Arctera™ Insight Personal Archive Help

Last Published:
Product(s): Veritas Alta Archiving (1.0)
  1. Getting started
    1.  
      About Arctera Insight Personal Archive
    2.  
      Prerequisites for Insight Personal Archive
    3.  
      Compatibility and the latest updates
    4.  
      Known Issues
    5.  
      Accessing new Arctera Insight Personal Archive portal
    6.  
      Logging in
    7.  
      About Email Continuity
    8.  
      About legacy data
    9.  
      Setting application preferences
    10.  
      Resetting a forgotten password
    11.  
      Changing your message view
  2. Managing archives and archived messages
    1.  
      About Folder Sync
    2.  
      Folder Sync FAQ
    3.  
      Viewing Synchronized Folders in Insight Personal Archive
    4.  
      Monitoring other accounts
    5.  
      Viewing delegate archives
    6. Working with archived emails
      1.  
        Composing new emails
      2.  
        Viewing archived emails
      3.  
        Replying to archived emails
      4.  
        Forwarding archived emails
      5.  
        Restoring archived emails
      6.  
        Applying tags
      7.  
        Removing tags
      8.  
        Saving archived emails to your computer
      9.  
        Downloading email attachments
      10.  
        Printing archived emails
      11.  
        Sending archived email to InsightBook
    7.  
      Viewing collaboration messages
  3. Managing InsightBooks
    1.  
      About InsightBooks
    2.  
      Understanding InsightBooks dashboard
    3.  
      Setting a vacation period
    4.  
      Creating InsightBooks
    5.  
      Creating Notes in InsightBooks
    6.  
      Working with InsightBooks
  4. Managing searches
    1.  
      About Insight Personal Archive Search
    2.  
      Using Quick Search
    3.  
      Using Advanced Search
    4.  
      Using folder search
    5.  
      Creating a new search
    6.  
      About Hit Highlighting
    7.  
      Search syntax
    8.  
      About stop words and special characters in searches
    9. Boolean operator searches
      1.  
        AND operator search
      2.  
        OR operator search
      3.  
        NOT operator search
      4.  
        About using multiple Boolean operators
      5.  
        About using Boolean operators with phrase searches
      6.  
        About Boolean operators and special characters
    10.  
      Wildcard searches
    11.  
      Proximity searches
    12.  
      Double-byte character set searches
    13.  
      About enhanced searches in Japanese
    14.  
      Using Search Filters
    15.  
      Creating Saved Searches
    16.  
      Updating Saved Searches
    17.  
      Deleting Saved Searches
    18.  
      Searchable attachment types
    19.  
      Insight Personal Archive Search FAQs
  5. Managing tags
    1.  
      About Insight Personal Archive tags
    2.  
      Updating tags
    3.  
      Deleting tags

Creating a new search

The Advanced Search feature provides a unified search experience across multiple data sources, helping you quickly locate relevant information in your personal archive. It delivers a consolidated, intuitive, and flexible search interface that enables faster retrieval of information across communication and content platforms.

After the results load, you can preview emails and collaboration items.

Note: If the InsightBook feature is enabled, you can also create a new InsightBook directly from this tab. See About InsightBooks.

To create a new search

  1. Select the Advanced Search tab.

  2. To perform advanced search, specify the following inputs in the Advanced Search tab.

    Filters

    Expand Filters and set the filter operator values. The operators are explained in a table below.

    • Select All to match all conditions you have provided.

    • Select Any to match any of the conditions you have provided.

    • Click + to add new search clauses, and complete a new row for each clause.

    • Click - to remove search clauses that are not required.

    • Searches are not case-sensitive. The search supports phrase search, Boolean operators, proximity search, and wildcard search.

      See Search syntax.

    The Filter operators are listed below:

    Message

    Entire Message

    Contains / Doesn't Contain

    Subject + Body

    Contains / Doesn't Contain

    Subject

    Contains / Doesn't Contain

    Body

    Contains / Doesn't Contain

    Inbound Message (AND)

    Yes / No

    Outbound Message (AND)

    Yes / No

    Is Hidden

    Yes / No

    IP Header

    Contains / Doesn't Contain

    Date Sent/Modified(AND)

    Is Equal To

    Select a date

    Before

    Select a date

    After

    Select a date

    Within Range

    Select a date range

    Participants

    All Senders and Recipients

    Contains / Doesn't Contain

    Senders Only

    Contains / Doesn't Contain

    Recipients Only

    Contains / Doesn't Contain

    To/Cc

    Contains / Doesn't Contain

    To

    Contains / Doesn't Contain

    Bcc

    Contains / Doesn't Contain

    Attachment

    Has Attachment

    Yes / No

    File/Attachment Name

    Contains / Doesn't Contain

    File Attachment Type

    Contains / Doesn't Contain

    See Searchable attachment types.

    Source Type

    Is: Filters results that match the selected source type(s)

    Is Not: Excludes results that match the selected source type(s).

    Select one or more sources as needed.

  3. To perform query search, specify the following inputs in the Query Search tab.

    Note:

    Use the scroll bar to view the lengthy queries.

    Guidelines for specifying queries

    The application supports query searches only if the following necessary conditions are followed. Else, the application displays corresponding errors.

    Conditions

    Examples

    Operator-specific conditions

     

    The search criteria must be used after the operator and before the query text.

    Correct

    subject:hi OR attachments:test

    Incorrect

    subject:hi OR test

     

    The AND/OR/NOT operators must be written in capital letters.

    Correct

    subject:text1 AND textbody:text2 OR attflag:true

    Incorrect

    subject:text1 and textbody:text2 or attflag:true

     

    The AND/OR logical operator is missing.

    Correct

    EntireMessage:test AND NOT Entiremessage:hi

    Incorrect

    EntireMessage:test NOT Entiremessage:hi

    Spaces-specific conditions

     

    The extra space(s) between operators is not allowed.

    Correct

    (NOT subject: test AND NOT textbody :test)

     

    The space after bracket is not allowed.

    Correct

    (NOT subject: text1)

    Incorrect

    ( NOT subject: text1)

     

    The space before colon is not allowed.

    Correct

    (NOT subject: test AND NOT textbody:test)

    Incorrect

    (NOT subject : test AND NOT textbody :test)

  4. Click Search.
  5. To review emails, access the Email tab and click the item you want to review. It supports hit highlighting functionality. See About Hit Highlighting.

  6. To review collaboration messages, access the Collaboration tab and click the item you want to review. It supports hit highlighting functionality. See About Hit Highlighting.

  7. (Optional) If you want to create a new InsightBook for this search result, click Create InsightBook.

    The Create InsightBook pop-up appears as shown below.

    Type a unique name and provide description of the Insightbook. Click Save. For more information, See Creating InsightBooks.

    Note: The InsightAI icon is visible only if this service is enabled for your account. Acting as your built-in AI assistant based on Open AI GPT-4.1 Nano model, it delivers faster, smarter, and more reliable answers from both new and saved searches by generating context from emails, collaboration messages, and files. You can use the predefined prompts or enter your own prompt (query) to generate context.