Search (Classic)

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NOTE

It's recommended that scientists use the Search page and Projects feature introduced in Tetra Data Platform (TDP) version 4.0.0.

The Search (Classic) page is designed for data engineering use cases, with default filter options for File Category, Source Type, and Pipeline.

The Search (Classic) page includes the following:

• A List view with a search bar (searches can be saved as Collections and saved across an organization).
• A Label & Advanced Filters dialog where you can configure a custom query using a query builder or enter a RAW EQL query.
• A Browse view that provides a traditional tree-style view of your files as you would see in Windows Explorer or macOS Finder apps. (Shortcuts can be saved for frequently visited locations in this view.)

You can easily apply filters to create complex searches and fine-tune queries. The Search (Classic) feature in the TDP behaves similarly to a common website search. Each field you enter is analyzed as both keyword (default) and text (field.text). The default behavior for Search sorts results by relevance or score.

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NOTE

To explore or analyze tabular data across one or more datasets, see Use SQL and Athena to Query Data.

How is Search (Classic) Used?

You can use the TDP Search (Classic) feature to assist in the following:

• View and sort search results by name, source type, or upload date
• Filter search results by entering text in the Search box
• Save a query or grouping of results as a collection using the List view
• Save file path locations as shortcuts using the Browse view
• View files from specific file categories, sources, or pipelines
• Upload, download, preview, and delete files
• Open the file page to view its details
• View JSON files
• Add or edit attributes (metadata, tags, or labels)

Access the Search (Classic) Page

To access the Search (Classic) page, do the following:

1. Sign in to the TDP.
2. In the left navigation menu, choose Search. A menu appears.
3. From the menu, choose Search (Classic). The Search (Classic) page appears.

Search (Classic) Page Actions

You can do any of the following on the Search (Classic) page:

• (In List view) Create, save, and manage search queries (grouping of results) as a collection to display at the top of the Search page
• (In Browse view) Create, save, and manage file path locations as a shortcut to display at the top of the My Home page
• Use quick filters where you can do the following:
  • List files by category (RAW, PROCESSED, or IDS), source, or pipeline.
  • Browse files by your organization's folders in the Tetra Lake.
• Easily search files by entering any text in a Search box and view which filters have been applied.
• Conduct advanced searching and file uploading using additional filters and features.
• Review the file search results in a display area sorted by relevance (by default).

The following table provides a list of the Search (Classic) page items and their descriptions:

Perform a Search on the Search (Classic) Page

To perform a search on the Search (Classic) page, do the following:

1. From the Search (Classic) page, choose List. The file name, source type, and the date/time that each file was last modified displays.
2. In the Search box, enter terms and fields that you want to search for. When running a search, keep in mind the following:
   • The Search feature filters and searches on terms similar to a common website search. You can enter both full-text queries (search all of the text associated with a file) and filtered queries.
   • Filters are case-insensitive and AND is the default Boolean operator.
   • To search and match for an exact phrase, enclose the text with "double quotes" (for example "lab123 experiment5").
   • Make sure that you don’t use wildcard searches.

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Fuzzy Search

A fuzzy search is done by means of a fuzzy matching program, which returns a list of results based on likely relevance even though search argument words and spellings may not exactly match. By adding a tilde (~) at the end of a search term, you can make a typo (maximum of two characters), and still return relevant results. However, make sure that you don't add a tilde (~) to the end of a keyword/value of a filter, or if the keyword it contains includes any of the following wildcard characters (*, ?, or !). If you do, the query fails.

IMPORTANT: Fuzzy searches don’t always return all possible related files. Incomplete results are sometimes returned when there is a high number of files indexed that have similar field values.

3. Choose Search. Files that match the search criteria you entered display as results in the file list. Results are sorted by relevance instead of by upload date by default. However, you can organize the result set chronologically by sorting based on Upload Date. For example searches, see Search (Classic) page: Search Examples.

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IMPORTANT

The following feature improvements are available for data that’s processed after the TDP v3.6.0 upgrade only. To apply these enhancements to historical data, customers must reindex the data by reconciling it, or contact their CSM for support. For more information, see Reprocess Files.

