contentACCESS Portal documentation – version 6.1

  1. What is contentACCESS Portal?
  2. Main contentACCESS Portal functions:
  3. Requirements
    1. Hardware requirements
    2. Software requirements
    3. Other requirements
    4. Supported browsers
  4. Installation
  5. Logging into contentACCESS Portal
  6. contentACCESS Portal user interface
    1. “Connect to” menu
    2. contentACCESS Portal’s navigation pane
    3. Item list and item preview
    4. Layout selector
    5. Download from the item list/item preview in contentACCESS Portal
    6. Hide/show function
    7. Sorting in contentACCESS Portal
    8. User profile page
    9. User interface settings
  7. Search functions in contentACCESS Portal: “Connect to search”, quick search, advanced search, GDPR search
    1. Search query language
    2. “Connect to” search
    3. Quick search
    4. Fulltext search
    5. Advanced search
    6. Periodical search
    7. GDPR search
    8. Editing Quick, Basic and Advanced search criteria
    9. eDiscovery process
  8. Folder selection methods
    1. Multi-selection
    2. Recursive folder selection
  9. Tasks supported by entities (models)
    1. Enabling/disabling tasks
    2. Create report
    3. Share item(s)
    4. Legal hold
    5. Tasks list
    6. Tasks page
    7. Download of export actions
    8. Manifest file and its settings
  10. File System Archive
    1. File versions
    2. File Archive tasks
  11. Email Archive
    1. Email Archive tasks
  12. GDPR Application
    1. GDPR Application tasks
  13. GDPR Exchange
    1. GDPR Exchange tasks
  14. GDPR File system
    1. GDPR File system tasks
  15. SharePoint Archive
    1. Item versions in SharePoint Archive
    2. SharePoint archive tasks
  16. OneDrive Archive
    1. Item versions in OneDrive Archive
    2. OneDrive Archive tasks
  17. Sharing
    1. Sharing tasks
  18. Teams archive
    1. Teams archive tasks
    2. Teams chat archive tasks

7.8.Editing Quick, Basic and Advanced search criteria

The search criteria that the contentACCESS Portal quick search and advance search use may be edited by the system administrator. To edit these criteria, open the Administrator menu and click on Settings.

Switch to UI settings with clicking on UI in the left panel. Open the

  • Quick search fields tab to edit the search fields that the quick search uses
  • Basic search fields tab to edit the search fields that the basic search uses
  • Advanced search fields tab to edit the search fields that the advanced search uses

New search fields may be enabled/disabled for the available models (Email Archive, File Archive etc.) by clicking on the

  • check mark (contentWEB31) – means enable
  • cross mark (contentWEB30) – means disable

next to the given model’s field.

The enabled search fields will be added to/ the disabled fields will be deleted from the Advanced search menu’s search criteria.

The default search field settings can be reset by clicking the Reset button on the UI settings page:

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