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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.
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To modify links to external Data XChange sources, select Administration > Administration > Archives.
From the list of Archives, click the More Options (
) icon for icon (three dots on the top right of the card) for the selected Archive and select Data XChange.In the Data XChange Source dialog, select the source and click the Edit (
pencil) icon and make changes to the settings.Click Save to save changes and then Close.
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To delete links to external Data XChange sources, select Administration > Administration > Archives.
Click the More the Options (
) icon for the selected Archive and select Data XChange.In the Data XChange Source dialog, select the source and click the Delete(-) icon.
Click Close.
Example: Data XChange Connection String for SQL
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