Data Discovery and Search - How To

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Search for Data Using Search Console

Search for Data Using CommCell Console

Perform Job-Based Search Using CommCell Console

Find a File/Directory/Object

Access and Use the Search Console in Outlook

Search for Data Using Search Console

Before You Begin

• Review Data Discovery and Search.
• A content indexing operation must have been performed on the data to be searched.

Required Capability: See Capabilities and Permitted Actions

To search for data using the Search Console:

1. Access the Search Console.
2. From the Search Console, type the text string or wildcard pattern that you are searching for in the entry space at the top of the window. Note that the asterisk ( * ) and question mark ( ? ) characters are treated as valid wildcards unless surrounded by double-quotes.

   Alternatively, you can click the Query Builder button in the left pane to create your own custom search query, or you can click the My Queries button in the left pane to use previously defined custom search queries.

   You can also choose to Search only protected/archived data or file server/desktop data by selecting the Search criteria from the Search All Data drop-down box.

   In addition, you can choose to Search all the words, any word, or phrase from the text in the Search entry space, by selecting the desired option from the All Words drop-down box.

3. You can further refine your search by clicking Advanced Search, then entering the desired criteria in the Email, Delegates, Files, Discovery, Job, Advanced, and Tag option groups as appropriate for your search.
4. Once you have entered all the search criteria, click Search at the top of the Search Console to begin the search, or if Advanced Search criteria has been entered, click Search on the Advanced Search window.
5. Once the search operation completes, you can perform any of the following tasks:
   • Preview the selected search item by clicking Preview.
   • Restore selected items from the search results by adding them to a Review Set, and then clicking Retrieve.
   • Save the search query by clicking Save Query
   • Search within the search results by clicking Search within results
   • Add selected items from the search results to a new or existing Review Set by selecting the item(s) and then selecting the appropriate entry from the Add Selected Items To... drop-down list.
6. Click Logout to log off the Search Console.

Search for Data Using CommCell Console

Before You Begin

• Review Data Discovery and Search.
• A content indexing operation must have been performed on the data to be searched.

Required Capability: See Capabilities and Permitted Actions

To search for data using the CommCell Console:

1. From the CommCell Browser, right-click any of the following objects, select All Tasks then click Search.
   • CommServe
   • Client
   • iDataAgent
   • Backup Set
   • Archive Set
2. From the Search dialog, type the text string or wildcard pattern that you are searching for in the Search For entry space under Search Options in the left pane. Note that the asterisk ( * ) and question mark ( ? ) characters are treated as valid wildcards unless surrounded by double-quotes.
3. You can further refine your search by entering the desired criteria under the option groups for Emails, Files and Advanced Options, as appropriate for your search. Once you have entered all the search criteria, click Search.
4. If your search returned results, then you can perform any of the following tasks:
   • Preview a selected search item in the Preview Pane.
   • Search for data within the search results
   • Recover items from the search results for viewing
   • Display search results in a Paragraph View
   • Save search results to a File
   • Print the search results
   • E-mail the search results
5. Click Close to exit the Search dialog.

Perform Job-Based Search Using CommCell Console

Before You Begin

• Review Data Discovery and Search.
• A content indexing operation must have been performed on the data to be searched.
• You cannot perform a job-based search for Online Content Indexed data from the CommCell Console.

Required Capability: See Capabilities and Permitted Actions

You can view the job history from the following levels:

Level	Job History	Jobs
CommServe	Admin Job History	Offline Content Indexing Jobs
Client	Job History	Backup/Archive jobs
Agent	Backup History/Archive History/Content Indexing History	Backup/Archive jobs/Online Content Indexing jobs
BackupSet/ArchiveSet	Backup History/Archive History/Content Indexing History	Backup/Archive jobs/Online Content Indexing jobs
Subclient	Backup History/Archive History/Content Indexing History	Backup/Archive jobs/Online Content Indexing jobs

1. Open the job history dialog box from the associated level. For information on viewing job history, see Job History.
2. From the Job History dialog box, right-click the job you want to search, select View Content Index, and click Search.
3. From the Search dialog, type the text string or wildcard pattern that you are searching for in the Search For entry space under Search Options in the left pane. Note that the asterisk ( * ) and question mark ( ? ) characters are treated as valid wildcards unless surrounded by double-quotes.
4. You can further refine your search by entering the desired criteria under the option groups for Emails, Files and Advanced Options, as appropriate for your search. Once you have entered all the search criteria, click Search.
5. If your search returned results, then you can perform any of the following tasks:
   • Preview a selected search item in the Preview Pane.
   • Search for data within the search results
   • Recover items from the search results for viewing
   • Display search results in a Paragraph View
   • Save search results to a File
   • Print the search results
   • E-mail the search results
6. Click Close to exit the Search dialog.

