Perform a search - Remote Matching Service - 23.1 - 23.1 - Brainware - external - Brainware/Remote-Matching-Service/23.1/Remote-Matching-Service-User-Guide/About-searching/Perform-a-search - 2024-02-05 - To perform a search, complete the following steps.

Remote Matching Service User Guide

Platform
Brainware
Product
Remote Matching Service
Release
23.1
License

To perform a search, complete the following steps.

  1. On the navigation pane, select Search, and then click the Search by Text tab.
  2. In the Server list, select the server to run the query on.
  3. In the Index list, select the index to run the query on. If the index has filters defined, these are displayed in a list. The results grid headings change to reflect the columns in the selected index. If the index has been unloaded due to inactivity, initiating a search will load the index; the first search may take longer while the load occurs.
  4. In the Search by Text field, type or paste the query text.
  5. In the Search for Records list, select the type of search.
    • Containing the Text. This is appropriate for short queries where the entire text is expected to be within a record.

    • Appearing Within the Text (All Candidates). This is appropriate for longer queries where one or more of the indexed records are expected to be found in the query text. Only search indexes that use the Record Search engine support optimized scoring for long queries that contain records.

    • Appearing Within the Text (Best Candidates Only). This is also appropriate for longer queries. While the All Candidates option just does a quick but not very precise pre-selection of candidates, an additional verification step boosts the scores and eliminates candidates that are unlikely to match.

  6. Optional. If the selected index has filters, select a filter from the Filter by ID list and type a value in the text field.
  7. Optional. In the Results field, type the maximum number of results you require.
  8. Click Search. The results grid displays the records that match your query.
  9. Optional. Click Reset to clear the text field and set everything back to its default value.