With the Quick Search field, you can perform a search regardless of the page in the content area. The Quick Search field performs a substring search of the title and content ID metadata, and the indexed full-text if it is supported on your system.

A substring search is equivalent to including a wildcard at the beginning and end of the search term. For example, if you enter form in the Quick Search field, the search returns items with words such as forms, performance, and reform in the title or content ID metadata, or in the indexed full-text if it is supported on your system.

You or your system administrator can also build custom searches targeted to search one or more metadata fields you specify, and make them available through the Quick Search field. You can create targeted searches with either the Query Builder Form or Expanded Form.

The Quick Search field supports Internet-style search syntax, complex construction, and alternate query formats. For more information, see Using Additional Search Capabilities.

With the search fields on the Home page, you can perform a metadata search, a full-text search, or a combination of both. Only the most commonly used search fields are available from the home page.

With the Search tray, you can perform a metadata, full-text, or combination search. Only the most commonly used search fields are available from the Search tray.

The Criteria tab on the Search tray displays a form where you can enter your criteria. The Results tab displays the search results.

With the Advanced Search page, you can perform a metadata search, full-text search, or a combination of both on all available fields.

To access this page, click the Advanced link in the Search Tray or use the Search menu on the Toolbar.

The expanded form on the Advanced Search Page displays all search fields available to you on a single page. You can alternate between the expanded form and the query builder form using the Search Forms menu at the top of the search page.

You can also select a different search profile from the Switch Profile menu, if your system administrator has defined them for you. You can specify the default search form to use the Advanced Search page.

The Query Builder form creates and saves complex queries by selecting options from a series of lists. After a query is built, you can edit the query directly, perform the search, or save the query for easy access from My Saved Queries.

With the Query Builder form, you can separate the metadata fields with either the <AND> operator or the <OR> operator. If you use the <AND> operator, then each search criteria entered into each field must be met to return a result.

If you use the <OR> operator, then only one of each field's criteria must be met. For example, if you enter January into the Title field and presentation into the Type field separated by <OR>, then results include content that has either presentation as the type or has January in the title.

1. Display the home page search fields or the Advanced Search page.
2. Scroll down to the Results Options.
3. Set Results Per Page to the maximum number of content items to display on each Search Results page.
4. Specify the Sort By method and order.
5. Click Search.
6. From the Content Actions menu on a Search Results page, choose the view option to specify the search results view.

1. On the Find Documents page, select a single document and then open the More menu.
2. In the More menu, select the Open Document option.

1. Display the User Profile page.
2. Scroll down to the Search Template option.
3. Click Search Template, and select the search result view.
4. Click Update.

The Classic template lists content items sequentially in single rows, based on the default sort field and order set on the User Profile page.

The Headline template by default lists items in a single line, with a minimum of information. The Headline template uses the sort field, sort order, and result count fields on the User Profile page to arrange the results.

The Thumbnail template by default lists items in a grid from left-to-right and top-to-bottom and displays an icon based on the content type, or a thumbnail image of the content if your system administrator has set up Content Server to create one. This template is particularly suited for displaying images and other graphic content. The grid arranges results based on the sort field and order set on the User Profile page.

1. Navigate to the Search Result Templates for User page.

   • From a search results page, choose Customize from the Actions menu.

   • Open the My Content Server tray and click My Search Result Templates.

2. Click the Add Template icon in the Actions column next to the provided List template on which you want to base your custom template.
3. If your custom template is not based on the provided Headline View template, skip to the next step. If your custom template is based on the Headline View template, on the Create Custom Template page, select a metadata field to display as a column from the Available Fields box, and click the right arrow. The selected metadata field is added to the Columns field. You must select and move each field separately.

   To reorder the column display, use the up and down arrows next to the Columns field. Click the up arrow to move the selected column to the left in the results template. Click the down arrow to move the selected column to the right in the results template.

4. Select a metadata field to display in the Description column from the Available Fields box, and click Move Here beneath the Description box. The metadata field is added to the Description box. You must select and move each field separately.

