Table of Contents

Search

  1. Preface
  2. Introduction
  3. Accessing Data Archive
  4. Working with Data Archive
  5. Scheduling Jobs
  6. Viewing the Dashboard
  7. Creating Data Archive Projects
  8. Salesforce Archiving
  9. SAP Application Retirement
  10. Creating Retirement Archive Projects
  11. Integrated Validation for Archive and Retirement Projects
  12. Retention Management
  13. External Attachments
  14. Data Archive Restore
  15. Data Discovery Portal
  16. Data Visualization
  17. Data Privacy
  18. Oracle E-Business Suite Retirement Reports
  19. JD Edwards Enterprise Retirement Reports
  20. Oracle PeopleSoft Applications Retirement Reports
  21. Language Settings
  22. Appendix A: Data Vault Datatype Conversion
  23. Appendix B: Special Characters in Data Vault
  24. Appendix C: SAP Application Retirement Supported HR Clusters
  25. Appendix D: Glossary

Searching Within an Entity

Searching Within an Entity

Use the Data Discovery portal to search and examine application data from the Data Vault. When you search the Data Vault, you search archived data from one entity.
  1. Click
    Data Discovery
    Search Within an Entity in Data Vault
    .
  2. Select the archive folder and entity.
    After you choose the entity, the system displays the search elements that are defined for the entity.
    If you want to filter the search by metadata columns such as Legal Hold, Effective Retention Policy, and up to nine tag columns, contact the Data Archive administrator for permissions.
  3. Optionally, specify the maximum number of records you wish to view in the search results.
  4. Enter a condition for at least one of the search elements, or the name of a saved criteria from the
    Saved Criteria
    drop-down menu.
    Use the
    Add (+)
    or
    Remove (-)
    icons to add or remove multiple search conditions.
    Use
    %
    as a wildcard to replace one or more characters for the
    Starts With
    ,
    Does Not Start With
    ,
    Ends With
    ,
    Does Not End With
    ,
    Contains
    , and
    Does Not Contain
    search options.
    If you selected saved criteria and you are not the creator of the criteria or the Administrator, you cannot edit the saved criteria and save it with the existing criteria name. Click
    Save As
    to save a copy of the edited criteria and enter a different name.
    If you select saved criteria that contains tagging, legal holds, or retention on the columns, you must have the corresponding system access role. For example, tag viewer, tag administrator, or retention administrator.
  5. If you have not selected any saved search criteria, you can optionally save the search conditions that you configured in
    Step 4
    . To save the conditions, click
    Save
    underneath the conditions.
    The
    Save Criteria
    window appears.
  6. Enter a unique name for the saved criteria.
  7. To allow other users to use the conditions in their own searches, click the
    Make Criteria Accessible to All Users
    check box.
  8. Optionally, select an entity driving table column from the
    Order By
    menu if you want to order the search results based on the chosen column.
  9. From the
    Sort Order
    menu, select whether you want to view the search results in ascending or descending order.
  10. Click
    View
    .

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