Data Discovery & Risk Insights 25.2.0 Help Center

# Filter search

Use the filter panel to refine the content list based on specific criteria. When you select filter criteria, the content list displays only the data items matching the criteria; when multiple filter criterion are selected, you will only see data items that match all of the selections.

Filters build on top of each other. Each separate filter criterion that you select is added to the selected criteria as an AND clause. Within a specific filter criterion, each of the selected values has an OR relationship to the other values.

Example

From the Account criterion, you select John Q. Smith, and then select several file types (TXT, DOC, and XLS) from the File Type criterion.

The content list contains only the file types of TXT, DOC, or XLS where John Q. Smith is the associated user account.

As you add criteria to the filter, the content list updates dynamically so that you can see the results immediately. The criteria you select are shown at the top of the filter pane in the Filters section and can be removed individually as desired.

- Click the remove icon () next to the selected criterion to remove it from the filter.

- Click the clear all icon ()to clear all selected criteria and return to the full list of items.

If you make no selections in the filter panel, the content list reflects all data under OpenText Core Data Discovery & Risk Insights management.

Filter criteria

TIP: For filter criterion sections that include a list of values, the top seven values are listed in descending order according to the number of data items associated with each. If there is also a Find x field, more than seven values are available. Type the desired value in the field. As you type, values matching your entry display; click the desired value to add it to the filter.

The counts that display next to each criterion value are rounded numbers and may not represent the actual number of data items.

Criterion sections that have no matching data are dimmed.

Filter criterion | Description
--- | ---
Keywords | Type a word or phrase to search for. Press Enter on your keyboard to commit the keyword entry to the filter. The word or phrase defined can be found in any part of the data content, or within the file information (metadata). For more information about using keyword search and the supported format, see Keyword search syntax.
Record Date | Define the starting (From) and ending (To) dates. The date range represents the dates the data items were last modified in the data source. NOTE: The referenced date is the sent date for emails and the last modified date for non-emails. Click the calendar next to the From field to select a starting date. If a starting date is defined without an end date, items from the defined date to the current date are matched. Click the calendar next to the To field to select an ending date. If an ending date is defined without a start date, all items up to and including the end date are matched.
Weighted Labels | Select one ore more weighted labels.
Tags | Select one or more tags. Tags are processed as part of the metadata. For more information about tags, see the Connect Help Center.
Reporting Groups | Select one ore more tag reporting groups.
Sources | Select one or more sources from which the data was originally processed.
Source Types | Select one or more source types from which the data was originally processed.
Datasets | Select one or more datasets.
Accounts | Select one or more user accounts.
File Types | Select one or more file types.
File Types (Grouped) | Select one or more grouped file types. For example, Word Processing file type group includes Microsoft Word, text, and RTF file types.
Missing Documents | To filter results by whether the document has been marked for deletion (and therefore missing), select one of the following options. NOTE: These items were removed from the original source location and, upon scan of the dataset, have been marked for deletion from . Exclude Missing Documents (default). Show only documents that have not been marked for deletion. Include Missing Documents. Show all documents, including those marked for deletion. Only Show Missing Documents. Show only documents marked for deletion.
Structured Data | To filter the results by whether the data is structured or unstructured, select one of the following options: All. Show all data. Structured. Show only structured data (originated from database source types). Unstructured. Show only unstructured data (originated from any source type other than databases).
Grammars Extract Status | To filter the results by whether grammar values have been extracted, select one of the following options: All. Show all data, whether or not grammar values have been extracted. Grammars extracted. Show data that has had grammar values extracted. Grammars not extracted. Show data that has not had grammar values extracted.
Content Stored Status | To filter the results by whether data content has been stored and indexed, select one of the following options: All. Show all data, whether or not the content has been stored. Stored. Show data for which the content has been stored. Not Stored. Show data for which the content has not been stored.
Protection Status | To filter by whether the data has been protected, select one of the following options: All. Show all data, whether or not is has been protected. Protected. Show only data that have been protected. Not Protected. Show only data that has not been protected.
Sent to Target Status | To filter the results by whether they have been sent to a target, select one of the following options: All. Show all data, whether or not is has been sent to a target. Sent to Target. Show only data that has been sent to a target. Not Sent to Target. Show only data that has not been sent to a target.
Analyzed Status | To filter the results by whether the data has been analyzed (metadata indexed, metadata and content processed for), select one of the following options: All. Show all data, whether or not it has been indexed. Analyzed. Show only data that has been analyzed. This includes unstructured data that has been collected documents or has not had its content stored. Not Analyzed. Show only data for which only metadata has been processed. This data has not been collected and the content has not been stored.
Collection Status | To filter the results by whether the data has been collected, select one of the following options: All. Show all data, whether or not is has been collected. Collected. Show only data that has been collected. Not Collected. Show only data for which only metadata has been processed and for unstructured data that has had content stored.
Attachments | Select whether or not to filter for data with attachments. All. Show all data, whether or not it has attachments. Has Attachments. Show only data that has attachments. No Attachments. Show only data that does not have attachments.
Warnings | To filter the results by warnings encountered during processing, select one or more of the possible warning messages. NOTE: Warnings are separate from errors.
Errors | To filter the results by whether the data encountered an error during processing, select one of the following options: All. Show all data, whether or not it encountered errors during processing. Collected. Show only data that encountered errors during processing. Not Collected. Show only data that did not encounter errors during processing. NOTE: Errors are separate from warnings.
Create Date | Define the starting (From) and ending (To) dates. The date range represents the creation date of the data source to which the item belongs. Click the calendar next to the From field to select a starting date. If a starting date is defined without an end date, documents from the defined date to the current date are matched. Click the calendar next to the To field to select an ending date. If an ending date is defined without a start date, all documents up to and including the end date are matched.
Modify Date | Define the starting (From) and ending (To) dates. The date range represents the dates the items were modified in the data source. Click the calendar next to the From field to select a starting date. If a starting date is defined without an end date, items from the defined date to the current date are matched. Click the calendar next to the To field to select an ending date. If an ending date is defined without a start date, all items up to and including the end date are matched.
File Size | Define a file size range (in MB) for items. Items within, and including, the defined range are returned. Limits:positive integers between 0.0 and 999,999 and limited to a single decimal place (`N.n`). The MB file size is converted to bytes and rounded to a whole number. Files with a size up to and including that number of bytes are returned.
[Grammar classes] | The filter panel displays filters for each defined grammar class. Select one or more grammar rules within the grammar classes to add to the filter.

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Version 25.2.0 | Last updated May 2025
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