Construct Snapshot Query

You can specify the conditions for searching portal documents and objects and displaying the search results in a portlet. You can also e-mail results to users.

This topic discusses:

• Creating a Snapshot Query
• Building an Advanced Search Query
• Limiting Your Search by Language
• Specifying Search Range (Selecting Repositories to Search)
• Specifying Knowledge Directory Search Settings
• Specifying Portal Search Settings

• Creating a Snapshot Portlet

Creating a Snapshot Query

To create a snapshot query object and content snapshot portlet to display the results in users' My Pages or in communities, you must perform the following steps:

1. On the Construct Snapshot Query page, create a search query. You can limit your search by language, object types, folders, and text.

2. On the Format Snapshot Query Result page, specify the format for your search results. For example you can change the order in which results are displayed, limit the items returned, specify a style in which the content snapshot portlet will be displayed, and e-mail results to users.

3. On the Preview Snapshot Query Result page, preview your results before you save your format and query settings.

4. Optionally, on the Snapshot Portlet List page, create a snapshot portlet. If you do not create a snapshot portlet, one will be created automatically when you save this snapshot query.

5. Optionally, you can modify properties and names settings for the search.

6. Save the snapshot query by clicking Finish. If you have not created a snapshot portlet on the Snapshot Portlet List page, a snapshot portlet will be created for you when you create this snapshot query.

Building an Advanced Property Query

An advanced property query is a combination of a basic fields search and statements. The basic fields search operates on the name, description, and content of documents and objects. Statements can operate on the basic fields or any other additional document or object properties. Statements define what must or must not be true to return the document or object in the search results. The statements are collected together in groupings. The grouping defines whether the statements are evaluated with an AND operator (all statements are true) or an OR operator (any statement is true). If some statements should be evaluated with an AND operator and some should be evaluated with an OR operator, you can create separate groupings for the statements. You can also create subgroupings or nested groupings, where one grouping is contained within another grouping. The statements in the lowest-level grouping are evaluated first to define a set of objects. Then the statements in the next highest grouping are applied to that set of objects to further filter the set of objects. The filtering continues up the levels of groupings until all the groupings of statements are evaluated.

1. To search the name, description, and content values, type the text you want to search for in the Basic fields search text box. You can use the text search rules.

2. Select the operator for the grouping of statements you are about to create:

• If an object should be returned in the results only when all statements in the grouping are true, select AND.

• If an object should be returned in the results when any statement in grouping is true, select OR.

Note: The operator you select for a grouping applies to all its statements and subgroupings directly under it.

3. Define each statement in the grouping:

1. Click Add Statement.

2. In the first drop-down list, select the searchable property for which you want to filter the values.

3. In the second drop-down list, select the operator to apply to this condition. This list will vary depending on the property selected:

• For any text property, you can search for a value that contains your search string, or you can search for properties that have never had a value (Contains No Value).
  
  Note: If the property contained a value at some point, but the value has been deleted, the property will not match the Contains No Value condition.

• For any date property, you can search for a value that comes after, comes before, is, or is not the date and time you enter in the boxes. You can also search for a value within the last number of minutes, hours, days, or weeks that you enter in the box.

• For any number property, you can search for a value that is greater than, is less than, is, is not, is greater than or equal to, or is less than or equal to the number you enter in the text box.

4. In the box (or boxes), specify the value the property must meet.
   
   Note: If you are searching for a text property, you can use the text search rules.

• To add more statements, repeat these steps.

• To delete the last property statement in the grouping, select the grouping, and click Remove Statement.

4. If necessary, add more groupings:

• To add another grouping, select the grouping to which you want to add a subgrouping, and click Add Grouping. Then define the statements for that grouping (as described in step 3).
  
  Note: You cannot add a grouping at the same level as Grouping 1.

• To remove a grouping, select the grouping, and click Remove Grouping.
  
  Notes:

• Any groupings and statements in that grouping will also be removed.

• You cannot remove Grouping 1.

Limiting Your Search by Language

• To limit your search to a specific language, select a language from the Specify Language drop-down list.

Specifying the Range of Your Search

• Under Specify Range of Search, select which of these repositories to search: Knowledge Directory, Portal (administrative objects), Collaboration, Publisher. You will only see check boxes for Collaboration or Publisher if you have these products installed.

• Next to Repository General Settings, choose whether to search folders or documents from any source within the repositories you selected, and whether to search all subfolders within those repositories.

Specifying Knowledge Directory Search Settings

If you selected the Knowledge Directory as one of the repositories to search, you can set the following:

• Next to Search Results Contain, select Knowledge Directory Folders, and/or Knowledge Directory Documents. At least one of these must be selected.

• To restrict the search to selected folders:

1. Click Add Document Folder.

2. In the Add Document Folder dialog box, navigate to the folders you want and select them.

3. Click OK to save your settings.

• To remove a folder, select it and click .

Specifying Portal Search Settings

If you selected the Portal as one of the repositories to search, you can set the following:

• Next to Search Results Contain, select the portal administrative object types to include in the search, such as portlets or communities.

• To restrict the search to selected folders:

1. Click Add Administrative Folder.

2. In the Add Administrative Folder dialog box, navigate to the folders you want and select them.

3. Click OK to save your settings.

• To remove a folder, select it and click .

Restrict to Selected Collaboration Projects

You will see this only section if you have Collaboration installed and have selected Collaboration as one of the repositories to search. This section lets you limit the query to specified Collaboration projects.

• Click Add Project to select a Collaboration project to search, then click Finish. Repeat this to add more Collaboration projects to search.

Restrict to Selected Publisher Portlets

You will see this section only if you have Publisher installed and have selected Publisher as one of the repositories to search. This section lets you limit the query to specified Publisher portlets.

• Click Add Publisher Portlet to select one or more publisher portlets to search, then click OK. Repeat this to add more publisher portlets to search.

• To display the page associated with this help topic:

1. Click Administration.
2. Open the Snapshot Query Editor:
• To create a new snapshot query:
1. Open an administrative folder.
2. In the Create Object drop-down list, click Snapshot Query.
• To edit an existing snapshot query:
1. Navigate to the snapshot query you want to edit.
2. Click the snapshot query name.