Archive Manager for Exchange 8.7 - ArchiveWeb Guide

Search

ArchiveWeb offers two types of search capabilities:

Keyword search - this type of search uses keywords to search through archived emails and files. If you have installed Archive Manager for Exchange and Archive Manager for Files on the same server, you can use the keyword search capability to search for archived items across both products at the same time.

Advanced Search - this type of search uses an expanded set of search criteria with product-specific search capabilities. If you have installed Archive Manager for Exchange and Archive Manager for Files on the same server, you can use the advanced search to search for archived items in one product at a time.

Requirements

1.Archive Manager Search must be installed. This is installed by default during an Express installation or you can choose to install it using Advanced installation. For more information see the Metalogix Archive Manager for Exchange Advanced Installation Guide.

2.A Post-processing plugin must be configured using the Archive Manager Configuration tool. The plugin indexes the recipient property of emails that allows you to use the To field in your search criteria. For more information see Post-processing.

3.Optical Character Recognition (OCR) search is an optional feature that can also be activated through the Archive Manager Configuration tool.

4.Requisite Roles and Permissions must be granted to users who can use the search feature.

In this chapter:

·Keyword Search

·Advanced Search

·Search Results

·Search History

·Search Templates

Keyword Search

Keyword search provides a fast and flexible search for keywords in the email body and attachments of messages in Metalogix Archive Manager for Exchange, and file content in for Metalogix Archive Manager for Files. When both products are installed, you can search for the same keyword across both products.

Prerequisites

·Archive Manager Search is installed

·The post-processing plugin is configured in the Archive Manager Configuration Tool > Post Processing > Post Processing Scopes for both Archive server for Exchange and Archive server for Files depending on the products that are installed.

Steps to use keyword search

The steps described below assume the following default settings on the Profile page of ArchiveWeb.

·Show search field in header is selected which displays the keyword field in the header.

·Keyword is set to Exact phrase. No wildcards are added. The user can add a wildcard manually if needed.

·Set default search scope is set for both Exchange and Files.

The steps are as follows:

1.Log in to ArchiveWeb.

2.Enter a word, phrase or combination of words with logical operators like AND and OR in the keyword field in the header.

3.Press the Enter key on your keyboard.

-or-

1.Log in to ArchiveWeb.

2.Click Search from the main menu. The Search view opens.

3.Click the Search tab and then click Criteria from the navigation pane.

4.For the Search Scope, select the Exchange checkbox.

5.Click the Search button at the bottom right-hand corner of the page. The search results are displayed on one or two tabs depending on whether one or both products are installed. See Search Results for more information.

·Exchange Search Results

·Files Search Results

Wildcards

Keyword search supports wildcards as described in the table below:

Document tags

The Document Tags page displays the tags that you can specify in a search. See Tags for more information about setting up document tags. To search for emails that are tagged, do the following:

1.Select one or more document tags.

2.Select a search option as described below:

a.Marked with all selected tags - select this option to search emails which are tagged with all the selected tags.

b.Marked with any selected tag -  select this option to search emails which are tagged with any of the selected tags.

Advanced Search

Advanced search uses an expanded set of search criteria with product-specific search capabilities. Advanced search uses three parts to build the search: Criteria, Mailboxes and Document Tags. When all search specifications have been set, click Search in the bottom right-hand corner of the search view.

Criteria

The Criteria page presents the scope, context and email properties to define the search. The scope and context of the search are mandatory. If you have installed Archive Manager for Exchange and Archive Manager for Files on the same server, then advanced search can be used for only one product at a time.

Steps to search with advanced search criteria

1.Click Search from the main menu. The Search view opens.

2.Click the Search tab and then click Criteria from the navigation pane.

3.For the Search Scope, select the Exchange checkbox.

4.Ignore the Keyword field.

5.Include options allow you to specify the category of documents to search.

·No selection - only archived documents are searched. Previous versions of these documents are not included.

Select one of the following options:

·Search in archived and deleted documents - all documents will be searched. Previous versions of these documents are not included.

·Search in deleted documents - deleted documents and documents that are marked for deletion will be searched. All other archived documents will be ignored. Previous versions of these documents are not included.

Add an additional criteria:

·Search in versions - Previous versions will be included for the document category specified. The match will be shown for each version separately.

