Using Search

The following procedures allow you to search KnowledgeTree through the Web interface.

An important function of an electronic document management system is the ability to efficiently and quickly find any documents and folders added by users in your organization, provided you have the required permissions to access the content you're looking for.

KnowledgeTree provides a powerful search mechanism with various options for searching the system and finding relevant content.

Note: Search results include document and folders, and any shortcuts to documents and folders that match specified search criteria.

1.	Log in to KnowledgeTree's web interface; then, enter search criteria in the Search bar, either of the following:

•	a single letter, e.g. 'k'

•	a single letter, plus '' (e.g. d finds content matching words starting with 'd')

•	a single word, or part of a word, e.g. 'templates' or 'temp'

Note: Content search results match exact phrases and highlight partial matches.

All database queries (metadata) match partially.

•	start and end of a word, with '' (e.g. dk finds words starting with 'd' and ending with 'k')

•	use '?' to match a single character only

Note: The default quick search is on 'Content and Metadata' (matches metadata field values, filename, full path, document ID, document content, and discussions). To limit your search to Metadata only (matches metadata values), click the down arrow adjacent to the search button to change the quick search option.

2.	Press Enter, or click the search button; then, view search results.

1.	Open KnowledgeTree's web interface; then, on the search drop-down menu, select Advanced Search.

2.	On the Advanced Search page, define a criteria group.

2.1.	In the first drop-down, filter your search by ...

•	Available Criteria

•	Available Fieldsets

•	Available Workflows

Note: The first criteria selection is a filtering mechanism that allows you to search

only by criteria, fieldsets, or workflows - having selected the high level search criteria,

the criteria relevant to the group selected displays in the second drop-down.

2.2.	Select criteria from the data available in the selected filter component, e.g. 'Available Workflows' displays all default and custom workflows in your system.

2.3.	Define more search criteria, as applicable for the selected criteria filters, if any.

Note: In some cases, after you select a second level criteria filter, a third selectable

field may display, where you can further refine the selected criteria.

2.4.	Do one of the following:

•	To add more criteria to this criteria group, go back to step 2.1 in this procedure.

•	To add another criteria group, click Add another set of criteria; then, go back to step 2.1 in this procedure to define criteria for the group.

•	To start searching on currently defined criteria now, click Search.

1.	Open KnowledgeTree's web interface; then, in the search drop down menu, select Advanced Search to open the Advanced Search page.

2.	On the Advanced Search page, click Search Criteria Editor.

3.	In the Search Criteria Editor, build up a search expression using the following grammar:

expr ::= expr { AND | OR } expr

expr ::= NOT expr

expr ::= (expr)

expr ::= expr { < | <= | = | > | >= | CONTAINS |STARTS WITH | ENDS WITH } value

expr ::= field BETWEEN value AND value

expr ::= field DOES [ NOT ] CONTAIN value

expr ::= field IS [ NOT ] LIKE value

value ::= "search text here"

Note: A field may be one of the following:

CheckedOut, CheckedOutBy, CheckedoutDelta, Created, CreatedBy, CreatedDelta, DiscussionText, DocumentId, DocumentText, DocumentType, Filename, Filesize, Folder, GeneralText, IsCheckedOut, IsImmutable, Metadata, MimeType, Modified, ModifiedBy, ModifiedDelta, Tag, Title, Workflow, WorkflowID, WorkflowState, WorkflowStateID

1.	Open Browse Documents.

2.	Locate the Search menu at the bottom of the page to view existing saved searches.

3.	Click Manage Saved Search to open the Manage Saved Search Criteria page.

4.	On this page you can:

•	edit or delete a saved search

•	create a new search

•	share a saved search (if this option is available)

•	run a saved search (View Results)