Content Search Configuration

Prerequisite: Ensure that you have chosen the Security and Protection module from the top drop-down menu.

This document takes you through the steps to

Steps to perform search operation

  1. Go to the Content Search tab.
  2. In the Select Mailbox field, use + to select the mailboxes that you need to search.
  3. Set the Search Criteria. Using the + option, you can set multiple conditions.
  4. Click Search.

Steps to save a search operation

After performing a search operation,

  1. Click on the Save as New Profile option seen above the results table.
  2. Provide a Profile Name, and Polling Interval to automate this search.

Note: This saved search can be found in the left pane of the Search tab.

Steps to create a search profile

  1. Go to the Settings tab.
  2. Navigate to Configuration → Search Configuration → Content Search profiles in the left pane.
  3. Click on Advanced Options, if you want to configure email notification.
  4. Select the Email alerts corresponding to this profile check box.
  5. Select the Notification Template using the + option.
  6. From the Notify On drop-down, select when the admin should be notified.
    • New Mails - When a new email matching the search criteria is found.
    • Moved Mails - When an existing email matching the search criteria is moved from one parent folder to another parent folder.
    • Deleted Mails - When an email matching the search criteria is deleted.
  7. Choose the Include Event Details option, if the details on the result must also be included in the email.
  8. Click Add.

Note: Azure China tenants can set alerts only for new emails as they do not support delta query for Microsoft Graph API.

Steps to enable/disable a search profile

profiles in the left pane.

  1. Go to the Settings tab.
  2. Navigate to Configuration → Search Configuration → Content Search profiles in the left pane.
  3. Select the Microsoft 365 Tenant.
  4. Click on the icon under the Actions column corresponding to the profile you need to enable. (Click on to disable).

Note: To enable/disable all the profiles in a single click: Select the check box in the top row to select all the profiles, and select Manage → Enable/Disable.

Modify a search profile

  1. Go to the Settings tab.
  2. Navigate to Configuration → Search Configuration → Content Search profiles in the left pane.
  3. Select the Microsoft 365 Tenant.
  4. Select the edit icon under the Actions column corresponding to the profile you need to edit.
  5. Modify the fields you want.
  6. Click Update.

Delete a search profile

  1. Go to the Settings tab.
  2. Navigate to Configuration → Search Configuration → Content Search profiles in the left pane.
  3. Select the Microsoft 365 Tenant.
  4. Select the delete icon under the Actions column corresponding to the profile you need to delete.
  5. Select Yes in the pop-up that appears.

Note: To delete all the profiles in a single click: Select the check box in the top row to select all the profiles, and select Manage → Delete.

Don't see what you're looking for?

  •  

    Visit our community

    Post your questions in the forum.

     
  •  

    Request additional resources

    Send us your requirements.

     
  •  

    Need implementation assistance?

    Try onboarding

     

Copyright © 2023, ZOHO Corp. All Rights Reserved.