HP StorageWorks RISS Components User Manual
HP Reference Information Storage System
User Guide
Version 1.6
Includes information about using the RISS Web UI.
Includes information about setting up and using the RIM for Exchange Outlook Interface.
For additional user information on RIM for Domino, see the
for Domino product.
HP RIM for Domino User Guide
contained in the RIM
T3559-90810
art number: T3559-90810
P
Third edition: August 2007
Legal and notice information
© Copyright 2004-2007 Hewlett-Packard Development Company, L.P.
Confidential computer software. Valid license from HP required for possession, use or copying. Consistent with FAR 12.211 and
12.212, Commercial Computer Software, Computer Software Documentation, and Technical Data for Commercial Items are
licensed to the U.S. Government under vendor’s standard commercial license.
The information contained herein is subject to change without notice. The only warranties for HP products and services are set forth
in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting
an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein.
Microsoft, Windows, Windows XP, and Windows NT are U.S. registered trademarks of Microsoft Corporation.
Adobe and Acrobat are trademarks of Adobe Systems Incorporated.
Contents
Aboutthisguide .......................... 7
Intendedaudience...................................... 7
Prerequisites ........................................ 7
Relateddocumentation.................................... 7
Documentconventionsandsymbols .............................. 8
HPtechnicalsupport..................................... 8
Subscriptionservice ..................................... 9
Otherwebsites....................................... 9
Providing feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1 RISS overview . . . . . ..................... 11
RISSandRIM....................................... 11
Understandingdocumentarchiving.............................. 11
Understandingsearchinganddocumentindexing ....................... 12
Indexeddocumenttypes ................................ 12
MessageMIMEtypes(advancedusers).......................... 12
2RISSWebInterface . ...................... 15
Logginginandout..................................... 15
Understandingtheuserinterface............................... 15
Usingthetoolbar ................................... 15
Searchbasics..................................... 16
Common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Completingsimplesearches............................... 17
Completingadvancedsearches ............................. 18
Displayingqueryorsearchresults ............................ 20
Savingqueryorsearchcriteria.............................. 22
Savingqueryorsearchresults.............................. 22
Sendingqueryorsearchresults ............................. 24
Exportingqueryorsearchresults............................. 24
Accessingsavedcriteria ................................ 26
Accessingsavedresults................................. 26
Copyingsavedresultstoaquarantinerepository...................... 27
Deletingquarantinerepositories ............................. 27
Searchingauditlogrepositories ............................. 28
Changingyourpassword................................ 31
Changingyourlanguage................................ 31
Troubleshooting...................................... 31
Unabletodisplaysavedresults ............................. 31
Problemsexportingresults................................ 31
3Queryexpressionsyntaxandmatching............... 33
Queryexpressions..................................... 33
Wordcharacters...................................... 33
Wordcharactersandseparators............................. 34
Regular expr ession definitionofEnglishwordcharacters................... 34
Lettersanddigitsindifferentcharactersets .......................... 34
Letters and digits defined................................ 34
Letters and digits in files ................................ 34
User Guide
3
Matchingwords...................................... 35
Matchingsimilarwords................................... 35
Fuzzywords ..................................... 36
Measuringwordsimilarity................................ 36
Matchingwordsequences ................................. 36
Simplewordsequences................................. 36
Proximitywordsequences................................ 36
Booleanqueryexpressions ................................. 37
NestedBooleanqueryexpressions.............................. 38
Queryexpressionexamples................................. 38
4RISSOutlookInterface...................... 39
SettinguptheRISSOutlookInterface............................. 39
SupportedOutlookversions............................... 39
InstallingtheOutlookplug-inorOWA .......................... 39
Understandingtheuserinterface............................... 39
Archivedemailmessages................................ 40
RISSSearchResultsfolder................................ 40
Commontasks ...................................... 41
Searchingforarchiveddocuments ............................ 41
Accessingexportedresults ............................... 41
Displayingarchivedemailattachments .......................... 42
