contentACCESS Portal documentation – version 6.4

  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
    3. Opening shortcuts from SharePoint
  16. OneDrive Archive
    1. Item versions in OneDrive Archive
    2. OneDrive Archive tasks
    3. Opening shortcuts from OneDrive
  17. Sharing
    1. Sharing tasks
  18. Teams archive
    1. Item versions in Teams archive
    2. Teams archive tasks
    3. Teams chat archive tasks
    4. Opening shortcuts from Teams

7.1.Search query language

The search query language is used to specify conditions on documents, which have to be returned as a result when searching the archive.

All search conditions can be negated using the NOT keyword. The keyword is case sensitive, so it must be always written in UPPERCASE. The exclamation mark “!” is a shorter version of the NOT keyword and has the exact same function. The syntax may look like as follows:
For freetext search:

  • NOT value
  • !value

For property search:

  • Subject:(NOT test)
  • Subject:(!test)

You can also combine the NOT operator with:

  • phrase queries: NOT “this is a test”
  • regex queries: filename:(NOT **[0-9]{3}.txt)
  • wildcard queries: NOT test*
  • range queries: Size:(NOT 1M,2M) OR Date:(NOT 2020-01-01,2020-12-31)

The search query language used in any user interface of contentACCESS can be divided into the following categories:

Source specification
The searching user can specify where to search on different levels: tenant, model, entity
Tenant:(string) – select a tenant by name; search in tenants having the specified string in name
MTID:(string) – select a model by type identifier (EmailArchive, FileSystemArchive, SharePointArchive, TeamsArchive, TeamsChatArchive)
Source:(string) – select a model by keyword; search in models having the specified string as a keyword (email, file, sharepoint). This is similar as the MTID mentioned, but accepts more free model specification. Possible values are:

  • For FileSystemArchive: archive, file, fs, filesystem
  • For EmailArchive: archive, email, mail, mailarchive, emailarchive
  • For GDPR Application: application, db, database, gdpr
  • For GDPR Excahange: exchange, gdpr, mail, email
  • For GDPR FileSystem: file, fs, filesystem, gdpr
  • For OneDriveArchive: onedrive, oneoriveorchive
  • For SharePointArchive: archive, sharepoint, sharepointarchive, sp
  • For Sharing: sharing, share, sharedfiles
  • For TeamsArchive: archive, teams, teamsarchive, tea
  • For TeamsChatArchive: archive, teams, chat, teamschat, teamschatarchive, tca

Examples:

  • source:file
  • source:mail

It is also possible to exclude models from the search with the NOT or exclamation mark “!” keyword. For example, you search in everywhere (the NOT search with the Source and Entity makes sense only in Search everywhere) and don’t want to search in the Email archive => add condition Source:(NOT email), and the Email archive will be excluded from the search.

Examples:

  • Source:(NOT email) – Email archive will be excluded from the search
  • Source:(!file) “pride and prejudice” – the search result list will contain only those items, which meet the condition
  • Source:(NOT teams) source:(!sharing) – Teams, Teams chat archive and Sharing models are excluded from the search
  • Source:(!sharing) AND Title:(“The Picture of Dorian Gray.docx”) – only items with the title “The Picture of Dorian Gray.docx” will be displayed and the items from the Sharing model are excluded
  • Source:(NOT sharing) Source:(!teams) AND FileName:(!”titanic.pptx”) – the selected models and item will be excluded from the search
  • Source:(NOT chat) Source:(NOT file) Source:(NOT email) Source:(NOT sharing) Source:(!sharepoint) – these models will be excluded from the search results

Entity:(string) – select one or more entities by name; search in entities having the specified string in name. Entity name is mailbox address in Email archive and Root folder path in File system archive.
Examples:

  • entity:john.smith@tech-arrow.com – search in John Smith’s mailbox
  • entity:c:temp – search in c:temp folder

In addition, the users can exclude entities from the search by using the NOT keyword. In this case – for example -, the user has access to multiple entities within the models (mailboxes or root folders), and during searching everywhere, the user wants to exclude one or more of these entities. Example: Source:(email) AND Entity:(NOT *@internal.com) => the user wants to search in the Email archive, but not in the specified mailboxes.

