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Searching for Email Messages and Files in Compliance Search

You can search for email messages and files by using keywords, filters, and saved searches. The search results can be added to a case in Case Manager or exported to several file formats.

Note

If you do not want an Exchange Mailbox client to be searchable within Compliance Search, you can achieve that by removing all compliance rights from all compliance officers.

Before You Begin

Procedure

  1. From the navigation pane, go to Data Insights.

    The Data Insights page appears.

  2. Under eDiscovery & Compliance, click Compliance search.

    The Compliance search page appears.

  3. In the upper-left area of the page, from the list, select one of the following:

    • Email

    • Email, File

    • File

      Tip

      To set a default value, in the upper-right area of the page, click Configuration, and then from the Default search view list, select Email, Email, File, or File.

  4. To search for email messages in an index server different than the default index server, do the following:

    1. On the Configuration tab, click Edit.

      The Preference dialog box appears.

    2. From the Search engine list, select the access node that want search for email messages and files in.

    3. Click Save.

  5. To set a default value for searching email messages, files, or both, do the following:

    1. On the Configuration tab, click Edit.

      The Preference dialog box appears.

    2. From the Default search view list, select Email, Email, File, or File.

    3. Click Save.

  6. Search for email messages or files:

Search method

Steps

Keyword
  • In the search box, enter the keyword, and then click the search button.

Exact keyword match
  • To search for email messages by exact keyword matching, enter dq: in the search box, followed by the search terms, and then click the search button.

Filter

  • Click a predefined facet, and then select a value.

    For example, to see all email messages that do not have an attachment, click the Attachment facet, and then select the false check box.

Saved search query

  1. On the Query sets tab, in the Actions column for the query set that contains the search query, click the action button , action_buttonand then click View queries.

    The Queries dialog box appears.

  2. In the Actions column for the search query, click the action button action_button, and then click Run query.

Custom search query

  • Click Advanced search, and then select from the following options:

    • To change the index server where the search is performed, from the Index server list, select the index server.

    • To limit the search to a type of mailbox, from the Data type list, select Exchange archiving, Exchange journaling, or SMTP journaling.

    • To include a keyword, in the Keyword box, enter the keyword.

    • To add filters with user-defined values, click Add criteria.

      If you use multiple criteria from a single category, use the Inter field operator list to define the relationship between the criteria. For example, to define an "and" relationship between File type and Modified date, from the Inter field operator list, select AND.

What to Do Next

From the search results, select the relevant email messages and files, and then add the messages and files to a case or export the messages and files.

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