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Metalogix Archive Manager for Files 8.1.1 - ArchiveWeb Manual

Exchange Search

 

Under the Search / Exchange node you can search in archived emails with search criteria specific for email archive. To start the search, click on the Search option on the main bar and the Exchange option on the sub-bar. Search criteria can be defined on four tabs clickable from the left navigation pane:

oMailboxes

oCriteria

oDocument tags

oAdvanced

We go through the one-by-one further below.

 

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. (In our example we can search in “Administrator” and “Tester One” 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).

IMPORTANT NOTE: 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 Fulltext text box. By selecting the respective check boxes under the Fulltext text box, define whether the query should be searched for in:

Øsubject

Ømessage body

Øattachment (applicable only if Archive Manager Search is installed)

 

NOTE: Please note that the fulltext search is enabled only if Archive Manager Search was installed and the post processing plugin was configured in the Archive Manager for Exchange Manager.

 

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You can also specify your search criteria in more details. Use the Subject text box to search for emails with subject containing the entered string. This field support also wildcard search:

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’

 

In the Received drop-down box you can specify the receive date or interval.

In the Retention row you can further refine your search by selecting retention settings of the items – search can be executed in items with Infinite, Indefinite or specific retention time, e.g. from 3 (months) to 6 (months). (Indefinite retention time means that the items have been archived but the retention time has not been set for them yet.)

Locked status of the searched for emails can be selected can be also added to search criteria.

The Include section:

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

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

·To search in both these categories, check the Search in both active and marked for deletion documents

 

 

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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Advanced

On the Advanced node you may restrict your search by setting some other criteria in the Field, Operation, and Value: fields, e.g.

Field: Archiving date

Operator: Is

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 button.

IMPORTANT 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 icon (ARCHIV~1_img28) 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.

 

Files Search

 

Under the Search / Files node you can search in archived files with search criteria specific for file archive. To start the search, click on the Search option on the main bar and then the Files option on the sub-bar. Search criteria can be defined on three tabs clickable from the left navigation pane:

oServers

oCriteria

oDocument tags

We go through the one-by-one further below.

 

NOTE: Please note that the fulltext search is enabled only if Archive Manager Search was installed and the post processing plugin was configured in the Archive Manager for Files Enterprise Manager.

 

Servers

Click Servers in the left pane to select which servers you want to search through. At least one server MUST be checked to enable searching. 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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Specify your search criteria further:

Criteria

Enter the desired word, phrase, or combination of words with logical operators (AND, OR) or word with patterns into the Fulltext text box.

NOTE: Please note that the fulltext search is enabled only if Archive Manager Search was installed and the post processing plugin was configured in the Archive Manager for Files Manager.

 

Use the File name text box to enter the string which the file name should contain.

In the Folder text box enter the desired directory.

In the Owner text box specify the file owner (format: domain\user).

These three fields support also wildcard search as show 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’

 

Use the Archived option to look for files archived during a specific time period (date format is DD/MM/YYYY).

Use the Created option to look for files created during a specific time period (date format is DD/MM/YYYY).

Use the Modified option to look for documents with a specific last modification date.

In the Size text boxes the minimal and maximal size limits can be entered. Do not forget to select the correct size units (B, KB, MB, GB).

In the Retention row you can further refine your search by selecting retention settings of the items – search can be executed in items with Infinite, Indefinite or specific retention time range, e.g. Expires between 2/1/2016 and 2/29/2016. (Indefinite retention time means that the items have been archived but the retention time has not been set for them yet.)

In the Lock status drop-down box you can specify whether to search specifically in locked or not locked documents.

 

The Include section:

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

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

·To search in both these categories, check the Search in both active and marked for deletion documents

 

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Documents tags

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

Finally click Search. Search results will be displayed in the main pane.

The search results list views offers the same functionality as Files list views – sorting, grouping, filtering by filter/by tabs, preview and comments. Under the More actions icon (ARCHIV~1_img28) find the same actions as available (and described) on the main Files tabs.

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

Search Results

 

Found search results get displayed in the main pane. For Common search both Exchange Search Results and Files Search Results are displayed on separate tabs (see the screenshot below). The list of results features the same functionality as any other list view in ArchiveWeb.

All operations over search results are asynchronous. By invoking any search operation it will be listed in TASKS and executed asynchronously.

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When fulltext search is used, search results’ hits are highlighted.

NOTE: The highlight color is defined in Manage settings / Profile / Hit highlight color.

List view contains the following special columns:

oFolder – specifies item’s location (for Exchange search results it is mailbox folder name, for Files search results it is directory path)

oRanking – specifies score [%] of hits

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

NOTE: For Archive Manager fro Files hits can be displayed also for non-supported files such as MS Office documents and HTML.

(For more details see the “List view conventions” section.)

 

Search History

 

Every search executed in ArchiveWeb is logged under the History node with both the search criteria and search results. It allows you to view or save the search results. The save function transfers the results to Templates – for more info see the “Templates” section below.

NOTE: The Search History lists last 10 search results by default. To change this number you have to modify the PamSearch.exe.config file located on MAMSearch folder (for example: C:\Program Files\Metalogix\MAMSearch). For more information see the “Extending Search History” section.

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After clicking the History node individual search logs are listed. The title of the log indicates if the search was executed over Exchange archive, Files archive or both. To unfold detail information on the search criteria/results for the given search, click the little double arrow (ARCHIV~1_img74) next to the Search query or Search results summary. The number of found items is also displayed.

Icons on the right side of each search log allows you to:

·delete (ARCHIV~1_img75) the log and associated search results as well

·view (ARCHIV~1_img76) the search results – exactly as if you have executed the given search query; you can then work with the results as usual (see the Exchange Search and Files Search sections)

NOTE: Search results may contain a huge number of items and loading can take considerable time. The process can be quicker when No is selected in Display Options pop-up dialog. Second-level information (as comments, tags, legal hold etc.) will not be loaded to display.

·save (ARCHIV~1_img77) the search results under Templates; enter the template name in the pop-up dialog and click Save.

 

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