SmartSearch

Find > SmartSearch

Use the so-called SmartSearch to find Documents, Articles, Folders and Projects through a comprehensive (also object type-comprehensive) meta data and full text search.

The individual HELiOS attributes or their meta data will be saved or updated, via a separate indexing process and in case of particular events, in an index server. The master data elements are displayed a In a query dialogue according to entered search criteria.

In the SmartSearch function group of the Find tab, enter a Search term in the same-named input field and press ENTER, or click the SmartSearch icon to start the search. The entire database will then be searched, in all attribute fields, for the entered term. In addition, the displayed result list offers various filter options (Projects, Master data type, Categories), and another field for changes of the search term.

Please note:

• In order that you can use HELiOS SmartSearch, an Index Server needs to be installed on your system.
• SmartSearch only searches within a generated index. Projects and their objects which are located outside this index will not be taken into account for SmartSearch. If you want the master data of the entire database to be taken into account by SmartSearch project-independent, select Find > SmartSearch > Create search index while the Active project on your HELiOS Desktop is set to project-independent. Depending on the amount of data,the initialisation process may take a prolonged period of time. If you are working on only one project it is recommended, for performance reasons, to refer the index to this project only.
• Select Find > SmartSearch > Delete search index to delete the entire index. For this action the current user requires administration rights.
• The result list displays only such objects for which the logged-on user has actually been granted (read) access.

Combined Search • The User Interface