Performing Searches

The End-User Portal includes powerful search functionality on most pages. You can use the search functionality to filter lists of entitlements, fulfillments, devices, machines, accounts, and so forth by a wide variety of criteria. Refer to the following subsections for instructions:

• Performing a Simple Search
• Performing an Advanced Search
• Exporting Search Results to CSV

Performing a Simple Search

You can perform simple searches on any page that has search controls. The search controls appear near the top of the page.

The following table describes the purpose of each of the search controls.

Simple Search Controls

Control

Description

Search Scope

A drop-down menu that contains short list of the most common elements to search for on the current page. For example, on the License Activation page, the Search For menu includes Activation ID, Product, Part Number, Sold To Display Name, Sold To ID, License Host IDs, Fulfillment ID, and Trusted Client Platform Type.

If the element you want to search on does not appear in the Search For menu, it may be available as part of an advanced search.

Search Operator

A drop-down menu that contains a short list of possible search operators. These operators specify how the End-User Portal conducts the search. Operators include Contains (default), Equals, Starts With, and Ends With.

• Contains matches any entity for which the search value appears in the Search For element. The search value can occur anywhere in the element that is searched.
• Equals matches only entities for which the search value exactly matches the entirety of the Search For element. Partial matches are not included.
• Starts With matches any entity for which the search value occurs at the start of the Search For element.
• Ends With matches any entity for which the search value occurs at the end of the Search For element.

Search Value

A text field where you can enter the value you want to find in the Search For element. (Wild card characters are not necessary nor permitted. Spaces can be used.)

Search Button

The first button in the search controls, the Search button has a magnifying glass icon. Click the Search button to search the entities on the current page for elements that match the contents of the Search Value field.

Advanced Search Button

The Advanced Search button is the third button in the search controls. It has an icon that shows a magnifying glass with a plus sign on it. When you click the Advanced Search button, the End-User Portal opens the Advanced Search page in a new window.

To perform a simple search:

1. In the Search Scope menu, choose an element to search. The elements available depend on the End-User Portal page you are currently using.
2. In the Search Operator menu, choose a search operator. Default: Contains.
3. In the Search Value field, type the characters you want to search for.
4. Click Search.

the End-User Portal searches the entities that correspond to the current page for instances where the search value occurs in the search element according to the method specified by the search operator. It then reloads the current page showing only those entities that matched the search criteria.

Performing an Advanced Search

While the simple search controls provide quick access to the most commonly searched elements on a given portal page, the advanced search controls offer a wider selection of elements to search on and the ability to search multiple elements for multiple values. When you click the Advanced Search button, the End-User Portal opens the Advanced Search page in a new window.

The Advanced Search page lists every element that can be searched for in the context of the main entity of the page on which you clicked the Advanced Search button. An advanced search from the account management pages allows you to search on Name, Display Name, Description, City, State/Province, Zip, Country, and Region. All elements meaningful to searches of accounts. An advanced search from the license management pages, in contrast, shows a wide array of elements—from common elements like Entitlement ID and Activation ID, to date elements like Start Date and Expiration date, to detailed elements like individual Custom Attributes and Custom Host Attributes. You can search for multiple elements using various search operators. Search results reflect all the entities that match all the search criteria.

To perform an advanced search:

1. Click Advanced Search. This button opens the Advanced Search page in a new window.
Searchable elements depend on the context of the page on which you initiated the advanced search. An advanced search from the device management pages shows different searchable elements than an advanced search from the entitlement management pages.
2. For the elements you want to search, set the search operator and type a search value.
Operators vary by the element type. For textual elements, the typical search operators are the same as the simple search operators: Contains, Equals, Starts With, and Ends With. For date elements, the common search operators are Before, After, and On.

Tip:You can also search on producer-defined custom attributes. (Not all custom attributes are searchable.) To use multiple attributes, select an attribute, a search operator and search value, then click the Add button . Continue adding attributes as needed. Click the Remove button after a custom attribute to remove only that attribute from the search criteria.

Note:You cannot search for custom attributes that were created with either of these properties:

• Long text value for the Type field
• Multi-valued text value for the Text type field
3. Click Search.

The End-User Portal closes the Advanced Search page and reloads the current portal page to show only entities that match all the search criteria in the advanced search.

You can clear the search criteria in the Advanced Search page. Clearing the search criteria in the Advanced Search page only clears the fields on that page. It does not clear the current query, if one has been applied.

To clear advanced search criteria:

On the Advanced Search page, click Clear.

Exporting Search Results to CSV

The contents of most landing pages and search results pages can be exported as comma-separated value (CSV) files. (This functionality is available on pages with an Export button where Export Selected Items as CSV and Export All Items as CSV commands appear.) You can export all the rows on the current page (including rows shown on subsequent pages) or select specific rows to be included in the CSV.

To export selected items as a CSV file:

1. On the landing page or search results page for the entity, click the checkboxes for the rows of the items you want to export.
2. Click Export > Export Selected Items as CSV.

FlexNet Operations End-User Portal generates a CSV from the rows you checked and prompts you to open or save the file. (The exact user experience, here, depends on web browser you are using.)

3. Save the CSV file.

To export all items as a CSV file:

1. On the landing page or search results page for the entity, click Export > Export All Items as CSV.

FlexNet Operations End-User Portal generates a CSV from all the rows that match the current search criteria and prompts you to open or save the file. For example, on the license management pages, if you export all items the CSV will contain an entry for every fulfillment.

2. Save the CSV file. (The exact user experience, here, depends on web browser you are using.)

By default, the CSV filename corresponds roughly to the entity type you are exporting. For example, when exporting from the license management pages, the default CSV filename is SupportLicenses.csv.

The CSV file also includes the table heading row, even if it is not expressly selected prior to exporting. This way, all CSV files include column headings to clearly describe the contents of the columns.