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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2017, Rev. A
E52425-01
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Performing a Basic Search

Basic search searches every field in every business component configured across all search engines configured for Siebel Search (for example: Siebel Find, Oracle Secure Enterprise Search, and any other third-party search engine configured). Basic search allows you to perform full text searches using simple or compound (boolean) operators. Boolean operators allow you to create a more precise query.

To perform a basic search 

  1. Do one of the following as required:

    • In the Search Toolbar, type in your search criteria in the single text field and then press Enter.

    • In the Search Toolbar, click in the empty single text field, and then select a search that you recently performed.

      When you click in the empty single text field in the Search Toolbar, a list of the last five searches that you performed appears.

    • In the Search Toolbar, type in your search criteria in the single text field and then select one of the auto suggestions to search within a selected category.

      This option requires that the auto suggest feature is enabled for your application's search engine. For more information about enabling the auto suggest feature, see Siebel Search Administration Guide.

    • If search operators are supported by your search engine then in the Search Toolbar, type in your search criteria in the single text field including the search operator and press Enter.

      The following table describes some of the search operators that may be supported by your search engine. These operators are supported by Oracle Secure Enterprise Search. For more information about operators, see the following topics:

      Operator Function Syntax and Description
      *

      (asterisk)

      Wildcard Placed at the at the end of a string, returns items containing the string, or containing the string plus any additional characters at the position at which it appears, up to (or beginning with) a space. For example, searching for the string Ora* returns all words beginning with Ora, such as Oracle and Orator.
      AND

      & (ambersand)

      Boolean AND Placed between search terms, returns only records and documents containing both terms. For example, searching for Oracle AND Siebel returns only records and documents containing both terms.
      OR

      | (vertical bar)

      Booleen OR Placed between search terms, returns records and documents containing either term or both terms. For example, searching for Oracle OR Siebel returns only records and documents containing one or both terms.
      - (hyphen)

      NOT

      Exclusion Placed before search terms, returns only records and documents that do not contain the search term. For example, searching for Oracle -Siebel returns only records and documents that contain the word Oracle and that do not contain the word Siebel.
      " "

      (double quotation marks)

      Phrase Search Surrounds a string that, unless modified by a wildcard, must be matched exactly. Allows searching for groups of words in their exact order. For example, searching for ”Oracle Secure Enterprise Search” returns only records and documents that contain the entire phrase Oracle Secure Enterprise Search.

  2. In the Search Results view:

    • Click the arrow beside a result to expand and show a summary of the search result. Click the arrow beside a result to hide the summary again.

    • Click a hyperlink to drill down to the selected record.

    • Click the tab for each search engine configured to show the search results for that search engine. Results appear by default in the Search Results view.

    • If no results are returned, then a message similar to the following appears: Your search did not match any results.


Note:

Sorting is applied to the search results that appear in the results view rather than the entire result set. For third-party search engines, the Search Web Service receives SortField and SortOrder hints from Siebel, which indicates that the search results must be sorted. The Web service issues the appropriate commands to the search engine. The search engine sends results based on the SortField and SortOrder values.