Perform ad hoc search and add data to Discovery cases

To perform an ad hoc search and add data to Discovery cases

Access the Administration portal.
Click Discovery.
On the left, click Ad hoc search.
On the Search page, set a search criteria as required, and then click Run Search.
For more information about search syntax refer to the following link:
Search syntax
The data that meets the search criteria is displayed on the page.
Note:
You can use an existing search template by clicking the Use template option that usage the search criteria that are defined in the template. See Add search templates.
Click Add to Case.
On the Add search to case page, do the following:
- Enter a name for the search.
- From the Case dropdown list, select the required Case to add this search.
- Select one of the following options from Search mode.
  By default, the One-time option is selected. However, if the selected Discovery case is created to suppress a legal hold, then this option is not displayed. Alternatively, the Daily option is available to update the Discovery case on a daily basis.
Click Add.

Using contains and equal operators for ad hoc search criteria

Table:

Operators	Description
contains	Use the full or partial name of the item. For example, to search for the file Test data.txt, you can use any of the following: Test data.txt (full name). Test data (partial name). Enclose the full name in inverted commas. For example, to search for the file Test data.txt, you can use "Test data.txt". Enclosing the search term in inverted commas limits the results if the exact text does not match. For example, "Test data" will not retrieve the required result.
equal	Use the exact full name of the item. Do not use partial names of the item. Do not use inverted commas around the item name. For example, to search for the file Test data.txt, use Test data.txt. Using any of the following will not retrieve the result: "Test data.txt" Test data "Test data"

Operators

Description

contains

Use the full or partial name of the item.
For example, to search for the file Test data.txt, you can use any of the following:
- Test data.txt (full name).
- Test data (partial name).
Enclose the full name in inverted commas.
For example, to search for the file Test data.txt, you can use "Test data.txt".
Enclosing the search term in inverted commas limits the results if the exact text does not match. For example, "Test data" will not retrieve the required result.

equal

For example, to search for the file Test data.txt, use Test data.txt.

Using any of the following will not retrieve the result: