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.
5. You can further refine your search by clicking button and then entering the desired criteria in the Advanced Search option tabs as appropriate for your search.
6. Once you have entered all the search criteria, click Submit on the Advanced Search window.
7. Click the button to initiate the search operation.
8. Once the search operation completes, you can perform any of the following tasks::
   • Preview the selected search item in the Reading Pane.
   • Search for data within the search results.
   • Restore the selected items by right-clicking and selecting Retrieve option.
   • Save the search query by selecting Save Query from the drop-down menu on top of the page.
   • Save the selected item to your local drive by right-clicking and selecting Save To option.
   • Move the selected item to a ReviewSet or Legal Hold using the right-click Add Items to option.
   • Export the selected item as .cab, .pst, or .nsf file.
   • Find or exclude similar items.
   • Submit the items to a Record Center through ERM Connector.
9. Click Logout to log off the Search Console.