Difference between revisions of "Template:Advanced Search"

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== Advanced Search ==
 
== Advanced Search ==
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With MailStore's integrated advanced search, complex queries can be executed which may not only refer to the email content but also parameters such as the date or the email size.
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{{#ifeq: {{{1|Client}}}|Client|Using the advanced search, you can execute complex queries through the MailStore Client. |{{#ev:youtube|https://youtu.be/6IjNpIPxUfY|340|right|''Tech Tip: The Advanced Search''}}
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With the advanced search, you can execute complex queries through the MailStore Outlook Add-in.<br/>}}
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Queries can be scoped to certain archive folders and may not only refer to the email content but also include fields such as email date, archiving date or email size.<br/>Email attachments can be searched specifically, too if search indexing has been configured appropriately.
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{{#ifeq: {{{1|Client}}}|Client||<br/><br/>
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Our Tech Tip video provides an overview.
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<br clear="all"/>}}
 
=== Using the Advanced Search ===
 
=== Using the Advanced Search ===
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In the MailStore {{{1|Web Access}}}, click on ''{{#ifeq:{{{1|Web Access}}}|Client|Search Email|Advanced Search}}'' and enter the search parameters. The criteria are ''AND''-connected, i.e. the search returns only those emails satisfying all criteria. Click on ''Search'' to start the search.
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In the MailStore {{{1|Client}}}, click on ''{{#ifeq:{{{1|Client}}}|Client|Search Email|Advanced Search}}'' and enter the search parameters. The criteria are ''AND''-combined, i.e. the search returns only those emails that satisfy all criteria. Click on ''Search'' to start the search.
  
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{{#ifeq:{{{1|Web Access}}}|Client|[[File:accs_extsearch_01.png|center|500px]]|[[File:WebAdvancedSearch.png|center|450px]]}}
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{{#ifeq:{{{1|Client}}}|Client|[[File:accs_extsearch_01.png|center|500px]]|[[File:WebAdvancedSearch.png|center|450px]]}}
  
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==== Search Criteria under "{{#ifeq:{{{1|Web Access}}}|Client|Search|Extended Search}}" ====
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==== Search Criteria under "{{#ifeq:{{{1|Client}}}|Client|Search|Extended Search}}" ====
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Enter a keyword or phrase into the text field, and specify where MailStore is to direct the search.The following options are available:
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Enter a keyword or phrase into the text field and specify where MailStore is to conduct the search. The following options are available:
  
 
*'''Subject''' - The subject line of the email is searched.
 
*'''Subject''' - The subject line of the email is searched.
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*'''Message body''' - The text-only or HTML sections of the email are searched (depending on availability).
 
*'''Message body''' - The text-only or HTML sections of the email are searched (depending on availability).
 
*'''Attachments File Names''' - The file names of the email attachments are searched.
 
*'''Attachments File Names''' - The file names of the email attachments are searched.
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*'''Attachment Contents''' - The contents of the email attachments are searched. If and to what extent attachments can be searched depends on the indexing options specified (under ''Administrative Tools'').
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*'''Attachment Contents''' - The contents of the email attachments are searched. If and to what extent attachments can be searched depends on the [[Search_Indexes|specified indexing options]].
  
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In the textfield ''Search for'', all options described in section Quick Search, such as phrases and wildcards, are available here as well.
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All options described in section Quick Search, such as phrases and wildcards, are available in the textfield ''Search for'' as well.
  
 
==== Search Criteria under "General" ====
 
==== Search Criteria under "General" ====
 
Under ''General'', the following options are available:
 
Under ''General'', the following options are available:
  
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*'''Folder''' - The folder to be searched by MailStore can be selected here. By default, this is the main folder of the current user. By clicking the button to the right of the text field, folders can also be selected using the folder structure. As administrator, the folders of all users can be searched.
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*'''Folder''' - The folder to be searched by MailStore can be selected here. By default, all folders readable by the current user are selected. By clicking the button next to the text field, folders can also be selected using the folder structure.
 