Examples:

  • Source:(filesystem) Entity:(NOT *foldersharing) – the search result list will contain only the File system model and will exclude the root connection fitting the condition
  • Source:(email) AND Entity:(!*internal.com) – the search will exclude the internal.com mailboxes from the search
  • Source:(email) AND Entity:(!emily) – Emily’s mailbox will be excluded from the search in the Email archive
  • Entity:(NOT emily.bronte) – entities, which are displayed/used in this format will be excluded from the search (example: Sharing, Email archive)
  • Entity:(NOT Emily Bronte) – entities, which are displayed in this format will be excluded from the search (example: Teams Chat archive, OneDrive)

Property value specification
The following properties can be used to specify conditions on documents to be returned as result when searching the archive:

Date
Applicable only for properties of “date” type. The exact date specification has to be in format YYYY-MM-DD (no hours, minutes, seconds can be specified).
Example:

  • date:(2016-12-05) (year-month-day; searches for items only from that specified day, in this case 5th of December 2016)
  • date:(2016-12) (year-month; searches only for items from that specified month, in this case December 2016)
  • date:(2016) (year; searches for items from whole year 2016)

Date intervals can be specified too, for example:

  • date:(>2016-12) (searches for items younger than from December 2016)
  • date:(<2019-11-10) (searches from items older than from 10th of November 2019)
  • date:(2017-10, 2017-12) (searches for items created from October 2017 to December 2017)

Available placeholders: now – means this hour; today, yesterday, this week, last week, this month, last month, this year, last year
Example:

  • date:(now), date:(last week)

Number
Numbers are written as usually (1, 2, 3…). For the size conditions also units can be specified:
K | KB – size in kilobytes
M | MB – size in megabytes
G | GB – size in gigabytes
T | TB – size in terabytes

Example:

  • size:(>1K) – files or emails (depending on the archive) larger than 1 KB

Range
Two types of ranges can be specified: numerical and date ranges. Ranges can be upper bound, lower bound or an interval. A range can be specified as a value for all properties of type “date” and “number”.
Prop:(>value) – the value of property “Prop” is greater than “value”
Prop:(< value) – the value of property “Prop” is less than “value”
Prop:(value1, value2) – the value of property “Prop” is greater than “value1” and less than “value2”
Examples:

  • size:(1K, 1M) – files/emails (depending on the archive) larger than 1KB and smaller than 1MB
  • date:(2016-10, 2016-12) – files created/modified or emails sent (depending on the archive) in the last quarter of 2016

Filename
Finds items by attachment name (Email archive) or file name (File archive). Wildcard characters can be used for filename pattern specification (* or ?). They have the same meaning as when searching for files in Windows.
Filename:(*.txt) – this will find all attachments and files having the extension .txt
Filename:(file) – this will find attachments and files having the exact name “file”
Filename:(file.*) – this will find attachments and files named “file” of any type (extension)

Text
Properties with text values can be searched for a single term and phrase or multiple terms and phrases. Results of a single-term search will contain documents having the specified term in the text value of the specified property. Results of a multi-term search will contain documents having all of the specified terms in the text value of the specified property in any order.
Example:

  • Subject:(lemon) – finds emails having the term “lemon” in their subject
  • Subject:(lemon orange) – finds emails having the terms “lemon” and “orange” anywhere in their subject

Phrases must be enclosed in double-quotes. Results of a phrase search will contain items having all of the specified terms in the text value of the specified property in the specified order.
Example:

  • Subject:(“John Smith”) – finds emails having the name “John Smith” in their subject in the specified order

Character escaping
The following characters have special meaning in the query syntax:

  • (   )   ”   :   

They cannot be used directly in search terms. They have to be escaped using a backslash ”, otherwise, the search query will be ambiguous and will produce unexpected results.
Example:

  • Subject:(apple \(pear\)) – finds emails having the terms “apple” and “pear” in their subject
  • 8\:00 – finds documents containing the text 8:00
  • Folder:(*\Documents\(1\)\*) – finds documents located in Documents(1) folder

Boolean queries
The boolean query is a search type that allows you to combine desired keywords with operators like AND and OR to get more specific results.

Operator AND
This operator will narrow your search down to items containing only the words separated by it. Every blank space has the same meaning as the AND operator.
Example (both will do the same):

  • content AND access AND email AND archive
  • content access email archive

Operator OR
This operator, on the other hand, expands your search by connecting multiple phrases. The OR operator works like “at least one phrase from the entered must be present”. It means that the search will return results containing one of the selected phrases, two, three…or even all.
Example:

  • content OR access – finds all item containing “content” or “access” or “content access”

Grouping
Multiple terms or clauses can be grouped together by using parentheses “( )” to form sub-queries, for example:

  • (email OR file) AND archive – the returned results must contain at least one of the following: email archive, file archive

Regular expressions
Regular expression (regexp) is a sequence of characters defining a search pattern. This pattern is then often use to “find” or to “find and replace” strings. Regular expressions can be specified in search query by using double asterisk prefix:
** < regular-expression-pattern >

Regular expressions can be used for property queries, but also free-text queries.