UsingCacheManager................................. 42
Useraccountsettings.................................... 43
Setting offlinecacheoptions............................... 43
Enabling offlinecache ................................. 45
Clearing offlinecache ................................. 46
Settinghostinformation................................. 46
DisplayingtheAboutoptions .............................. 47
Troubleshooting:Problemsloggingin............................. 48
Index .............................. 49
4
Figures
1
2
3
4
5
6 ..SaveCriteriapage............................... 22
7
8
9
10
11
12
13
14
15
16
17
18
19
20
..RISSWebInterfacetoolbar ........................... 16
..SimpleSearchpage .............................. 17
..AdvancedSearchpage(emailcontenttype) .................... 18
..QueryResultspage(emailcontenttype)...................... 20
..Queryresultsnavigationbar........................... 21
..Save Result
..FileDownloaddialogbox............................ 25
..ExportProgressdialogbox ........................... 25
..SavedCriteriaview,QueryManagerpage..................... 26
..SavedResultsview,QueryManagerpage..................... 27
..SimpleSearchpage(documentcontenttype).................... 28
..AdvancedSearchpage(documentcontenttype) .................. 29
..Auditlogdetails ................................ 31
..FolderOptionsdialogbox............................ 32
..RISSSearchResultsfolderinOutlookwindow.................... 41
..OfflineCacheOptionsdialogbox ........................ 44
..Enabling offline cache (Archive Options panel, Options dialog b ox) . . . . . . . . . . 46
..RISS Inf
..Aboutdialogbox................................ 48
spage ............................... 23
ormationdialogbox ........................... 47
User Guide
5
Tables
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
..Documentconventions............................... 8
..RIMapplications................................ 11
..Toolbar butt
..RISSWebInterfacetasks ............................ 17
..Additional advanced search query fields...................... 19
..Queryresultsnavigationbar........................... 21
..Loggedactionsanddescriptions ......................... 30
..Additional advanced search query fields (for audit log repository searches) . . . . . . . 30
..Supportedcharactersets ............................ 35
..Booleanqueryexpressions............................ 37
..Queryexpressionexamples ........................... 38
..RISSOutlookuserinterfaceobjects ........................ 40
..RISSOutlookInterfacetasks ........................... 41
..CacheManagericons ............................. 42
..RISS Out
..ArchiveOptionspanel,Optionsdialogbox .................... 45
ons,RISSWebInterface........................ 16
lookInterfaceadministratortasks ..................... 43
6
About this guide
This guide provides information about:
• Using the RISS Web Interface
• Setting up and using the RIM for Exchange Outlook Interface
For additional information on using and configuring RIM for Domino programs and program settings, see
the HP RIM for Domino User’s Guide included on the documentation C D in the RIM for Domino product.
Intended audience
This guide is
• EndusersusingtheRISSWebUI
• Administrators configuring Outlook Interface program settings
Prerequisites
Prerequisitesforusingthisproductinclude:
• Knowledge of Windows
• Knowledge of using web browsers
intended for:
Related do
In addition to this guide, HP provides the following on the RISS documentation CD:
• HP Reference Information Storage System Administrator Guide
• HP Referen
In additio
cumentation
ce Information Storage System Release Notes
n, online help is available for the RISS Platform Control Center (PCC) and RISS Web Interface.
User Guide
7
Document conventions and symbols
Table 1 Documen
Convention
Blue text: Table 1
Blue, underlined text: http://
www.hp.com
Bold text
Italic text Text emphasis
Monospace text
Monospace, italic text
Monospace, bold text
tconventions
Element
Cross-reference links and email addresses
Web site addresses
• Keys that are pressed
• Text typed into a GUI element, such as a box
• GUI elements that are clicked or selected,
such as menu and list items, buttons, tabs,
and check boxes
• File and directory names
• System output
• Code
• Commands, their arguments, and argument
values
• Code variables
• Command variables
Emphasized monospace text
WARNING!
Indicates that failure to follow directions could result in bodily harm or death.
CAUTION:
Indicates that failure to follow directions could result in damage to equipment or data.
IMPORTANT:
Provides clarifying information or specific instructions.
NOTE:
Provides additional information.
TIP:
Provides helpful hints and shortcuts.
HP technical support
Telephone numbers for worldwide technical support are listed on the HP support web site:
ttp://www.hp.com/support/.
h
Collect the following information before calling:
8
About this guide
• Technical support registration number (if applicable)
• Product serial numbers
• Product model names and numbers
• Applicable error messages
• Operating system type and revision level
• Detailed, specificquestions
For continuous quality improvement, calls may be recorded or monitored.
