Data Discovery and Search

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Overview

Search Types

Search Tools

Search Criteria

Wildcard Support

Search Result Actions

Important Considerations

Use Cases


Overview

This topic provides an overview of the Data Discovery and Search feature to inform end-users and compliance officers about the types of searches that can be conducted and the available search tools. Detailed information is also provided on search criteria, wildcards and use cases for users to gain a better understanding of the search capabilities offered by this feature.

Certain configuration tasks must be performed prior to searching online and protected/archived data. For more information see Configuration - Content indexing and Search.


Search Types

The Data Discovery and Search capabilities allow end-users and compliance officers to search for data across computers and supported applications to find the information they need to perform their job functions. End-User Searches and Compliance Searches are briefly described below.

End-User Searches

End-users typically need to find information about something that they are working on, such as a project or task, which often requires significant time to locate the data. The average user may not know which computers or storage devices in the organization contain the data that they are trying to locate, and they may not know which applications created the data to be searched (for example: e-mail messages/items/attachments, text files, rich text files, Word documents, Excel spreadsheets, PDFs, etc.). The End-User Search capability provides a solution to this business need by giving users the proper tools to quickly and easily search for their data regardless of computer or application.

The main concept behind End-User Searches is the ability for users to search all data objects that were created by them, or that is accessible to them. End-User Searches can be conducted from the web-based Search Console or from the integrated Search Console available in Outlook Add-In for Microsoft Exchange Server, by entering the appropriate Search Criteria. (Outlook Add-In is not supported by Domino Mailbox Archiver)

For step-by-step instructions, see Search for Data Using the Search Console and Search for Data Using the CommCell Console.

Compliance Searches

Compliance officers are often tasked with locating data in order to comply with the legal discovery process or business regulations. Civil litigation requires that data relevant to the case be provided for legal discovery. This can be a very time-consuming task for compliance officers, since the data they need to provide to the courts or attorneys may be spread across many different computers and storage devices throughout the organization, and comprise different data types. The Compliance Search capability allows compliance officers full access to all computers and supported applications for searching, regardless of ownership/access attributes for the piece of data.

Regulatory compliance is another mission-critical business need that is addressed by the Compliance Search capability. In certain geographic regions, publicly traded corporations must comply with business regulations such as the Sarbanes-Oxley Act, as well as other sector-based regulations governing Financial Services, Healthcare, and Pharmaceutical industries. The Compliance Search capability is designed to address this business need as well by giving compliance officers the tools to search across computers, storage devices and applications to quickly and easily locate the information needed to satisfy regulatory compliance requirements.

Compliance Searches can be conducted from the web-based Search Console, the Search dialog in the CommCell Console, or the integrated Search Console available in Outlook Add-In for Microsoft Exchange Server, by entering the appropriate Search Criteria.

For step-by-step instructions, see Search for Data Using the Search Console and Search for Data Using the CommCell Console.

Differences Between End-User Searches and Compliance Searches

Capability End-User Search Compliance Search
Access of data objects
  • End-users can only search for messages/attachments in their own mailboxes.
  • End-users can only search for files/documents which are owned or accessible by them.
  • Compliance Officers can search all mailboxes, files and documents regardless of ownership.
Advanced Options (CommCell Console) Not Applicable The following search criteria are available in the CommCell Console for Compliance Searches by users with Compliance License:
  • Search for data owned by
  • Search for data owned by group / Expand Group
  • Search for data accessible by
Advanced Options (Search Console)
  • The following advanced option groups are not available in the Search Console for End-User Searches:
    • More options for Files/Emails
    • Search by Job ID
    • Search for files failed to index
  • The Query Builder feature is not available to End-Users.
  • The following Search Mail Data options are not available for End- User Searches:
    • BCC
    • Email Address
  • Advanced options are available to search for emails on delegated mailboxes for a user.
  • The following advanced option groups are available in the Search Console for Compliance Searches:
    • More options for Files/Emails, which includes the ability to search for data objects across ownership and accessibility rights of users and user groups.
    • Search by Job ID
    • Search for files failed to index
  • The Query Builder feature is available to Compliance Search users.
  • The following Search Mail Data options are available only for Compliance Searches:
    • BCC
    • Email Address
Retrieve from Search Console End-users have the facility to retrieve the discovered items from the search result page as well as from the review set page. Compliance users need to move the discovered items to a review set in order to retrieve them.
Legal Hold Not Applicable Compliance users can search data and preserve a subset of the data in a Legal Hold for long-term retention for legal purposes.
Tagging Not Applicable Compliance users can create and assign tags to selected search items and later perform a search based on the assigned tags.
ERM Connectors Not Applicable Compliance users can search for data and submit selected documents to an ERM server in a record management site.

Search Tools

There are different types of interfaces available for performing end-user searches and compliance searches, including the web-based Search Console and the Search dialog in the CommCell Console. Although slightly different in appearance, they both offer the same powerful and unique capability to locate data across computers and supported applications. The Outlook-Add In can also be used as a search tool, and offers integrated Search Console capabilities as discussed below.

