.
- Click New.
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.
- 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.
- Click Go.
- Click the Select a data source Expansion (triangle) icon and in the Mapped Fields group, select one or more of the Archive Index Fields to map to from the list of available Fields.
- Click Save.
- Click Close to close Data XChange Sources.
Modify External Data XChange Sources Settings
- To modify links to external Data XChange sources, select Administration > Administration > Archives.
- From the list of Archives, click the More Options () icon for the selected Archive and select Data XChange.
- In the Data XChange Source dialog, select the source and click the Edit (
) icon and make changes to the settings. - Click Save to save changes and then Close.
Delete Links to External Data XChange Sources
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The Connection String provides instructions on how the GlobalSearch server talks to the external data source. In this example, you need the connection string to link to a CSV file on drive C of the GlobalSearch server and the CSV file has column headers. The connection string should look similar to this examplethe examples below: Access: SQL: Provider=sqloledb;Server=sqlservername\instancename;Database=databasename;Trusted_Connection=Yes; |