Subscription
HP strongly recommends that customers register online using the Subscriber’s choice web site:
h
ttp://www.hp.com/go/e-updates.
Subscribing to this service provides you with email updates on the latest p roduct enhancements, newest
driver versions, and firmware documentation updates as well as instant access to numerous other product
resources.
After subscribing, locate your products by selecting Business sup port and then Storage under Product
Category.
service
Other web sites
For other product information, see the following HP web sites:
•h
ttp://www.hp.com
•http://www.hp.com/go/storage
•http://www.hp.com/service_locator
•http://www.hp.com/support/manuals
Providing
For feedba
feedback
ck on manuals or online help, send comments to storagedocs.feedback@hp.com.
User Guide
9
10
About this guide
1RISSoverview
This section introduces HP Reference Information Storage System (RISS) and Reference Information
Manager (RIM) from a user perspective. It introduces RISS key concepts and provides an overview of RIM.
RISS and RIM
RISS is a fault-tolerant, secure system of ha rdware and software that archives files and email messages
for your organization, and lets you search for archived documents.
• Automatic, a
organization meet regulatory requirements.
• Interactive data querying to search for and retrieve archived data according to various criteria.
The RISS Web Interface allows you to use your web browser to search for documents archived
on the system
Interface"onpage15and"Quer y expression syntax and matching"onpage33.
To interact with the system, you can use the following RIM applications:
Table 2 RIM applications
Application What You Can Do
ctive data archiving (email and specific types of documents) that helps your
, and save and reuse your search-query definitions and results. See "RISS Web
RISS Outlook Interface
(customer option)
RISS Lotus Notes
Interface (customer
option)
The RISS Web Interface is available to all users. The RISS Outlook Interface and RISS Lotus Notes
Interface are independent customer options. Depending on the configuration of your system, each
may or may not be available to you.
Search for email messages using Microsoft Outlook with a Microsoft Exchange
mail server. View and work with archived email messages. See "RISS Outlook
Interface"onpage39.
Search for email messages using IBM Lotus Notes with an IBM Domino mail
server. View and work with archived email messages. See the HP Reference
Information Manager for Domino User Guide whichisincludedontheHP
Reference Information Manager for Domino option documentation CD — it is
also available on h
ttp://www.hp.com.
Understanding document archiving
RISS archives files and em ail messages associated with registered users. With RIM, you can find and
retrieve archived documents to which you have access.
Archiving involves physically storing copies of a document (file or email message), but also virtually
storing it in one or more repositories. A repository is an abstract data store, which is a virtual collection
of documents associated with routing rules (for storing) and user access control lists (for retrieving):
• Documents associated with a given user are archived to a given set of repositories. User-repository
associations are defined by routing rules.
• A user has query and retrieval a ccess to a given set of repositories. This is controlled by access
control lists associated with each repository.
Most users have query and retrieval access to only their own documents, which are archived in their
individual repositories. The system automatically archives, in your individual repository, all email
messages associated with your email account; that is, all messages you send or receive.
In addition to being automatically routed to your individual repository, your email is probably also
routed to one or more other repositories established by your company or organization. For example, a
User Guide
11
company audit repository may be used to keep track of all company email. Some users have access
to other repositories, besides their own. For example, your manager or supervisor may have access to
your repository.
Understanding searching and document indexing
You can search for any documents a rchived in your repository (or any other repositories to which you
have access),
your query is c
whether the documents are email messages or files. When you search for a document,
hecked against an index of words that is updated each time a document is archived.
Indexing the c
searching. Separators (such as punctuation) between words are ignored during indexing. Note that there
is a time delay from when files are archived to when they are indexed. Documents archived less than an
hour ago may or may not appear in query or search results depending on the system’s configuration.
You can search the contents of a document only if the contents have been indexed. You can search for
other kinds o
ontents of a document involves cataloging the document words to prepare them for later
f files only by using external identifying information.
Indexed document types
In addition to email messages, the following files are indexed:
• Plain text files
• Rich text files (.rtf)
• HTML (HyperText Markup Language) files
• Files used by the following Microsoft Office programs: Word, Excel, PowerPoint, and Access
• PDF (Portable Document Format) files viewed with Adobe Acrobat Reader
• Zip files
• Embedded messages (RFC 822 messages)
NOTE:
Email message formatting has no b earing on indexing. Only the words you see in your email client are
indexing c andidates. Invisible source-code words, such as HTML markup tags, are ignored.
