Use the Search tab to search for a particular type of IBM® Enterprise
Records entity: record categories,
record folders, volumes, or records. Each type of search is customized
for its entity type. Record categories, record folders, and volume
search pages are almost identical. There are additional search options
for records and classified records.
For details about specifying the search options for a classified
record, see the defining a search topic.
- The search options that you can choose depend on the search mode,
which is Dynamic or Static. For details about the search mode, see
the customizing your search page topic.
- On each page, specify where you want to search, although messages remind
you that searching in particular folders can result in longer processing times.
All pages also allow filtering by class, a maximum results setting,
and one or more property criteria that you can change.
- For records, you can limit the search to a particular parent entity.
You can also search for the content of either the original declared
document or text in the record properties.
- Search pages are customizable. For example, if you never use filtering
or content searches, you can remove those fields. You can configure
up to seven search properties and change the maximum number of results.
- You can use a search template to search for an entity that matches
predefined search criteria. Search templates and stored searches are
selectable in IBM Enterprise
Records if
their application name was set to IBM Enterprise
Records. Non-administrative users
do not have rights to change the search criteria of search templates.
- Searches for records (including search templates) support content-based
searches for specific words or phrases. You can choose whether the
text displays in the metadata (record properties) or the content of
the document that was declared. This feature depends upon applicable
configuration of the search engine.
To start a search:
- Select one of the entity types (Record Categories, Record
Folders, Volumes, or Records)
or select Search Templates and Stored Searches.
- Complete the search criteria. For information about the search
criteria, see the defining a search topic.