Standard operators
Anchoring
It is possible to define the start and end on a string for your regexp pattern, but it needs to be anchored specifically. The symbol ^ indicates the beginning, while the $ symbol indicates the end.

Patterns are always anchored by default. The provided pattern must match the entire string. For example, for string “abcde”:

  • ab.* = match
  • abcd = no match

Allowed characters
Any Unicode character may be used in the pattern, but there are some exceptions that are reserved and must be escaped. The standard reserved characters are:

  • . ? + * | { } [ ] ( ) ”

If you enable optional features (described in this section), then the following characters may also be reserved:

  • # @ & < > ~
Note: Any reserved character can be escaped using a backslash “*”, including a backslash character itself: “”.

Any character (except double quotes) is interpreted literally when bounded by double quotes:

  • john”@smith.com”

Match any character
The period symbol “.” can be used to represent any character. The string “abcde” can be found like this:

  • ab… = match
  • a.c.e = match

Once or more
The plus symbol “+” can be used to repeat the preceding pattern once or multiple times. The string “aaabbb” can be found like this:

  • a+b+ = match
  • aa+bb+ = match
  • a+.+ = match
  • aa+bbb+ = match

Zero or more times
The asterisk symbol “*” can be used to match the preceding pattern zero or more times. The string “aaabbb” can be found like this:

  • a*b* = match
  • a*b*c* = match
  • .*bbb.* = match
  • aaa*bbb* = match

Zero times or once
The question mark “?” makes the preceding pattern optional, so it can matches zero times or once. The string “aaabbb” can be found like this:

  • aaa?bbb? = match
  • aaaa?bbbb? = match
  • …..?.? = match
  • aa?bb? = no match

Minimum to maximum
Curly brackets “{}” can be used to specify a minimum and also maximum number of times the preceding shortest pattern can be repeated. The allowed forms are:

  • {5} – the pattern repeats exactly 5 times
  • {2,5} – the pattern repeats 2 to 5 times
  • {2,} – the pattern repeats at least twice

For string “aaabbb”, the following applies:

  • a{3}b{3} = match
  • a{2,4}b{2,4} = match
  • a{2,}b{2,} = match
  • .{3}.{3} = match
  • a{4}b{4} = no match
  • a{4,6}b{4,6} = no match
  • a{4,}b{4,} = no match

Grouping
By using parentheses “()”, it is possible to form sub-patterns. The quantity operators listed above operate on the shortest previous pattern, which can also be a group. For string “ababab”, the following applies:

  • (ab)+ = match
  • ab(ab)+ = match
  • (..)+ = match
  • (…)+ = no match
  • (ab)* = match
  • abab(ab)? = match
  • ab(ab)? = no match
  • (ab){3} = match
  • (ab){1,2} = no match

Alternation
The pipe symbol “|” works the same as the OR operator mentioned above in this section. The match will be successful if the pattern on either the left side OR the right side matches. Alternation applies to the longest pattern. For string “aabb”, the following applies:

  • aabb|bbaa = match
  • aacc|bb = no match
  • aa(cc|bb) = match
  • a+|b+ = no match
  • a+b+|b+a+ = match
  • a+(b|c)+ = match

Character classes
Ranges of characters may be specified as character classes, by being enclosed in square brackets “[]”. A leading ^ symbol negates the character class. The following forms are allowed:

  • [abc] = ‘a’ or ‘b’ or ‘c’
  • [a-c] = ‘a’ or ‘b’ or ‘c’
  • [-abc] = ‘-‘ or ‘a’ or ‘b’ or ‘c’
  • [abc-] = ‘-‘ or ‘a’ or ‘b’ or ‘c’
  • [^abc] = any character except ‘a’ or ‘b’ or ‘c’
  • [^a-c] = any character except ‘a’ or ‘b’ or ‘c’
  • [^-abc] = any character except ‘-‘ or ‘a’ or ‘b’ or ‘c’
  • [^abc-] = any character except ‘-‘ or ‘a’ or ‘b’ or ‘c’
Note: The dash “-” indicates a range of characters, except when it is the first character or when it is escaped with a backslash.