NOTE:
For zip files and embedded messages, the content inside the files is expanded and indexed.
Message MIME types (advanced users)
An email message can contain message parts of possibly different MIME (Multipurpose Internet Mail
Extensions) Content-Types. The following Content-Types are indexed and each corresponds to one of
the indexed document types:
• text/xml
• text/plain
• text/html
• application/rtf
• application/msword
• application/vnd.ms-excel
• application/vnd.ms-powerpoint
• application/msaccess
• application/pdf
12 RISS overview
• application/zip
An email message that is entirely plain text, not MIME, is indexed. Also, if an email message has been
attached to another email message, the attached email message is not indexed.
User Guide
13
14
RISS overview
2 RI S S Web Interface
Use this web-based tool to search for documents archived in the system. You can also save and reuse
query or search criteria and results.
Major topics include:
• Logging in and out,page15
• Understanding the user interface, page 15
•
Common tasks,page16
•
Troubleshooting, page 31
Logging in an
Before loggi
the followin
• Microsoft Internet Explorer 5.x, 6.x, and 7.x (recommended)
• Mozilla 1.x
• Firefox 1.x
The RISS Web Interface can be accessed from a client desktop using regular http protocol as well
as secure http protocol (https), for better protection during the authentication. The RISS Web UI now
supports secure http by default. If you use regular http, you will be redirected automatically to secure
https protocol. Once logged in, you can used regular http if needed.
To access the RISS Web Interface:
1. In the Address field of your web browser, enter the URL (web address) that was provided to you by
your syst
2. Enter yo
Search page is displayed.
3. To log out, click LogOut in the toolbar.
NOTE:
For acce
ng in for the firsttime,seeyoursystemadministratorfortheURLtouse. Also,useoneof
g supported web browsers:
ur user name and password. Both fields are case-sensitive. Click Login.TheSimple
ss to the audit log repository, submit a request to your administrator.
dout
and 2.x
em administrator. The web browser displays a login screen.
Understanding the user interface
User interface topics include:
• Using the toolbar, page 15
•
Search basics, page 1 6
Using the toolbar
Each page of the RISS Web Interface has a toolbar at the top.
User Guide
15
Figure 1 RISS Web
Interface toolbar
The following table describes e a ch button:
Table 3 Toolbar buttons, RISS Web Interface
Button
New Search Click to display the Simple Search page, where you can submit a query. See
Query Manager
Preferences Click to display the Preferences page, where certain users can chan ge
Help
LogOut
Search basics
Using the Sear ch For field
Description
"Completing simple searches" on page 17.
To display the Advanced Search page, point to this button and click Advanced
search fromthemenu. See"Completing advanced searches" on page 18.
ClicktodisplaytheQueryManagerpage,whereyoucandisplaysavedqueries
(see "Accessing saved criteria" on page 26) and results (see "Accessing saved
results"onpage26).
their password for accessing the RISS Web Interface. See "Changing your
password"onpage31.
You can also use the Preferences menu to change the language of the user
interface. See "Changing your language" on page 31. Supported languages
include English, French, German, Spanish, Portuguese, Chinese (traditional),
Chinese (Taiwanese), Korean, and Japanese.
Click for online help about the RISS Web Interface.
Click to log out of the RISS Web Interface.
The Search for field is available when using the Simple Search and Advanced Search pages. Use this
field to search for specific words in a document (email messages or files).
The query syntax allowed is described in "Query expression syntax and matching" on page 33.
You can enter simple words, words with wildcards, or a more sophisticated query involving Boolean
expressions or word sequences.
NOTE:
To narrow the search to the documents you want to find, make your search text as specificaspossible. In
general, the more information provided in the Search for field, the narrower the search. If the field is
blank (empty), all documents within the specified date range of the query are returned.
Searching indexed contents
The Search for field is checked for a match against the indexed contents of documents.
• For email messages, the Search for field for words in the message body, but not in other
message fields such as Subject, From, or To. In addition, the Search for field applies to message
attachments that are indexed document files.
• For files, the Search for field applies only to indexed d ocument files. Other types of files do not
have indexed contents so their contents cannot be searched.
Common tasks
Use the following table as a quick reference for performing common tasks.
16
RISS Web Interface
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