Exact Synergy Enterprise

Searching for Non-Unicode-compliant Documents to be Repaired to Unicode-compliant Documents

Introduction

Exact Synergy Enterprise incorporates Unicode to support multi-language characters. However, it is possible that during conversion, some documents were not properly converted. Thus, the content in the documents have characters that cannot be read or will be represented by question marks.

At this screen, you can perform a search for documents and select the documents that are not Unicode-compliant to be repaired. The contents in the documents will be readable once the documents are repaired.

Menu path

System/Setup/Other/Documents: Repair

Roles & rights

You can repair documents only if you have the Administrator role.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Show

Click this to display a list of documents according to the defined criteria.

Note: Once you clicked this button, the name of the button will change to Search. The Maintenance, Cleanup, and Repair buttons will be available. The Reset, Count, and Default buttons will be unavailable.

Reset

Click this to clear the defined criteria and reset search conditions.

Count

Click this to count the documents that match the defined criteria.

Default

Click this to reset the search page to show only default search criteria fields.

Search

Click this to display the criteria and make changes to the defined criteria.

Maintenance

Click this to perform batch document updates where you can change the properties of, or set to Archive status, all documents in the search result.

Cleanup

Click this to perform several batch cleanup operations on documents in the search results.

Repair

Click this to repair the documents (selected under the Repair column in the search results) that were not properly converted to support Unicode. For more information, see Selecting Documents to be Repaired.

Note: This button is available in the search results screen if this screen was accessed via System/Setup/Other/Documents: Repair and if you have the Administrator role.

Close

Click this to exit.

Description

Document section

Text

Type the text to search for documents containing this text.

Project

Select a project to search for documents linked to this project.

Type

Type or select the type to search for documents of this type.

Item section

Item

Type or select an item to search for documents linked to this item. Click the condition icon to change the search condition to:

Equal to — This displays documents linked to this item.
Empty — This displays documents not linked to any item.
Not - Empty — This displays documents linked to any item.

If the search the condition is Equal to and if this field is blank, any document, regardless of linked items, will be displayed.

Created section

Creator

Select a person to search for documents created by this person.

Account section

Account

Type or select an account to search for documents linked to this account. Click the condition icon to change the search condition to:

Equal to — This displays documents linked to this account.
Empty — This displays documents not linked to any account.
Not - Empty — This displays documents linked to any account.

If the condition is Equal to and if this field is blank, any document, regardless of linked accounts will be displayed.

Contact

Select a contact to search for documents linked to this contact of the account selected in the Account field.

Note: The search condition of the Account field must be Equal to.

View section

Sort by

Select one of the following sort methods to sort the search results list. Four methods are available:

Modified (Descending) — This sorts the documents starting with the latest modified document.
Modified (Ascending) — This sorts the documents starting with the oldest modified document.
Created (Descending) — This sorts the documents starting with the latest created document.
Created (Ascending) — This sorts the documents starting with the oldest created document.
Ranked by relevance — This sorts the documents by relevance for Subject or Text search.
ID — This sorts the documents starting with the latest ID number.

Note: In order to use Ranked by relevance, you must configure the system to use Advanced full-text search. For more information, see Customizing Exact Synergy Enterprise.

Reading pane

Select Yes or No to show or hide the reading pane below the search results list. You can use the reading pane to quickly view the content of a document without opening the document.

Totals section

Select Count to display only the number of documents that match the defined criteria. Otherwise, leave it blank to display a list of documents that match the defined criteria.

Templates section

You can save your search criteria as a template. For more information, see Creating and Modifying Templates.

Customize

Click at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving. Take note of the following sections/fields:

Columns section

You can add or remove columns to be displayed by selecting the relevant columns. You can also arrange the columns by clicking Up or Down. The default columns are Subject, Type, Category, Account, Creator, and Modified.

Document section

This section contains fields related to the document properties.

Subject

Type the subject to search for documents containing this subject.

Replies

Select the Exclude check box to exclude document replies from the search result.

ID

Type the exact ID number of the document you want.

Security level

Type the security level range to search for documents within this range. To search for all documents above a certain security level, type only the starting level in the first field and leave the second field blank.

Attachments

Type the text to search for documents based on attachment file name. There are five search conditions available when you click the condition icon. Each click will change the search condition to:

Starts with — This displays documents with attachment file name that starts with this text.
Contains — This displays documents with attachment file name that contains this text.
Equal to — This displays documents with attachment file name that is the exact match to this text.
Empty — This displays documents that do not have any attachment.
Not - Empty — This displays documents with attachments regardless of the attachment file name.

