Accessing Discovery Search
Your administrator will provide you with the URL to your organization’s Discovery Search homepage. To access Discovery Search, navigate to this URL in your web browser. We recommend bookmarking this URL for future use.
Discovery Search uses role-based access control to ensure that you see the content you have permission for.
You may have one or more roles assigned to you. You can view your assigned roles and switch between them if you belong to more than one.
Click your User Profile in the top-right corner
Select a role from the dropdown
Discovery Search is automatically refreshed to reflect the role selected.
The appearance of Discovery Search can vary based on the role you select. This is because administrators can define custom configurations for the following search features:
The default language for the Discovery Search interface is derived from your browser. There are three options to choose from including English, Français (Canadian), and the default Browser Language.
Manually override this by opening the Preferences menu under your Profile in the top right corner
Select English or Français (Canadian) under Choose preferred language
Set it back to Browser Language any time.
Searching for content from online sources
Some sources from Microsoft online repositories, such as Exchange, OneDrive, and SharePoint, may be created. You will only see search results from these platforms if you are logged into them. You can manually check your login status or, if configured by your administrator, you can allow Discovery Search to prompt you to log in during a search when required.
For OneDrive, only items that you own will be returned in search results. Items that you do not own but are shared with you will not be returned.
Manually confirming you are logged into Microsoft Online
In the top right corner of the Discovery Search page, select your profile
In the dropdown, you will see your logged-in status for Microsoft Online
Logging into Microsoft Online automatically during a search
This feature is available if configured by your Discovery Search administrator.
Run a search against a source that contains Microsoft Online content
If you are not logged into your Microsoft account, you will automatically be prompted to log in before the search results are returned
Complete your login and view the search results
Searching from the Discovery Search homepage
The Discovery Search homepage allows you to perform natural language search queries of your corporate data from a familiar search interface.
Performing a standard search
Specify your search query with a keyword or keywords in Search.
Discovery Search returns a list of relevant results you have permission to review. Results include all metadata and extracted information, such as full text or added insights.
Searching by index fields
Searching by index fields allows you to perform a search that will refine the results.
Prefix your query in the Search field with the name of the index field you want to search, followed by a colon ( : ) and the term you want to find (for example, creationTimeUtc:2021-05-04).
What does each index field mean?
Some fields can be used to refine search results within the index created by the Analytics Engine.
Date and number ranges require square brackets around the search term.
Limit results to those created on a specific date or within a specific date range
creationTimeUtc:[2021-05-02 TO 2021-05-03]
Limit results to a specific file extension
Limit results to those that have full text for a file
Refine results by the hash assigned to the file
Limit results to those modified on a specific date or within a specific date range
lastWriteTimeUtc:[2017-02-01 TO 2017-03-01]
Limits results to those where files are a specific size in bytes
length:[0 TO 100000]
Limit results to those with keywords associated with the file
Limit results to those that have a specific Enrichment tag value
Searching by Enrichment tags
You can search for documents, emails, and email attachments by tags as a keyword.
Specify your search query with a tag value in Search.
Tag values are not case-sensitive.
For more information about tags, visit the Enrichment View section of the Reviewing Search Results article.
Searching with operators
Searching with operators allows you to perform a further refined search directly from the search bar, including or excluding keywords.
Enter a combination of keywords and operators in Search.
Operators must be specified in all caps.
Use AND between words if you want results that contain all of the keywords
Similar to Match Option All words
Use OR between words if you want results that contain any of the keywords
Similar to Match Option Any words
Use NOT between words if you want results containing and excluding a keyword
Examples of Search Queries with Operators
cat OR dog
All records with either “cat” or “dog” are returned
cat AND dog
All records with both “cat” and “dog” are returned
cat NOT dog
All records with “cat” but no records with “dog” are returned
extension:pdf OR extension:dwg
All PDF and DWG records are returned
extension:pdf AND enrichmentTags:cat
All PDF records that have an Enrichment tag “cat” are returned
Searching with a Match option
Match option searches allow you to combine words and phrases to limit, broaden, or define your search.
Specify your search query with an option selected from the Match dropdown.
What does each Match option mean?
There are four options when performing a Match search: Any words, All words, Contains, and Exact phrase.
How the Query is Built
Any words (default)
Searches for either of the words entered. Results are shown for files that contain either of the searched words.
Best used when searching in a specific field (for example, name:).
Searches for all words entered, meaning all terms entered must be found in each result.
Best used when searching in a specific field (for example, name:).
Searches for terms entered exactly as they are entered.
A wildcard is applied by default therefore users do not have to specify.
Enhanced Wildcard fields are searchable in both upper and lowercase.
Searches for the exact phrase, in the same order they are typed. Discovery Search automatically wraps the search phrase in double quotes (“ ”).
Performing a search from a Source or a Source Group
If your administrator has configured a content Source(s) or Source Group(s), you can filter by them.
Specify your search query with one or more options selected from the Source dropdown.
Selecting a source group will automatically select all sources within that group. To deselect a particular source from within a source group, uncheck the box next to the source you wish to deselect.
Sorting search results
If your administrator has configured how results will be sorted when returned, you can set a sort order before executing a search.
Select a sort order from Sort by and submit your search query.