Searching Content

This chapter describes how to use the Autonomy search engine to search content in the CMS Administration Console. It has these sections:

Setting up the CMS Administration Console search facility

The search facility of the CMS Administration Console uses the Autonomy search engine (Dynamic Reasoning Engine, or DRE). The Autonomy DRE uses conceptual pattern matching, which is a more sophisticated form of searching than keyword-based full-text searching.

Before you can use the search facility in the CMS Administration Console, you must:

Configure the Autonomy DRE to interface properly with your server.

For instructions on configuring Autonomy for use with your server and the CM subsystem, see the section on configuring your environment in the Content Search Guide.
Configure the CM subsystem to link to the Search service for your exteNd Director EAR project.

You can make search configuration settings when you create your project. After you have created a project, you can change search configuration settings for the CM subsystem in the exteNd Director EAR configuration tool.

NOTE: For changes in content to be immediately available to the CMS Administration Console's search facility, you must set Synchronization Mode to immediate and select which document operations you want to trigger immediate synchronization (for example, checkin and publish). In batch mode, changes are propagated to the DRE by the synch task.
If you have made configuration changes in an existing project, redeploy your project.

After you have configured you environment for the Autonomy DRE and configured the search options for your project, you can use the search facility in the CMS Administration Console.

Using the search facility in the CMS Administration Console

Procedure To perform a search in the CMS Administration Console:

Enter content mode by clicking the Content button in the toolbar.
Select the Search View tab.
In the Search Pane:
1. Enter the word or phrase you want to search for in the Search Text box.
2. (Optional) Set any other search options you want to use to refine your search. See Search options.
3. Click the Search button:

The search view In the search view:

The Search Pane replaces the content tree.
Documents found by the search are listed in the content list. If you click a document to select it from the list, the Content Property Inspector appears, as shown in Step 2 above.
In the content list, there is a Weight column between the Name and Description columns. The numbers in the Weight column indicate the relevance of each found document to the search criteria, expressed as a percentage:

If you are not getting the results you expect If the search facility is not finding documents you expect it to find:

Make sure you have created or imported content into your repository.
Review the synchronization settings for your project. You can do this in the exteNd Director EAR Configuration tool.
If you are using immediate synchronization, make sure you have made your documents available to the search engine by performing one or more of the operations you chose when you configured immediate synchronization on each of the documents.

Search options

In the Search Pane you can set a number of options to refine your search:

searchPane

The following table explains how to use the search options:

Option	How to use the option
Search Text	Enter the word or phrase you want to search for.
Query Type	Select the type of search you want to perform: Conceptual or keyword search (the default)—When this type is selected, the DRE uses conceptual pattern matching by default. If you use semicolon notation (for example: `silk;+worm;)` the search engine performs a keyword search based on the number of occurrences of the terms, rather than on their conceptual relevance. Proper Name Search—When this type is selected, the search engine treats the search text as a proper name, and performs a conceptual search accordingly.
Min. weight	Enter the minimum weight for a document to be displayed in the content list. The weight of a found document is a measure of its relevance to the search text. The search engine assigns a percentage value to each document, with 100% representing the greatest possible relevance.
Max. number of results	Enter a number that specifies the greatest number of documents you want to be displayed in the content list.
Sort by	Select a sort order from the dropdown list. The available choices are: weight (the default) date weight and date
Search Within Date Range	Select this check box if you want to restrict the search to documents created within a specified time period. For both the From and To dates, enter the day, month, and year in the corresponding text boxes.
Batch Mode	Check this check box if you want a subset of the found documents to appear in the content list. When using batch mode, it is helpful to think of the full set of found documents as an array, ordered according to the sort order you indicate in the Sort by box. The documents that are displayed are selected from the full set of found documents, based on the numeric values you enter in the Start and Size boxes: Start—Specifies the position of the first document (from the full set of found documents) to be displayed in the content list. Like array elements, the order of the documents in the full set of found documents begins with 0. Size—Specifies the total number of documents you want to be displayed in the content list, beginning with the document specified by the Start value. Example Say you perform a search without using batch mode that returns six documents. Then you repeat the search in batch mode, indicating a Start value of 1 and a Size value of 3. The search now returns the second, third, and fourth documents from the original set of found documents, based on the order in which they initially appeared in the content list.
Field Search	Enter a field search expression. The syntax of a field search expression is: fieldname1=value1 operator fieldname2=value2 ... where: fieldname is the name of an extension metadata field you have created, or one of these standard metadata fields: AUTHOR CONTENTSIZE CREATED DOCABSTRACT DOCID DOCNAME DOCTYPEID DOCTYPENAME EXPIRATIONDATE FOLDERID LOCKEDBY MIMETYPE PARENTDOCID PUBLISHDATE PUBLISHSTATUS STATUS SUBTITLE TITLE UPDATETIME value is the field value you are searching for operator is either: AND or OR Example If you want to limit your search to all HTML documents written by user admin, the field search expression you would use is: author=admin AND mime-type=text/html
Suggest More	If you want to find documents related to a document that was found by previous search, select that document in the content list and click the Suggest More button. The list of documents found by the previous search is replaced by a list consisting of the selected document and any related documents.