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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.

  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. Alternately, if you are doing an internal lookup (select the Internal Database toggle). This option allows a Data XChange source to look into the current or a different GlobalSearch database without any special configuration, connection strings, or users.

  8. Click Go.

  9. 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. Note, if your chose Internal Database in step 7, the Data Source selector will be replaced with a list of GlobalSearch databases available in the environment.

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  10. Click Save.

  11. Click Close to close Data XChange Sources.

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