Global Search Tool

Global Search Tool

This section contains the following topics:

About the Global Search Tool

Perform a Basic Search

Perform an Advanced Search

Global Search Techniques

About the Global Search Tool

The Global Search tool appears on the global toolbar. Use the global search field to perform a simple global search to look for specific documents and forms. Use the Advanced link to perform an advanced search to set additional search criteria to refine your search results.

You can search for information saved in the application at any time. However, by default, five minutes to elapse before new information can be searched. The amount of time is determined and can be changed by your administrator.

For more information, see the Administration Guide.

Perform a Basic Search

To perform a basic search, click the Search icon and enter all or part of the term, then click Search. The search results page appears displaying a list of all items that match the criteria specified. It the list contains only items you have the right to view.

Keep in mind these guidelines when entering terms in the global search field:

• To perform a wildcard search, enter all or part of the search criteria. You do not need to append your entry with a wildcard character (*). Basic search is not case-sensitive. For example, the entries Orange, orange, and ORANGE all return the same results.
• If you enter the search phrase, Resource Profile List, without quotations, the application searches for items that contain any of these words in any order. However, if you enter the search phrase in quotation marks ("Resource Profile List"), only instances of the exact string are returned.
• Do not use the following characters in basic searches:

  @ = [] {} <>

Perform an Advanced Search

Use the Advanced Search page to set additional criteria to refine your search results.

Use the fields and options on the page to narrow your search. You can search according to one or any combination of the criteria. Search results display only for those items you have permissions to view or edit.

Follow these steps:

1. On the global menu, click the Search icon, then click the Advanced link.

   The Advanced Search page appears.

2. In the General section, enter the following:

   Text

   Defines the text to search. To perform a wildcard search, enter an asterisk (*) at the end of the text. Searches are not case-sensitive.

   Mode

   Specifies the mode of searching.

   Values: All Words, Any Words, or Exact Phrase

   Owner

   Specifies the owner type.

   Values: All Owners or Selected Owners

   Created Date

   Defines the date of creating the item being searched. You can enter a range of From Date and To Date.

   Modified Date

   Defines the date of modifying the item being searched. You can enter a range of From Date and To Date.

3. In the What to Search section, enter the following:

   Documents

   Specifies the type of document being searched.

   Values: All, None, or a specific type

   Include File Contents

   Indicates if the search results include the document contents.

   Include Prior Versions

   Indicates if the search results include a prior version of a document.

   Action Items

   Indicates if the search results include action items.

   Discussions

   Indicates if the search results include discussions.

4. In the Where to Search section, for Areas to Search, select the check box of each CA Clarity PPM module. For example, Knowledge Store or Resources.
5. Click Search.

   The search results page displays a list of all items that match the criteria you specified. Only items that you have the right to view appear in the results.

6. Do one of the following:
   • To perform another advanced search, click Revise Search.

     The advanced search page appears where you can revise the fields.

   • To return to the Overview: General page, click Return.

More information:

Use Wildcard Characters in a Global Search

Global Search Techniques

Use the following techniques for performing global searches:

• Wildcard characters
• Boolean operators
• Subqueries

More information:

Use Wildcard Characters in a Global Search

Use Boolean Operators in a Global Search

Form Subqueries in a Global Search

Use Wildcard Characters in a Global Search

With the Global Search tool, you can perform single and multiple character wildcard searches. Do not use the "*" or "?" symbols as the first character of a search.

Single Character Wildcard Search

The single character wildcard search looks for terms that match that with the single character replaced. To perform a single character wildcard search, use the "?" symbol.

Example: To search for text or test, enter the query:

te?t

Multiple Character Wildcard Search

Multiple character wildcard searches look for zero or more characters. To perform a multiple character wildcard search, use the "*" symbol.

Example: To search for test, tests, or tester, enter the following:

test*

You can also use wildcard searches in the middle of a term.

Example:

te*t

Use Boolean Operators in a Global Search

Boolean operators allow you to perform global searches using multiple terms that are combined through logic operators. The following Boolean operators are supported: AND, +, OR, NOT, and -.

Enter Boolean operators in all caps.

OR

OR is the default conjunction operator, which means no Boolean operator exists between two terms, OR is used. The OR operator links two terms and finds a matching document if either of the terms exist in a document. This operation is equivalent to a union using sets. You can use the symbol || in place of the OR operator.

Example: To search for documents that contain "jakarta apache" or "jakarta", use the query:

"jakarta apache" "jakarta"

or,

"jakarta apache" OR "jakarta"

or,

"jakarta apache" || "jakarta"

AND

The AND operator matches documents in which both terms exist anywhere in the text of a single document. This operation is equivalent to an intersection using sets. You can use the special character && in place of the AND operator.

Example: To search for "jakarta apache" and "jakarta CA Clarity PPM", use the query:

"jakarta apache" AND "jakarta CA Clarity PPM"

or,

"jakarta apache" && "jakarta CA Clarity PPM"

+ (required)

The +, or required, operator requires that the term after the + operator to exist somewhere in a field of a single document or form.

Example: To search for documents containing "jakarta" with or without "CA Clarity PPM", use the query:

+"jakarta CA Clarity PPM"

NOT

The NOT operator excludes documents or forms that contain the term after the NOT operator. You can use the symbol ! in place of the NOT operator.

Example: To search for documents that contain "jakarta apache" but not "jakarta CA Clarity PPM", use the query:

"jakarta apache" NOT "jakarta CA Clarity PPM"

or,

"jakarta apache" ! "jakarta CA Clarity PPM"

The NOT operator cannot be used with a single term. This query returns no results:

NOT "jakarta apache"

- (prohibit)

The -, or prohibit, operator excludes documents that contain the term after the - operator.

Example: To search for documents and forms that contain "jakarta apache" but not "jakarta CA Clarity PPM", use the query:

"jakarta apache" - "jakarta CA Clarity PPM"

Form Subqueries in a Global Search

Subqueries allow you to control the Boolean logic during global searches by grouping clauses with parentheses. For example, to search for documents and forms that contain either "jakarta" or "apache" and "website", include the following sub query in the query:

("jakarta" OR "apache") AND "website"

The preceding query helps ensure that "website" exists and that either term, "jakarta" or "apache", possibly exist.

Escape Special Characters in Global Searches

Escape special characters in global searches properly. To escape these characters, use the "\" (backslash) character before the special character. For example, to escape the special characters in a global search for (1+1):2, use the following query:

\(1\+1\)\:2

The following table lists the special characters: