Data Discovery & Risk Insights 24.4.0 Help Center

# Searches

You can perform a search on content text text by keyword, and on additional metadata fields and tagging fields. When you initiate a search, and results are visible, you can filter the results so that you can focus on a smaller set of data items.

The Filters panel allows you to find items that have a particular value or range of values in a particular field. This type of search is useful when you want to be able to find a set of data items with particular properties. For more information, see Filter search.

The Search Builder allows you to build your queries by combining term lists and metadata content. For more information, see Search builder.

## Search terminology

The OpenText Core Data Discovery & Risk Insights search engine retrieves data items that contain specified search terms.

- A search term is a word, value, or phrase.

- A field is a text box in which you enter the term, such as Date or Data Requests.

- A query is the whole search request, including search terms, fields, and date ranges.

## Content view panel

Results of a search are displayed in the content list panel. From the content list, click a data item that you want to view and the data item opens in the content view panel.

TIP: You must have permission to preview the content of individual data items to see the content view panel.

When viewing a data item in the content view panel:

- The data item title (file name) is displayed at the top of the panel.

- To move to the next or previous item in the content list, use the item navigation in the action ribbon.

- For unstructured data items that have been collected, click the download icon () located at the top of the content view panel to download the item currently displayed.

- If an unstructured data item has not been collected and only the metadata has been indexed, you will not see a preview of the content and the content view panel does not show when the data item is selected. Use the item navigation in the action ribbon when this type of data item is selected.

- If an unstructured data item has not been collected but the content has been indexed, you will see a text view of the content with a TEXT VIEW indicator above the content. To collect (and index) this data item, click the collect icon () located at the top of the content view panel.

- If the document is displayed as a result of a search that included a keyword, the keyword is highlighted in yellow.

  In addition to the keyword, words that start with, end with, and contain the keyword are also highlighted.

  TIP: If you open the detail panel and view grammar values, grammar values are also highlighted in the content view panel. The highlight color used to identify found keywords is different than the highlight color used to identify found grammar values.

- If the data item is displayed as a result of a search that included a grammar, the grammar value is highlighted in the content view panel.

- If a warning or error was encountered during processing, you will see a warning icon () or error icon (), as applicable, at the top of the content view panel. Hover over the icon to see the error or warning message. Switch to the Content view (preferences () > Content), or the Detailed view (), and then click the metadata tab () to view the full details of the error or warning.

Copyright 2019-2024 Open Text
Version 24.4.0 | Last updated October 2024
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