*'''Include subfolder''' - If selected, MailStore not only searches the selected folder (e.g. ''Inbox''), but all subfolders created therein (e.g. ''Inbox / Projects 2008 / Profit Optimization'') as well.
 
*'''Include subfolder''' - If selected, MailStore not only searches the selected folder (e.g. ''Inbox''), but all subfolders created therein (e.g. ''Inbox / Projects 2008 / Profit Optimization'') as well.
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*'''From''' - Any keywords or email addresses entered here are searched for only within the email's sender field.
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*'''From''' - Any keywords or email addresses entered here are searched for within the email's sender field only.
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*'''To/Cc/Bcc''' - Any keywords or email addresses entered here are searched for only within the email's recipient fields.
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*'''To/Cc/Bcc''' - Any keywords or email addresses entered here are searched for within the email's recipient fields only.
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*'''Date''' - The timeframe the search is to cover can be selected here. Either a predefined range, such as ''Yesterday'' or ''This year'', can be selected or, by choosing ''Custom'', a specific period can be specified manually. In this case, the start and end dates will be included.
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*'''Date''' - The time frame the search is to cover can be selected here. Either a predefined range, such as ''Yesterday'' or ''This year'', can be selected or, by choosing ''Custom'', a specific period can be specified manually. In this case, the start and end dates will be included.
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*'''Archiving Date''' - The archiving time frame the search is to cover can be selected here. Either a predefined range, such as ''Yesterday'' or ''This year'', can be selected or, by choosing ''Custom'', a specific period can be specified manually. In this case, the start and end dates will be included.
  
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In the fields ''From'' and ''To/Cc/Bcc'', all options, such as phrases and wildcards, described in section Quick Search are available.
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All options described in section Quick Search, such as phrases and wildcards, are available in the fields ''From'' and ''To/Cc/Bcc'' as well.
  
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==== Search Criteria under "{{#ifeq:{{{1|Web Access}}}|Client|Advanced|Extended}}" ====
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==== Search Criteria under "{{#ifeq:{{{1|Client}}}|Client|Advanced|Extended}}" ====
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Under ''{{#ifeq:{{{1|Web Access}}}|Client|Advanced|Extended}}'', the following options are available:
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Under ''{{#ifeq:{{{1|Client}}}|Client|Advanced|Extended}}'', the following options are available:
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{{#ifeq:{{{1|Client}}}|Client|* '''Archive Store''' - If the archive consists of more than one archive store, the search can be limited to just one of the. By default all archive stores are searched.|}}
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{{#ifeq:{{{1|Web Access}}}|Client|* '''File Group''' - If the archive consists of more than one file group, the search can be limited to just one of the. By default all file groups are searched.|}}
 
 
* '''Messages with/without attachments''' - By default, all messages are searched, regardless of whether or not they have any file attachments. Clear one of the check boxes to remove certain emails, such as those without attachments, from the results.  
 
* '''Messages with/without attachments''' - By default, all messages are searched, regardless of whether or not they have any file attachments. Clear one of the check boxes to remove certain emails, such as those without attachments, from the results.  
 
*: '''Important:''' These searches can be imprecise at times because items like background pictures could be regarded as attachments.
 
*: '''Important:''' These searches can be imprecise at times because items like background pictures could be regarded as attachments.
 
* '''Size''' - By default, all messages are searched regardless of their size. Use the appropriate fields provided to limit the search according to the size of the emails, e.g. at least ''5 MB'' or between ''400 and 600 KB''.
 
* '''Size''' - By default, all messages are searched regardless of their size. Use the appropriate fields provided to limit the search according to the size of the emails, e.g. at least ''5 MB'' or between ''400 and 600 KB''.
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* '''Priority''' - Emails are searched according to the priority level of the email as assigned by the sender. When choosing ''Low'', all emails with a priority level lower than ''Normal'' are returned, when choosing High, all emails with a priority level higher than ''Normal are returned''. Emails not containing any information regarding priority are assumed to have a priority level of ''Normal''.
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* '''Priority''' - Emails are searched according to the priority level of the email as assigned by the sender. When choosing ''Low'', all emails with a priority level lower than ''Normal'' are returned, when choosing High, all emails with a priority level higher than ''Normal'' are returned. Emails not containing any information regarding priority are assumed to have a priority level of ''Normal''.
  
