Searching for terms

When you use Search 360, each word that you enter is matched against all the terms in the database's index. The results can include matches in embedded charts, documents, and metadata.

Procedure

To start a search:

  1. In the search bar, enter the words that you want to search for and press Enter.

    The results are displayed. The results with the strongest matches are listed first and the matching terms are highlighted in yellow. However, what is meant by "matching" depends on how the search options are set. Click Advanced to set the search options.

    For instance, here are the results of a search for "Michael Peterson", with the best match first:

    Option

    Description

    Michael Peterson

    Exact match on both words

    Mike Peterson

    Uses Common name variations to find "Mike"

    Michael Pedersen

    Uses Similar sounding words to find "Pedersen"

    Mike Petresson

    Uses Include weak matches and Spelling variations to find "Petresson"

  2. Optional: Use the Filter results pane to filter the results to a specific item or property type.

  3. Click a record to see the details.

  4. To start another operation:

    1. Based on one or more results, right-click on the record and select an option from the menu.

    2. Based on all the results or all results of a specific type, in the Filter results pane, right-click on All Types or on a specific type, and select an option from the menu.

Results

The number of results and their type is shown.

Note: By default, Search results are limited to 100. To change the maximum number of records displayed, click Advanced, turn on Limit number of results, and then enter the required upper limit.