Configure Search Criteria

Before Getting Started

Verify the following:

• You have archived data;
• You have ArchiveOne Admin permissions;
• Client machine running Microsoft Outlook.

Configure an Archive Search

Use the following steps to configure an archive search:

1. Log in to the ArchiveOne Admin Console, right-click Archive Searches, and click New.
2. In the Archive Search Definition dialog box, enter a name to identify the search:
    
3. Click Content criteria, and enter the search criteria:
   
4. Specify words that are contained/not contained in a message.
5. In the Additional criteria section, enter the desired values:
   
   1. Property – Select the desired message property on which to search.
   2. Condition – Select the range of conditions; options display based on the selected property (string or numeric).
   3. Value – Select the value used to compare with the property’s value.
6. Click Add; the search criteria is added to the Additional criteria section. To remove a value, click on the entry you want to remove, and then click Remove, or click Remove all to eliminate all search criteria and start over.
7. In the All or any criteria section, specify whether to find items that match all or any of your set of search criteria.
8. Click OK to save the set of search criteria and return to the Archive Search Definition dialog box. Click Source criteria:
   
9. In the Source criteria dialog box, select mailboxes and public folder sources to search:
   
10. Select the desired setting:
    1. Selected mailboxes or dlists – Searches only select mailboxes.
    2. Selected public folder and subfolders – Searches only the selected archived public folder.
    3. All archived mailboxes and public folders – Default. Search all configured locations.
11. Click OK to save your settings and return to the Archive Search Definition dialog box. Click Status criteria:
     
12. In the Status criteria dialog box, select status options:
     

    1. Search expired items – Select how to search expired items.

    2. Search deleted items – Select how to search deleted items.

    3. Search on hold items – Select whether to search items on hold.

    4. Search Recycle Bin – Select whether to search the ArchiveOne Enterprise (Policy) Recycle Bin.

    5. Search items Archived by ArchiveOne Enterprise (Compliance) – Select whether to search items that archived by ArchiveOne Enterprise (Compliance)

       You must have ArchiveOne Enterprise (Compliance) repositories visible in the ArchiveOne Enterprise (Policy) admin console to use this option.

13. Click OK to save your settings and return to the Archive Search Definition dialog box. Click Repository criteria:
    
14. In the Repository criteria dialog box, specify repositories to search:
    
    
    1. Examine all repositories – Run search through all existing repositories.
       
    2. Select repositories from list – Run search through selected repositories only.
15. Click OK to save your settings and return to the Archive Search Definition dialog box:
    
16. Select whether to  show all matched results or only results that best matches your search criteria, and then click Done.