About Rules

Rules are used for defining a query. A rule is basically an "if-then" statement which determines how IPRO Search treats criteria.

Rules can only be added inside collections. To add a rule, make sure you have selected a collection to work within. Rules appear sequentially in the order in which you add them.

To choose the type of rule you want to add, click Add Rule. To remove a rule, click the X above the rule.

IMPORTANT
There are many different rules you can use to build a query, and you can add rules inside rules infinitely to create a complex, nested query. However, when you do this, note that the more complex the query, the more resources it takes to process. Take the time to consider what kind of results you expect from the query before building it.
IMPORTANT
You will not be able to search until adding at least one rule.

Rule Types

The type of rules available depend on the collections you choose.

In turn, the type of rule you select will determine the parameters that appear.

Selecting Classification will give you options for choosing the Classification type and associated Confidence Score Range:

Selecting Subject, Filename, Sender, Sender Domain, Sender Name, Recipients (TO), Recipients (BC), Recipients BCC, and Recipient Domain, Auditor, and Stamps return the following parameters:

For more information on using word lists, see About Word Lists.

Selecting Any Recipients (TO, CC, BCC), Recipients (TO) Display Name, Recipients (CC) Display Name, Recipients (BCC) Display Name, Body, Comment, or Personal Subject returns the following parameters:

After selecting a rule and corresponding parameter, enter the appropriate search information.

Word Root Match, Phrase Match, Exact Match

Several of the rule types allow for Word Root Match, Phrase Match, and Exact Match, which offer different levels of precision in the search results.

TIP
For information on some parameters in the Advanced Search dialog box, click the Help button.

For more information, see Word Root Match, Phrase Match, and Exact Match.

Working with Dates

Selecting Date, Sent/Received Date, and Action Date returns parameters based on relative or calendar dates:

After selecting a rule and corresponding parameter, enter the appropriate search information.

NOTE
When searching for attachments corresponding to a certain date, you must search within a Message collection. The date returned will correspond to the date of the message that contains the attachment.

Working with Regular Expressions (Regex)

Regular expressions (Regex) are used when searches for credit card information, Social Security Numbers, and other numerical data. Selecting a Regex rule will return the following parameters, depending on the rule chosen. Below are a few examples:

After selecting a rule and corresponding parameter, enter the appropriate search information.

For more information on using search operators with Regex rules, see Search Operators.

NOTE
If you are familiar with Regex, it is possible to create custom rules.
NOTE
In order to save your search criteria, you must perform the search before the 15-minute timeout.