Description

The standard search methodology for Enterprise Vault (EV) Discovery Accelerator (DA) Searches is to search in messages and any attachments if present. The Search Criteria syntax use the Subject, Content, and Subject or content Search fields. Search terms in the Subject field are used to to find messages with those terms in the subject of messages and are also used to find any attachments with those terms in the attachment file name. Search terms in the Content field are used to to find messages with those terms in the content of messages and are also used to find any attachments with those terms in the attachment file contents.

There may be a business need to search only in the messages' subject or content fields and not find hits based on any attachment file names or attachment file content. This can be done using Free form attributes in the Custom attributes section of a DA Search. This method does have a limitation that only two Free form attributes can be used. Please note any Attribute names used for Free form attributes are case-sensitive. The choice of Operator should also be carefully selected, depending on the search needs. For example, Any combines the terms with OR, All combines the terms with AND, Phrase considers all entries in the Value field to be a phrase.

To search for only messages using terms in the subject, create a Free form attribute as follows:
- Attribute: subj
- Type: String
- Operator: Select the applicable operator.
- Value: Enter the terms separated by a space. The terms will be combined using the Operator selected above.

For example, using the Custom Attribute subj and entering Any with the words contract and disclosure separated by a space would result in the Search looking for contract OR disclosure in the subject of messages.

To search for only messages using terms in the content, create a Free form attribute as follows:
- Attribute: cont
- Type: String
- Operator: Select the applicable operator.
- Value: Enter the terms separated by a space. The terms will be combined using the Operator selected above.

For example, using the Custom Attribute cont and entering All with the words stock and tip separated by a space would result in the search looking for stock AND tip in the content of messages.

To search for only messages using terms in the Subject or Content, create a Free form attribute as follows:
- Attribute: text
- Type: String
- Operator: Select the applicable operator.
- Value: Enter the terms separated by a space. The terms will be combined using the Operator selected above.

For example, using the Custom Attribute text and entering Phrase with the words insider and trading separated by a space would result in the search looking for the phrase "insider trading" in the subject or content of messages. Note, this Attribute is Subject OR Content and cannot be changed to Subject AND Content.

Notes

Search terms found by Custom Attributes are not highlighted.

It is not possible to create Search Attributes under Configuration for the subj, cont or text Search Attributes. This is a hard-coded limitation as the basic DA Search functionality already includes these attributes and the need to re-use them in a search is not expected. Attempting to create a Search Attribute under Configuration using the subj, cont or text Attributes will result in the pop-up error:
'Search attributes
Using the Enterprise Vault defined properties SUBJ, CONT, and TEXT as custom attributes in Discovery Accelerator searches is not supported.'