Specifying the details of custom search attributes

You may have configured Enterprise Vault to index additional attributes of the items that it archives, such as the properties that a third-party application has added to them. If you want to include these attributes in your search criteria when you create searches, you must first provide Discovery Accelerator with the details of the attributes.

You must have the Manage Search Attributes permission to specify the details of a custom search attribute. By default, only users with the role of Discovery System Admin have this permission.

To specify the details of a custom search attribute

  1. Click the Configuration tab in the Discovery Accelerator client, and then click the Search attributes tab.

  2. Click New.

  3. In the Template list, select the attribute whose details you want to provide, or select New Search Attribute to define the details of a new one.

    The template attributes are as follows:

    Archived Date

    Searches for messages according to the date on which Enterprise Vault archived them.

    Categories And Keywords

    Searches for messages according to the category that the author has assigned to them.

    Conversation Tracking GUID

    Searches for messages that have been indexed with the specified conversation tracking identifier.

    Expiry Date

    Searches for messages according to the date on which their retention period expires.

    Languages

    Searches for messages in the specified language.

    Last Modified Date

    Searches for messages according to the date on which they were last modified.

    Message Class

    Searches for messages that fall into a specific message class, such as IPM.Appointment or IPM.Contact.

    Message Importance

    Searches for messages that are marked with a particular importance level.

    Message Security

    Searches for messages according to whether the author has digitally signed or encrypted them.

    Message Sensitivity

    Searches for messages that are marked with a particular sensitivity level.

    Number Of Days To Expiry

    Searches for messages that are scheduled for deletion in the specified number of days.

    Number Of Recipients

    Searches for messages that have the specified number of recipients.

    Original Identifier

    Searches for messages by their original identifier.

    Original Location

    Searches for messages according to their original folder location, such as the Inbox or Drafts folder.

    Saveset Identifier

    Searches for messages according to the identifier that is assigned to the saveset (.DVS) file.

    Vault Permission

    Searches for messages that are in all the folders to which you have access.

    When you select an attribute, Discovery Accelerator automatically adds predefined values to the other boxes.

  4. Check that the name, display name, and description are correct.

  5. In the Type list, select the user interface elements with which to present the custom attribute options in Discovery Accelerator searches. This causes additional boxes to appear with which you can set additional options.

    The options are as follows:

    Single line

    A single-line box lets the user enter or edit short text strings.

    The Size box defines the number of characters that the box can contain.

    Multiple lines

    A multi-line text box lets the user enter or edit long strings over several lines.

    The Size box defines the number of lines.

    Checkboxes

    A check box is a square box that is selected or cleared to turn on or off an option. More than one check box can be selected.

    If you intend to set up multiple check boxes for a custom attribute, use the Column size box to specify the number of check boxes to group in a column. With a small column size and several check boxes, there may be more than one column per line. To display all the check boxes in a single row, set Column size to a number equal to or more than the number of check boxes.

    To assign values to the check box options, click New value and then type the names with which to label the options and their values. Check Selected to mark an option as selected by default.

    Radio buttons

    With a radio button, you make a choice among a set of mutually exclusive, related options. Users can choose one and only one option. Use the Column size box to indicate how the options are to be grouped, and the Values area to assign values to the options. Check Selected to mark an option as selected by default.

    List box

    With a list box, you can select from a set of values that are presented in a list that is always visible.

    If you check Multiple selection, you can hold down Shift or Ctrl to select several items from the list box. Assign values to the entries in the list box by clicking New value. Selected indicates the default value.

    Drop down list box

    A drop-down list is a closed version of a list box with an arrow next to it. Clicking the arrow opens the list.

    Assign values to the entries in the list box by clicking New value. Selected indicates the default value.

    Note the following:

    • When you specify the values to associate with custom attributes, enclose the values in double quotation marks.

    • For some of the attribute types, you can choose operators with which to qualify the values. To select multiple operators, hold down Ctrl or Shift and then click the required operators. For more information on the operators, see the Enterprise Vault API documentation.

  6. In the Data type drop-down list, specify the data format with which the values that you assign to the custom attribute must conform. The options are String, Number, and Date.

  7. Click Save.

More Information

About the Discovery Accelerator permissions