Data Source Search enables investigators to search specific OWL products or selected data sources. OWL automatically analyzes the entered keyword, identifies its data type (such as a phone number, email address, or SSN), and maps it to the appropriate global attribute, making searches faster and more accurate.
Steps to Query by Data Source:
1. Go to the Home Page.
2. Click on “Query Data” located in the header. A menu will appear displaying all available search types.
3. Select the “Data Source” option. You’ll be redirected to the Product Selection page.
4. Choose the relevant OWL products from the product search interface.
If you select Docs or Vaults, an additional dropdown will appear beneath the product list. This dropdown displays all data sources created and assigned to OWLdocs and OWLvault records.
You can view the selected data source by clicking on the View Selected Data source link.
5. To refine your search, select only the specific data sources you wish to include. Once your selections are complete, the Next button will become active.
6. Click Next to proceed. You’ll be taken to the OWL Keyword Search page.
7. Enter your desired query into the Keyword Search field.
8. Click Submit to initiate the search. OWL will analyze the input to determine its data type (e.g., phone number, SSN, address) and automatically map it to the appropriate global attribute for the search.
You can modify the selected attribute and keyword or add new ones before proceeding.
Click Resubmit to activate the product search.
The products you selected on the Data Source Product Selection page—along with any chosen OWLvault data sources—will be displayed as selected.
8. After confirming your product and keyword selections, choose the desired view to display your search results. Select Compliance and Case Management data:
- Choose a Retention Policy from the available options under your organization’s search compliance settings.
- If applicable, select Data Access Rights—especially if they are required or mandatory for the search.
- Include 28 CFR Part 23 compliance fields, if your search criteria demand it.
9. In the Case Management section, use the Department dropdown to select the department where the search will be conducted. This dropdown displays all departments where the logged-in user is active.
10. Optionally, choose a Case or Subject from the corresponding dropdown to narrow your search within a specific context.
If Case and Subject selection are not mandatory, you may proceed without them. This will create what is referred to an orphan search (see below).
If both a search compliance and a case compliance are present, you may choose to retain the search compliance and bypass the case compliance.
11. Once all required fields are selected, click the Search button to initiate the OWL search.
A loading indicator will appear on the page while the search is in progress.
Once the search completes, you’ll be automatically redirected to the Results screen, where all product search results will be displayed according to the views you previously selected.