Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Archive records
Applies to User Roles:
System Administrator
To archive records:
- Click System Administration > Ongoing Maintenance > System > Purge/Archive.
- Fill in the following fields:
Field Description Enter Format Name Type the name of the form to archive. Use Data Map? Type true or false to enable the data map associated with this form. If enabled, Service Manager archives all associated records with the form you select. Prompt Data Map? Type true or false to enable a confirmation message to use a data map for each record archived. This option is only valid if the Use Data Map? option is also enabled. - Click OK.
- Fill in optional search criteria.
- Click Query.
- Click Execute Search.
- Click Archive.
- Fill in the following fields:
Field Description External File Name Type the name and path of the file used to save the records. By default, this file is in the RUN folder of the Service Manager server. Member This field is obsolete. Unload Type Select the operating system file format of the external file. Append to File Select this option to add records to the end of an external file of the same name. If an external file of the same name does not exist, Service Manager creates a new file. If this field is cleared, then Service Manager overwrites any existing file of the same name. Use Data Map Select this option to use a predefined data map when archiving the selected records. Using a data map may result in Service Manager archiving more records than what you originally selected by the query. Prompt for Data Map Select this option to enable a confirmation message to use a data map for each record archived. This option is only valid if the Use Data Map option is also enabled. Suppress Messages Select this option to hide all messages that the purge and archive function generates. Export Mode — Binary Select this option to save the external file in Service Manager’s binary format. Only the Service Manager Database Manager can read this binary file format. You must select this option for archiving records. Export Mode — Text Select this option to save the external file in Service Manager’s text format. This format is human readable but is not intended for export to other applications other than Service Manager’s Database Manager. You cannot select this option for archiving records. Export Mode — Formatted Text Select this option to save the external file in a user-defined text format. This format is intended for export to other applications. If you select this option, you must type a valid text format name in the Form Name field. You cannot select this option for archiving records. Form Name Type the name of the form to use when exporting records as formatted text. This option is valid only when you select the Formatted Text option. If the text form does not already exist, Service Manager prompts you to create it. Dbdict Load Options — Create file if not there, and update if present Select this option if the data saved in this external file should replace existing data in the target Service Manager system. Dbdict Load Options — Create file if not there, but do not update if present Select this option to ignore data saved in the external file that already exists in the target Service Manager system. Dbdict Load Options — Create file if not there, and update if present, including keys Select this option if the data saved in this external file should replace existing data in the target Service Manager system including the database keys. Dbdict Load Options — Create file if not there, and update if present, including SQL mapping Select this option if the data saved in this external file should replace existing data in the target Service Manager system including the database SQL mapping. Dbdict Load Options — Create file if not there, and update if present, including keys AND SQL mapping Select this option if the data saved in this external file should replace existing data in the target Service Manager system including the database SQL mapping and the database keys. Record Load Options — Add/update records Select this option if the records saved in this external file are to replace any existing records in the target Service Manager system. Record Load Options — Only add new records Select this option to ignore records saved in the external file that already exist in the target Service Manager system. - Click unload/export.
Service Manager saves the select records to an external file.
Related topics
Data maps
Exporting records
Importing records
Purging and archiving records
Unload files
Using data maps to purge and archive records
Unload script utility
Master data records
Purge and archive records
Purge records
Schedule purge and archive processes
Load/unload implications of case-sensitivity