Improved Context Search Feature

An improved Context Search feature now displays results returned by the TDP’s Search bar for search terms and filters that don't require an exact match based on content in the primary (RAW) and schematized (IDS) versions of files. This new functionality allows for more powerful contextual search without metadata, tags, or labels. Now, when customers search for content found in an IDS file through the Search bar, the results show information from that IDS file and its related, source RAW file as well as any related IDS files.

Improved Broad Search Feature

An improved Broad Search feature provides customers the ability to enter a portion of a file path into either the TDP Search bar feature or TetraScience /searchEql endpoint search in the query_string to return results, rather than the entire file path. For example, if you were to search for part of a filename, such as lab123 experiment5, then a file with the following path would now also be returned in the search results: /lab123/instrumentB/user1_experiment5_20231212.dat.

Perform Additional Filtering

To perform additional filtering on the Search (Classic) page, select a source or pipeline from the left filter pane.

When running filtered queries, keep in mind the following:

• To avoid unnecessary scrolling, you can expand and collapse the Source Types and Pipelines from the side panel of the Search page.
• You can search within the filter or facet values. For example, you can select Source Type and enter “humidity sensor”.
• You can also create and save a search query as a collection. For more information, see How to Save Collections and Shortcuts.
• To further filter your search results, you can select filters from the Label & Advanced Filters tabs.
• To clear the existing search criteria you entered in the Search box, click Clear.

View a File Summary

To view a summary of the file details, click the file from the list of files.

This table describes the list of File Summary items:

At the upper right corner of the File Summary panel, the following icons and the More option display:

• Open File Page
• Download File
• View JSON Details
• File Preview

View the File Details Page

To view additional file details, choose Open File Page for the selected file. The File Details page appears and displays two tabs:

• File info—shows additional file details
• File Journey—shows the event history for a file after it's been uploaded to the Tetra Data Lake, including pipeline processing events

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NOTE

The File Journey tab displays Tetra File-Log Agent file events only. Incorporating events from other integration types is planned for a future TDP release. To view file events generated by the Tetra File-Log Agent outside of the TDP, see Monitor Events.

Link to a File in the TDP

To link to a specific file in the TDP outside of the platform, copy the File Details page's URL for the file. Then, use that URL to create a hyperlink.

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NOTE

To access a file in the TDP through an external link, users must still have the permissions required to access the file.

File Info

The following information is provided on the File info tab on the File Details page for each file in the Tetra Data Lake.

File Journey

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NOTE

The File Journey tab displays Tetra File-Log Agent file events only. Incorporating events from other integration types is planned for a future TDP release.

The File Journey tab on the File Details page shows the event history for a file after it's been uploaded to the Tetra Data Lake, including pipeline processing events.

File Journey Event Types

The File Journey tab on the File Details page reports the following event types.

View All Files and Workflows

On the File Details page, select the View All Files and Workflows button to display all of the current file's related files and workflows. The following All Files and Workflows page appears.

All Files and Workflows Page Section Overview

Download a File

To download a file to your computer, you can select either of the following:

• The Download File icon from the File Summary page.
• The Download Version File Action from the File Details page.

Bulk File Downloads (Downloading Several Files at Once)

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IMPORTANT

The Download ## Files action doesn’t work if you’re using Mozilla Firefox. You must use Google Chrome or Microsoft Edge instead.

Bulk download allows you to quickly retrieve files sent to TDP. Instead of downloading files one at a time or having to write a custom script to send several requests to our API, you can now select up to 100 files from search results to download to your computer or device. Typically files are downloaded to the default location set in your web browser. If you want to change that location, see the documentation for your web browser.

1. In the search page, select the files that you want to download. You can select up to 100 files to download. Note that you can select files on different search result pages.
2. Select Bulk Actions from the top of the screen.
3. Select Download ## Files. (## is replaced by the number of files that you selected. If you select more than 100 files - which is the limit – the number is grayed out.)
4. A message appears asking if you are sure that you want to download the files. Note that the minimum size estimate of the download is displayed. Note that you’ll probably need more storage space for the files than is indicated by the minimum size estimate. This is because the minimum size estimate is the size of the stored compressed files: the actual size of all of the downloaded, uncompressed files is likely to be larger than that. Click Download Files to continue.
5. Your browser might prompt to you to allow the downloading of multiple files. The files are downloaded as separate files in your default download area on your computer or device. If you want to change this location or whether you will need to be prompted to download multiple files, see your web browser’s documentation. If the download fails, try the download again.

