Configure Image XChange
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.
Open Image XChange Settings
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.
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.
The Searches Tab
Image XChange must be assigned a search to run when exectuted. One or more Searches may be available to Image XChange but only one may be selected at a time. This is the Active Search. If an Active Search is not set, Image XChange will prompt for one at startup. In addition to an Active Search, you can create and edit a list of your Image XChange Searches. Use this list to quickly switch the Active Search from the context menu.
From the Searches tab, you can select a database, select Searches from those available for the database, and configure how those Searches will run in Image XChange.
Please note that if a Search's fields are modified by an administrator after you have configured it for Image XChange, those changes may negatively affect Image XChange. Settings will reset to using either the default search prompt order or require you to re-select the target search prompt. You will need to configure your settings again for the modified Search when this happens.
Database Selection
By default, the first available database is selected. If your GlobalSearch instance supports multiple databases, you can change your active database and select any database to which you are secured. Use the drop-down list to select a database and configure the Searches within it.
My Image XChange Searches
When creating Searches for a database, your GlobalSearch administrator can choose to enable the Image XChange option in the Search's settings. Those Searches will appear when you configure Image XChange for the first time. By default, the first one that is available is selected as the Active Search. You can use that Search or choose another from the list that appears when you expand the drop-down list. If there are no Image XChange-enabled Searches available to you, the No Searches Available message will appear instead. In this case, you must select a Search or Searches from the list of available Searches by clicking Edit.
Edit Image XChange Searches
The first time you configure Image XChange, only Searches with the Image XChange option will appear in 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.
Click Edit and the Select Searches dialog appears. Navigate to an Archive.
Select or unselect your Searches and click OK.
Search Options
For each Search, you can configure how it will interact with Image XChange. Use the Options settings to control behavior.
Run Search
With the Run Search option, you point-and-click a word or select a group of consecutive words on screen, see HotKeys Tab below. Those words are automatically provided to GlobalSearch as search criteria. The Search is run, and the results are displayed in a new browser tab.
To enable this behavior, select Run Search. By default, the first prompt in the Search is selected. You can change prompts by selecting another one from the Using Prompt drop-down list. Make sure the data you will be selecting on screen corresponds to the selected search prompt.
Show Search
Similar to Run Search, the Show Search option allows you to select a word or words on screen, see HotKeys Tab below. 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.
Continue using point-and-click to select text elements on screen.
To continue using point-and-click, you must use the hotkey combination before clicking the data to populate the selected field in the search prompt.
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.
Enable Show Search and click Set Prompt Order.
In the Edit Prompt Order interface that appears, use the Up and Down (arrows) buttons to set the order in which the prompts appear and then click OK.
With Show Prompts First, no attempt is made to extract text on screen. This provides a quick-and-easy way to open a search prompt for documents, from anywhere and from any application. Additional search criteria may be:
Selected from a list.
Manually keyed.
Continue using point-and-click to select text elements on screen.
To continue using point-and-click, you must use the hotkey combination before clicking the data to populate the selected field in the search prompt.
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.
If only a single documents is returned as part of the search, by enabling Open Single Document Results in Viewer, the document will open in the GlobalSearch Document Viewer instead of the Search Results view.
Viewer Options
Enable Use GlobalSearch Go to open search results and documents in Globalsearch Go. The URL should be automatically populated.
https://www.square9.cloud/
The Hotkeys Tab
Image XChange Searches are initiated when you press a hotkey and select a word or area of text on your screen. The defaults are:
Word Capture hotkey is Ctrl+Left-click. Word Capture will only read the word that is under the cursor and only the parts within the capture box. You can adjust the size of the Capture Box on the Capture Box tab.
Area Capture is Ctrl+Shift+Left-click. Area Capture allows you to draw a box around the selected data and read all the text within the box.
You can customize these settings on the Hotkeys tab. Change the hotkeys to your preferences (to a single F9 or F10 key, for example), but you should avoid assigning a hotkey that is already used by the applications from which you intend to capture text.
For example, it is not a good idea to assign Ctrl+S to an Image XChange hotkey, as it is already used in many applications for the Save command.
Click the button for the hotkey you wish to modify.
Use your keyboard and mouse to enter your hotkey combination, one key at a time. You can use a single key (including function keys such as F1, F2, etc.) or a combination of any modifier key or keys (Shift, Control, Windows, Alt) and then one primary key (any other key or click on your mouse).
