Managing Data Source Connections

Before indexing documents in West km, you must first add connections to the data sources that contain the document collections you want to index. You add these connections from the Connections page on the Data Source Management tab.

To access the Connections page,

1. Click Setup.
2. Click the Data Source Management tab.
3. In the left frame, click Connections.

You can complete these tasks from the Connections page:

Adding a Data Source Connection
Editing a Data Source Connection
Removing Data Source Connections

Adding a Data Source Connection

Your method of adding connections depends on the data source (i.e., a document management system or the NT file system).

Adding a Connection for eDOCS DM
Adding a Connection for a Generic Database
Adding a Connection for iManage Work
Configuring iManage Work in the Cloud
Adding a Connection for NetDocuments
Adding a Connection for the NT File System
Adding a Connection for ProLaw
Adding a Connection for SharePoint

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Editing a Data Source Connection

To edit a data source connection, click the server name of the connection you want to edit on the Connections page. Then edit the values and click Save. If you cannot click in a text box or select a value, that field cannot be edited.

Note: If you change the library group of a data source connection with defined document collections and those collections do not have custom library groups, the change is applied to those document collections during the next indexing of the collection.

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Removing Data Source Connections

You can permanently remove data source connections. Note the following:

• When you remove a data source connection, any associated document collections are also removed. The system automatically schedules synchronization to run when the next synchronization window opens, at which point the documents are removed.
• When you remove a data source connection, the connection is also removed in the vetting tookit and documents associated with the connection are removed when vetting synchronization occurs during bulk vetting.
• If you wish to avoid re-indexing of documents, it is recommended that you seek assistance from your West km representative before removing data source connections.

To permanently remove one or more data source connections,

1. On the Connections page, select the check box to the left of each connection that you want to remove.
2. Click Remove Selected.

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