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{{#ifeq:{{{1|Client}}}|Client|=== Starting the Search ===
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{{#ifeq:{{{1|Web Access}}}|Client|=== Starting the Search ===
 
 
Click on ''Search'' to start the search. Results are displayed in a list in the left section of the main window.
 
Click on ''Search'' to start the search. Results are displayed in a list in the left section of the main window.
  
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=== Starting a New Search ===
 
=== Starting a New Search ===
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Click on ''New Query'' to start a new search. All search criteria will be reset to their default values (i.e. an unrestricted search of the folders of the current user).
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Click on ''New Query'' to start a new search. All search criteria will be reset to their default values (i.e. an unrestricted search of the folders readable by the current user).
  
 
=== Saving Search Criteria for Reuse ===
 
=== Saving Search Criteria for Reuse ===
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The new search folder will be available under the ''Search Email'' folder on the left side of the application window.
 
The new search folder will be available under the ''Search Email'' folder on the left side of the application window.
  
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To modify a search folder, right click on the corresponding folder under ''Search Email'' on the left side of the application window and select ''New Search Query''. After modifying the search criteria, click on ''Create Search Folder...'' and save it under the same name again.
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Through the context menu you can view the search criteria of a search folder (''New Search Query'') and rename or delete it.|=== Starting a Search ===
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To rename or delete a search folder, right click on on the corresponding folder under ''Search Email'' on the left side of the application window and click on the appropriate entry.|=== Starting a Search ===
 
 
Click on ''Search'' to start the search. The results are displayed in a list.  
 
Click on ''Search'' to start the search. The results are displayed in a list.  
  
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=== Starting a New Search ===
 
=== Starting a New Search ===
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To start a new search, click on ''New Query''. All search criteria will be reset to their default values (i.e. no restrictions; the search covers all folders of the current user).
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To start a new search, click on ''New Query''. All search criteria will be reset to their default values (i.e. no restrictions; the search covers all folders readable by the current user).
  
 
=== Saving a Search ===
 
=== Saving a Search ===
 
Search criteria that are used repeatedly (such as "all receipts from the last month") can be saved and reused at any time. Click on ''Save As...'' and choose a meaningful name for the search. Click on ''Open'' to access, edit or restart the search.
 
Search criteria that are used repeatedly (such as "all receipts from the last month") can be saved and reused at any time. Click on ''Save As...'' and choose a meaningful name for the search. Click on ''Open'' to access, edit or restart the search.
 
}}
 
}}
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=== About Special Characters ===
 
=== About Special Characters ===
 
{{Search - About Special Characters}}
 
{{Search - About Special Characters}}
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<noinclude>
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[[de:Vorlage:Erweiterte_Suche]]
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[[en:Template:Advanced_Search]]
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</noinclude>

Latest revision as of 14:05, 15 September 2023

Advanced Search

Using the advanced search, you can execute complex queries through the MailStore Client. Queries can be scoped to certain archive folders and may not only refer to the email content but also include fields such as email date, archiving date or email size.
Email attachments can be searched specifically, too if search indexing has been configured appropriately.

Using the Advanced Search

In the MailStore Client, click on Search Email and enter the search parameters. The criteria are AND-combined, i.e. the search returns only those emails that satisfy all criteria. Click on Search to start the search.

Accs extsearch 01.png

Search Criteria under "Search"

Enter a keyword or phrase into the text field and specify where MailStore is to conduct the search. The following options are available:

  • Subject - The subject line of the email is searched.
  • Sender/Recipient - The fields "From", "To", "Cc", and "Bcc" are searched.
  • Message body - The text-only or HTML sections of the email are searched (depending on availability).
  • Attachments File Names - The file names of the email attachments are searched.
  • Attachment Contents - The contents of the email attachments are searched. If and to what extent attachments can be searched depends on the specified indexing options.

