Using General Search

When a user who has the Administration Manager role clicks Search from the global toolbar, the General Search page opens. Also, for Administration Managers only, General Search is the first option in the drop-down list from either the global toolbar Search or from the Search Types menu on the Search page. By default, no other roles have access to General Search.

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One exception is if Engineering Central is installed. There is a General Search page under the Engineering Central search.

To search for objects

1. From the global toolbar, click Search.

The General Search page opens.

2. If you click the Search Types menu from the page toolbar and select a Type, the page redisplays to include attributes specific to that type. Click from the help page to get context-sensitive help for the selected type.

Or

Click to select the Type or subtype. See Selecting a Type for details. If you choose this method, only the standard basic/advanced attributes are shown.

3. Enter basic search criteria. By default, all fields are case-sensitive, unless your Oracle database has been configured for case insensitivity. Matrix/Db2 environments are always case-sensitive.

Name. To search for a specific object or group of objects, type a Name. Names can include wildcard characters, for example, 001* or *-Version 8. The default is *, which includes all names.

Revision. To search for a specific revision, type the revision number or sequence. Revisions can include wildcards, for example, 5-*. The default is *, which includes all revisions. You can also check the box to limit the search to Latest Revision Only.

Vault. You can choose any of the following vault options:

• All--all primary and secondary vaults to which you have access, including your company's vaults and those of companies defined as collaboration partners, including both local and remote vaults.
• Local Vaults--primary and secondary vaults for your company to which you have access that are local to the connected server.
• other vaults--Other vault names could be included, depending on your system setup. This generally includes the default vault you selected in Preferences.
4. You can optionally specify result options:
1. Use the Limit to text box to specify how many items should be shown in the search results. For example, if you limit the results to 50, the system will get only the first 50 items from the database that match your criteria. The maximum is by default 1000, but may vary depending on your installation setup.
2. Click Paginate results to show the results with a limited number of items per page, based on your defined pagination preference.
5. If you intend to use the same search criteria again, you can save it by clicking Save or Save As from the page Search Types menu. For details, see Saving Search Criteria.
6. If you want to enter additional search criteria, click More. For details, see Using Advanced Search.
7. When you have finished entering search criteria, click Search.

The Search Results page appears, showing a table that lists summary information for all items that match your search criteria. The contents of Search Results pages vary, depending on what types of objects you are searching for. You can use the pagination controls to navigate to other pages. For details, see Navigating Within a Table.

Use the check boxes in the first column to select items to delete or to add to a collection.

8. Work within the search results page:
• If the search results do not contain the item you want, click Revise Search from the page toolbar to change some or all of the previously-specified search criteria.
• To add items to a new or existing collection, check the items and click Add to Collection from the page toolbar. See Adding Items to a Collection.
• To delete items from the database, check the items and click Delete from the page toolbar. You must have delete access to perform this task.