Entering values for an advanced search

This procedure assumes you have already opened the Advanced Search page. If you have not, see Running an advanced search.

Tip: In the Advanced Search page, you can clear any existing values, and start with empty fields by clicking Clear.

To enter values for an advanced search:

  1. In the Contains field, type the text for which to search.

    This field is similar to the simple search.

  2. In Locations, select the locations to search.

    To add locations, do these:

    1. Make sure that Current location only is not selected, then click Edit.

    2. In Available Repositories or Available Sources, navigate to, and select the location. The location in Available Repositories can be a repository, a cabinet or a folder. Available Sources is displayed only if Documentum Administrator is configured to search external sources.

      If you select repositories or sources for which your credentials are not saved, a login window may appear.

    3. Click the arrow to add it to the Included in Search list.

    4. Repeat Step 2.b and Step 2.c for as many locations as needed.

    5. To remove a location, select it, and click the remove arrow.

    6. To set the locations as your default locations for every new search, select Set as default.

    7. Click OK.

  3. In the Object Type list, select the type of files to search for.

  4. Enter remaining properties as appropriate. Table 23.2 describes common properties. The properties available depend on the type of file you search for, as selected in the Object Type list in Step 3

    Table 23.2. Common properties in an advanced search

    FieldDescription

    Properties list

    Enter one or more property values to search for by doing these:

    1. If no fields appear, click Select a property.

    2. On a given line: In the first drop-down list, select a property. In the second drop-down list, select a property-to-value relationship. For a description of possible relationships, see Table 23.3. In the remaining fields, select or type values. If you type multiple words, they are searched for as a phrase. For example, if you type "knowledge management" then Documentum Administrator searches for values that contain the phrase "knowledge management" but not for values that contain "knowledge" and "management" separated from each other by other words such as "knowledge and process management". If you want your results to include both terms either as a phrase or separately, you must create two subqueries, and use the AND operator.

    3. To add additional properties, click Add another property, and then select one of these operators:

      • And: Selecting this means that the search results must match both the property value on this line, and the property value on the previous line.

      • Or: Selecting this means that the results can match either the property value on this line or the property value on the previous line. If you search external sources, do not use the OR operator between different types of properties. This query is valid: "Author contains Lewis OR Author contains Twain," but this query is not valid: "Author contains Lewis OR Name contains Knowledge management."

      If you add three or more lines of properties, the order of operations follows the order of definition. Each time you add And or Or, the previous operators are grouped together. For example, if you define the query "Name contains Knowledge Management AND Author contains Lewis OR Author contains Twain," then the results either must contain the documents whose name is Knowledge Management, and whose author is Lewis or they must contain all the documents whose author is Twain. To find all the documents whose name is Knowledge management, and whose author is either Lewis or Twain, you must define the following query: Author contains Lewis OR Author contains Twain AND Name contains Knowledge management.

    4. To remove a property from the search criteria, click Remove for that property.

    Date

    Select the type of date to search for. Specify a date range, either a fixed date range using today’s date or by typing the From and/or To dates. Months can be written in figures or in full. Years can be written with two or four figures.

    When specifying a date From, the date is not included in the date range. Conversely, when specifying a date To, the date is included in the date range.

    SizeSelect a size range.
    Properties when searching for email messagesSubjectType the words for which to search.
    To
    From
    SentSelect the date the email message was sent.
    ReceivedSelect the date the email message was received.

    Find hidden objects

    Choose to include hidden items in the search. The search displays only those hidden items that you have permission to view.

    Find all versions

    Choose to search for past versions of the file, as well as the current version.

The relationship between a property, and its corresponding value is defined by operators. Table 23.3 describes the operators available in the Advanced Search page.

Table 23.3. Select a property-to-value relationship

OperatorDescription

Relational operators:

Less than <

Less than or equal to <=

Greater than >

Greater than or equal to >=

You can use these operators with numerical values or strings.
Equal to =Returns results in which the property value contains only the exact value you typed.
Not equal <>Returns results in which the property value never matches the value you typed.
Truncation operators:The truncation operators can be used in place of the multiple-character wildcard.
Begins withReturns results in which the property value begins with the value you typed. Same as using an ending wildcard.
Ends withReturns results in which the property value ends with the value you typed. Same as using an starting wildcard.
ContainsReturns results in which the property value contains the value you typed anywhere within it. Same as using starting, and ending wildcards.
Does not containReturns results in which the property value does not contain the value you typed anywhere within it.
Other operators:
InReturns results in which the property value matches one of the values you typed. Potential values are typed as a comma-separated list.
Not inReturns results in which the property value does not match any of the values you typed.
Is nullReturns results in which the property value is not defined. If you know that a property contains no value, you can use this operator to narrow a search.
Is not nullReturns results in which the property value is defined, but with no specific value. You can use this operator to find only documents whose properties are defined. For example, if you select keywords is not null then your results must contain only documents with keywords.