Context

Identifies the department or research folder in which the search will run. In the case of an application-wide search, this is <All Departments>.

Name

Specifies a name for the search, such as "Daily Message Capture (London)".

Based on Search

Lets you select an existing search as the basis on which to set the criteria for the new search.

Save results in

If displayed, lets you select a location in which to save the results. Select "New folder in <Context>" in the drop-down list if you want to specify the details of a new folder in which to save the results.

This option is available only when you create a search in a folder that is not linked to any department (you have selected "My Research" in the left pane).

Search Type

Specifies whether the search runs immediately or at a scheduled time. If you select Scheduled, you can specify a period during which the search is to run. You can also choose from one of a number of existing schedules.

You can also conduct guaranteed sample searches. Each guaranteed sample search runs at the selected sampling time, which is 1 A.M. by default. If the search returns fewer results than your monitoring policy demands, Compliance Accelerator adds randomly-sampled items to the review set to make up the shortfall. In effect, therefore, you can assemble more focused review sets that are weighted towards search-specific results instead of purely randomly-sampled items.

Automatically accept search results

Specifies whether to add the search results to the review set automatically. This option may be useful for any proven searches that you intend to run on a regular basis. If you check Automatically accept search results, you cannot reject the results and change the search criteria. We recommend that you uncheck Automatically accept search results until you have tested that the search returns the expected results.

A search that returns an error from any archive is not automatically accepted, regardless of this setting.

Include items already in review

Specifies whether the search results can include the items that you have previously captured and added to the review set. We recommend that you check this box to ensure that search information is applied to all the items.

Percent

Specifies the percentage of search results to include in the review set. You can specify fractions, as in 10.25.

You may not be able to change the sampling percentage if the owner of department has locked this setting in the department properties.

Minimum per author

Specifies the minimum number of items per author to include in the review set. If there are no items for an author in the search results, none can be included in the sample.

Absolute limit

Sets an upper limit on the total number of search results to add to the review set. This option takes precedence over any values that you set in the Percentage box and Minimum items per employee box.

Today / Yesterday / Last 7 days / Last 14 days / Last 28 days

Limits the search to items that were sent or received during the selected period. The date ranges are relative to when the search runs, which is today in the case of an immediate search.

You may find these options useful when creating a scheduled, recurrent search that runs once every day, week, two weeks, or four weeks. For example, if the search runs once a week, select Last 7 days to limit the range to the days since the search last ran.

Specific date range

Lets you search the items that were sent or received during a longer or more specific period than the other date range options permit. To enter a date, click the buttons at the right of the From and To boxes and then select the required date. Unlike the other date range boxes, a specific date range remains static and not relative to when the search runs.

Since search last ran

For a scheduled search only, lets you search the new items that have arrived since the last time you ran the search. This option is similar to options such as Today and Yesterday. However, it lets you set an explicit start date for the first run of the search.

By default, this option searches from the date of the last run (or the start date for the first search) to the current day minus 1 (that is, up to yesterday).

Message Route

Specifies the direction in which the items for which you want to search have traveled. You can search for items that are to or from the selected departments, and for items that have traveled between the selected departments and other departments.

Any Of/All Of

Specifies whether to apply the search to any of or all of the selected departments and employees.

Use inheritance, automatically include new departments

For application-wide searches only, lets you specify whether to apply the search to the subdepartments of the selected departments. By default, any new departments that are subdepartments of others automatically inherit any active, recurring searches that you have applied to those departments. This is also true of existing departments that you move under departments that have recurring searches.

Department tree

Specifies the departments and employees that you want to include in the search. Click the arrows to the left of the department names to expand them and view the nested departments and exception employees.

When you select a department, you do not automatically include any exception employees in the department. To search exception employees, you must select each one explicitly.

Freeform email addresses / domains

Lets you type one or more email addresses and domains. Type each address or domain on a line of its own to search for items whose From, To, CC, or BCC field contains any of the addresses or domains. Type all the addresses and domains on a single line to search for items in which they are all present.

Subject

Searches for those items that contain any or all of the specified words or phrases in their subject lines.

Content

Searches for those items that contain any or all of the specified words or phrases in their bodies and any searchable attachments. The same guidelines apply to Content search strings as to Subject strings.

Number

Specifies the required number of attachments. The default option, "Does not matter", means that the item can have zero or more attachments. All the other options require you to type one or two values that specify the required number of attachments.

File extensions

Specifies the file name extensions of particular types of attachments for which to search. Separate the extensions with space characters. For example, type the following to search for items with HTML or Microsoft Excel file attachments:

.htm .xls

If you specify one or more attachment types, only the attachments are searched, and not the items that contain them. For example, you cannot search for those items that have a specific word in their subject line or content and that contain a specific type of attachment.

Remember that there are attachment file formats such as Fax or Voice that do not contain text.

Message size

Specifies the size in kilobytes of each item for which to search, as reported by the message store (Microsoft Exchange, Lotus Domino, and so on). The item size includes the size of any attachments.

Message type

Retention category

Searches for items to which Enterprise Vault has assigned the selected retention categories.

Filter by type

Lets you search for those items that the Automatic Classification Engine has tagged with particular types of policies. There are three policy types:

These policy types are not mutually exclusive; you can apply multiple policies of different policy types to the same item.

Policies

Lets you search for items to which the Automatic Classification Engine has applied a specific policy.

Filter policies by current department

Lets you omit from the list those policies that are not in use in the current department.