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Before users can access Data XChange in the web client, you must map an external source (or sources) for an Archive. Data XChange can be configured to look up data from any ODBC- or OLEDB-compliant data source (Open Database Connectivity or Object Linking and Embedding, Database data source). These sources will appear in the Document Viewer of both the browser-based GlobalSearch and the GlobalSearch desktop client. (An “internal” Data XChange connection is automatically created when GlobalSearch is installed that is available when indexing in the desktop client. By default, it uses the Archive that a user is indexing current documents to as the lookup source.) Please client.  Please refer to /wiki/spaces/GSW45/pages/1028492292 for more information.

Data XChange does not appear initially at import in the GlobalSearch web client. Users must import and then open the document in the Document Viewer and then select Data XChange. Once configured, however, users can open a document in the Document Viewer, select a source, and the data lookups for the document will draw indexing data for editable Index Fields (not System Index Fields) from source records. If there is a similar document matching the indexing information being used, Data XChange will fill in as many Fields as possible in the current document with data from the matching data record. If more than one matching data record is found, users will be prompted to select the correct one.Note that Data XChange does not appear in the GlobalCapture Validation Station.

Create Links to External Data XChange Sources

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