Looking for help with voice search? Try this article
Overview
So now you have loaded your first data/collection (or perhaps more) and it's time to run your first search! Click into your project name. In the top section of your window, you will notice the search entry bar. From the project your search will default to 'All collections'. Any search you execute from this search bar will return results from all collections in the project.
If you now click into the 'Collections' tab and select a specific collection name, by clicking on the blue collection name value you will notice the option defaults to 'This collection'. Any search you execute with this option selected will return results from the active collection.
You can toggle back to 'All collections' by clicking on the drop-down menu and selecting 'All Collections'.
Using the Quick Search Bar
Once you have the desired collection(s) selected you are ready to enter your search value.
IMPORTANT:
*Entering values without specific search parameters or quotes will be treated as an OR search. Please utilize quotes and parameters to ensure desired results!
**All words without quotes will automatically have stemming search applied. This is different than a wildcard search, and compares your keyword against a library to determine other tenses or variations that may be relevant. This means if you search for "house", without quotes, it will yield all variations of the word include, but not limited to "houses", "housed", etc... Always use quotes and search parameters to ensure desired results.
***Wildcard parameters can not be utilized in phrase or proximity searches. The parameter * will be ignored in the search.
Using Keywords
Search for word "foo".
"foo"
Search for phrase "foo bar".
"foo bar"
*Searching : "foo bar" without quotes will yield the results "foo" OR "bar"!
Search for phrase "foo bar" AND the phrase "quick fox".
"foo bar" AND "quick fox"
Search for phrase "bar" OR the phrase "fox". **Note: All words strings entered into the search box will be treated as an OR search!**
"bar" OR "fox"
"bar" "fox"
bar fox
Search for either the phrase "foo bar" AND the phrase "quick fox", or the word "fox".
("foo bar" AND "quick fox") OR fox
Search for word "foo" and not "bar".
foo -bar
**IMPORTANT**
Note that wildcard searches are not supported in phrase searches. The * parameter will be ignored. A phrase search is any search in quotes. All searches in quotes will be treated as a literal search.
Example: "My File*" will be searched as "My File".
NOTE: All words searched without quotes will automatically be 'stem' searched. A search for [file], not brackets, will find [file], [files], [filed], etc... (not brackets).
Wildcard matching
Search for any word that starts with "foo".
foo*
Search for any word that starts with "foo" and ends with "bar".
foo*bar
Note that Indexed I/O doesn't support using a * symbol as the first character of a search.
Note that wildcard searches are not supported in phrase or proximity searches. The * parameter will be ignored.
Example: "My File*" or "My File*"~4 will both be searched as "My File" and "My File"~4 respectively.
Proximity matching
Indexed I/O supports finding words are a within a specific distance away.
Search for "foo bar" within 4 words from each other.
"foo bar"~4
This feature only works with 2 terms at a time. Using more than 2 terms in a proximity search changes it to a slop search. The slop defines how many positions tokens can be moved to match the phrase. The words in the phrase must still appear in the specified order when slop is involved, unlike true "proximity" searches which may also allow words to appear in any order.
"The brown cat"~4
This will search for the phrase "The brown cat" but allows for up to 4 other words to be within that phrase. However, the words must still be in the same order.
**IMPORTANT**
Note that wildcard searches are not supported in phrase or proximity searches. The * parameter will be ignored.
Example: "My File*" or "My File*"~4 will both be searched as "My File" and "My File"~4 respectively.
Note that for proximity searches, exact matches are proximity zero, and word transpositions (bar foo) are proximity 1.
A query such as "foo bar"~10000000 is an interesting alternative to foo AND bar.
Whilst both queries are effectively equivalent with respect to the documents that are returned, the proximity query assigns a higher score to documents for which the terms foo and bar are closer together.
The trade-off, is that the proximity query is slower to perform.
Searching IIO Resource ID, Project and System Tags
To search the "IIO Identifier" in the Quick Search Bar, simply paste it into the quick search bar. The "IIO Identifier" value can be found on the 'Metadata' tab for any document when viewing it in the document viewer. It is the first field listed.
"56be2b5ce4b0c9407821b67e"
Indexed I/O supports searching tags not only through the 'Tag Filter' interface, but through the quick search bar as well.