Search Console

The web-based Search Console is a search interface client that works in conjunction with a Web Search Server which allows searches to be performed remotely through a web browser. The Search Console is a convenient way to perform offline and online searches without needing access to a CommCell. A depiction of the Search Console is provided on the right and description of various portions of the interface are given below:

  • Use the entry space at the top of the screen to enter the text string or wildcard pattern that you wish to search for.
  • Search All Data - Provides the options to search only protected/archived data or file server/desktop data or both.
  • All Words - Provides the options to search all the words, any word, or phrase from the text specified in the entry space.
  • Home - Return to the Home view of the Search Console.
  • Job Status - Displays the status of search restore operations. The Job Status window displays a maximum of 25 most recent search restore operation status, which are not older than 7 days.
  • Query Builder - Provides an entry pane where you can construct your own SQL custom queries, and save them for later use. For more information on writing SQL queries refer to Microsoft documentation. Note that this tool can be used only by a compliance user.
  • My Queries - Displays a list of custom SQL queries that you have set up.
  • Search Result - Displays the results of a search operation.
  • Downloads - Displays files containing search results that were previously exported to a PST or ZIP file format, which can then be downloaded.
  • Legal Hold - Displays files from review sets that are moved to the Legal Hold for long-term retention. For more information, see Legal Hold.
  • Review Set - Displays results from previous search operations that have been saved to a Review Set.
  • Advanced Search - Displays additional search criteria that you can enter to further refine your search. For more information, see Search Criteria.
  • Refine Search - Allows you to filter the search result items based on the Size in KB(hits), Modified/Received time, File Type, Tags, and Keywords. The "Keyword" Navigator gives a rough estimate of the count of the documents and may not match with the actual results.

For step-by-step instructions, see Search for Data Using Search Console.

CommCell Console

The CommCell Console offers a Search dialog similar to the Search Console, which allows CommCell users a convenient and familiar venue from which to search for protected/archived data. A depiction of the Search dialog is provided on the right and description of various portions of the interface are given below:

  • Search For - Use the entry space to enter (or select) the text string or wildcard pattern that you wish to search for.
  • Files - Provides a group of fields that allow you to specify additional search criteria for files, to further refine the search.
  • Mail - Provides a group of fields that allow you to specify additional search criteria for e-mails, to further refine the search.
  • Advanced Options - Displays additional search criteria that you can enter to further refine your search. For more information, see Search Criteria.
  • Schedule - Click to schedule the search.
  • Preview Pane - Enables the user to preview the selected search result item prior to restoring the item.

For step-by-step instructions on searching data using CommCell Console, see Search for Data Using CommCell Console.

To perform a job-based search from the CommCell Console, see Perform Job-Based Search Using CommCell Console.

Outlook Add-In

The Outlook-Add In provides the following search capabilities:

For an overview of this component, see DataArchiver Outlook Add-In. For more information on using the integrated Search Console, see Accessing and Using the Search Console from Outlook Add-In.

Differences Among the Search Tools

Capability Search Console CommCell Console Outlook Add-In
Searchable Index Types Online and Offline Content Indexes Online and Offline Content Indexes Offline Content Indexes
Security Requirements See Search Console See CommCell Console See Outlook Add-In
Search and Restore
  • Add selected offline search results to a Review Set before you can Prepare for Viewing
  • Directory Share Name Pair must be configured on Web Search Server for viewing online search results
  • Restore requires no special security permissions besides End User Search or Compliance Search
  • Objects are restored to the Job Results folder on the Web Search Server
  • Right-click selected offline search results and choose Restore options (or click Schedule) to initiate the restore
  • No special configuration required for restoring search results
  • Compliance Searches are automatically granted a Browse permission by default
  • Restoring search results requires the Browse and In Place Recover and/or Browse and Out of Place Recover permissions to be explicitly granted to the CommCell User Group for which the User is a member
  • Objects can be restored In Place or Out of Place
  • Search results can be automatically restored to a new or existing review set in the Web Search Server using the Automated Content Classification Policy.
  • Right-click selected offline search results and click Recover
  • User Mailbox-level search and restores are supported
Job Monitoring Restore job progress can be viewed by clicking the Job Status button Restore job progress can be viewed from the Job Controller None
Scheduling Support None
  • Searches can be scheduled by clicking the Schedule button.
  • Restores can be scheduled from the Restore Options (Job Initiation) tab
None
Legal Hold
  • Compliance users can search data and retain a subset of the data in a Legal Hold for long-term retention.
  • The Legal Hold data can be retrieved to a new review set.
  • Compliance users can browse and restore specific Legal Hold data from the corresponding Legal Hold Set.
  • Compliance users can search data and retain a subset of the data in a Legal Hold for long-term retention.
  • The Legal Hold data can be retrieved to a new review set.
Tagging Compliance users can create new tags, search data based on tags associated with the search items, and also assign new tags to the search result items interactively.
  • Compliance users can create, modify, and delete tags from the CommCell Console.
  • Tagging operation can be scheduled from the Compliance Policy Wizard.
Compliance users can create new tags, search data based on tags associated with the search items, and also assign new tags to the search result items interactively.
ERM Connectors
  • Compliance users can submit content indexed documents to an ERM server interactively using an existing or new ERM Connectors.
  • When creating a new ERM Connector, you can associate a new or existing record enter to the ERM Connector.
  • Compliance users can create, modify, or delete ERM Connectors.
  • When creating or modifying an ERM connector, the compliance user can associate a a new or existing ERM server to the ERM connector.
  • When deleting an ERM connector, the CommCell Console also displays the list of unused ERM servers that can be deleted.
  • Compliance users can schedule and automate the process of submitting search results to an ERM server through an existing or new ERM connector.
  • Compliance users can submit content indexed documents to an ERm server interactively using an existing or new ERM Connectors.
  • When creating a new ERM Connector, you can associate a new or existing ERM server to the ERM Connector.

