Navigating with Search
Search enables you to discover, navigate to, and perform operations on a number of elements within the Portal. All objects within the Inventory are discoverable by Search. Reports, templates and dashboards can be found and generated on-demand using Search. Data collectors and their policies can be quickly located, providing immediate access for analysis or updating. Users can also be located using Search. See
Valid Entries for Search.
Additional filtering is available on those items displayed in management grids:
To search the across the Portal
Enter a value in the
Search field. You can select a category, such as Data Collectors or Hosts, from the drop down menu to further narrow the scope of your results. As you type, the first 10 potential matches are displayed. These are string matches. You can also click
All Results in the match list to go directly to the Search Results. See
Search Results View: Narrowing the Scope.
Searching for... | Search Results... |
Reports and Dashboards | For reports and templates, search crawls the report/template name, short and long description. On the Search Results page, click the link in the Source Location column to navigate to the source report or template. You can edit or customize the report if applicable. Double-click a template to display the scope selector. This allows you to set the parameters before running it. Double-click a report or dashboard to run it. Click Details to toggle on the view panel to read a long description for a report or template. (This is only available for Backup Manager and Capacity Manager). |
Inventory Objects | For Inventory objects, search crawls object name. For Hosts, search also crawls primary IP address. For VM Servers, search also crawls Cluster name. Note: In Search, Primary IP address requires the full address and does not support a partial entry. Search by, the page-level operation, supports a partial entry. On the Search Results page, if you locate the required inventory object, you can double click it and go directly to its specific Reports within the Inventory. |
Data Collectors and Policies | For Data Collectors, search crawls the collector name. For collector policies, search crawls the policy name. Note: The policy name is system generated. The name is derived from a combination of vendor name and in most cases, a server IP address. On the Search Results page, if you locate the Data Collector or policy you’re interested in, double click it to go directly to the Collectors page with the result selected. |
Users | For Users, search crawls First Name, Last Name, Login name and email. A user can be active or inactive. On the Search Results page, if you locate the User you’re interested in, double click it to go directly to the Users page with the result selected. |
Valid Entries for Search
• Partial entries are supported
Note: Primary IP address requires the full address and does not support a partial entry in the main Search.
• Case insensitive
• Alphanumeric a-z, 0-9
• Use double quotes for exact search (retain word order, reserve punctuation and all stop words
such as _-., for, if, …)
Search Results View: Narrowing the Scope
On the Search Results page, you can refine the results based on Keywords, Product, Category and Source. By default, all reports available to your user role, and those that are shared with you are displayed.
You must enter a search value to access the
Search Results page. Click the Search icon beside the
Search field. The search results are displayed on the
Search page. Results are listed under categories.
On the Search Results page you can refine your results or start a new search. The Search Results page allows you to:
• Further refine results from a search
• Run a report
• Go to a location to manage the data collector/policy, user profile, inventory object, report, template, or dashboard
• View long descriptions for certain reports. (This feature is only available for Capacity Manager and Backup Manager).
To narrow your search results
1. Select a category and the results automatically update based on the selection.
2. For Keywords, enter a name or description in the field, and select Name and/or Description.
3. Double-click to run a report. Click an inventory object to navigate to its Summary page.
Click the link in the Source Location column to navigate to the actual report. You can edit or customize the report if applicable.