Data Director User Guide

10.3

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Finding Records in a Solr Environment

Use the search box to find a record.

Optionally, in the

box, select a type of business entity from the list.

By default,

All

is selected, and

Data Director

searches within all the business entity types. Also, you can select a specific business entity within which you want to search for records.

The Search list contains the types of business entities that you have permission to view. If the list is empty, contact your MDM administrator to request permission.

The following image shows the business entity type list:

In the

box, perform one of the following tasks:

Type the complete search string or the search string with the asterisk wildcard character (*) for the record that you want to find. You can use the wildcard character at the end of the search string or in between the search string. For example, if you want to search for John, you can specify

Jo*

J*n

If the search is configured to suggest search strings, type a few characters of the search string, and select one of the suggested values as the search string.

The values are suggested when you search within a single business entity type.

If the search results must contain the words in the search string, add the

operator before each search word.

If the search string includes any of the following special characters, add a backslash as a prefix to the special character: + , - , & , || , ! , ( ) , { } , [ ] , ^ , " , ~ , ? , : , \ . If you do not add a backslash as a prefix to each special character, the search might return no results or incorrect results. For example, if you want to search for

AT&T

, the search string must be

AT\&T

If you want to search for a negative value, type the value in the search string without the minus character. For example, if you want to search for

-5000

, the search string must be

5000

If you want to search a date, use a simple date format, such as

, in any order and do not use a date format, such as

YYYY-MM-DDThh:mmTZD

. For example, use November 20 2014 or 2014 Nov 20 as the search string.

The following image shows the

box with the search string, John Smith:

The
Data Director header with a search string for John Smith in the Search box.

Click the

icon.

The following image shows the search results in the

page:

A search request does not return a rounded float value that the Entity 360 view displays when you search for the rounded value.

Optionally, you can group the records that appear in search results based on the business entity types.

The search results are sorted and moved to the relevant business entity type groups.

The following image shows search results in the Person business entity type groups, and search results in the Secure Person business entity type group:

The Search Results panel contains search results grouped in to the Person and Secure Person business entity type groups.

To find the record that you are searching for, expand the business entity type under which you expect to find the record.

The business entity type expands to show all the records that appear in the search result and belong to the business entity type.

The following image shows the expanded results for the Person business entity type:

Rename Saved Search

Table of Contents

Data Director User Guide

Data Director User Guide

Finding Records in a Solr Environment

Finding Records in a Solr Environment