Discovery Search 1.11.0 (May 2023)
New features, feature enhancements, and fixed issues that are part of the Discovery Search 1.11.0 (May 2023) release.
What’s New?
Shinydocs Discovery Search now supports Microsoft® Exchange, online and on-premise! Users can search for emails, email attachments, and email conversations.
Features
Microsoft Exchange Support
Description
Authorized users can search for emails, email attachments, and email conversations. Results show new templates for all results and previews for emails only. All features that come with document searching and actioning results are also available for emails and attachments.
How to enable
To improve Search performance and to enforce user permission-based access to content, we recommend adding an Exchange index. Ensure a crawl with Shinydocs™ Cognitive Toolkit 2.10 or later has been run against the Exchange instance and an index has been created.
To enable this feature for Microsoft online users, administrators register Discovery Search with Azure Active Directory and then configure the connection between Discovery Search and Exchange Online in Microsoft Online settings under the Application settings menu.
To enable this feature for Exchange on-premise, administrators connect Exchange to Discovery Search in Microsoft On Premise Settings under the Application settings menu.
Discovery Search 1.11.0 ships with configurable Preview templates, designed to display the most valuable data from emails and attachments.
Searching for emails and attachments is the same as searching for documents. Users can search by keywords, matches, and/or sources from the main Discovery Search search bar or in Advanced Search. Additionally, from the search results page, users can opt to Load Conversation. This automatically triggers a search by conversation ID.
Users are prompted to authenticate if they are not logged in to their Microsoft accounts before results are loaded.
Previewing email attachments is not available currently.
Enhancements
The Enrichment Tagging buttons and workflow are re-organized for a more intuitive user experience
Description
With the user experience in mind, we have reorganized the flow of tagging on the search results page.
How to enable
Users will see an Edit Tags button when the Enrichment view enabled and at least one document is selected. When this button is clicked, a dropdown offering Add tags and Remove tags is displayed. Selecting one of these options triggers the display of a side panel where users can update tags and save any changes.
SharePoint settings for Administrators are now located in new Microsoft settings pages under Application Settings
Description
We have streamlined the configuration of Microsoft application interoperability with Discovery Search.
How to enable
Set up SharePoint (online and on-premise) connections in Microsoft Online Settings and Microsoft On Premise Settings pages under the Application settings menu in the Administration site. Please refer to Configuring Microsoft On Premise settings and Configuring Microsoft Online settings for more information.
Azure authentication is integrated into the Search workflow
Description
Previously, users had to check their login status for SharePoint Online by toggling their Profile dropdown menu in Discovery Search. This was a disruptive flow and, if not done before a search was performed, sometimes returned unexpected search results.
How to enable
Users no longer have to manually check their Microsoft Online login status. If they are logged out at the time they run a search against an online source, they are automatically prompted to log in before search results are returned. Note that users can still check their login status with their Profile dropdown menu.
Search performance improvements achieved with payload optimization
Description
We have improved search performance by reducing the payload on the frontend.
How to enable
Continue using Discovery Search and enjoy the quick response times!
Fixed Issues
Running Discovery Search server in a virtual directory causes the frontend to not load
Description
Discovery Search was inoperable if a subsite was configured on the Discovery Search root site in Microsoft Internet Information Services (IIS) Manager. The field basename is no longer required and has been removed from the web.config page.
What’s Coming?
Index field editing! Very soon users will be able to update some index field values for files from the search results page, as configured by Discovery Search administrators.