Search for Project tag "Attorney's Eyes Only".
projectTags:"5616b75a9ff8a91b8ae32485"
To search for tags you must know or obtain your tag's 'ID" value. There are a number of ways to find this information. You can click 'Edit' for the tag under the Tag tab, or click the tag anywhere it is displayed to pull up the tag information screen. Simply copy the tag id located at the top of the information pop out window and utilize in your tag search.
OR
The same method can be utilized with "systemTags":
Search for System tag "foo".
systemTags:"5616b75a9ff8a91b8ae45678"
Tag searches can be utilized the the same AND, OR, NOT parameters:
Search for project tag "bar" and not system tag "foo".
projectTags:"5616b75a9ff8a91b8ae32485" AND -systemTags:"5616b75a9ff8a91b8ae45678"
Tag searches can be combined with other quick search bar parameters including full text:
Search for project tag "bar" AND NOT system tag "foo" AND "The brown fox"
projectTags:"5616b75a9ff8a91b8ae32485" AND -systemTags:"5616b75a9ff8a91b8ae45678" AND "The brown fox"
ALSOprojectTags:"5616b75a9ff8a91b8ae32485" AND -systemTags:"5616b75a9ff8a91b8ae45678" AND ("The brown fox" OR "jumped over")
Searching Metadata Fields
Indexed I/O supports searching indexed fields. Note that all metadata values are indexed and included in the full text search. Indexed I/O does make available some of the metadata fields for 'specific' searching. A complete list of metadata fields is listed below along with examples on how to search specific metadata fields.
Author
creator:"search value"
Example: creator:"jsmith@myemail.com"
Example: creator:"John Smith"
Creation-Date (date field)
createdDate:[yyyy-mm-dd TO yyyy-mm-dd]
or
createdDate:"yyyy-mm-ddThh:mm:ssZ"
Example: createdDate:[2013-12-11 TO 2013-12-11]
Searches for the date December 12th, 2013.
Example: createdDate:"2013-12-11T14:44:50Z"
Searches for the specific date and time for December 11th, 2013 at 2:44:50.
Search a date range-
Example: createdDate:[2013-12-11T00:00:00Z TO 2013-12-12T23:59:59Z]
Example: createdDate:[2013-12-11 TO 2013-12-12]
Both searches for all items with the dates between December 11th, 2013 and December 12th, 2013.
*NOTE: Date and Time searches will be based the timezone that is set on the projects Admin page.
*NOTE: All times are stored in 24 hour format. So 11:30:00 pm would be represented as 23:30:00.
Custodian (Not displayed in the metadata list, values located in the 'Custodians' tab of the interface."
custodian:"search value"
Example: custodian:"Bob Smith"
Would return all items that have the custodian value of "Bob Smith"
Message-From
emailFrom:"search value"
Example: emailFrom:"support@indexed.io"
Message-To
emailTo:"search value"
Example: emailTo:"support@indexed.io"
Message-Cc
emailCc:"search value"
Example: emailCc:"support@indexed.io"
Message-Bcc
emailBcc:"search value"
Example: emailBcc:"support@indexed.io"
iiomsg:MessageClass
emailMessageClass:"search value"
Example: emailMessageClass:"IPM.Note"
Example: emailMessageClass:"IPM.Contact"
Example: emailMessageClass:"IPM.Task"
For a complete list of Email Message Classes click the link below.
http://msdn.microsoft.com/en-us/library/office/ff861573.aspx
iiomsg:ConversationTopic
emailConversationTopic:"search value"
Example: emailConversationTopic:"Indexed I/O - Webinar!"
File Extension (Not displayed in the metadata list, values can be found at the end of the item list path/filename.)
fileExtension:"search value"
Example: fileExtension:"MSG"
Example: fileExtension:"DOCX"
*NOTE: All search values MUST be capitalized.
Content-Type
mimeType:"search value"
Example: mimeType:"image/png"
Example: mimeType:"application/pdf"
Example: mimeType:"application/vnd.ms-excel"
Last-Modified (date field)
modifiedDate:[yyyy-mm-dd TO yyyy-mm-dd]
or
modifiedDate:"yyyy-mm-ddThh:mm:ssZ"
Example: modifiedDate:[2013-12-11 TO 2013-12-11]
Searches for the date December 12th, 2013.
