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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 ((blue star) ) icon for the selected Archive and select Data XChange.

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  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 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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