 

Delegated Search
  • End-users can search for Exchange emails on delegated mailboxes.
  • In a parent/child folder setting the end-user can search Exchange emails in the child folder if the delegated rights are set at the parent level. End-user will not be able to search emails in the parent folder if the delegated rights are set at the child folder level. 
Not applicable
  • End-users can search for Exchange emails on delegated mailboxes.
  • In a parent/child folder setting the end-user can search Exchange emails in the child folder if the delegated rights are set at the parent level. End-user will not be able to search emails in the parent folder if the delegated rights are set at the child folder level. 
Miscellaneous The following unique capabilities are supported:
  • Query Builder
  • My Queries
  • Review Set
  • Multiple entries are allowed in the e-mail search criteria for From, To, CC, and BCC message properties
  • Preview the search result items prior to restore
The following unique capabilities are supported:
  • Sampling of messages
  • In Place Restore options to Append, Overwrite and Skip
  • Out of Place Restore destination can be specified
  • Preview Pane
The following unique capabilities are supported:
  • Search Console can be launched from an Outlook toolbar button for End-User Searches and Compliance Searches.
  • Preview the search result items prior to restore

 


Search Criteria

This section provides information on the available search criteria that can be used to further refine your search operation. Note that not all fields may be available depending on the type of search you are performing, your access rights and/or other configuration specifics particular to your environment.

Search Console

The following options and option groups are available from the Advanced Search window of the web-based Search Console:

Search - Use the search text box to enter the text string or wildcard pattern that you wish to search for.

Set Default - Select this button to save the search criteria selections and set it as the default.

Clear - Select this button to clear any search criteria specifications on text boxes. When using this option, note that search criteria selections on drop-down boxes and radio-buttons will not be reset.

Close - Select this button to close the Advanced Search window.

Email

This option group specifies search criteria for e-mail data types.

  • Search in mail - Select this option to enable search criteria for this option group.

    Checkboxes are also provided within this option group that allow you to specify which message types you would like to search (Archived Mail, Protected Mail, Journaled Mail and/or Archived Mail ).

  • Email address - Use this space to narrow the search to the specified e-mail addresses using an Alias Name, Display Name, or that are in Simple Mail Transfer Protocol (SMTP) format (for example: user1@company.com;user2@company.com). If more than one e-mail address is entered, use the semi-colon ';' to separate the additional entries.
  • Subject - Use this space to narrow the search to e-mails with a subject line containing the specified text string or wildcard pattern. This field allows you to search partial words without the need for wildcard characters at the beginning and/or end of the search string.
  • From - Use this space to narrow the search to e-mails that were sent from the specified user(s). If more than one user is entered, use the semi-colon ';' to separate the additional entries. Optionally, you can further refine searches for this field by selecting a Condition from the corresponding list (All of them/Any of them/Exact Phrase/None of them).
  • To - Use this space to narrow the search to e-mails that were sent to the specified user(s). If more than one user is entered, use the semi-colon ';' to separate the additional entries. Optionally, you can further refine searches for this field by selecting a Condition from the corresponding list (All of them/Any of them/Exact Phrase/None of them). When searching Public Folder data using this field, keep in mind that only e-mails posted to mail-enabled Public Folders will be searchable. If you wish to search posts made to a Public Folder, use the Subject or From fields instead.
  • CC - Use this space to narrow the search to e-mails that were sent to the specified Carbon Copy (CC) recipients. If more than one user is entered, use the semi-colon ';' to separate the additional entries. Optionally, you can further refine searches for this field by selecting a Condition from the corresponding list (All of them/Any of them/Exact Phrase/None of them).
  • BCC - Use this space to narrow the search to e-mails that were sent to the specified Blind Carbon Copy (BCC) recipients. If more than one user is entered, use the semi-colon ';' to separate the additional entries. Optionally, you can further refine searches for this field by selecting a Condition from the corresponding list (All of them/Any of them/Exact Phrase/None of them).
  • Attachment Name - Use this space to narrow the search to e-mails containing the specified attachment name. If more than one attachment name is entered, use the semi-colon ';' to separate the additional entries. Optionally, you can further refine searches for this field by selecting a Condition from the corresponding list (All of them/Any of them/Exact Phrase/None of them).
  • Received - Select an entry from the drop-down list to narrow the search according to the specified received date criteria (Any, Today, Yesterday, This Week, This Month, This Year, Is, After, Before, Between); depending on your selection additional date range fields may appear below the Received field.

