Search Company Archives Using the Query Builder

The Query Builder allows users to progressively build complex queries using easy to understand building blocks.

The Search Company Archives page

1. From the Aurea Messaging Solutions Home page, click Search Company Mail. Alternatively, from within AMS Archive, click Search Company Archives link in the navigation bar.

2. If you are part of more than one Reviewer Group, select the Reviewer Group scope from the Reviewer Scope drop-down list. The label of the drop-down is the currently selected Reviewer Group. Only messages that match the search criteria and are within the scope of the selected Review Group will be displayed.

3. Use the Search Context drop-down to select the portion of the message that is to be searched for this query. The selections are: Entire Message, Body Only or Attachments Only
4. If desired, select a search language from the Language drop-down menu. The label of the drop-down is the currently selected language. Choosing a search language limits the search to emails identified as belonging to that language, plus all the language-unidentified emails. It also changes the stop word behavior (see Stop Words). To search all emails in the archive, select Any.
5. Create a query by entering values in the search fields. The Other Fields drop-down provides additional search fields: Keywords (Any), Exact Phrase, Involved Users, Sender (Envelope), Sender (Header), Recipients (Envelope), Recipients (Header), Recipients (CC), Total Message Size, Attachment Name, Retention Policy, Tagged, and Sampling Policy.

Using the Search Archives Query builder

Entered search values are placed in rows either above or below the line:

• Rows that appear above the line are all AND’d together.
• Rows that appear below the line can all be AND’d or OR’d together, using the drop-down
• The results of the rows below the line are then AND’d with the results above the line to produce the final query result.
• Default search fields that appear above the line: Keywords (All) and Received Date. Note that these values can be entered only once.
• Default search fields that appear below the line: Sender, Recipients, and Subject. Multiple values can be entered for these fields and will appear on multiple rows below the line.
• Other Fields search fields that appear above the line: Keywords (Any), Exact Phrase, Involved Users, Tagged, and Sampling Policy. These values can be entered only once.
• Other Fields search fields that appear below the line: Sender (Envelope), Sender (Header), Recipients (Envelope), Recipients (Header), Recipients (CC), Total Message Size, Attachment Name, and Retention Policy. Multiple values can be entered for these fields and will appear on multiple rows below the line.

6. Execute the search by clicking Search.
7. The results of your search are displayed in the table below the search boxes. To display the body of the message, click the message. The message body expands beneath the message row.

NOTES:

• To save the query for future execution, click the Save button. See Saved Searches for more information.
• To see the query string that is generated by your search, click on the Advanced Query Language tab. This replaces the search criteria fields with a box containing the query string. The contents of this query string field can be edited, but once edited you cannot return the query to the Query Builder. See Search the Archive Using the Advanced Query Language for more information.
• To create a Retention Hold based on the search results, see Retention Holds.
• To create a Discovery Archive or Recovery Archive using the emails in the search result, see Message Archives.