The Bulk Update Documents option in the GlobalSearch web client is designed for overwriting data common to multiple documents at the same time. Unlike other operations, Bulk Update does work across all pages of a Search Result, and works across all Archives specified by the search. When you need a fast way to search and replace data across multiple documents (including document across pages or Archives), Bulk Update Documents is a tremendous time-saver. However, because it can permanently change Index Field values across a large number of documents in multiple Archives, it is only available to administrators and it must be used very thoughtfully. Before running Bulk Update Documents, it is strongly recommended that you first back up your database.
Bulk Update Documents appears in the Administration menu whenever the GlobalSearch Extensions tray application is running and the Bulk Update extension is enabled. Update Documents supports Field Lists and the ability to overwrite System Fields. Note that when updating Multi-Value Fields with this feature, the single value you enter will replace all the previous values in the field. Also note that unlike Update Documents, where records must be selected for update, every record returned in the Search Results will be updated.
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- In CSV File, enter the full path or browse to the CSV file.
- Specify the character used to separate fields in the CSV in the Field Delimiter text box.
- Specify the character used to separate strings in the CSV, in the String Delimiter text box.
- If you have changed a delimiter value, click Load CSV Fields (
). - In Error File, enter or browse to the error log for logging any problems with the update operation.
In Field Values, select from the lists of available Archive Fields. Values for the ArchiveID and DocID fields are required to identify the record; other values are optional but it is expected you would provide at least one additional value to update from the CSV.
Tip title Direct Access Search A direct access search must be defined for the user on each Archive that will receive updates via the current operation.
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