Although the Search in mail criteria can all be used during the same search operation, keep in mind that if your search criteria is too restrictive then the search may not return any results.

NOTES

  • When performing searches on TO, FROM, CC, or BCC fields, you can either specify the entire mailbox display name/alias name or you can use wildcards to search for partial mailbox display names/alias names. When you specify the name with spaces in between, make sure that you enter the name within quotes ("").

Files

This option group specifies search criteria for file or document data types.

  • Search in Files - Select this option to enable search criteria for this option group.

    Checkboxes are also provided within this option group that allow you to specify which file types you would like to search (Archived Files, Backup Files, Archived Documents and/or Backup Documents).

  • Look in folder - Use this space to narrow the search to the specified folder or directory.
  • Search by Modified Date - Select or specify a date range for narrowing file searches (Any, Current Week, Last Week, Current Month, Last Month, Current Year, Last Year, Specify Date Range). This field is only enabled when Modified Date/time or Created Date/time is specified in the Search by field.
  • All or part of the File Name - Use this space to narrow the search to the specified file name or wildcard pattern (for example: *.doc, *.pdf, etc.).
  • Size - Use this space to narrow the search by file size or size range.

Although the Search in Files criteria can all be used during the same search operation, keep in mind that if your search criteria is too restrictive then the search may not return any results.

Discovery

This option group allows to you select additional compliance search criteria for Files and E-mails.

  • You can narrow the search to files and/or messages owned by the specified user(s) and/or user group(s). A drop-down list is provided which allows you to specify whether to search only Files, Emails or Both.
    • Users - Use this space to narrow the search by specifying one or more users who are owners of the data objects to be searched (for example: Domain\User). If more than one User is entered, use the semi-colon ';' to separate the additional entries. Optionally, you can further refine searches for this field by selecting a Condition from the corresponding list (All of them/Any of them/None of them).
    • Search all users within user groups - Specifies whether to search data owned by all users within the User Group(s) specified below.
    • User Group(s) - Use this space to select one or more User Groups in which to search (for example: Administrators). If more than one User Group is entered, use the semi-colon ';' to separate the additional entries. Optionally, you can further refine searches for this field by selecting a Condition from the corresponding list (All of them/Any of them/None of them).
  • Files accessible by - Specifies whether to narrow the search to files accessible by the specified user(s).
    • Users - Use this space to narrow the search by specifying one or more users who are owners of the files to be searched (for example: Domain\User). If more than one User is entered, use the semi-colon ';' to separate the additional entries. Optionally, you can further refine searches for this field by selecting a Condition from the corresponding list (All of them/Any of them/None of them).

Job

This option group allows you to perform a compliance search by Job ID associated with Content Indexing jobs and/or Backup Jobs and search for files that failed to Content Index.

Backup or Content Indexing Job IDs - Use this space to enter one or more backup or content indexing Job IDs. If more than one Job ID is entered, use the semi-colon ';' to separate the additional entries.

While searching for file server/desktop items using Job ID, the search will display results based on the following conditions:

  • If there are multiple online content indexing jobs for a sub client and if the sub client content was not modified for all these jobs, then the search will display results only for the latest content indexing job.
  • If you modify the sub client content and again perform a content indexing job, the search will display results for the latest content indexing job as well as for the last job that was performed before modifying the sub client content.

Search objects failed to index

Select this option to perform a compliance search for data that failed to be content indexed.

  • Failed from date - Click the calendar icon for this field to specify the starting date to search for data objects that failed to be content indexed.
  • Failed till date - Click the calendar icon for this field to specify the ending date to search for data objects that failed to be content indexed.

For an online content indexing operation, you can view the list of successful/failed items from the CommCell Console and items that failed to content index from the Search Console based on the following conditions:

  • If there are multiple online content indexing jobs for a sub client and if the sub client content was not modified for all these jobs, then you can view the list of successfully content indexed items or failed to content index items only for the latest job.
  • If you modify the sub client content and once again perform an online content indexing job, you can view the list of successfully content indexed items or failed to content index items for the latest job as well as for the last job that was performed before modifying the sub client content.

Note that you can only view the items that failed to content index from the Search Console.

For related information on viewing content indexing results, see View Content Indexing Results.

Delegates

This option group allows end-users to search for Exchange emails on delegated mailboxes.

  • Available Delegate(s)  - Lists the available delegate mailboxes for the end-user.
  • Selected Delegate(s) - Lists the delegate mailboxes selected by the end-user to perform a search operation.

 

 

Advanced

This option group allows you to search all versions or latest version of the data, and to limit the search to the specified client(s).

  • Client Computers - Specifies the clients on which the search will be performed.

    List boxes are provided to choose the clients from a list of available clients.

  • Select Version -  Specifies whether to search all versions or only the latest version of the files to be searched.

    Options are provided to Select All Versions or Select only latest version

    If you select Select only latest version, note that the total number of hit count displayed on top of the page may not match the actual number of search items listed.

