Table of Contents
1. User Guide Overview
2. Login & Credentials
3. Overview
4. Data Tabs (Collections)
5. Search
6. Filtering Capabilities
7. Tagging
8. Search Results
9. Work with data items
1. User Guide Overview
This document aims to provide you with the INDICA Enterprise Search functionality overview and give you step-by-step instructions on how to use it.
Please note that screenshot provided in this manual might differ from your real experience due to the interface customization (color scheme, logo).
2. Login & Credentials
INDICA uses a web-based interface, you can easily login in with the information provided by your system administrator.
Confirm your credentials with the INDICA administrator. We recommend you use Chrome, Safari or Mozilla Firefox as a browser to access INDICA.
Please note we specifically do not recommend you to use Internet Explorer.
Pic.1 Log In
In case you experience any troubles when logging in or displayed data significantly differs from your previous experiences, please log off and clear your browser cookie or alternatively open INDICA in Chrome Incognito window.
3. Overview
On the Home page, you can see the list of data collections, list of objects, all possible filtering options, search options and the tagging functionality.
Pic. 2. INDICA interface
4. Data Tabs (Collections)
The bar on top provides the list of data tabs (data collections) with the number of objects they contain. You can navigate between data tabs by clicking on them. Data tabs can be used for filtering. You can select the data tab on the top bar to proceed to the search in the exact data tab, otherwise enter the query and select the needed data tab in the left filtering bar (under “Collection”).
Pic. 3. Data Tabs
Pre-set data collections are visible only if the INDICA administrator enabled this feature and set them up in the Administrator panel.
Above the file list on the right side, you can see the number of unique objects in the list and the number of duplicates.
5. Search
To start searching type in any word or a combination into the search bar (like you do when browsing the internet). INDICA will suggest you the search terms in the drop-down list. The results will immediately appear below the search bar. You can save your query pressing the “+” button located next to the “search” button.
Pic. 4. Search bar
After submitting search query the list of results ranked by relevance will appear. You can select your preferred ranking (by date/name/size).To learn more about the search engine technical capabilities please read the Enterprise Search Overview article.
Pic. 5. Search options
For specific complex queries you can use the Advanced Query Builder located right below the Search bar. Please remember that you can save your queries. You can learn more about how to build advanced queries when reading the Advanced Queries article. Otherwise you can perform search operations using standard Boolean operators. You can review the syntax in the Basic Search Overview article.
Pic. 6. Advanced Query Builder
In case an object does not appear in the search result, it means that you either do not have the right to access it or it does not exist (anymore).
If you see the object in the object count but do not see it in the search results list it means that the object exists, however you do not have rights to access it.
You also can perform the following types of searches with INDICA (you can see the list quick overview with examples in the Advanced Search articles):
- Fuzzy Search enables the search for similar words or the search for words on a given location from each other. Read more in the Fuzzy Search Article.
- Wildcard Search enables the search for similar words (e.g. words with similar route). Read more in the Wildcard Search article.
- Proximity Search enables the search for words on a given distance from each other Read more in the Proximity Search Article.
- Range Queries allow you to match documents whose field(s) values are between the lower and upper bound specified by the Range Query. Range Queries can be inclusive or exclusive of the upper and lower bounds. Read more.
- Field Searches enable the search within specific fields extracted from the documents. Read more.
- You also can escape special characters that are part of the query syntax. Read how to do it.
6. Filtering Capabilities
You can narrow down the search result list by applying filters (see the left bar). You can apply several filtersat the same time. Please note that your search results will change every time you apply a new filter. You canalso choose a time period (under the Search bar) to review the objects created in certain dates.
You can search through the filtered list. You can apply multiple filters to pre-set data collections.
In case the system does not provide you with the needed filter, it means that there are no files corresponding to the parameter.
Pic. 7. Filtering options
Another option is to review the data using built-in visual filters. To access them press the “Visual filters” button. In the pop-up window, you will be able to choose the best suited visual representation of your data:
- Location - shows email communications in the world map
- Country - shows the email distribution by country
- Type - shows the available data type shares in the data set
- Email - shows email communication links (including From/To/CC/BCC)
Pic. 8. Visual Filters
If you click on the element in the visual, you will be redirected to the object or the list of objects corresponding to it.
7. Tagging
Under the time span there is an area dedicated to tags. It allows users to grant/remove/change tags to multiple objects (on the current page or the whole data collections). Tag names can be added/configured in the INDICA admin section.
Pic. 9. Tagging
You can assign tags to a single document or to a selection of documents. Tags can be used to filter the data. Tags can also be granted when opening the data item.
8. Search Results
Search Results is a dynamic field that changes when you apply or reset the query or filter.
The data items in the search result are ranked by relevance by default, however you can decide on the way you want them to be delivered (by date/size/name).
In the layout you will see the context preview of the document (if possible). The content preview represents the piece of the document that includes the search key words. Key words in the preview are highlighted.
You can download the document or find similar documents directly from the search results list. You also will receive the basic information about the file (e.g. its size, creation date & ID).
Pic. 9. Search results
When you press the button “similar document” INDICA automatically builds an advanced query using the first 30 key words within the initial object. The results of this query will be presented as similar documents. Results will be shown upon relevance. Accuracy of the results depends on the length of the objects’ content. Please review the results before performing an action.
9. Work with data items
To Proceed to the document press on its title. You will see the pop-up window with the document and pages preview (in case it contains several pages). The key term will be highlighted, and you will be able to navigate between them inside the document by pressing the up & down buttons. You can download the file, view its’ location, assign the tag and review the meta-data. You also can perform a new search inside the document with the different query.
Pic. 10. Data item review
Please note INDICA operates with a mathematical model of your data. When opening an object in INDICA (Item page) you are not working with the original object. You are never able to create, delete, change or anyhow process the original data with INDICA. In case the original object is changed it will be reflected in INDICA if the (continuous) scanning feature is enabled.
Press on the arrow on the right above the document content to view the meta data of the object. It contains a variety of different properties depending on the object type.
Pic. 11. Metadata Review