   To reorder the column display, use the up and down arrows next to the Main Information field. Click the up arrow to move the selected item up in the Description column. Click the down arrow to move the selected column down in the Description column.

   Note:

   To display the selected fields, you must also display the Description metadata field as a column.

   To make this Search Result Template as the default view for a profile, in the Select Search Profiles section, select a Search Profile from the Available Search Profiles box, and click the right arrow. The selected search profile is added to the Selected Search Profiles box and is now the default view for the profile.
5. Click Save.

To quickly display results for a search that you perform often, you can save the search in the My Saved Queries folder in the My Content Server tray.

After you save a query link, you can modify or delete the link from your Saved Queries page.

You or your system administrator can also build custom searches targeted to search one or more metadata fields you specify, and make them available through the Quick Search field.

1. Specify the search criteria you want to save.

   • On the Search Tray, Home Page Search Fields, or Advanced Search Page, enter the search criteria in the associated fields.

   • On the Search Results page, the criteria saved are the criteria that were used to display the results.

2. Choose Save Search from the Actions menu on the Search Results page.
3. In the prompt dialog, enter a title to use as the link name for the saved query.
4. Click OK.

   The new link is shown under the My Saved Queries tray.

1. Open the My Recent Queries folder in the My Content Server tray.
2. Double-click the link for the query you want to run.

   The output from the query displays on your Search Results page.

1. Open My Recent Queries in the My Content Server tray.
2. Double-click the Clear link.

   Content Server deletes all links except Clear from the My Recent Queries folder.

1. Click My Quick Searches in the My Content Server tray.
2. On the Quick Searches page, click Create New beneath the My Quick Searches area.

   To edit an existing Quick Search, choose Edit from the associated Actions menu. You must be an administrator to modify the quick searches defined by administrators.

3. From the Search form menu on the Create/Edit Targeted Quick Search page, select the form to use to create the search query.

   The form you select when you create the quick search is the form you must use when you edit the quick search (the Search form menu is not available when you edit an existing quick search.)

   The Expanded Form is selected by default. If you want to manually edit the query text, use the Query Builder form.

4. Specify a Quick Search Key to select the search from the Quick Search list. Use lower case letters or numbers. Searches are listed in ascending order based on this key.

   Duplicate keys within the My Quick Searches table are not allowed. Although it is best to use a single character, you can use multiple character keys to avoid duplicate key names. Only the first character acts as the shortcut. For example, if you have keys a1, a2, and a3, the first time you press "a", you select the search associated with key a1. The next time you press "a", you select the search associated with key a2, and so on.

5. Specify the Quick Search Label to display in the Quick Search list.
6. Enter #s in one or more fields to represent the search terms entered by the user in the Quick Search field. To further restrict the search, you can provide specific values for one or more search fields, but you must include #s in at least one field.

   If you use the Query Builder form, you can manually edit the query when you click show advanced query builder options and then select Modify Query Text.

   For example, if you select the date field, the On or After operator, and specify #s to represent the user input, the resulting query text is:

   dInDate >= `#s`
   

   To create a query that shows check-ins within the last specified period of days, subtract the number of days entered by the user from the current date returned by the dateCurrent function:

   dInDate > `<$dateCurrent(-#s)$>`
   

7. Specify the number of results to show on each page, or use the default.
8. Specify how to sort the results, or use the defaults.
9. Specify the template to use to format the results, or use the default.
10. Click Save.

    The searches you create are displayed under My Quick Searches in the Quick Search menu.

On the Expanded Form, you can specify a metadata search, a full-text search, or both to identify a content item or items to search for. Also, you can specify result options.

Figure 19-1 shows part of the Expanded Form for specifying Oracle Text Search queries.

Figure 19-1 Expanded Form for Oracle Text Search

To specify a search on the Expanded Form:

1. On the Content Server home page, display the Home Page Search Fields from the Search menu or the Search Tray.
2. In the Metadata Search area of the Expanded Form, you can enter one or more search criteria for metadata fields:

   • Select the appropriate search operators.