View JSON File Details

To preview the JSON file details, you can select either of the following:

• The View JSON icon from the from the File Summary page.
• The View File Info Details File Action from the File Details page.

From the JSON preview window, you can view details such as: total number of items, source type, when the file was created, the location of the file (bucket), source, category, and so on.

Add and Edit Attributes

To apply labels, metadata, and tags to specific files from the Search (Classic) page, do the following:

1. On the Search (Classic) page, hover over the file that you want to apply attributes to (or select the row). A list of menu icons appears on the right of the file's row.
2. From the list of menu icons, choose More. Then, choose Add/Edit Attributes. The Edit Attributes dialog appears.
3. Add attributes to the file by following the instructions in Apply Attributes to Specific Files.

For more information, see Manage and Apply Attributes.

Upload a New File or New Version of the File

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NOTE

When a new file version is uploaded, the TDP copies all file metadata from the previous file version, including workflow data. The system then uses this information to relate the new file version to the workflow that created the previous file version. This process results in the new file version being displayed on the File Details page and showing that the new, uploaded file version was produced by a workflow.

To upload a new version of the file, you can select any of the following:

• Upload File at the top right of the Search page.
• More from the File Summary page, and then select Upload New Version.
• The Add New Version File Action from the File Details page.

1. For a brand new file, you must select a source type for the uploaded file. Each newly uploaded file needs to be attributed to a source type.

2. You can add a new label, if desired. Labels are applied to an existing file without creating new versions. For details, see this topic. To add metadata or tags, click Advanced Fields. These fields create new file versions and trigger new workflows when modified. Be aware that the contents of these files may be versioned across edits.

3. Click the file upload box to select a file to upload, or drag and drop the file into the box.

4. To preview an uploaded file, click the Preview icon. Preview is available for these valid files and file types:

   • Images with file type: .png, .jpeg, .gif, or .bmp (including 360-degree images)
   • .pdf
   • .csv
   • .xlsx
   • .docx
   • Video with file type: .mp4 or .webm
   • Audio with file type .mp3

   If any valid file is greater than 50 MB, then a warning message displays indicating that the file size is too large to display in a preview.

5. When complete, click Upload.

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File Size Limitation

The maximum file size you can upload through the TDP UI is 200 MB. To upload larger files, use the TDP API or a Tetra Agent or Connector.

Delete a File

To delete a file, you can do any of the following:

• Select one or more file(s) from list of files on the Search (Classic) page. Then, choose Bulk Actions followed byDelete Selected.

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NOTE

You can select all of the files on a single Search (Classic) results page only (up to 20 at a time). To select more files, you must open each search results page individually.

• Select More from the File Summary page, and then choose Delete.
• Select the Remove File Action from the File Details page. This action is only available for the most recent file version.

To confirm that you want to delete the file(s) and any subsequent versions, choose OK.

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To retrain the file(s) and cancel the delete action, choose Cancel.

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NOTE

When you delete a file version, keep in mind the following:

• Deleting a file version is a soft delete.
• The file version remains in the Data Lake.
• The file version is still displayed in file details (with a URL for the ID).
• The file version is still available through the TetraScience API (with a URL for the ID).
• The file version isn't available through search or SQL queries.

Browse Files in Folders

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NOTE

With the introduction of Custom Roles in TDP v4.1.0, the Browse view on the Search (Classic) page now requires a role assigned at least one of the following policies:

• Administrator
• Developer
• Data Owner
• Member
• Analyst
• Support

For more information, see Manage User Accounts.

To browse files in folders, do the following:

1. From the Search page, click Browse. The Tetra Lake folders display as the source instead of the Source Type and Pipeline.

2. Select the folder to browse the Tetra Lake's folder hierarchy based on your organization. You can continue to select subfolders until the files you are searching for display in the results section of the page.

Your current file path location displays at the top of the page. Additionally, you can save file path searches and add as shortcuts to the top of the My Home page. To quickly return to your home directory (and your shortcuts), you can click My Home at the top of the folder list. For more details, see How to Save Collections and Shortcuts. Any files that you removed display under the Removed Sources section at the end of the folder list indicated with the red trash icon.

3. To further filter your search results, you can select filters from the Label & Advanced Filters tabs, or manually create a search query.