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IMPORTANT

The Basic Search page is in beta release currently and is activated for customers on request only. The feature may require changes in future Tetra Data Platform (TDP) releases. For more information, or to activate the Basic Search page in your TDP environment, contact your customer success manager (CSM).

The Basic Search page is designed for scientific users to be able to the following more efficiently:

• Find primary (RAW) data in the TDP by scientifically relevant criteria, including the following:
  • Search for text
  • File upload date
  • Any recommended labels where data exists
  • Saved searches (also referred to as Collections)
• Create, update, and manage saved searches
• Download or add labels to multiple files

Access the Basic Search Page

To access the Basic Search page, do the following:

1. Sign in to the TDP. Then, in the left navigation menu, select the hamburger menu icon.
2. Choose Search (beta). The Basic Search page appears.

Filter Options for Basic Search

The left filter pane on the Basic Search page includes the following filter options.

Default Filter Options

The following filter options appear by default on every search on the Basic Search page.

More Filter Options

To add more filter options outside of the default filter options on the Basic Search page, do the following:

1. In the left filter pane, choose the More Filters button. The More Filters dialog appears.

2. To add a new filter type, select the upper right plus sign (+) button. A new row with a Select a filter type field appears. Then, select a filter type from the drop-down list in the new row and choose Update.

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NOTE

To remove a filter, choose the minus sign (-) button next to the filter that you want to remove from your search.

Optional Filter Types

The following are optional filter types that you can add to any search on the Basic Search page.

Saved Searches

You can access, create, and manage saved searches from the Basic Search page by using the saved search actions at the top of the left filters pane.

Access and Manage Saved Searches

To access your personal, or your organization's saved searches from the Basic Search page, select the Choose a saved search drop-down field from the top of the left filters pane.

To manage your personal, or your organization's saved searches, select the Manage Saved Searches icon to the right of the Choose a saved search drop-down.

Start a New Search

To start a new search, select the Start a new search button (shown as an asterisk (*) icon).

Update an Existing Saved Search

To update the saved search that you're using, select the Update this saved search button (shown as a save icon).

Create a New Saved Search

To create a new saved search based on the filters that you've chosen, select the Create a new saved search icon (shown as a save icon that includes a pen).

Share a Saved Search with Your Organization

To share one of your personal saved searches with your organization, select the Share this saved search with your organization button (shown by a link icon).

Revert Filters to an Original Saved Search

To revert your search filters to the original saved search that you were using, select the Revert filters to the saved search button (shown as a recycle icon).

Clear All Filters

To clear all filters from your search and revert to the default search filter options, select the Clear all filters button (shown as an X icon).

Refresh Search Results

To refresh your search results, choose the upper right Refresh Search option that's above your search results.

View File Information

To view a specific file's information on the Basic Search page, select a file from the list of files that are returned by your search. An Information pane appears on the right that lists the following information by default:

• FILE NAME—shows the file's name
• UPLOAD DATE—indicates the date and time when the file was last modified
• SIZE—shows the compressed file size. The actual file size is larger when you download it.
• CATEGORY—indicates the type of file (RAW, PROCESSED, or IDS)

Available Actions For Files

After you select a file on the Basic Search page, you can run any of the following actions from the file's right Information pane. The available actions are based on the logged-in user’s role.

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NOTE

Actions marked with an asterisk (*) are available for admin roles only.

Download, Edit, or Delete Multiple Files

The bulk action options at the top right of the Basic Search page allow you to select multiple files, and then either download, edit, or delete those files all at once.

Select Multiple Files

To select the files that you want to include in your bulk action, you can do any of the following:

• Choose multiple, individual files by selecting the left check box in each file's row
  -or-
• Choose all of the files returned by your search by selecting the top left check box in your search results (next to the NAME column)

Bulk Download

To download all of your selected files to your computer, do the following:

1. Select the upper right Bulk Download option. A Bulk Download dialog appears.

2. Under DESTINATION FOLDER, select Choose Folder. Then, select a local folder to download the files to.
3. Choose Next. The dialog shows the bulk download job status as it's running, and then confirms when it's successful.

Bulk Edit Labels

To edit the labels of all of your selected files, do the following:

1. Select the upper right Bulk Edit Labels option. A Create Bulk Label Update Job dialog appears.
2. Follow the instructions in steps 6-9 of Edit Labels in Bulk.

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NOTE

To monitor a Bulk Label Edit job's status, see Monitor a Bulk Label Edit Job's Status.

Bulk Delete

To delete all of your selected files from the TDP permanently, do the following:

1. Select the upper right Bulk Delete option. A Delete Files dialog appears.
2. To delete the selected files, choose Delete Files. To cancel the operation, 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.

Upload a New 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 file through the Basic Search page, do the following:

1. Select the upper right Upload File button. An Upload File dialog appears.

2. For SOURCE TYPE, enter a source type for the uploaded file. Each newly uploaded file needs to be attributed to a source type.
3. (Optional) For LABELS, select the labels that you want to add to the file.
4. Select the file upload box to select a file to upload, or drag and drop a file into the box.
5. Choose Upload.

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NOTE

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