Every search requires a name. By default all admins have permission to access all searches. Non-admin users need to be granted specific permission to work with the search results. Permissions can be specified to allow access to a search but to disallow the non-admins ability to export or change to scope of the search.
Date range, tags,
Legal hold*, permissions, and a descriptive note are
optional fields. Tags help you organize
your system when you have many saved searches and the
descriptive note will display in the list of all saved
*Legal hold - The legal hold option allows to choose whether to display 1) All results 2) Only results on legal hold 3) Exclude results on legal hold. Note that this optional field can be used as the sole search criteria/condition.
HOW SEARCH WORKS
In all searches, there's an "AND" relation between the search
terms and the start/end dates.
In a simple search, there is an implied "OR" between the
terms in the "search terms" field, as well as between the
"E-mail" and "Files" checkboxes, if both are checked (for
NOTE: If the terms or phrase you are searching for contains a ":" you need to include the search terms or phrase between quotation marks ("..."). For instance, if you are looking for the terms/phrase the broker did the following: then, you would have to write in the search terms field: "the broker did the following:".
A Simple search is the easiest method to run a search with
1. Enter a name for the
2. Select E-mail, Lync IMs, or both for inclusion in the search (if Lync instant messages are enabled).
3. (Only if file archiving enabled) Define the search scope by choosing to search for email (and attachments), files, or for a combination of both.
4. Enter the search terms in the Search terms text box.
Search phrases can include "wildcard" characters * and ?.
- Use * to find any number of characters in a search phrase
- Use ? to find any one character.
"f?nd" will return "find" and "fund".
"regul*" will return "regulate, regulated, regulation, regulations", etc.
NOTE ON WILDCARDS (*): Wildcards can be used with any kind of words or number as long as they contain at least 5 characters or numbers. Using wildcards on words will less than 5 characters or strings with less than 5 numbers won't be effective.
NOTE ON LEADING WILDCARDS
(*): with the simple search you cannot use
leading wildcards (at the beginning of a search term).
"*irsty" would not return any result.
"*17" would not return any result.
Once you are done populating the name, and search terms
fields (which are mandatory), click on Save and display results to
save your search and access your search results; or click on Save and return to list to
save your search and return to the SAVED SEARCHES page with
all the previously created searches.
- Simple search