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Metalogix Archive Manager for Exchange 8.3 - ArchiveWeb Manual

Public Folders

 

Under the Exchange / Public Folders node one can find archived items from all accessible Public Folders. Unfold the node down to the desired public folder by clicking the arrow sign. Archived items of the selected public folder will be displayed in the main pane.

Managing and handling the Public folders items is the same as described for mailbox items (see the previous section).

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Search

To start searching with advanced search options, just click on the Search tab in main pane. The Search sub-bar contains the following nodes:

·Search – allows you to search through archived emails if Archive Manager for Exchange is installed, or search through files if Archive Manager for Files is installed.

·History – logs all searches performed during one logon session

·Templates – contains saved search templates and search results

 

OPTIONAL FEATURES:

·OCR Search – it is possible to search also in text in pictures although this technology has some limitations, e.g. too small text may not be correctly recognized. This feature is optional and has to be enabled in Configuration tool / Post Processing / OCR Engine

In the next sections we deal with different search types one by one. In the last section you can read about search templates.

NOTE: Not all Search tab functions may be available for the logged-on user. The functions must be allowed for the user. For more information see the Roles & Permissions section.

 

Common search

To search in both Archive Manager for Files as well as Archive Manager for Exchange archives (accessible only if both components – Archive Manager for Exchange, Archive Manager for Files - installed), you can use the common full text search. It is accessible only if the Exchange and Files check boxes have been checked on the Criteria page. Common search runs on all accessible File servers plus on logged on user mailbox only or on all accessible mailboxes – these search settings are configured under Manage Settings / Profile / Settings.

IMPORTANT NOTE: Besides the standard search you may have a fulltext search activated. The Fulltext search is an advanced search feature. In addition to basic search (searching in subject, recipient, file name, folder etc.), fulltext searches for the given expression also in the email body, attachments and file content.

The fulltext is active for the Archive Manager for Files or Archive Manager for Exchange archive only when:

ØArchive Manager Search feature was installed during the product installation

Ørespective post processing plugin was configured in the Archive Manager Configuration Tool \ Post Processing \ Post Processing Scopes \ Archive server for Exchange/Files.

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To start fulltext searching, enter the desired word, phrase, or combination of words with logical operators (AND, OR) or word with patterns into the Fulltext text box. The search is performed in Archive Manager for Files archive and in logged on user’s archive OR in all accessible mailboxes (based on settings defined under “Manage Settings / Profile”).

On the Document tags tab (to be selected in the left pane) you can set search criteria regarding the tags. By checking the respective check box, select which tag category should be searched through. Further, if you click Mark with all tags radio button, the search result will contain only emails and documents which are tagged with ALL selected tags. If you click Mark with any tag radio button, the search result will contain emails and documents tagged with any of the selected tags.

Finally click Search in the bottom right corner of the window.

The search results are displayed on two tabs:

·Exchange Search Results

·Files Search Results

The search results list views offers the same functionality as Exchange/Files list views – sorting, grouping, filtering by filter/by tabs, preview and comments. Under the More actions link (MENU) find the same actions as available (and described) on the main Exchange/Files tabs.

NOTE: The search results can be SAVED under the History tab.

Exchange Search

Under the Search node you can search in archived emails (if only EXCHANGE checkbox has been checked on the Criteria page) with search criteria specific for email archive. Search criteria can be defined on three tabs available in the left navigation pane:

·Criteria

·Mailboxes

·Document tags

 

Mailboxes

If you are given access rights to other mailboxes, they are listed on this tab. Should you want the search to be conducted in these mailboxes too, check the desired mailboxes. If there are too many mailboxes, you can sort or group the list as usual (by clicking the desired column header or by dragging the desired column to the grouping bar just above the list).

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NOTE: In case of searching in journal mailbox:

·If a user has Journal permission set in ArchiveWeb then the user can search only in own emails, where is present as a kind of recipient (sender, recipient).

·If a user has access set in "Archive Manager \ Tools \ Mailbox rights manager" for journal mailbox then the user can search all emails in journal.

At least one mailbox MUST be checked to start the search. The specified selection is preserved also after log-off (unless the option “Remember last mailbox / server selection” in Manage settings /Profile is not switched off).

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Criteria

On the Criteria node enter the desired word, phrase, or combination of words with logical operators (AND, OR) or word with patterns into the Full text text box. By selecting the respective check boxes under the Fulltext text box, Include section, define whether the query should be searched for in:

·Search in active documents

·Search in documents marked for deletion

·Search in versions. The match will be shown for each version separately.

 

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NOTE: The fulltext search is enabled only if Archive Manager Search was installed and the post processing plugin was configured.

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The Full text text box also supports wildcard search as described in the table below:

Wildcard

Description

Example

SQL representation

*

A substitute for zero or more characters

*.htm

LIKE ‘%.htm’

?

A substitute for a single character to match

Clas?ic film.mpg

LIKE ‘Clas_ic film.mpg’

The Include section:

·If Search in active documents is selected, search is performed in regular archived emails

·If Search in documents marked for deletion is selected, ITEMS MARKED FOR DELETION IN THE ARCHIVE WILL BE SEARCHED, too

·If Search in versions. The match will be shown for each version separately is selected, all versions of the item will be searched.

 

You can also specify your search criteria in more details. Use the 'Add new clause'. You may restrict your search by setting some other criteria in the Field, Operation, and Value fields, e.g.

Field: Archived date

Operator: =

Value: month/day/year 01/02/2015

Just specify your criteria in the drop-down boxes. To add more conditions, click the green plus sign (ARCHIV~1_img65) and new condition line appears. Add as many criteria as you need.

You can remove the specific by clicking the Delete icon (ARCHIV~1_img66). To delete all of them, click the Clear button in the bottom right corner of the window.

When all search specifications have been set, click the Search.

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NOTE: At least one mailbox must be check under Mailboxes node to conduct the search

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The search results list views offers the same functionality as Exchange/Files list views – sorting, grouping, filtering by filter/by tabs, preview and comments. Under the More actions link (MENU) find the same actions as available (and described) on the main Exchange/Files tabs.

For more information on saving, exporting etc. search results, see the "History" and "Template" sections.

Document tags

On the Document tags tab you can specify which category of tagged emails should be searched through. Further, if you click Marked with all selected tags radio button, the search result will contain only emails which are tagged with ALL selected tags. If you click Marked with any selected tag radio button, the search result will contain emails tagged with any of the selected tags.

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