Simple and Advanced Searching

Searching the file system within Platform provides a simple yet powerful approach for users and administrators to find assets no matter where they are located. And because the system is powered by a SQL database, search requests can be submitted through a web browser and multiple terabytes of data can be searched within seconds to find key information.


A couple of key points should be defined to start.

  • The Platform Search System only provides access to assets and folders in a Platform Space based on the access permissions of the logged in user. Therefore, if a user does not have at least access to a particular Platform Space they cannot search for assets in that space.
  • Additionally, the Platform Search System will search for files across Platform nodes regardless of what Node or Storage System that Platform Space is located upon.

Simple Search

The Platform Search system is available at the header of every Platform Interface screen and allows any user the ability to search for a file name in the integrated catalog.

simple search bar

This simple searching approach provides the fastest and easiest access to finding files throughout the Platform infrastructure.

simple search menu

When a user types a file name in the search box, the system will attempt to auto complete the search box with file names that are on the storage system. This approach makes it very easy for a user to locate a file by it’s file name, in any space they have access to.

In the example provided, by typing in 4K, the system brought up a list of files and folders with the letters ‘4K’ in the name. The operator can use the up/down arrow keys to scroll down the list and select a particular file, or just press enter and the system will display the search results.

If the operator presses enter, the system will bring up the Search results screen and display a list of files that match the criteria.

advanced search results 2

In the illustration above, there were 130 files which met the criteria. These can and do exist on multiple Platform Nodes, Storage Groups and Platform Spaces.

The Advanced Search Window

advanced search bar

The dropdown box next to the search icon at the top of every screen provides the method to engage the advanced search window. When the operator clicks it, they are provided advanced search options:

advanced search window

Figure 21 - Advanced Search Window

The Advanced Search Window is broken down into multiple sections described below. Once a user selects one of the drop down fields in this window the system will dynamically allow them to create Boolean search conditions.

advanced search fields

Each criterion has a set of operators that apply. Examples of operators include:

advanced search conditions

Table 5 - Advanced Search Condition Operators

Name / Location

This section allows the user to select search criteria regarding the name and location of files / folders. Clicking on the drop down option on the field will bring up a list of criteria that can be selected:

name location criteria

Refinement

The refinement section provides additional criteria for more advanced searches. The options are listed below:

refinement

refinement2

Tape

The section only applies to files that have been written to LTO tape, either in a backup or an archival operation. This section also corresponds to the “Search Archive Tapes” checkbox explained below. If that checkbox is not selected, criteria specified in this section will not apply.

tape

Metadata

metadata

The metadata section will list each custom metadata field created in the Metadata tab of the system configuration screen. They can be added any time when additional metadata needs to be tracked.

The table below shows the types of metadata values that can be defined and how the advanced search window will handle them.

metadata

metadata2

Search Footer

search footer

The bottom of the Advanced Search Window contains key controls:

And / Or Checkbox – The default “And” is selected by default and indicates that a file or folder must meet all of the criteria to be displayed. If the user selects the “Or” checkbox, the system will display a file or folder that contains any of the criteria selected.

Clear Button – After clicking this button, the system will clear out all of the search criteria entered into the search window.

Search – This button will cause the system to submit the search to the Platform System and redirect the results to the Search Results Screen.

Close – This button will close the advanced search window.

Search Platform Spaces Checkbox – When selected, this option will search the integrated catalog for files that are in Platform Spaces. These can be online or offline Platform Spaces.

Search Archive Tapes – When selected, the system will search the integrated catalog for files that have been written to an LTO Tape. Note both of these checkboxes can be checked and the system will search both Platform Spaces and Tapes.

Save – Allows the user to save the search criteria and use it later. See Saved Searches below.

Saved Searches

The Platform Search system provides a powerful option to allow individual users to save search criteria and easily recall the search later. This approach saves time and eliminates the complexity of building detailed search criteria each time.

Searches are first created in the Advanced Search Window and can also be saved there. For instance, the user may commonly perform a search for Red Footage. It is easy then for the operator to create search criteria to just search for .R3D files. IN the example below, the user has created their search criteria and they will save it by clicking on the ‘Save’ button.

saved search menu

save search bar

After pressing the Save button, the user names this file “Red Files”. After saving, these search criteria are available to be used in quick searches as described below. Note that saved searches cam ne saved as ‘Public’ which will be available to all users. If the ‘Public Search’ box is not checked, they are saved per user so that if an operator logs into the system with a different user name, their saved searches will not be available.

Using Saved Searches

using saved searches

In order to recall and use a saved search, the operator simply needs to bring up the Advanced Search Window and click on the Saved Searches drop down in the upper right hand corner of the screen. By clicking on one of the saved searches, the system will automatically perform the search and redirect the operator to the search results screen.

Using Saved Searches in the Platform Spaces Screen

Additionally, users also have the option of a using saved searches in the Platform Spaces screen. This is accomplished by right-clicking on a Platform Space and choosing ‘Search Platform Space’. If the user has saved searches the will be displayed as sub-menu options to the right of the Search Platform Space option.

using saved searches in platform spaces screen

If the user clicks on one of their saved searches, the system will search the Platform Space adding the criteria found in the saved search. In the example above, if the user clicked on ‘Search Allens Project’ and then selected ‘Premiere Projects’, the system will perform search just for Premiere Projects in that Platform Space.