Checklist: search and bulk operations

The following checklist identifies some typical conditions under which you might use certain bulk operation features.

Step

Reference

Make sure you have user privileges required to perform the operations you want to run on the selected objects.

See Security.

If you want to select items for bulk operations that meet certain search criteria, run the search function on the desired object store.

See Create a simple search or search template.

If you want to perform bulk operations on a set of objects displayed in the results pane, use bulk operations.

See Start bulk operations.

If you're experienced using SQL commands and want to program complex search routines, use the SQL view to build your own query.

See Use SQL query commands.

To prepare for and run content-based searches, see the chapter that describes CBR in detail.

See Content-based retrieval.