6.In the search Criteria pane, click Add new clause and enter the search criteria using the fields as described below:

a.And/Or - select two or more checkboxes to create a nested search phrase with the icon as described in the example below.

b.Field - select a property for the email from the dropdown.

c.Operator - select an operator from the dropdown.

d.Value - enter a text value to search. For date fields, enter the date in the format m/d/yyyy.

7.You can remove a specific row by clicking the Delete . To reset the search criteria, click Clear in the bottom right corner of the window.

Example of a nested search query

Consider the following search request: All email items that were received by David Webb before 10th November 2020 and the subject contains either the words Wealth or Commerce.

Search criteria contains only email properties. Therefore the nested search criteria can be written as follows:

Received Date < 11/10/2020 AND (Subject contains Wealth OR Subject contains Commerce)

The context of the search query is restricted to a single mailbox called David Webb, but there are no restrictions to the scope since All items are required to be searched in the specified mailbox.

To define a nested query in the search page, follow the steps described below:

2.Click Search from the main menu. The Search view opens.

3.Click the Search tab.

4.In the search Criteria pane, click Add new clause and enter the search criteria using the fields as described below:

a.Field: Received Date

b.Operator: <

c.Value: 11/10/2020

5.Click Add new clause and enter the search criteria using the fields as described below:

a.And/Or: And

b.Field: Subject

c.Operator: Contains

d.Value: Wealth

6.Click Add new clause and enter the search criteria using the fields as described below:

a.And/Or: Or

b.Field: Subject

c.Operator: Contains

d.Value: Commerce

7.Since Subject Contains Wealth Or Subject Contains Commerce are nested criteria, select the two checkboxes where the Field value is Subject. Then click the icon that is activated. The fields that are grouped are marked as shown on the image below:

Mailboxes

The Mailboxes page lists the mailboxes that you have been granted the access rights to view and search.

To search for mailboxes:

1.Below each column header is a search text box. Enter a letter or a combination of alphanumeric characters to search for terms in the column. You can enter search criteria for multiple columns. For example, in the image below, the letter D has been added to the search text box below the column header Display Name.

2.Click the icon to open the search operators list and select a search operator. For example, the search operator Doesn't contain has been selected which excludes all mailboxes that start with the letter D that was entered in the search text box.

3.The list will update as you enter or modify search criteria and search operators. The search settings will persist through a single session and will be reset when you log in again.

To sort mailboxes:

If there are too many mailboxes, you can sort or group the list by clicking a column header

To group mailboxes:

1.Drag a column header to the grouping bar just above the list. For example, dragging the Location column header to the grouping bar, groups the mailboxes by Location.

2.Expand each group item to view the mailboxes in that group.

3.Click the up or down icon in the group column header to sort the mailboxes in the group in ascending or descending order.

4.To remove a grouping, drag the column header back into the list. You can insert the column header at any place in the row of column headers.

Document tags

The Document Tags page displays the tags that you can specify in a search. See Tags for more information about setting up document tags. To search for emails that are tagged, do the following:

1.Select one or more document tags.

2.Select a search option as described below:

a.Marked with all selected tags - select this option to search emails which are tagged with all the selected tags.

b.Marked with any selected tag -  select this option to search emails which are tagged with any of the selected tags.

Search Results

Keyword search

When both Archive Manager for Exchange and Archive Manager for Files are installed on the same server, keyword search results are listed in separate tabs.  If Match Highlight and Match Highlight Color are configured in Profile settings, keywords will be highlighted with the predefined color. For example, if the keyword is Commerce, then all instances of the word are highlighted.

Advanced search

For advanced search, the search result uses an expanded set of search criteria with product-specific search capabilities.

When you highlight an item from the list, the details of the item is displayed in the pane below the list. The contents of the item are also displayed. If the item is an email with an attachment or a file, the contents of the attachement or file are visible only if the application to view the attachment is also installed on the server. For example, the contents of a PDF file will be visible only if a PDF viewer is installed on the server.

Search Operations

Search operations are asynchronous. When you select one or more items or select all items, you can choose an action from a menu to operate on the highlighted or selected item. Every search operation is listed in the Tasks page.

Edit query - redirects you to the previous search page where you can perform a new search after editing the existing query.

When keyword search is used, keywords in the search results can be highlighted.

List columns can be managed (show/hide) in the Columns section of the user profile (click [UserName] > Manage settings > Profile).