search mobile facets autocomplete spellcheck crawler rankings weights synonyms analytics engage api customize documentation install setup technology content domains user history info home business cart chart contact email activate analyticsalt analytics autocomplete cart contact content crawling custom documentation domains email engage faceted history info install mobile person querybuilder search setup spellcheck synonyms weights engage_search_term engage_related_content engage_next_results engage_personalized_results engage_recent_results success add arrow-down arrow-left arrow-right arrow-up caret-down caret-left caret-right caret-up check close content conversions-small conversions details edit grid help small-info error live magento minus move photo pin plus preview refresh search settings small-home stat subtract text trash unpin wordpress x alert case_deflection advanced-permissions keyword-detection predictive-ai sso

The Searcher's Manual

With all these useful applications and services generating data, it's a challenge to keep things organized.

You have important files and pressing issues stashed all over the place.

Enterprise Search helps you find them, organize them and action them.

Searcher's Manual - A mighty fine search experience.
It's Enterprise Search. Full control over search. The UI is sleek, yet helpful. Robust, yet not overwhelming. It is visually delightful.

This is The Searcher's Manual.

In five minutes, you'll learn about organization wide search. And you'll never want to look back.

First, login. Then let's go!

Speaking Your Language

You have met many search bars.

Google has one, as does Bing, Yahoo -- and most popular websites and applications.

This one is like those, but with one key difference: it doesn't search one thing -- it searches many different things: your things.

It's one search bar for your everyday work life. And it understands your natural language.

You don't need to type strange incantations. You can phrase your search as if you were speaking to another person:

  • "monthly accounting report edited by Alvin Accountant in sheets".

  • "crippling bugs assigned to Erica Engineer in GitHub with status blocked."

  • "team sync in drive from yesterday"

  • "pdf from yesterday with status to do"

When you hit on a key phrase, the text will turn blue and the parameters of your search will be toggled automatically.

The Searcher's Manual - A search, key words being interpreted.
A list of all the available content sources. Custom API has a blue sphere.

Some of the more common key phrases include...

Goal Phrase
Find a Person creator is, created by, edited by, modified by, from, shared by, edit by, updated by, modified by, assigned to
Find a Source in, in source, on
Find a Date from, yesterday, last week, last month, recent, recently
Find a File Type pdf, spreadsheet, document, issue, presentation, rtf, ppt, xls, html, json, mov
Find a Status open, closed, done, to do, backlog, in progress, blocked, pending, in review


Try out some example searches on your own.

Your Window into Work

The main dashboard shows you what's new and the content sources through which you can search.

New files will appear under Recent Activity.

Search for things using the above method.

Once you have searched, you can manually supplement your queries by setting the time and relevancy.

Unless you specify a time frame using natural language, the default is All Time.

Click the clock to set your own custom time frame:

Searcher's Manual - Time
It's the search UI. A search for product is present, and there are some results. The time dropdown is invoked and you can select yesterday, last week, last month, or a custom frame.

Click the button that says Relevance to change between search modes.

You can sort by Relevance or by Recently Updated:

Searcher's Manual - Relevance or Recently Updated
The Relevance dropdown menu next to the searchbar. The Recently Updated option is invoked and the results have shifted accordingly with the most recent at the top.

After you search for something, you can toggle facets on and off.

This means you can add or remove sources from the search, change the type, person, and more:

Searcher's Manual - Fully faceted.
A long list of facets. It uses GitHub as an example. Shows

Each time you add a facet, your results will reflect your choices. Narrow them down as much as you'd like.

Each facet value can be included in a natural query.

So you could write: "open pull requests created by kovyrin in the super-code/aerosolve repository" as a query.

The facets would then toggle automatically.

With these tricks, you'll be able to keep narrowing things down to find just what you're seeking.

Adding Private Sources

Your administrator has added a number of sources through which you can search. But you can also add your own.

Each person can add their own private sources.

You might add your own private GitHub source, private Google Drive, or your own private Custom API Source.

When you add private sources, only you will be able to search through them.

That way, you can supplement your organization's information with your own things.

Click My Account in the top right corner.

Select Account Settings.

This is where you can change some of your personal information and your password.

But you can also select from one of two tabs. Select the Private Content Sources tab:

Searcher's Manual - The private content sources tab.
A tab with the aforementioned words.

You'll notice you don't have any private sources yet -- no problem.

Click the green button that says: Add a private content source.

From there, you'll be able to add any content source that your administrator has connected:

Searcher's Manual - Add a private content source.
A list of content sources with their brand logos which you can add. There's an octocat, a box, all sorts of neat things.

These sources only show up for you!

Pssst!... If building Custom API Sources is your kind of thing, we have a guide for that.

Summary

That's the basics. Enterprise Search will continue to evolve.

As you get more and more used to searching for things, your workflow will change over time.

You'll name files according to how you're used to searching for them and gradually build knowledge bases that are more searchable.

It's a fun road to a more organized future.

Enjoy!


Enjoying the beta? Something broken? Lost? Please send us your feedback or visit the Enterprise Search community.