Searching for Email Messages and Files in Compliance Search

Updated

On this page

You can search for email messages and files by using keywords, filters, and saved searches. The search results can be exported to several file formats.

Procedure

  1. From the navigation pane, go to Activate.

    The Activate page appears.

  2. Under eDiscovery & Compliance, click Compliance search.

    The Compliance search page appears.

  3. In the upper-left area of the page, from the list, select one of the following:

    • Email

    • Email, File

    • File

  4. To set a default value for searching email messages, files, or both, do the following:

    1. On the Configuration tab, click Edit.

      The Preference dialog box appears.

    2. From the Default search view list, select Email, Email, File, or File.

    3. Click Save.

  5. Search for email messages or files:

Search method

Steps

Keyword

  • In the search box, enter the keyword, and then click the search button.

Exact keyword match

  • To search for email messages by exact keyword matching, enter dq: in the search box, followed by the search terms, and then click the search button.

Filter

  • Click a predefined facet, and then select a value.

    For example, to see all email messages that do not have an attachment, click the Attachment facet, and then select the false check box.

Saved search query

  1. In the upper-right area of the page, click the action button , and then click Query set.

    The Query sets dialog box appears.

  2. In the row for the query set that contains the search query, click the action button , and then click View queries.

    The Queries dialog box appears.

  3. In the row for the search query, click the action button , and then click Run query.

Custom search query

Click Advanced search, and then select from the following options:

  • To include a keyword, in the Keyword box, enter the keyword.

  • To add filters with user-defined values, click Add criteria.

    If you use multiple criteria from a single category, use the Inter field operator list to define the relationship between the criteria. For example, to define an "and" relationship between File type and Modified date, from the Inter field operator list, select AND.