If the search condition is Equal to, Starts with, or Contains and if this field is blank, any document, regardless of document attachment, will be displayed.

Division

Select a division to search for documents linked to this division. Click the condition icon to change the search condition to:

Equal to — This displays documents linked to this division.
Empty — This displays documents not linked to any division.
Not - Empty — This displays documents linked to any division.

If the condition is Equal to and if this field is blank, any document, regardless of linked division will be displayed.

Language

Type or select a language to search for documents set to this language.

Click the condition icon to change the search condition to:

Equal to - This displays documents set to this language.
Empty - This displays documents not set to any language.
Not - Empty - This displays documents set to any language.

If the search condition is Equal to and if this field is blank, any document, regardless of document language, will be displayed.

Publish

Select Normal, Frontpage, or Headline to search for documents published as this type. Leave this field blank to search for all documents regardless of the published type.

Status

Select the relevant check boxes to search for documents in these document statuses. Clear all check boxes to search for all documents regardless of document status.

Search

Select Documents + Attachments to apply the search term in both documents and attachments. Select Documents or Attachments to apply the search term either in documents or attachments respectively.

Opportunity

Type or select the opportunity code to search for documents linked to that opportunity.

Layout

Select this check box to include only document layout, mail merge layout, and front page layout documents in the document search.

Item section

This section contains fields related to the item linked to the document.

Serial number

Type or select a serial number to search for documents containing items with the serial number.

Assortment

Type or select an assortment to search for documents linked to this assortment. Click the condition icon to change the search condition to:

Equal to - This displays documents linked to this assortment.
Empty - This displays documents not linked to any assortment.
Not - Empty - This displays documents linked to any assortments.

If the condition is Equal to and if this field is blank, any document, regardless of linked assortments, will be displayed.

Parent

Select an item to search for documents linked to the child items of this item.

Child

Select an item to search for documents linked to the parent items of this item.

Item - Relation

Select an item relation type to search for documents linked to items that have this type of item relation in the item configuration. For more information, see Viewing Item Cards.

Owner section

This section contains fields related to the document ownership.

Person

Select a person to search for documents where document Rights is assigned to Creator/Owner and Owner is assigned to this person.

Division (Creator)

Select a division to search for documents based on the division of the document creator and the document Rights is assigned to Division - Creator.

Role

Select a role to search for documents where document Rights is assigned to Role and ownership is assigned to this role.

Cost center

Select a cost center to search for documents where document Rights is assigned to Cost center and ownership is assigned to this cost center.

References section

This section contains fields to search documents based on references.

Document (Main)

Select a document to search for documents based on the following search conditions:

Equal to — This displays the documents created in reply to the selected document.
Empty — This displays documents that are not reply documents.
Not - Empty — This displays documents created in reply to other documents.

If the condition is Equal to and if this field is blank, any document, regardless of document reference will be displayed.

Document (Reference)

Select a document to search for all documents containing hyperlinks to this document.

Note: The results of this search depend on the document reference table updated by the full text search background job.

Created section

This section contains fields related to the document creation.

Created

Set the date range or select a preset date range to include only documents created within this date range in the search. The preset date ranges available are:

<All> — Includes all documents regardless of created date.
This year — Includes only documents created in the current calendar year.
This quarter — Includes only documents created in the current calendar quarter.
This month — Includes only documents created in the current calendar month.
This week — Includes only documents created in the current calendar week.
Today — Includes only documents created today.
Yesterday — Includes only documents created yesterday.
Last days: 7 — Includes only documents created in the past seven days.
Last days: 30 — Includes only documents created in the past 30 days.
Last days: 90 — Includes only documents created in the past 90 days.
Last days: 365 — Includes only documents created in the past 365 days.

Days

Type a number from 0 to 9999 to search for documents created within this number of days before today.

Name

Type a full name to search for documents created by creator(s) with this full name.

Group

Select a division subgroup of the first division group to search for documents created by people from divisions in this division subgroup.

Division

Select a division to search for documents created by people in this division based on the following search conditions:

Equal to — This displays the documents created by people in the selected division.
Empty — This displays documents created by people not linked to any division.
Not - Empty — This displays documents created by people linked to any division.

If the condition is Equal to and if this field is blank, any document, regardless of the division of the document creator, will be displayed.

Cost center group

Select a cost center group to search for documents created by people of the cost centers in this cost center group.

Cost center

Select a cost center to search for documents created by people of this cost center.

