Advanced Federated Search
An advanced federated search lets you search for items across all archives and look for items that are:
- Greater than or less than a specific size
- Files that match or do not match words in a word list
- Files that include or exclude certain words in the body
- Files that include words close to other words
IPRO Search supports over 600 document types.
Keep in mind that the AND and OR Boolean operators are the mainstay of the advanced search. Think about how to narrow or broaden a search by including or excluding certain information pertinent to the
When performing a federated search, the ideal scenario is to use the search parameters from a federated search you previously conducted using the Search dialog box. The results are automatically carried over into Advanced Search if you do not clear them.
When you open the Advanced Search dialog box, the fields will already be populated with the parameters from a previous federated search.
If you do not want to use the previous search parameters, simply remove the rules you do not want or clear the entire Advanced Search dialog box before starting a new search.
- In the Advanced Search dialog box, click Clear.
- In the Location view, select the email archive location and the
custodiansto target for the federated search.
- In the
A CaseOverview workspace, click Search > Advanced Search.
- Click Common and select one of the following:
- All of: Searches for items that match all criteria specified in the rule.
- Any of: Searches for items that mention any criteria in the rule.
Setting the operator at this level helps you mentally set the framework of the query as you build it. As you add more rules and the complexity of the query increases, you can go back and change the operator at this level and any other.
- Click Add Rule.
- A rule is added to the group.
The other sections of the Advanced Search dialog box are removed because they do not apply when you perform federated search.
- Click the Field list and select an option from the menu.
- The rule updates to display the available options associated with the field you chose. For descriptions of each option, see Federated Properties.
- From the operator list, select an operator.
- The list of operators updates according to the field you chose—see Search Operators.
- If applicable, in the text field, enter the alphanumeric text or size you want to search. If you are using a word list, see About Word Lists.
- (Optional) Add more rules to the same group. Repeat this step until you have built your query.
- In the following example, two more rules were added to the group.
- (Optional) Add another group to the group. Click Add Group and add one or more rules to it. Repeat this step to continue adding groups within groups to create nested queries. For each new group, set the main operator (Any of / All of) in the upper-left corner and start adding rules.
- New groups are created, each one in a different shade of gray. In the following example, three groups were added to create a nested query
- Then, one rule was added to each group.
- (Optional) In the Tag section, do the following:
- Set the operator in the upper-left corner of the group.
- Add a rule.
- Select a field.
- Select an operator.
- In the text field, enter the alphanumeric text, date, or size you want to search.
- Click Search to execute the query.
- The result is displayed in the Document view and the Advanced Search dialog box is closed. The next time you open the Advanced Search dialog box, your search parameters will still be there unit you clear them.