     For more information, see Metadata Search Operators for Oracle Text Search.

   • Use Metadata Wildcards as necessary.

     For more information, see Metadata Wildcards.

   • Oracle Text Search is always case insensitive.

3. In the Full-Text Search area, you can enter text to search for in a content item or items, to refine your search.

   Note:

   When using Oracle Text Search with your Content Server instance, you cannot enter free-form metadata queries into the Full-Text Search field on the Expanded Form. Instead, you must use the advanced options on the Query Builder Form. For more information, see Searching with the Query Builder Form.

4. In the Results Options area, you can change the Results Options for displaying the results.
5. To save the search query under My Saved Queries, click Save.
6. To run the search query, click Search.

The Search Results page displays a menu bar with metadata categories you can use to filter the search results. Each category lists values that are valid for the particular search results. The system administrator can add or remove categories. The default set of categories include Content Type, Security Group, and Account.

Figure 19-2 Search Results with Oracle Text Search Default Menu

An arrow next to the category name indicates that the search results include multiple values for that category. When you move your cursor over the option name, a menu displays the list of the values found in the search results for that category and the number of content items for each value. Click a value to filter the Search Results page to list only the items that have the selected value in the selected category.

Figure 19-3 shows a list of categories under Security Group and the number of items found in each category.

Figure 19-3 Search Results with Expanded Oracle Text Search Menu

On the Query Builder form, you can select search criteria from menus as required. You can build and save complex queries by selecting options from a series of lists. You can also manually edit the query text.

Note:

When using Oracle Text Search with your Content Server instance, you cannot enter free-form metadata queries into the Full-Text Search field on the Expanded Form. Instead, you must use the advanced options on the Query Builder Form. For more information, see Searching with the Query Builder Form.

Figure 19-4 shows the Query Builder Form for specifying Oracle Text Search queries.

Figure 19-4 Query Builder Form for Oracle Text Search

To specify a search on the Query Builder Form:

1. On the Content Server home page, display the Home Page Search Fields from the Search menu or the Search Tray.
2. On the Search Forms menu, choose Query Builder Form.
3. To edit the query, click show advanced query builder options, and then choose Modify Query Text.

   For example, if you select the date field, the On or After operator, and specify a date, the resulting query text is similar to the following:

   dInDate >= `9/22/11 12:00 AM`
   

   To create a search that shows check-ins within the last specified period of days, subtract the number of days (7 in the example below) from the current date returned by the dateCurrent function:

   dInDate > `<$dateCurrent(-7)$>`
   

4. In the Results Options area, you can change the Results Options for displaying the results.
5. To save the search query under My Saved Queries, click Save.
6. To run the search query, click Search.

On the Advanced Search Page, you can use search operators to refine the search criteria. These operators are listed as options in lists to the left of each field.

The following table describes the search terms used and provides examples for use.

Metadata searching is similar to finding a book in a library by searching for its author, title, or subject. When you search by metadata, you specify as much information as you know about a file or a group of files. For example, to find all files written by your supervisor for your department that were released on or after 1/1/2002, specify the following on the search page:

• Author: supervisor's user name

• Department: department name

• Release Date From: 1/1/2002

  Note:

  When you search for metadata, case sensitivity varies depending on how your system administrator has configured Content Server. For your specific configuration, see your system administrator.

  When you use full-text searching, a search is case sensitive for metadata and case insensitive for full text. For Content ID, however, lowercase letters are converted to uppercase letters, so you cannot search Content ID with lowercase letters.

1. Display the Home Page Search Fields or the Search Tray.
2. Enter your search criteria in the Expanded Form.

   • Select the appropriate search operators.

     For more information, see Metadata search operators for a database metadata search

   • Use Metadata Wildcards as necessary.

   • Keep the case sensitivity of metadata searches in mind.

     For more information, see Metadata search case sensitivity.

3. Select the Results Options for displaying the results.
4. Click Search.

1. Display the Quick Search Field, Home Page Search Fields, Search Tray, or Advanced Search Page.
2. Enter your search terms in the full-text search field.

