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Direct Connect is a light weight utility designed to be extremely easy to deploy.  Download the setup file and run it to automatically install the tool and begin the configuration.

  1. Double click the downloaded setup file: InstallDirectConnect.exe.  The application will prompt for an installation location, defaulting to C:\GSMedia\DirectConnect.  Once all files are extracted, the setup wizard will automatically start.

  2. On the Application Configuration screen, provide the URL to your GlobalSearch system and the Starting Folder for directories to be mirrored.  For C2 Users, the URL will be the fully qualified domain name of your C2 tenant (https://instancename.mysquare9.com).  The starting folders can be anywhere, but it's important to remember a few key points:

    1. The starting folder should be on a local hard drive, not a network drive.
    2. If scanning from a networked device, you will need to share the starting.  Contact your network administrator if you need help.

  3. On the User Details screen, provide the user name and password to access your GlobalSearch system.  For server environments, it usually makes sense to setup user a account with specifically for managing Direct Connect imports.  This user would typically have Add permissions to any Archives targeted for scanning.  For desktop installations, you may want to provision Direct Connect with credentials for the local user.  The user provided here is the user that is tracked in the Audit History for any document imported with Direct Connect.

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