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.

Before You Begin

Complete the setup for Case Manager. For instructions, see Getting Started with the Case Manager for Exchange Mailboxes.
Verify that you have the permissions needed to perform searches in Compliance Search.
To search email messages by using an exact keyword, you must enable exact keyword matching. For more information, see Creating Data Classification Plans for Case Manager.

Procedure

From the navigation pane, go to Activate.
The Activate page appears.
Under eDiscovery & Compliance, click Compliance search.
The Compliance search page appears.
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.
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.
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.
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	On the Query sets tab, in the Actions column for the query set that contains the search query, click the action button , and then click View queries. The Queries dialog box appears. In the Actions column for the search query, click the 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.

Searching for Email Messages and Files in Compliance Search

On this page

Before You Begin

Procedure

What to Do Next

Related Topics

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