Example: modifiedDate:"2013-12-11T14:44:50Z"
Searches for the specific date and time for December 11th, 2013 at 2:44:50.
Search a date range-
Example: modifiedDate:[2013-12-11T00:00:00Z TO 2013-12-12T23:59:59Z]
Example: modifiedDate:[2013-12-11 TO 2013-12-12]
Both searches for all items with the dates between December 11th, 2013 and December 12th, 2013.
*NOTE: Date and Time searches will be based the timezone that is set on the projects Admin page.
*NOTE: All times are stored in 24 hour format. So 11:30:00 pm would be represented as 23:30:00
Title
title:"search value"
Example: title:"Indexed I/O - Webinar Series!"
Example: title:"Support Outline Agenda"
*NOTE: The title field is comprised of both the 'subject' value from email items, and associated 'title' fields of standalone native files.
Translated Text
translatedText:"search value"
Example: translatedText:"Indexed I/O - Webinar Series!"
Example: translatedText:"Support Outline Agenda"
*NOTE: Searching Translated Text specifically, excluding normalized extracted and searchable full text. All Translated Text is also added to the Full Text index and searchable under normal 'Full Text' search.
NOTE: WIldcard parameters are not supported with metadata fields.
title:"foo bar"
title:"foo" -title:"bar"
title:"foo bar" AND fullText:"quick fox"
Range searches
Range Queries allow one to match documents whose field(s) values are between the lower and upper bound specified by the Range Query.
Search for Created Dates equal or between 2002-02-01 and 2002-02-02.
createdDate:[2002-02-01 TO 2002-02-02]
Search for Created Date with 'time', equal or between 2002-02-02T18:56:39Z and 2002-02-02T20:56:39Z
createdDate:[2002-02-02T18:56:39Z TO 2002-02-02T20:56:39Z]
*Note that Indexed I/O date fields can be searched as date and time or date only.
Analyzed Fields
Certain fields are Analyzed, meaning they have been 'Tokenized' to allow portions of the value to be found 'within' the full value. For instance a file path field may contain a long string of information "My Docs/Folder1/Special Files/..." The field is Tokenized making each part searchable (just the "Folder1" value for instance.)
Full list of Analyzed/Tokenized fields and search syntax
custodian = custodian.analyzed:"value"
type = type.analyzed:"value"
mimeType = mimeType.analyzed:"value"
category = category.analyzed:"value"
md5 = md5.analyzed:"value"
fileExtension = fileExtension.analyzed:"value"
path = path.analyzed:"value"
folders = folders.analyzed:"value"
creator = creator.analyzed:"value"
emailFrom = emailFrom.analyzed:"value"
emailTo = emailTo.analyzed:"value"
emailCc = emailCc.analyzed:"value"
emailBcc = emailBcc.analyzed:"value"
emailMessageClass = emailMessageClass.analyzed:"value"
emailConversationTopic = emailConversationTopic.analyzed:"value"
emailDomains = emailDomains.analyzed:"value"
emailRecipients = emailRecipients.analyzed:"value"
Using the Advanced Search Bar
The search bar also has an advanced feature you can use to combine and further refine your searches. To access it, click the arrow at the end of the quick search bar.
The new window that opens will display search fields on the left, and the current search expression on the right. Drag fields from the left to the right, and then fill out the form to create your search. Some fields will have a drop down that you can use to refine your search with terms like "is", "is not", "contains", "does not contain", etc.
Some fields won't have a form for you to fill out, and instead are just a toggle that describes the type of record you want your search to hit. Some examples are "Is Source Data" and "Is Container".
When your search is formulated, click the blue search button in the bottom right to execute it. You can also click the arrow next to this search button in order to save your search. It will then appear on the left under "Saved Searches" and also on your project sidebar. Click "New Search" to start over.
From the saved searches area of advanced search, drag your search back to the search expression area to re create it. You can also make the search private by clicking the eye symbol next to the search, then choose to share it with only certain users or user roles by clicking the arrow next to the eye.
*If you have specific search needs not outlined in this article, please submit a support ticket. Indexed I/O search parameters and syntax mirrors the Lucene syntax and parameters.
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