Use Global Find and Replace

Knowledge Advanced provides a global find and replace tool that finds all instances of a word or phrase throughout the Knowledge Advanced content.

Before you start

You must have the Content Management Global Find and Replace activity permission to execute Global Find and Replace operations. For more information on Global Find and Replace permissions, see Select Content Management Activities.

Important: You must run each global find and replace job through completion before configuring and running another global find and replace job.

Use the following procedure to find and replace a word or phrase.

Here's what to do

  1. On the Tools tab, click Replace under Global Find and Replace.

    Knowledge Advanced displays the Global Find and Replace page.

  2. Select the Find options.

    The Global Find Options table follows this procedure and describes the input for each field.

  3. Click Find.
    Knowledge Advanced displays the Global Find and Replace Results page which provides the following details for all found articles.
    • Content Type

    • ID

    • Master Identifier

    • Locale

    • Status

    • Version

    • Workflow

  4. Select individual articles to replace the text, or click Select All.
  5. Click Continue.

    Knowledge Advanced displays the Global Find and Replace Options page.

  6. Select the Replace options. The Global Replace Options table follows this procedure and describes the input for each field.
  7. Click Queue Change Request.

    Knowledge Advanced displays the Global Find and Replace Request Queue page where the request can be executed.

  8. Click Start.

    Knowledge Advanced performs the operation with the selected options.

Results:

You can click the Start Date link to view details about an operation. Knowledge Advanced displays the Global Find and Replace Report Summary page.

In addition to viewing Global Find and Replace report summaries through Authoring, you can click Export details to Excel. The resulting Excel spreadsheet can then be archived, distributed, or printed.

Global Find and Replace operations also appear in the Content History of individual articles.

The following table lists the Global Find Options on the Global Find and Replace page and describes the input for each field.

Global Find Options

Field Description

Find

Enter the word or phrase to search for occurrences.

Match Case

Select if you want the system to find occurrences that match only text that has the exact capitalization specified in Find. For example, if you enter START in Find and select Match Case, Knowledge Advanced finds only instances of START and does not return any occurrences of Start or start. This is particularly useful when a common abbreviation also happens to be a word, as in the preceding example.

Find Whole Words Only

Select to find a specific word, such as Win, and to ignore the word when it occurs as part of another word, such as Windows.

Locales

Select the locale on which to run this search.

Repository Content Types

Select the content type(s) on which to run this search.

Categories

Select either Navigate or Search from the Select Mode menu. If you select Search, you are prompted to enter a search string.

Available Categories

Select a category and click Add to move it under Selected Categories.

Then select either Match All of the Selected Categories or Match Any of the Selected Categories to refine your search.

Products

Select either Navigate or Search from the Select Mode menu. If you select Search, you are prompted to enter a search string.

Available Products

Select a product and click Add to move it under Selected Products.

Then select either Match All of the Selected Products or Match Any of the Selected Products to refine your search.

Replace Criteria

In Replace, enter the word or phrase with which to replace the Find entry.

Retain the Case of Replaced Text

Select to retain the original case of the word or phrase. For example, you enter utility in Find and tool in Replace and select this option. If Knowledge Advanced finds an occurrence where utility is the first word of a sentence, it replaces it with Tool (unless Match Case is also selected, in which case Knowledge Advanced would not replace the word but, would note it on the report as found).

The following table lists the Global Replace Options on the Global Find and Replace page and describes the input for each field.

Global Replace Options

Option Description

If document is published before replace, bypass workflow and publish

Select to bypass any workflow steps for currently published articles and automatically republish an article. If selected, note the related notification suppression options.

If the word or phrase is found in a published article, the word or phrase is replaced and the revised article is republished. This option does not affect currently unpublished articles.

Suppress subscription notifications

Select to suppress notifications to subscribers to a published article when you select If document is published before replace, bypass workflow and publish.

Subscribers are not notified that an article has been revised.

Suppress translation requests, tasks, and notifications

Select to suppress translation requests, tasks, and notifications for the selected article(s).

Revisions for previously translated articles automatically trigger translation requests and associated tasks and notifications. You can suppress this trigger and handle translations on an individual article basis.

Suppress publish notifications to user

Select to suppress publish notifications to users when you select If document is published before replace, bypass workflow and publish.

Queue Change Request

Click to save this request with the selected options and add it to the change request queue.

Back to Find Results

Click to return to the results page without saving options.

Export document list to Excel

Click to export the document list to a Microsoft Excel file.

Cancel

Click to cancel this request.