  • Select Query Language - Select the language in which the search will be performed.

Tag

This option group allows you to perform a compliance search based on the tags associated with the search items.

  • Search by tags - Specifies the tags on which the search will be performed.

    List boxes are provided to choose the tags from a list of available tags.

For related information, see Tagging.

CommCell Console

The following option groups for Files, E-mails, and Advanced Options are available from the left pane of the Search dialog in the CommCell Console:

Files

The following search criteria are applicable for file or document data types:

  • Name/Pattern - Use this space to narrow the search to the specified file name or wildcard pattern.
  • Size - Use this space to narrow the search to the specified file size or size range.
  • Folder - Use this space and associated browse button to narrow the search to the specified folder or directory.
  • Modified Date - Use this space to narrow the search to files with a specified modified date or date range.

Although the Files search criteria can all be used during the same search operation, keep in mind that if your search criteria is too restrictive then the search may not return any results.

Mail

The following search criteria are applicable for e-mail data types:

  • Subject - Use this space to narrow the search to e-mails with a subject line containing the specified text string or wildcard pattern. This field allows you to search partial words without the need for wildcard characters at the beginning and/or end of the search string.
  • From - Use this space to narrow the search to e-mails that were sent from the specified user.
  • To - Use this space to narrow the search to e-mails that were sent to the specified user. When searching Public Folder data using this field, keep in mind that only e-mails posted to mail-enabled Public Folders will be searchable. If you wish to search posts made to a Public Folder, use the Subject or From fields instead.
  • Cc - Use this space to narrow the search to e-mails that were sent to the specified Carbon Copy (CC) recipients.
  • Bcc - Use this space to narrow the search to e-mails that were sent to the specified Blind Carbon Copy (BCC) recipients.
  • Attachment - Use this space to narrow the search to e-mails containing the specified attachment name.
  • Email Addresses - Use this space to narrow the search to the specified e-mail addresses using an Alias Name, Display Name, or that are in Simple Mail Transfer Protocol (SMTP) format (for example: user1@company.com;user2@company.com). If more than one e-mail address is entered, use the semi-colon ';' to separate the additional entries.
  • Received Time - Select an entry from the drop-down list to narrow the search to e-mails received on the specified date or within the specified date range according to date criteria (Any, Today, Yesterday, This Week, This Month, This Year, Is, After, Before, Between); depending on your selection additional date range fields may appear below the Received Time field.

Although the E-mails search criteria can all be used during the same search operation, keep in mind that if your search criteria is too restrictive then the search may not return any results.

NOTES

  • When performing searches on TO or FROM fields using the Find dialog box for Exchange Mailbox-based agents, keep in mind that alias name changes are not taken into account regardless of where the search is being conducted from. Therefore, it is recommended that you take alias names into consideration when searching at the mailbox level and narrow the search only by SUBJECT, if necessary, leaving the TO and FROM fields empty.
  • When performing searches on TO, FROM, CC, or BCC fields, you can either specify the entire mailbox display name/alias name or you can use wildcards to search for partial mailbox display names/alias names. When you specify the name with spaces in between, make sure that you enter the name within quotes ("").
  • When searching for content indexed e-mails, the Folder name and Mailbox name fields do not get displayed in the search result.

Advanced Options

The following search criteria are generally applicable for all data types (except where indicated), and are located in the left pane of the Search dialog in the CommCell Console:

  • Clients - Use the browse button for this field to access the Select Clients dialog where you can limit the search to the specified client(s).
  • Client Groups - Use the browse button for this field to access the Select Client Groups dialog where you can limit the search to the specified client group(s).
  • iDataAgents - Use the drop-down list button to display a tree nodes selection window, which allows you to narrow the search to the selected iDataAgents or Agents.
  • Search for data owned by - Use this space to narrow the compliance search to data objects owned by the specified User ID.
  • Search for data owned by group - Use this space to narrow the compliance search to data objects accessible by the specified group.
    • Expand Group - Specifies whether to expand the selected group to display the users who are members of that group.
  • Search for data accessible by - Use this space to narrow the compliance search to data objects accessible by the specified User ID.
  • Sort by OR Group by - Use this list to select how you would like the search results to be sorted or grouped (Client, Type, Size, Modified Time, Receive Time).
  • Sample Every n Results - Applicable for e-mail data types, allows you to specify the rate at which messages are sampled to determine whether they match the search criteria. The default value of 1 indicates that every e-mail will be sampled. Keep in mind that the order in which messages are sampled is based on the order in which the messages were backed up or archived.
  • Tags - Allows you to narrow the compliance search based on the tags associated with the search items. Use the browse button for this field to access the Select Tags where you can limit the search to specified tags.

    You can also exclude the items with the selected tags from the search by selecting the Exclude Selected Tag(s) option in Select Tags dialog.

