Calyx RIM 7.0 Publishing

DMS Search

Use the Search tab on the DMS Browse window to search any of the following repositories for which you have access permission:
  • Documentum
  • Veeva
    Warning: When searching against a Veeva repository using DMS Search in Calyx RIM, an error may appear about exceeding the API calls limit. By default, Veeva Vault has an API burst limit of 2,000 API calls within a 5-minute period, and 100,000 API calls daily. These limits help to prevent runaway script scenarios (e.g. where the logic creates an infinite loop that continuously calls the Vault APIs). To request an increase to this limit, please contact Veeva Support.

The available DMS Search options depend on the type of DMS repository you are searching. Different options are available for different DMS repositories. For example, the Advanced Query functionality is available only for Documentum and Veeva repositories.

By default, a DMS search returns only the first 50 objects found. If your company wishes to modify the default setting, please contact Technical Support.

Field Description
DMS Repository Select the DMS repository to search. Required.
Repository This field appears on the search tab after you select a DMS Repository.

Select the name of the repository to search. Required.

Document Type This field appears on the search tab after you select a Repository.

Select the document type to search for in the repository. Required.

Note:

The Document Type field in the Calyx RIM DMS Search function is not equal to the Document Type term in Veeva. Calyx RIM DMS Search treats the Veeva Document Type as a top level folder in the DMS folders/files tree.

Search Folder Click the Browse option to choose a folder in the repository to search. In addition to the required fields, you must choose a Search Folder or Advanced Query to complete a search.
Exclude Assigned Documents Select this option to exclude assigned documents from the search.
Case Sensitive Select this option to make the search case sensitive according to your filter criteria.
Advanced Query Advanced Query is available only for Documentum and Veeva repositories.

Click Build Query to open the Set Filter window and add operators to refine your search criteria. In addition to the required fields, you must choose a Search Folder or Advanced Query to complete a search.

  • Choose a grouping operator. Choose None, or choose to group multiple filter criteria within parentheses.
  • Choose a field. Select a field from the keywords list. This list, except for Path, corresponds to the columns in the grid view. If your company configures custom fields for the grid view, those fields also are available.
  • Choose an equality operator. The equality operators are dynamic and vary according to the selected field.
  • Choose a value. Enter text, or choose dates, if a date field was selected, to specify the equality operator. 

Example:

To find all documents created on one specific date, in this example, July 1, 2014:

  1. Choose the field Date Created.
  2. Choose the operator Between.
  3. Set the first date to 01-Jul-2014, and set the second date to 02-Jul-2014. The search filter looks like this: 'Date Created' between '01-Jul-2014, 02-Jul-2014'. 
  4. Click Finish, and then click Search. The DMS Search Results displays results for only July 1, 2014.

The system retains the last search criteria specified in Advanced Query until those criteria are reset, regardless of whether the DMS Browse/Search window is closed/reopened, the user logs off from , or the browser window is closed.

Clear Clears and closes the Set Filter window.
Back To return to the previous criteria in your search filter, click Back.
Next To add another item to your search filter, click Next.
Finish When your search filter is completed, click Finish.
Cancel To cancel your last selection while creating the search filter, click Cancel.
Reset To remove all search criteria and start over, click Reset.
Search To initiate the search using your selected criteria, click Search. The results appear in the DMS Search Results grid view.