Searching for Objects or Documents Using Advanced Search
You can perform an advanced search, using metadata properties
and location, to find objects or documents.
In the portal banner or in the Administrative Objects Directory,
click
Advanced
Search.
- To search for text in the name or description of an object
or document, type the text you want to search for in the Search for text box.
You can use the text search rules.
- To search for property values, click Add Criteria, and specify the property criteria
in the boxes that appear:
- In the first drop-down list (property), select the searchable
property for which you want to filter the values.
- In the second drop-down list (operator), select the
operator to apply to this condition.
This list will vary depending on the property selected:
- For any text property you can search for a value that contains
your search string (Contains), or you can search for properties that
are blank (Contains No Value).
Note: To exclude results with particular
values, select Contains, then type "not" followed
by words that you want to exclude from your search. For example, if
you want to search for documents about retirement benefits, excluding
pension plans, then type "retirement benefits" in the Search for text
box, select Contains from the drop-down list, and type "not pension
plan" in the text box.
- For any date property you can search for a value that comes after,
comes before, is, or is not the date and time you choose or for a
value that occurs in the last number of minutes, hours, days, or weeks
that you specify.
- For any number property you can search for a value that is greater
than, is less than, is, is not, is greater than or equal to, or is
less than or equal to the number you enter in the text box.
- In the Value text box, enter
the value the property must have, or not have, depending on which
operator you selected.
Note: If you are searching for a text property, you can use
the text search rules.
- To remove a property condition, select the condition and
click (next to Add Criteria).
- Specify how you want your search criteria handled:
To meet all the conditions you define, select All Criteria.
Selecting All Criteria is equivalent
to using AND.
If you want your search results to meet at least one of
the conditions you define, select Any Criterion.
Selecting Any Criterion is equivalent to using OR.
- To restrict your search to specific Knowledge Directory
folders, click Add Document Folder. In the Select folder for search dialog box, select the folders
you want to search and click OK.
- To restrict your search to specific Administrative Objects
Directory folders, click Add Administration
Folder. In the Select folder for search dialog box, select
the folders you want to search and click OK.
- To remove folders from your list, select the folders and
click (next to Add Administration Folder).
To select or clear all folder boxes, select or clear the box
next to Folder Names.
- Specify whether you want to include subfolders.
By default, the portal searches subfolders. To exclude subfolders
from your search, clear the box next to Include subfolders.
- To specify the number of results to display on a page,
in the Results per page drop-down list, choose
a value.
- To restrict your search to a specific language, in the This language only drop-down list, choose a language.
- To limit your search to specific object types, in the Result Types list, select the object types you want to
search.
To select or clear all object type boxes, select or clear the
box next to Object Type.
- To set all search conditions back to the defaults, click Clear.
- To perform your search, click Search.
Complex Property Search Example
You can
use multiple property criteria to define complex property searches.
For example, if you want to find documents published after a certain
date by a specific branch of a company, you could set the property
criteria to the following values:
- First Criterion:
- Property = Object Created
- Operator = Comes After
- Value = December 30, 2003
Your search results would be limited to objects created after
December 30, 2003.
- Second Criterion:
- Property = Company
- Operator = Contains
- Value = Company A
Your search results would be limited to objects where the company
property contains Company A.
- Third Criterion:
- Property = Address
- Operator = Contains
- Value = San Francisco
Your search results would be limited to objects that contain
San Francisco in the address.
- You would also want to limit your Result Types to Documents, so
that only documents were returned in your results.