  • Backup Time - Allows you to narrow offline searches to data objects that were backed up or archived during the specified time or time range (Any, today, yesterday, this week, etc.).
  • Time Zone - Allows you to specify the Time Zone which will be applied to any search criteria you have entered which uses Date and/or Time.
  • Language - Allows you to identify the language in which the search text was entered in the given entry space.9c

Search Data from Previous Version

When you upgrade the CommServe to the current version, it is recommended that you upgrade all the clients and content index the data using the current version and then perform the search operation on the content indexed data. If for some reason you do not wish to upgrade your clients or re-content index the data, you can continue to Search the data that was already content indexed. See Upgrade Considerations for more information.

Note that, you can perform only a compliance search on SharePoint data that was content indexed using a previous version.

Viewing Successful or Failed Online Content Indexed Data

You can view the list of file server/desktop items that were successfully content indexed or failed to content index based on the following conditions:


Wildcard Support

The following table lists the wildcards and operators that can be used along with the search options: 

Wildcards and Operators Description Usage
* Denotes any number or text. A* - This will search for any text starting with A.
? Denotes a single number or character. A?B - Search for text starting with A, ending with B and containing any character in between. For example, AB, ACB, A2B.
"" Denotes a specific range of characters. "Hello" - Search for the text containing "Hello".
AND Denotes the condition to include both the search terms. A AND B - Search for data containing both A and B. This is also accomplished by just typing A B.
OR Denotes the condition to include either of the search terms. A OR B - Search for data containing either A or B.
() Used along with a combination of AND and OR. (A OR B) AND (C OR D) - Search for data that contains either (A,C) or (A,D) or (B,C) or (B,D).

(A B) OR C - Search for data containing A and B or C.

; Used as a separator. A;B - Search for both A and B. This is generally used when multiple terms need to be searched.

A OR B;C - Search for A and C or B and C.

A OR B;C D - Search for A, C, and D or B,C, and D.

The limitations on wildcard usage are as follows:

  If you would like to search for text strings that contain the literal character for asterisk ( * ) or question mark ( ? ), then you will need to put each of these special characters in double-quotes, as in "*" and "?". For example, if you are searching for a question that someone asked, such as 'Where is my data?' then you would need to enter the search string as: Where is my data"?"

Search Actions

The following section describes the various actions that can be performed from the search console.

My Queries Actions

You can perform the following actions on the saved queries in the My Queries page of the search console:

Remove This action allows you to remove the selected saved query from the My Queries page.

To execute a saved query, click the query name.

Search Result Actions

You can perform the following actions on the search items in the search result page of the search console:

Select Page This option allows you to select all the search items in the current page in the review set.
Select All This option allows you to select all the search items in the review set.
Sort By This option allows you to sort the list of search items based on the following:
  • Relevance
  • Size
  • Url
  • Modified Time
  • Subject/Filename

You can also sort the list of search items alphabetically using the and buttons.

  The sorted results are not case sensitive and therefore items starting with same alphabets but in different cases will be displayed separately and not in a sequence. 
Save Query This action allows you to save the query for the search items in the My Queries page. On selecting this option, you will be prompted to enter the query name and description.
Search within results This action allows to perform a search within the listed search result items.
Add Selected Items to... You can use this option to move the selected search result items to an already existing review set or to a new review set. On selecting New Review Set..., you will be prompted to provide a name for the new review set.
Hide Details This option allows you to hide the file details, such as file path, size, client name, and modified time.
...... This option displays an additional line of content for the specific search result item.
Hide This option will hide the additional line of content for the specific search result item.
View This option allows you to view the specific search result item that was already restored to the job results directory in the web server from a review set earlier.
Preview This options allows you to preview the specific search result item on the same window prior to restoring to the web search server.
View in new window This options allows you to view the specific search result item on a new window prior to restoring to the web search server.
Retrieve This action restores the selected search item to the job results directory in the web server and makes the search item viewable. It will also add the restored search item to the MyResults review set.

You can also restore the selected search item using the Retrieve button in review set page.

When using the Retrieve option from the search result page, note the following:

  • The Retrieve option is available in the search result page for end users only.
  • A maximum of 2000 search items can be retrieved from the search result page at a time.

You can  further filter the search results based on the Size in KB(hits), Modified/Received time, File Type, Tags, and Keywords listed in the Refine Search option in the left pane.

Downloads Actions

You can perform the following actions on the download items in the Downloads page of the search console:

Refresh This action allows you to refresh the Downloads page.
Delete All This action deletes all the downloads listed in the Downloads page.

To delete an individual download, click the icon for the specific download.

To open or save a download, click the download name or the icon.

 

Review Set Actions

You can perform the following actions on the search items in the review set page of the search console:

Select Page This option allows you to select all the search items in the current page in the review set.
Select All This option allows you to select all the search items in the review set.
Sort By This option allows you to sort the list of search items based on the following:
  • Size
  • Url
  • Modified Time

You can also sort the list of search items alphabetically using the and buttons.

Remove Items This action allows you to remove the selected search item from the review set.
Delete review set This action allows you to delete the complete review set.
List media This action displays the media on which the search item was located.

From the list of media displayed, you can also pin a specific media for an extended retention time using Pin Media option. To remove the pin on the media, select Unpin Media.

View Jobs This action displays the backup job details for the selected search item.