All options described in section Quick Search, such as phrases and wildcards, are available in the textfield Search for as well.

Search Criteria under "General"

Under General, the following options are available:

  • Folder - The folder to be searched by MailStore can be selected here. By default, all folders readable by the current user are selected. By clicking the button next to the text field, folders can also be selected using the folder structure.
  • Include subfolder - If selected, MailStore not only searches the selected folder (e.g. Inbox), but all subfolders created therein (e.g. Inbox / Projects 2008 / Profit Optimization) as well.
  • From - Any keywords or email addresses entered here are searched for within the email's sender field only.
  • To/Cc/Bcc - Any keywords or email addresses entered here are searched for within the email's recipient fields only.
  • Date - The time frame the search is to cover can be selected here. Either a predefined range, such as Yesterday or This year, can be selected or, by choosing Custom, a specific period can be specified manually. In this case, the start and end dates will be included.
  • Archiving Date - The archiving time frame the search is to cover can be selected here. Either a predefined range, such as Yesterday or This year, can be selected or, by choosing Custom, a specific period can be specified manually. In this case, the start and end dates will be included.

All options described in section Quick Search, such as phrases and wildcards, are available in the fields From and To/Cc/Bcc as well.

Search Criteria under "Advanced"

Under Advanced, the following options are available:

  • Archive Store - If the archive consists of more than one archive store, the search can be limited to just one of the. By default all archive stores are searched.
  • Messages with/without attachments - By default, all messages are searched, regardless of whether or not they have any file attachments. Clear one of the check boxes to remove certain emails, such as those without attachments, from the results.
    Important: These searches can be imprecise at times because items like background pictures could be regarded as attachments.
  • Size - By default, all messages are searched regardless of their size. Use the appropriate fields provided to limit the search according to the size of the emails, e.g. at least 5 MB or between 400 and 600 KB.
  • Priority - Emails are searched according to the priority level of the email as assigned by the sender. When choosing Low, all emails with a priority level lower than Normal are returned, when choosing High, all emails with a priority level higher than Normal are returned. Emails not containing any information regarding priority are assumed to have a priority level of Normal.

Starting the Search

Click on Search to start the search. Results are displayed in a list in the left section of the main window.

Refining the Search Results

Click on Search Email again to further narrow the results after a search has been executed. Specify any additional search criteria and click on Search once more.

Starting a New Search

Click on New Query to start a new search. All search criteria will be reset to their default values (i.e. an unrestricted search of the folders readable by the current user).

Saving Search Criteria for Reuse

Search criteria that are used repeatedly (such as "all receipts from last month") can be saved and reused at a later time: Click on Create Search Folder... and provide a meaningful name for the search.

The new search folder will be available under the Search Email folder on the left side of the application window.

Through the context menu you can view the search criteria of a search folder (New Search Query) and rename or delete it.

About Special Characters

Words inside indexed emails or attachments which are a combination of alphanumeric (letters, digits) and non-alphanumeric characters (white space, line break, delimiter or other control characters), may be returned in search results when searching for the alphanumerical part only.

For instance, when searching for firstname, firstname.lastname and lastname, e-mails containing the word firstname.lastname will be returned.

Separators and control characters that cause this behavior:

  • Period (.)
  • Comma (,)
  • Semicolon (;)
  • Hyphen (-)
  • Underscore (_)
  • AT-Sign (@)
  • Slash & Backslash (/,\)
  • Null character (NUL)

When the original text was divided by a different character, e.g. firstname(lastname, then only the full term is present in the index and one has to know the full term or has to use the wildcard character (*) to find emails containing that text.

Special characters at the beginning and the end of text are stripped and not present in the search index. It cannot be searched for these characters.

Retrieved from "https://help.mailstore.com/en/server/index.php?title=Template:Advanced_Search&oldid=7463"