Starting a search

When you run a search in the RM Management Console, you build up your search criteria progressively: each choice you make provides further choices until the search criteria are complete.

To start a search

From the Edit menu, choose Search.
Select the option you want to search on, and work through the drop-down lists until you can enter your search text.

For example, to find users with the name Andy:

From the Find drop-down list, select Users.

From the Where drop-down list, select User Name.
From the next drop-down list that appears, select 'Starts with'.
In the next field that appears, type Andy.

Note: If you leave this box blank, the search may take some time to complete, and could produce a very long results list.

To start the search, click OK.

Notes

You can save your search as a smart-list. A list can then be added to your favourites.
Searching for users allows you to save the results to a CSV file (to export users).
To search on a selected folder, you can also choose in the toolbar.