For string “abcd”, the following applies:

  • ab[cd]+ = match
  • [a-d]+ = match
  • [^a-d]+ = no match

Optional operators
Complement
Complement is probably the most used and helpful option. The shortest pattern that comes after a tilde symbol “~” is negated. For example, `”ab~cd” means:

  • Starts with a
  • a is followed by b
  • b is followed by a string of any length that is anything, except c
  • Ends with d

For the string “abcdef”, the following applies:

  • ab~df = match
  • ab~cf = match
  • ab~cdef = no match
  • a~(cb)def = match
  • a~(bc)def = no match

Interval
The interval option enables the use of numeric ranges. The ranges have to be always enclosed by angle brackets “< >“. For string “access90”, the following applies:

  • access<1-100> = match
  • access<01-100> = match
  • access<001-100> = no match

Intersection
The ampersand symbol “&” joins two patterns. They both of them have to match the string. For string “aaabbb”, the following applies:

  • aaa.+&.+bbb = match
  • aaa&bbb = no match

Any string
The at sign “@” matches any string in its entire length. This can be combined with intersection and complement (mentioned above) in cases when you want to search for “everything except something”. For example:

  • @&~(content.+) finds everything, except strings beginning with “content”

Properties in different archives
When specifying a boolean value for a property in query, the following notations can be used:

  • true | yes | y stand for True
  • false | no | n stand for False

Property names and values are not case-sensitive. Wildcard characters (* and ?) can be used everywhere.

The character ‘|’ means an option or alternative (in cases if multiple property names and values can be used).

If the value is specified in quotes (e.g. “value”), it is considered as a phrase.
Example:

  • “brown fox” will find all documents that contains the words “brown” followed by word “fox”

Email properties
The properties below are applicable when searching in Email archive

Property Specificity Description
Title | Subject: (string) condition on email subject
Sender | From: (string) condition on email’s owner
To: (string) condition on email’s recipient
Folder: (string) condition on folder path; possible to find emails only in the specified folder (backslash is used as path separator, e.g. InboxImportant)
HasAttachment: true | false if true, finds emails having one or more attachments; if false, finds emails having no attachments
Body: (string) search in the mail’s body text
Attachment: (string) search in mail’s attachment text
Message class: (string) condition on the type of email item (IPM.note – email, IPM.appointment – calendar item, etc.) The user can get this information directly from the mailbox (in Outlook) or the database.
Internet message ID: (string) search with the email’s internet message ID. The use can get this information from the database.
Date | SentDate: (date) condition on email’s sent date
ReceivedDate: (date) condition on receiving date
Cc: (string) condition on addresses in CC tag of the email
Bcc: (string) condition on addresses in BCC tag of the email
Importance: Low | Normal | High finds emails with the specified importance level
Sensitivity: Normal | Personal | Private | Confidential finds emails with the specified sensitivity level
Size: (number) condition on email’s size in bytes
Category: (string) condition on category
Flag: true | false find emails having a flag set (true) or not set (false)
Is In-Place Archive: true | false finds emails from In-Place Archive (true) or emails not from the In-Place Archive (false)
Inactive: true | false find inactive emails (true) or active emails (false)
Retention: (number) condition on retention time (in months)

File properties
The properties below are applicable when searching in File archive

Property Specificity Description
CreationDate: (date) condition on file’s creation date
Date | ModifiedDate: (date) condition on file’s modification date
Folder: (string) condition on file’s path ( is the path separator as in Windows, e.g. c:documentsrfa)
Title | Filename: (string) condition on file’s name
Size: (number) condition on file’s size in bytes
Inactive: true | false find inactive files (true) or active files (false)

GDPR Application
The properties below are applicable when searching in the GDPR Application

Property Specificity Description
Title: (string) condition on file’s name
DataSource: (string) condition on item’s source (Email, FSItem, etc.)

GDPR Exchanges properties
The properties below are applicable when searching in GDPR Exchange

Property Specificity Description
Title | Subject: (string) condition on email subject
Sender | From: (string) condition on email’s owner
To: (string) condition on email’s recipient
Folder: (string) condition on folder path; possible to find emails only in the specified folder (backslash is used as path separator, e.g. InboxImportant)
HasAttachment: true | false if true, finds emails having one or more attachments; if false, finds emails having no attachments
Body: (string) search in the mail’s body text
Attachment: (string) search in mail’s attachment text
Message class: (string) condition on the type of email item (IPM.note – email, IPM.appointment – calendar item, etc.) The user can get this information directly from the mailbox (in Outlook) or the database.
Internet message ID: (string) search with the email’s internet message ID. The use can get this information from the database.
Date | SentDate: (date) condition on email’s sent date
ReceivedDate: (date) condition on receiving date
Cc: (string) condition on addresses in CC tag of the email
Bcc: (string) condition on addresses in BCC tag of the email
Importance: Low | Normal | High finds emails with the specified importance level
Sensitivity: Normal | Personal | Private | Confidential finds emails with the specified sensitivity level
Size: (number) condition on email’s size in bytes
Category: (string) condition on category
Flag: true | false find emails having a flag set (true) or not set (false)

