Item filters allow the operator to choose which items will be displayed and acted upon during search, restore and export actions. Once an item filter is created it can be saved and then applied or removed when needed. Below is an example of creating a simple item filter utilizing the Andy Jacobs account within the Lucid8 Demo Databases.

  • Mount any one of the Offline Lucid8 Exchange Demo Databases
  • Select the Andy Jacobs mailbox and navigate to the Inbox so that your view appears similar to the one below
  • Click the "Item search/filter" drop-down and select <New Search...>


  • The Advanced Search dialog appears



For this example we will create a search filter that will search ALL fields for the word "Fabrikam"
  • Type the word "Fabrikam" into the "Keywords and Phrases" field
  • Click the drop-down from the "In" field and select "all fields"
  • Click "Search" and as shown below the the Inbox of Andy Jacobs will be searched for the word "Fabrikam"

NOTE: Executing the Search is optional when creating an item filter, however its a great way to ensure you are getting the expected results.



NOTE: This example filter is very basic, for additional information on creating more complex searches/filters please refer to the section of documentation titled Find/Searching (eDiscovery)

  • When you have completed entering the criteria for your filter click File > Save As


  • The "Enter Search Name" dialog appears

     

    • Enter a meaningful name and click OK to save
    • Click CANCEL to close the "Advanced Search" dialog


    • Click the "Item search/filter" drop-down and select the filter you want to apply. If you are following along with this example select <Fabrikam - All Fields>


    • The filter will be applied to the item view and you will notice that
      • Only items that meet the filter criteria will be shown
      • The applied filter is now shown in the Item search/filter drop-down
      • The background of the area the filter is applied has changed to an off-white/yellowish color which is a visual indicator that a filter is applied

      • As this point you can take action, i.e. Export, Recover, Search etc and only the items matching the filter will be acted upon

    NOTE: The selected filter will remain in place for all sources acted upon, i.e. in the current example we selected the Inbox of Andy Jacobs, however if I were to select another folder, mailbox or database and then choose an action the filter would remain applied and would only act upon items that met the filters criteria.


      • To remove the filter simply select the <Show All> option from the "Item search/filter" drop-down


      • The filter is removed and now all items are shown


    SUPPORT: If you experience issues, have questions or need assistance after following these instructions please Open a New Support Ticket or if you already have a ticket open reply with details and we will be happy to assist.