From the list of jobs displayed, you can pin specific jobs for an extended retention time using the Pin Job option.  To remove the pin on the job, select Unpin Job.

Retrieve This action restores the selected search item to the job results directory in the web server and makes the search item viewable. The status of the restore operation can be identified from the following icons displayed near the selected search item:

- Restore operation is complete and the search item is viewable.

- Restore operation is in progress.

- Restore operation failed.

For end users, you can also restore the selected search item using the Retrieve button in the search result page.

Note that, a search item restored by a specific user is viewable to all the other users.

Save Review Set Summary This action allows you to save the review set summary a to any specified location. By default, the review set summary is saved as an XML file.
Export Emails to PST This action allows you to restore the selected search item to a PST file.
Export to CAB This action allows you to restore the selected search item to a ZIP file.
Legal Hold This action allows you to move the selected search items to a new or an existing Legal Hold. For more information, see Legal Hold.
Manage Tag(s) This action displays the Manage Tag(s) window, which allows you to:
  • Associate transient or Search tags to the selected search items. In order to associate a search tag, you need to synchronize the associated tags with the Content Indexing Server.
  • Remove associated tags from the selected search items.
  • Create a new tag and associate it with the selected search items.

For more information, see Tagging.

Submit to ERM This action displays the Submit to ERM window, which allows you to
  • Submit selected review set items to an ERM server through an existing or new ERM Connector.
  • Create a new ERM connector. On selecting the Create New ERM Connector option, the Register New ERM window is displayed, which allows you to create a new ERM Connector with an existing or new ERM server.

For more information, see Enterprise Records Management (ERM).

Submit Action This option applies the action selected from from the Actions... drop-down box.
...... This option displays an additional line of content for the specific search item.
Hide This option will hide the additional line of content for the specific search item.
Comments:  [Add] This option allows you to add a new comment for the specific search item in the review set.
Comments:  [Review] This option allows you to edit the comment for the specific search item in the review set.
Filter This option displays the Filter Review Set Items By: window, which allows you to filter the search items within a review set based on the following:
  • Content Type - Select this checkbox to filter the search result items based on the content type. You can choose one of the following options from the Show only drop-down box:
    • E-mails - Select this option to view all e-mail type search items.
    • Files - Select this option to view all file type search items
  • Item Added - Select this checkbox to search for items that were added to the review set after the specified date. You can either enter the date (mm/dd/yyyy) in the After textbox or choose the date from the calendar.
  • Tag - Select this checkbox to filter the search items based on Search tags. You can choose the tags from the given drop-down box.
  • Attachment/File Extension - Select this checkbox to filter the items based on the file extension, such as .doc, .txt, etc. Enter the file extension in the textbox provided.
  • Comment - Select this checkbox to filter the search items based on the comments. You can choose one of the following options from the drop-down box:
    • Exists - Select this option to view search items with a comment. You can also specify the comment to be searched for in the textbox provided.
    • Does not exist - Select this option to view search items that do not have comments.
  • Modified - Select this checkbox to filter the search items based on the date when the file was last modified. You can choose one of the following options from the drop-down box:
    • Older than - Select this option to view the search items that were modified before the specified date.
    • Newer than - Select this option to view the search items that were modified after the specified date.

    You can either enter the date (mm/dd/yyyy) in the textbox provided or choose the date from the calendar.

  • Legal Hold - Select this checkbox to filter the search items that are legally held. You can choose one of the following options from the drop-down box:
    • Only show - Select this option to view only the legally held search items.
    • Exclude -  Select this option to exclude the search items that are legally held.
  • Apply Filter - Click this button to apply the filter selections.
Clear Filter This option removes all the filter selections in the Filter Review Set Items By: window and lists all the search items in the review set.
Hide Filter This option will hide the Filter Review Set Items By: window.
Preview This options allows you to preview the specific search result item on the same window prior to restoring to the web search server.
View in new window This options allows you to view the specific search result item on a new window prior to restoring to the web search server.
  • Online Content Indexed data cannot be added to a Review Set.
  • It is recommended to click the review set link on the tool bar to refresh the page or the previous action is resubmitted if the function key is used.

Legal Hold Actions

You can perform the following actions on the legally held items in the Legal Hold page of the search console:

Details This option displays the Legal Hold related details, such as Description, Accessible Groups, Retention Policy, Default Retention, Extended Retention, Size, etc.
Hide Details This option hides the Legal Hold details.
Sort By This option allows you to sort the list of legally held items based on the following:
  • Size
  • Url
  • Modified Time

You can also sort the list of items alphabetically using the and buttons.

Edit Legal Hold This action allows you to modify the description and extended retention time for the specific Legal Hold. For step-by-step instructions, see Modify a Legal hold.
Retrieve Legal Hold This action allows you to retrieve all the items in the Legal hold to a new review set. On selecting this option, you will be prompted to enter the review set name. For step-by-step instructions, see Retrieve Legal Hold Data from Search Console.
Delete Legal Hold This action allows you to delete a Legal Hold. For step-by-step instructions, see Delete a Legal Hold.

Warning: When you delete a Legal Hold, all the data associated with the Legal Hold will become non-retrievable.