   • Take the Full-text search rules into account.

   • Keep the case sensitivity of full-text searches in mind.

     For more information, see Full-text search case sensitivity

3. Select the Results Options for displaying the results.
4. Click Search.

On the Expanded Form, you can specify a metadata search, a full-text search, or both to identify a content item or items to search for. Also, you can specify result options.

The figure given below shows part of the Expanded Form for specifying Elasticsearch queries.

Figure 19-5 Expanded Form for Elasticsearch

To specify a search on the Expanded Form:

1. On the Content Server home page, display the Home Page Search Fields from the Search menu or the Search Tray.
2. In the Metadata Search area of the Expanded Form, you can enter one or more search criteria for metadata fields:

   • Select the appropriate search operators.

     For more information, see Metadata Search Operators for Elasticsearch.

   • Use Metadata Wildcards as necessary.

     For more information, see Metadata Wildcards.

   • Elasticsearch is always case insensitive.

3. In the Full-Text Search area, you can enter text to search for in a content item or items, to refine your search.

   Note:

   When using Elasticsearch with your Content Server instance, you can perform search based on the combination of the metadata operators and Full-Text Search field on the Expanded Form.

4. In the Results Options area, you can change the Results Options for displaying the results.
5. To save the search query under My Saved Queries, click Save.
6. To run the search query, click Search.

The Search Results page displays a menu bar with metadata categories you can use to filter the search results. Each category lists values that are valid for the particular search results. The system administrator can add or remove categories. The default set of categories include Content Type, Security Group, and Account.

Figure 19-6 Search Results with Elasticsearch Default Menu

An arrow next to the category name indicates that the search results include multiple values for that category. When you move your cursor over the option name, a menu displays the list of the values found in the search results for that category and the number of content items for each value. Click a value to filter the Search Results page to list only the items that have the selected value in the selected category.

The figure below shows a list of categories under Security Group and the number of items found in each category.

Figure 19-7 Search Results with Expanded Elasticsearch Menu

On the Query Builder form, you can select search criteria from menus as required. You can build and save complex queries by selecting options from a series of lists. You can also manually edit the query text.

Note:

When using Elasticsearch with your Content Server instance, you cannot enter free-form metadata queries into the Full-Text Search field on the Expanded Form. Instead, you must use the advanced options on the Query Builder Form.

The figure below shows the Query Builder Form for specifying Elasticsearch queries.

Figure 19-8 Query Builder Form for Elasticsearch

To specify a search on the Query Builder Form:

1. On the Content Server home page, display the Home Page Search Fields from the Search menu or the Search Tray.
2. On the Search Forms menu, choose Query Builder Form.
3. To edit the query, click show advanced query builder options, and then choose Modify Query Text.

   For example, if you select the date field, the On or After operator, and specify a date, the resulting query text is similar to the following:

   dInDate >= `9/22/11 12:00 AM`
   

   To create a search that shows check-ins within the last specified period of days, subtract the number of days (7 in the example below) from the current date returned by the dateCurrent function:

   dInDate > `<$dateCurrent(-7)$>`
   

4. In the Results Options area, you can change the Results Options for displaying the results.
5. To save the search query under My Saved Queries, click Save.
6. To run the search query, click Search.

The following table describes the search terms used and provides examples for use:

A wildcard substitutes for unknown or nonspecific characters in the search term. You can use wildcards in metadata searches, even when using the Quick Search field.