Manager

Select a manager to search for documents created by people under this manager.

Modified section

This section contains fields related to document modification.

Modifier

Select a person to search for documents modified by this person.

Modified

Set the date range or select a preset date range to include only documents modified within this date range in the search. The preset date ranges available are:

<All> — Includes all documents regardless of modified date.
This year — Includes only documents modified in the current calendar year.
This quarter — Includes only documents modified in the current calendar quarter.
This month — Includes only documents modified in the current calendar month.
This week — Includes only documents modified in the current calendar week.
Today — Includes only documents modified today.
Yesterday — Includes only documents modified yesterday.
Last days: 7 — Includes only documents modified in the past seven days.
Last days: 30 — Includes only documents modified in the past 30 days.
Last days: 90 — Includes only documents modified in the past 90 days.
Last days: 365 — Includes only documents modified in the past 365 days.

Days

Type a number from 0 to 9999 to search for documents modified within this number of days before today.

Group

Select a division subgroup of the first division group to search for documents modified by people from divisions in this division subgroup.

Division

Select a division to search for documents modified by people in this division based on the following search conditions:

Equal to — This displays documents modified by people in the selected division.
Empty — This displays documents modified by people in any division if the division is not selected.
Not - Empty — This displays documents modified by people in any division regardless of the selected division.

If the condition is Equal to and if this field is blank, any document, regardless of the division of the person who modified the document, will be displayed.

Cost center group

Select a cost center group to search for documents modified by people of the cost centers in this cost center group.

Cost center

Select a cost center to search for documents modified by people of this cost center.

Manager

Select a manager to search for documents modified by people under this manager.

Person section

This section contains fields related to the person linked to the document.

Person

Select a person to search for documents linked to this person based on the following search conditions:

Equal to — This displays the documents linked to the selected person.
Empty — This displays documents not linked to any person.
Not - Empty — This displays documents linked to any person.

If the condition is Equal to and if this field is blank, any document, regardless of the linked person, will be displayed.

Group

Select a division subgroup of the first division group to search for documents linked to people from divisions in this division subgroup.

Division

Select a division to search for documents linked to people in this division based on the following search conditions:

Equal to — This displays the documents linked to people in the selected division.
Empty — This displays any document regardless of linked person if the division is not selected.
Not - Empty — This displays documents linked to people of any division.

If the condition is Equal to and if this field is blank, any document will be displayed.

Cost center group

Select a cost center group to search for documents linked to people of the cost centers in this cost center group.

Cost center

Select a cost center to search for documents linked to people of this cost center.

Manager

Select a manager to search for documents linked to people under this manager.

Account section

This section contains fields related to the account linked to the document.

Classification

Select a classification to search for documents linked to accounts under this classification.

Country

Select a country to search for documents linked to accounts located in this country.

Division

Select a division to search for documents linked to accounts of this division based on the following search conditions:

Equal to — This displays the documents linked to accounts of the selected division.
Empty — This displays the documents not linked to any accounts.
Not - Empty — This displays the documents linked any accounts.

If the condition is Equal to and if this field is blank, any document, regardless of the linked account, will be displayed.

Group

Select a division subgroup of the first division group to search for documents linked to divisions in this division subgroup.

Reseller

Type or select a reseller to search for documents linked to the accounts of this reseller.

Sector

Select a sector to search for documents linked to accounts under this sector.

Subsector

Select a subsector of the industry sector selected in Sector to search for documents linked to accounts under this subsector.

Note: In order to select a subsector, you must first select a sector in Sector.

Type

Select account type to search for documents linked to accounts of this type.

Account manager section

This section contains fields related to the person that manages the account linked to the document.

Person

Select a person to search for documents linked to accounts managed by this person.

Cost center

Select a cost center to search for documents linked to accounts managed by people of this cost center.

Division

Note: This function is not yet fully implemented.

Group

Select a division subgroup of the first division group to search for documents linked to accounts managed by people of divisions in this division subgroup.

The following is an example of the search results that will be displayed once you have clicked Show:

Repair

Select the check box(es) that corresponds to the respective documents to specify the documents to be repaired.

Click next to this column to view the corresponding document.

Subject

This column displays the subject of the document. Click the hyperlink to view the corresponding document.

Type

This column displays the type of the document.

Account

This column displays the account that is linked to the document.

Creator

This column displays the name of the person who created the document. You can view the details of the reviewer by clicking the hyperlink under this column. For more information, see Viewing Personal Cards.

Modified

This column displays the date that the document was last modified.