Export to XML This action exports the Legal Hold information to an XML document.
View Failed Contents This action displays the list of items that failed to be legally held.
Move Failed Contents This action allows you to move the failed items in a legal hold to a new review set. On selecting this option, you will be prompted to enter the review set name. Once the failed items are moved to a review set, they can be re-submitted once again to a Legal Hold. For step by-step instructions, see Re-submit Failed Contents to a Legal Hold.
View Contents This action allows you to view the list of legally held items in a Legal Hold. This action is available from the failed contents page of the Legal Hold.

 


Important Considerations

Consider the following prior to performing Data Discovery and Search operations:


Use Cases

The following example scenarios illustrate how End-User Search and Compliance Search capabilities can be used by companies and their employees to meet their mission-critical objectives.

Other Use Case Scenarios

The table below discusses few sample use case scenarios for search and provides a comparison of how these search operations are performed in the Search Console and in the CommCell console. Note that, you can access the Search Options dialog box in the CommCell Console from any level (i.e. CommServe, Client, iDataAgent, etc,.)

Use Case Search Console CommCell Console
Find all emails received by user1 in the past x days. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • To <user1>
  • Date <After>
    • Specify Date
  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • To <user1>
    • Received Time <After> and specify the date and time.
Find all emails received by user1 between x and y days. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • To <user1>
  • Date <Between>
    • Specify From date
    • Specify To date
  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • To <user1>
    • Received Time <Between>
      • Specify From Time
      • Specify To Time
Find all emails received by user1 before y days. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • To <user1>
  • Date <Before>
    • Specify Date
  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • To <user1>
    • Received Time <Before> and specify the date and time.
Find all emails received by user1 in the past x days containing a specific word
  • Specify the word in the Search text box.
  • Enable the Search in Emails section in the Advanced Search page, and use the following options:
    • To <user1>
    • Date <After>
      • Specify Date
  • Right-click the CommServe and select Search.
  • Specify the word in the Search For text box.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • To <user1>
    • Received Time <After> and specify the date and time.
Find all documents belonging to User1 Go to the More options for Files/Emails section in the Advanced Search page, and use the following options:
  • Enable Search for Files owned by
  • Enable Search for Emails owned by
  • Users <domain\user>
  • Right-click the CommServe and select Search.
  • Expand the Advanced Options section in the Search Options dialog box, and use the following options:
    • Search for data owned by <domain\user>
Find all communications between user1 and user2 in the past x days. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • From <user1 or user2>
  • To <user1 or user2>
  • Date <After>
    • Specify Date
  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • From <user1 or user2>
    • To <user1 or user2>
    • Received Time <After> and specify the date and time.
Find all communications between user1 and user2 before y days. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • From <user1 or user2>
  • To <user1 or user2>
  • Date <Before>
    • Specify Date
  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • From <user1 or user2>
    • To <user1 or user2>
    • Received Time <Before> and specify the date and time.
Find all communications between user1 and user2 between x and y days days. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • From <user1 or user2>
  • To <user1 or user2>
  • Date <Between>
    • Specify From date
    • Specify To date
  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • From <user1 or user2>
    • To <user1 or user2>
    • Received Time <Between>
      • Specify From Time
      • Specify To Time
Find all emails received from user1 in the past x days. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • From <user1>
  • Date <After>
    • Specify Date
  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • From <user1>
    • Received Time <After> and specify the date and time.
Find all emails received from user1 between x and y days. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • From <user1>
  • Date <Between>
    • Specify From date
    • Specify To date
  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • From <user1>
    • Received Time <Between>
      • Specify From Time
      • Specify To Time
Find all emails received from user1 before y days. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • From <user1>
  • Date <Before>
    • Specify Date
  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • From <user1>
    • Received Time <Before> and specify the date and time.
Find all emails received between user1@outsidedomain.com and user2@insidedomain.com Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • From <user1@outsidedomain.com or user2@insidedomain.com>
  • To <user1@outsidedomain.com or user2@insidedomain.com>

You can further filter the search based on the Date.

  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • From <user1@outsidedomain.com or user2@insidedomain.com>
    • To <user1@outsidedomain.com or user2@insidedomain.com>

You can further filter the search based on the Received Time.

Find all communications between outsidedomain.com and insidedomain.com. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • From <outsidedomain.com or insidedomain.com>
  • To <outsidedomain.com or insidedomain.com>

You can further filter the search based on the Date.

  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • From <outsidedomain.com or insidedomain.com>
    • To <outsidedomain.com or insidedomain.com>

You can further filter the search based on the Received Time.

Find all communications from user1 to user2. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • From <user1>
  • To <user2>

You can further filter the search based on the Date.

  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • From <user1>
    • To <user2>

You can further filter the search based on the Received Time.

Find all communications sent to a distribution list. Enable the Search in Emails section in the Advanced Search page, and use the following options:
  • To <distribution list>

You can further filter the search based on the Date.

  • Right-click the CommServe and select Search.
  • Expand the Emails section in the Search Options dialog box, and use the following options:
    • To <distribution list>

You can further filter the search based on the Received Time.


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