Search - Wizard
Posted by Rob Chidester on 02 July 2014 07:00 PM
Every search requires a name, and a begin and end date range. By default all admins have permission to access all searches. Non-admin users need to be granted specific permission to work with the search results. Permissions can be specified to allow access to a search but to disallow the non-admins ability to export or change to scope of the search.
Date range, tags, Legal hold*, permissions, and a descriptive note are optional fields. Tags help you organize your system when you have many saved searches and the descriptive note will display in the list of all saved searches.
*Legal hold - The legal hold option allows to choose whether to display 1) All results 2) Only results on legal hold 3) Exclude results on legal hold. Note that this optional field can be used as the sole search criteria/condition.
Wildcards ('*' and/or '?') are required for partial addresses (ex. *doe@acme.*, johndoe* or *xyzcorp.com - minimum of 5 additional characters with wildcards). Separate multiple entries with a space.
In all searches, there's an "AND" relation between the search terms and the start/end dates.
NOTE: If the terms or phrase you are searching for contains a ":" you need to include the search terms or phrase between quotation marks ("..."). For instance, if you are looking for the terms/phrase the broker did the following: then, you would have to write in the search terms field: "the broker did the following:".
Wildcard Query Operators
You can use wildcard operators to locate messages and/or documents based on partial terms. You can use the asterisk ( * ) operator to locate messages and/or documents that contain specified partial terms. For example:
NOTE ON WILDCARDS (*): Wildcards can be used with any kind of words or number as long as they contain at least 5 characters or numbers. Using wildcards on words will less than 5 characters or strings with less than 5 numbers won't be effective.
NOTE ON LEADING WILDCARDS (*): Leading wildcard query operators can only be used with the following fields: Sender, To/cc/bcc, Subject, Attachment Name and Any Address Field. Leading wildcard query operators cannot be used with the following fields: Body Text and Attachment Text.
A Wizard search provides predefined search fields that expand the Simple Search basic criteria, and the ability to add or remove new search conditions. Use Wizard searching when AND/OR conditions are required on subject, To/cc/bcc, Sender, Body Text, Attachment Text, File Content, File Name, File Extension or Attachment Name.
Add a Condition: Use the drop down boxes to define the email component you would like to search.
1. The first drop down box lets you choose between six email and file components:
2. The second drop down box allows you to choose between Does or Does not. You have the choice between True or False if you pick Legal Hold as the first criteria.
Screenshot - Search conditions
Screenshot - Person search
NOTE: Search Admins and Search Admin Plus have the ability to use the wizard search to retrieve messages based on a person's name or perform what is called a custodian-based search. This is a text look up for all email addresses associated with a person's first and last name that has email archived in your archive account. This search condition features the auto-fill capability for any person being an archive user. This is helpful for SU, SA, or SAPlus that do not know the custodian's full name.
3. The third drop down allows you to choose between Contain or Contain items from a list. You might also choose Contain the phrase for the Body Text or Attachment Text fields.
4. The fill-in white box after the 3 first drop-down boxes will allow you to either enter keywords for your search (should you choose Contain) or to choose from a search list that you would have created before creating the search (should you choose Contain items from a list).
Once you are done populating the name, and one or more predefined search field(s), click on Save and display results to save your search and access your search results; or click on Save and return to list to save your search and return to the SAVED SEARCHES page with all the previously created searches.