Find a File/Directory/Object

Before You Begin

• Review the general and agent-specific requirements accessed from Restore Backup Data, Recover Archived Data (for Migration Archiver Agents), or Retrieve Archived Data (for Exchange Compliance Archiver) prior to performing any restore/recovery/retrieve.
• When finding and restoring/recovering data for the Exchange Mailbox iDataAgent or the Exchange Mailbox Archiver Agent, in cases where the mailbox alias name has changed, we strongly recommend restoring/recovering the data out-of-place to the current mailbox alias name. Otherwise, attempting to restore the data in-place to a mailbox alias that no longer exists will cause the restore/recovery operation to fail.
• Note that this procedure can be used to find files, directories, or objects from backed up data or from data that is content indexed using previous versions of the software.

Required Capability: See Capabilities and Permitted Actions

To find a file/directory/object:

1. From the CommCell Browser, right-click the agent, instance or backup set/archive set that contains the data you want to restore/recover/retrieve, click All Tasks, and then click the available Browse command (command names vary by agent). For supported agents, you can click Find from the All Tasks menu at the backup set/archive set level (or agent level for Exchange Compliance Archiver) and skip directly to step 4.
2. Run a browse operation. See Browse Data for a list of customized browse operations and their step-by-step instructions. If you accept all defaults, you will be browsing the latest backups/archive operations for the selected data.
3. From the browse window, right-click the agent or backup set/archive set, and then click Find. (You can also start the Find operation from the other levels in the browse window.)
4. From the Find dialog box, type the name or name pattern of the file, folder or directory that you want to find in the Search For text box. Optionally, you can narrow the search by entering criteria in fields under the option groups for Mail, Files and Advanced Options as applicable for your search. If you would like to specify a time range for the search, options are provided under the Advanced Options group for this purpose.

   NOTE: If you accessed this dialog as part of a Browse operation, keep in mind that the time range values are not pre-populated by any previously selected time range settings entered on the Browse Options or Advanced Browse Options dialog.

5. If your agent supports Content Indexing and you need to search backward-compatible content indexes, perform the following tasks:
   • From the Find dialog box, click Advanced.
   • Enter the desired search criteria in the Advanced Search dialog box and click OK.
6. Click Search. The search results are displayed in the right pane of the Find dialog box.
7. Select and right-click the desired file, folder or directory name then select one of the following:
   • Restore the file, folder or directory.
   • Restore All Selected files, folders or directories.
   • View all Versions of the selected file.
   • Restore all Versions of the selected file (not available for all agents).

Access and Use the Search Console in Outlook

Before You Begin

• Review Accessing and Using the Search Console from Outlook Add-In. See also: Data Discovery and Search in Books Online.
• Certain configuration tasks are required before you can access and use the Search Console in Outlook. For more information, see Configuration - Content Indexing and Search in Books Online.

Required Capability: See Capabilities and Permitted Actions in Books Online.

To access and use the Search Console in Outlook:

1. Log on to your mailbox in Outlook. The Outlook window appears.
2. From Outlook toolbar, click one of the following buttons, as appropriate to your configuration:

   Compliance Search
   End-User Search

3. On the Search Console login dialog, enter your CommCell user name and password and then click OK. You can also log into the search console as an external domain user, if that external domain is configured in the CommCell. For more information on adding a domain controller, see Add a New Domain Controller in Books Online.
4. From the Search Console, type the text string or wildcard pattern that you are searching for in the entry space at the top of the window. Note that the asterisk ( * ) and question mark ( ? ) characters are treated as valid wildcards unless surrounded by double-quotes.

   Alternatively, you can click the Query Builder button in the left pane to create your own custom search query, or you can click the My Queries button in the left pane to use previously defined custom search queries.

5. You can further refine your search by clicking Advanced Search, then entering the desired criteria in the Email, Delegates, Files, Discovery, Job, Advanced, and Tag option groups as appropriate for your search.
6. Once you have entered all the search criteria, click Search at the top of the Search Console to begin the search, or if Advanced Search criteria has been entered, click Search on the Advanced Search window.
7. Once the search operation completes, you can click the Search Results button in the left pane, and perform any of the following tasks:
   • Preview the selected search item by clicking Preview.
   • Restore selected items from the search results by adding them to a Review Set, and then clicking Retrieve
   • Save the search query by clicking Save Query
   • Search within the search results by clicking Search within results
   • Add selected items from the search results to a new or existing Review Set by selecting the item(s) and then selecting the appropriate entry from the Add Selected Items To... drop-down list
8. Click Logout to log off the Search Console.

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