6.2 Creating a Search

Create a search using the Manage Searches panel in the navigator pane of the Oracle I/PM user interface.

You can reuse an existing search definition within Oracle I/PM by exporting the desired definition to XML. You can then import that definition file into other systems and modify it appropriately. For more information about exporting and importing, see "Exporting and Importing Definitions".


The Oracle I/PM user interface changes based on your security rights. You must have either Definition Management security rights of Create or Administrator, or have Search Definition security rights of Modify, Delete, or Grant Access for the Manage Searches panel to display in the navigator pane.

To create a search, complete these steps:

  1. Open the Manage Searches panel and click the Create New Search icon. If you have View security rights to at least one application, the Search Properties Page displays.


    If you do not have View security rights to at least one application, and error message is displayed.
  2. In the Search Name field, type a descriptive name for the search. This search name is displayed under the Searches panel in the navigator pane. This field is required, and it must be unique within I/PM.

  3. In the Description field, type a description of the new search that will be helpful to the user. The description is displayed when the cursor hovers over the search name in the navigator pane. The field contains a maximum of 2000 characters.

  4. Enter instructions for the search. The instructions provide helpful information about what criteria is being searched for and how a user should use the search. These instructions are available on the search form and also appear on the Search Tab display. The field contains a maximum of 2000 characters.

  5. In the Maximum Search Results field, enter the maximum number of search results returned. This limits how many results retrieved from the repository are displayed, per the number of applications being searched. For example, if the search spans 2 applications and the Maximum Search Results is set to 10, the results table would have 20 rows. A setting of 0 defaults to the maximum number of rows set in the I/PM MBean configuration variable.

  6. Click Next. The Search Results Formatting Page is displayed.

  7. Select the application in which to search from the Source Application field.

  8. Click Next. The Search Conditions Page is displayed.

  9. Select the fields you want to use to find the documents in the selected applications and click Next. The Search Parameters Page is displayed.

  10. Select how you want the user to be prompted to enter parameters into the search:

    1. Enter a name for each field to be used to enter parameters.

    2. Enter the prompt text for each field. The prompt text precedes the operator on the search form to more clearly define the required entry for the parameter. This can help clarify the field name and is especially useful if the parameter spans multiple fields.

    3. Click the icon in the Operator Text column. The Operator Properties dialog box is displayed. Use the Operator Properties dialog box to enable users to choose from a set of operator options, then click OK.

    4. Click the icon in the Default Value column. The Modify Default Value dialog box is displayed.

    5. Select the value data type and default value and click OK.

    6. Enable which parameters, if any, that you want to be required or Read Only, and click Next. The Search Security Page is displayed.

  11. Click Add to search and select users and groups who will be able to use this search. The Add Security Member Page page is displayed.

    1. On the Add Security Member Page, select whether you want to search for groups or users and click Search. A listing of results is displayed.

    2. Select the users or groups you want to add and click Add. You can select more than one from the results listing by holding the Ctrl key on your keyboard while clicking on the search results. The Add Security Member Page closes.

  12. Select the permission each user and group will have: Modify, Delete, or Grant Access and click Next. For a description of the permission options, see "Search Security Page". The Search Preview and Test Page is displayed.

  13. On the Search Preview and Test Page, review how the search form will display for the user. Test it and if necessary, go back and make modifications where necessary. When satisfied with the display and operation, click Next. The Search Summary Page is displayed.

  14. Review the details of the new search and go back in the navigation train to make changes, if necessary. When satisfied with the search, return to the Search Summary Page and click Submit.