FlexNet Operations Portal 2014
The self-service portal includes powerful search functionality on most pages. You can use the search functionality to filter lists of entitlements, fulfillments, devices, machines, organizations, 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 |
You can perform simple searches on any page that has search controls. The search controls appear near the top of the page.
The search controls for the Manage Entitlements page
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Control |
Description |
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Search For |
A drop-down menu that contains short list of the most common elements to search for on the current page. For example, on the Manage Licenses 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. |
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Search Operator |
A drop-down menu that contains a short list of possible search operators. These operators specify how the portal conducts the search. Operators include Contains (default), Equals, Starts With, and Ends With.
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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.) |
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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. |
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Clear Search Button |
The Clear Search button is the second button in the search controls. It has an icon that shows an pencil eraser being used on a document. The Clear Search button immediately clears the search criteria—both for simple searches and advanced searches. When you click Clear Search, the current page reloads with no search criteria applied. |
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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 portal opens the Advanced Search page in a new window. |
To perform a simple search
| 1. | In the Search For menu, choose an element to search. The elements available depend on the 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 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.
To clear a search
| • | Click the Clear Search button. |
The portal clears the search criteria and reloads the current page showing all entities (no search criteria applied) for that page.
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 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 Manage Organizations page allows you to search on Name, Display Name, Description, City, State/Province, Zip, Country, and Region. All elements meaningful to searches of organizations. An advanced search from the Manage Licenses page, 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 Manage Machines page shows different searchable elements than an advanced search from the Manage Entitlements page. |
| 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 publisher-defined custom attributes. To use multiple attributes, select an attribute, a search operator and search value, then click Add Custom Attribute. Continue adding attributes as needed. Click the X after a custom attribute or custom host attribute to remove only that attribute from the search criteria.
| 3. | Click Search. |
The 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. When looking at the search results, you can clear the search criteria in the same way you clear a simple search: Click the Clear Search button.
You can also 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. 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 > Selected Items as CSV. |
FlexNet Operations 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 > All Items as CSV. |
FlexNet Operations 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 Manage Licenses page, 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 Manage Licenses page, 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.
FlexNet Operations Portal Help Library2/28/2014 |
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