Creating a New File Search

Use either procedure to create a new file search:

Create a File Search from Scratch
Create a File Search from a Copy

Create a File Search from Scratch

Use this procedure to create a file search from scratch.

To create a new search from scratch, do the following:

1. Open the Analysis Workbench for the desired project. (For instructions, see Opening the Analysis Workbench.)
2. In the File Search Results pane, click Advanced Search. The Advanced File Search dialog appears.
3. Click Add New. The Create Filter dialog appears.
4. In the Name field, type a name for the search.
5. (Optional) In the Description field, type a description of the search. For example, type text that explains what the filter will search for.
6. Use this procedure to enter values in the Criteria fields. (For details about the available criteria, see Available Search Criteria for Building Codebase Filters.)
a. Select a criterion from the drop-down Select Search Field menu.

Note:When creating a new filter, consider that a Code Insight scan-agent plugin on a remote system currently reports only license evidence for its scanned files. The fields applicable for searching such files are limited to the following: File Size, File Path, File Digest, Review Status, Inventory Status, Evidence status, Has license matches, Does not have license matches, and License.

b. If applicable, select a search operation (for example, Contains or =) and provide a search string or value.
c. To add another criterion, click Add Criteria, select a Boolean value to define how the criteria is applied, and repeat the previous steps to define the criterion. Repeat for each criterion added.
d. To add a group of criteria that serves as a criterion, click Add Criteria Group, and repeat steps a through c to create the group.

The following shows an example of a criteria group.

7. Determine how you want to proceed:
Save—Save your search but do not execute it.
Save and Search—Save your search filter and then execute it.
Search without Saving—Execute the search without saving it.
Cancel—Do not execute the search or save it.

Create a File Search from a Copy

Use this procedure to create a file search from a copy of an existing search. Using a copy keeps the existing search in tact and provides a template for creating the new one.

To create a search from a copy of an existing one, do the following:

1. Open the Analysis Workbench for the desired project. (For instructions, see Opening the Analysis Workbench.)
2. In the File Search Results pane, click Advanced Search. The Advanced File Search dialog appears.
3. Locate the search you want to copy, and click in its entry. A new file search is created with “Copy of...” in its title.
4. In the entry for the copy, click to open the filter properties.
5. In the Name field, type a new name for the search.
6. Modify the filter criteria as needed and save the changes. See Create a File Search from Scratch for any additional instructions.