GDPR File system
The properties below are applicable when searching in the GDPR File system

Property Specificity Description
CreationDate: (date) condition on file’s creation date
Date | ModifiedDate: (date) condition on file’s modification date
Folder: (string) condition on file’s path ( is the path separator as in Windows, e.g. c:documentsrfa)
Title | Filename: (string) condition on file’s name
Size: (number) condition on file’s size in bytes

OneDrive document properties
The properties below are applicable when searching in OneDrive archive

Property Specificity Description
Name: (string) condition on document name
Title: (string) condition on document title
CreationDate: (date) condition on creation date
Date | ModifiedDate: (date) condition on modification date
ModifiedBy: (string) condition on user who modified the document
CreatedBy: (string) condition on user who created the file
Size: (number) condition on file size
URL: (number) condition on document’s URL
Iactive: true | false find inactive files (true) or active files (false)
Attachment: (number) search in file’s attachment text or title

SharePoint document properties
The properties below are applicable when searching in SharePoint archive

Property Specificity Description
Name: (string) condition on document name
Title: (string) condition on document title
CreationDate: (date) condition on creation date
Date | ModifiedDate: (date) condition on modification date
ModifiedBy: (string) condition on user who modified the document
CreatedBy: (string) condition on user who created the file
Size: (number) condition on file size
URL: (number) condition on document’s URL
Iactive: true | false find inactive files (true) or active files (false)
Attachment: (number) search in file’s attachment text or title

Sharing properties
The properties below are applicable when searching in Sharing

Property Specificity Description
Download limit: (string) the download limit of the shared files
Expiration date: (date) shared item’s expiration date
FileName: (string) title of the shared document
Recipient: (string) condition on shared item’s recipient
Sharedby: (string) name of the user who shared the item
SharedOn: (date) the date when an item was shared
Status: (string) type of the status; possible values are: Active, Suspended, and Expired (not able to search for the Unavailable status)

Teams archive properties
The properties below are applicable when searching in Teams archive

Property Specificity Description
Title: (string) message title
Date | CreationDate: (date) message’s sent date
Author | Sender: (string) the user who sent the message
Channel | ChannelName: (string) the Teams Channel the message was sent to
Folder | Location | Path | Url: (string) specifies the channel name or attachment location (SharePoint document URL)
Mentioned: (string) name of the mentioned user
Reacted: (string) name of the user who sent a reaction
ReactedOn: (date) the date when a reaction was sent
Reaction: (string) type of the reaction; possible values are: Like, Angry, Sad, Laugh, Heart, Surprised
Attachment: (string) attachment name and content
HasAttachment: (boolean) message has attachment or not
Type: (string) the type of the item, possible values are: Message (normal chat message), Reply (reply on a message), File (attachment file or file on Teams-related SharePoint sites)
URL: (string) condition on document’s URL (SharePoint document URL)
Body: (string) search in the message’s body text
Inactive: true | false find inactive messages (true) or active messages (false)
Size: (number) message size, including attachments
FileName: (string) attachment name
Subject: (string) subject of the email message posted to a channel

Teams chat archive properties
The properties below are applicable when searching in Teams chat archive

Property Specificity Description
Title: (string) message title
Date | CreationDate: (date) message’s sent date
Author | Sender: (string) the user who sent the message
Mentioned: (string) name of the mentioned user
Reacted: (string) name of the user who sent a reaction
ReactedOn: (date) the date when a reaction was sent
Reaction: (string) type of the reaction; possible values are: Like, Angry, Sad, Laugh, Heart, Surprised
Attachment: (string) attachment name and content
HasAttachment: (boolean) message has attachment or not
Folder | Category: (string) specifies the message category, valid values: Chats, Group chats or Meetings
Body: (string) search in the message’s body text
Inactive: true | false find inactive messages (true) or active messages (false)
Size: (number) message size, including attachments
FileName: (string) attachment name
Member: (string) name of the user who is member of a chat
Topic: (string) topic of a meeting

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