Available wildcard characters and behavior are dependent on the search engine being used and how Content Server is configured. Check with your system administrator for guidance on what wildcards are available and how they behave. Asterisks (*) and question marks (?) are often used as wildcard characters, but not always. When available as wildcard characters, asterisks and question marks typically behave as follows when entered into metadata search fields:

• An asterisk (*) indicates zero or more alphanumeric characters. For example:

  • form* matches form and formula

  • *orm matches form and reform

  • *form* matches form, formula, reform, and performance

• A question mark (?) indicates one alphanumeric character. For example:

  • form? matches forms and form1, but not form or formal

  • ??form matches reform but not perform

Content Server allows for the use of parentheses for complex query construction and field:value and site:value formats when creating a query. By using these alternatives, you can more easily search the metadata field you want across multiple servers, if necessary, and refine your results. For example, to search only the title metadata for new product without having to go to the Advanced Search page, enter dDocTitle:"new product" into the Quick Search field. The search looks only in the field you specified before the colon. You must know the Content Server identifier for the metadata field you want to search.

The following table lists some examples of complex and alternate query formats.

dDocTitle <contains> `New`

(dDocTitle <contains> `New`) <AND> <ftx>`product`</ftx>

dDocTitle <contains> `New` <AND> dDocTitle <contains> `product`

dDocTitle <contains> `New` <OR> dDocTitle <contains> `product`

dDocTitle <contains> `New` <AND> dDocType <contains> `Presentations`

dDocTitle <contains> `New` <OR> dDocType <contains> `Presentations`

Use the Search Links page to search for links, using criteria stored in the repository database. Use this page to validate links, to determine where a resource is used, to determine if deleting a content item affects other documents, and so on.

The Link Search Results page displays items matching your search criteria. Invalid or broken links are listed in bold font. Each item has an Link Item Actions Menu and an Info icon which displays a Link Info page.

Use the References options to see whether the content item references or is referenced by other content items. References provides two options:

• Show: By default, the links are hidden when the Content Information page opens. Click Show to display all applicable links. If this content item contains one or more references to other documents, then these links are listed in the Links contained in this content item section. If other documents reference this content item, then those references are listed in the Links to this content item section.

  Links that are invalid or broken are listed using bold font. Click the Info link in the Actions column to display the Link Info page for that particular link.

• Hide: Click Hide to hide the link information.

To access the available link information for content items, click any Content Information icon, which displays the Content Information page and the References options. Or, you can choose either Content Information or Target Content Info from the Link Item Actions Menu, which also displays the Content Information page and the References options.

With Link Manager installed, the Notification of Expiration page includes additional information for each content item that is expiring soon. The e-mail notification specifies if the expiring content item is referenced by another content item:

• Is Referenced: Yes

• Is Referenced: No

The e-mail does not provide a list of the content items that reference the soon-to-expire document. This information is available in the References section on the Content Information page. For more information, see Checking Content Item Link References.

If the Content Server configuration variable (EnableExpirationNotifier) has been enabled, an e-mail notification is sent to each author when content expires. For more information about setting this configuration variable, see EnableExpirationNotifier in the Configuration Reference for Oracle WebCenter Content.

Figure 19-9 Notification of Expiration E-mail for Author

1. Click the Managed Links Search link in the Content Management tray.
2. On the Search Links page, enter the applicable values in the field(s).
3. Click Search. The Link Manager component generates and displays the search results, as shown in the Link Search Results page.

Use the Content Information page to display, check, and verify all the link references associated with a specific content item. You can access the Content Information page for a content item from either of two pages, as described in these topics:

• Checking Link References from the Search Results Page

• Checking Link References from the Link Manager's Search Links page

Use the Link Info page to view additional information about a specific link. You can access the Link Info page for any link from either of two pages, as described in these topics:

• Checking Link Information from the Content Information Page

• Checking Link Information from the Search Links Page

Content Tracker monitors your system and records information about various activities. Content Tracker collects this information from various sources, then merges and writes the information to a set of tables in your Content Server database. You can customize Content Tracker to change or expand the types of information it collects. Content Tracker monitors activity based on:

• Content item accesses:

  Content Tracker gathers information about content item usage from Web filter log files, the Content Server database, and other external applications such as portals and websites. Content item access data includes dates, times, content IDs, current metadata, user names, and profile information about users.

• Content Server services:

  Content Tracker tracks all services that return content and services that handle search requests. And, with a simple configuration change, Content Tracker can monitor literally any Content Server service, even custom services.