Once you have installed Image XChange, you must designate an active Image XChange Search before you can use it. You can change other default settings as well, but it is not required. Settings are bound to the user logged in to Windows. If this user changes, any settings will change accordingly. Settings will persist across user sessions, so you can change the logged in user without any loss of configuration.
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- Image XChange must be running to configure it. Double-click the Extensions (
) icon in your Windows system tray to open the Extensions Manager. Select Image XChange, click the More Options (
) icon and from there, click Start. - The Image XChange (
) icon will appear in your Windows® system tray. Right-click the icon to open the context menu and choose Settings or double-click the icon.
Note that you can hover your mouse cursor over the Information (
) icon whenever it appears to see helpful information about the Settings.
- When the Settings dialog box opens, a GlobalSearch license is used to gather database, Archive, and Search details, and then is released. If no license is available, the No License Available button will appear instead of the active database list in the context menu and in the Searches tab in the Settings. Click the button to try again for an available license and then continue with your configuration.
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The first time you configure Image XChange, only Searches with the Image XChange option will appear in the the My Image XChange Searches list. You can assign or delete from this list any Search available to you in the database. When you change databases, the Search list will change as well.
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Similar to Run Search, the Show Search option allows you to select a word or words on screen. A search prompt is displayed with the selected text, and you may enter additional search criteria. Additional search criteria may be selected from a list, manually keyed, or you can continue using point-and-click to select text elements on screen. When all necessary search criteria has been entered in the prompt, you can run the Search and results are displayed in a new browser tab. To enable this behavior, select Show Search.
You can change the order that the search prompts appear in Archive Searches for your active Search. This does not change the Search itself, only the order that you see the prompts when you run the Search using Image XChange. This option allows you to configure your data entry in the way that best suits your workflow.
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Analysis of text taken from the screen can be peformed performed locally on your client workstation, or on the GlobalSearch server. It is never recommended to change where Data Extraction is running without being directed to do so by your Support team.
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