Explorezel User Manual 1.1.14

  • Updated on Aug 21, 2023
  • Published on Mar 24, 2023
  • 3 minute(s) read
  • Mitchell Lesar
  • Developer Account
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GETTING STARTED

  1. Open a web browser and navigate to FYB Explorezel
Note

When running Explorezel for the first time, you will need to Enable Popups for the Microsoft Sign In window to appear.

  1. Sign in using your Microsoft Account. This account must belong to the Microsoft Tenant used during the installation of FYB Explorezel
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  2. The home page will load after a successful sign in

HOME PAGE

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NAME DESCRIPTION
Admin Opens the Admin page. Only Content Manager Administrators, Record Managers or whitelisted users have access to this page
About Opens the About window
Help Opens the Explorezel User Manual in Document 360
Search Bar Use this search bar to search for documents across Content Manager and/or Microsoft 365

HAMBURGER MENU

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NAME DESCRIPTION
Home Loads the Explorezel home page
Sign Out Sign out of your Microsoft account

SEARCHING

QUICK SEARCH

The quick search option uses either the M365 filename or the Content Manager record title to locate documents. To execute a search, either:

  • Press the ENTER key
  • Click the Search button
  • Click a search suggestion

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ADVANCED SEARCH

Content Manager search strings can also be used to search for records.

Note

This search will only return Content Manager results.

To perform an advanced search:

  1. Select Advanced Search from the drop-down
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  2. Enter a Content Manager search string and press enter
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CONTENT SEARCHING

Microsoft 365 and Content Manager records can be searched for via their contents using the Content search option.

  1. Select Content from the drop-down
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  2. Enter a phrase or text and press enter

RESULTS

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NAME DESCRIPTION
Search Bar For performing new searches
Type The type of file (based on file extension)
Record Number Content Manager Record Number
Document Title The title of a Content Manager record or Microsoft 365 document
Creator The creator of the document
Author The Author of the document
Date Created The date created of the document
Date Last Modified The last modified date of a document
Source The source of the document (either Content Manager or SharePoint)

The headers for each column (except the Actions column) can be clicked on to sort the results in either ascending or descending order (depending on the content of the column).

EXPORT CSV

All results, including filtered results, can be exported into CSV format. To export the current search, complete the following:

  1. Click on the Export CSV button
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  2. A pop-up will appear.

  3. Select all the fields to include within the CSV report
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  4. Click Export CSV
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  5. The CSV file will be downloaded
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FILTERS

Results can be filtered using the filter types below.

FILE TYPE

Filter documents by specified file type. Click Apply to apply the filters.
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DATE

Filter documents using its Date Created value.
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To look for documents within a specified Date Created range:

  1. Select a From date
  2. Select a To date
  3. Click the Apply button

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SOURCE

Filter documents by its source (Content Manager or M365).
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CLEAR FILTER

Pressing Clear Filter will clear all currently configured filters.
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ACTIONS

VIEW DOCUMENT

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Content Manager: Opens the document in read-only mode via CM Launcher.
Microsoft 365: Takes the user to the location of the document on SharePoint.

EDIT DOCUMENT

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Opens the selected document via CMLauncher. The document is checked in after it is closed (either in Content Manager or SharePoint). These options will be disabled for finalized or checked-out documents.

DOWNLOAD DOCUMENT

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Downloads the document.

EMBEDDING EXPLOREZEL

Explorezel can be embedded into websites that support embedding (using iframes) such as SharePoint.
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Popups for the domain running Explorezel will need to be enabled on the site used to embed Explorezel. This is to allow the Microsoft Sign-In pop-up window to display.

Sample iframe for embedding Explorezel:

<iframe src="https://sample-domain.com.au/explorezel/iframe" height="200" width="800px"></iframe>
Note

The src value must point to the address /explorezel/iframe, for example:
src="https://sample-domain.com.au/explorezel/iframe"