Locator UI Cheat Sheet

Owned by Morten Johnsen
Last updated: Jan 31, 2024
5 min read

Introduction

This documentation serves two purposes:

  • Being the User Acceptance Test (UAT) check list

  • Function as the User Interface cheat sheet

Most features and options behave the same regardless of the origin of the search result data. However, a few of them differ. The first section below contains check points that do not depend on from where the data has been retrieved. The second section are for those that differ.

The red letters at the end of each test item refer to the red letters within the various screenshots. Test each letter labeled functionality and verify that it work as intended.

A few places in the instructions one will come across wait* (with the asterisk attached) as part of the instructions. This means one is to give Locator time to reindex the effected document(s) for the change one just made to take effect. The amount of time required can be from a few seconds to several minutes depending on the size of the index and the amount of hardware resources available on the server. Even though it is not possible to give a fixed amount of time that applies to all installations, it should under no circumstance exceed let’s say 5 minutes.

All referenced menu option in this documentation are in English. If using another UI language and in doubt about what something is referring to, just for a moment change the UI language to English for an immediate translation of your UI. The UI language is set at H2 (see graphics further down).

Data Source Independent Check Points

Search for something (A1)
Save the search query (A2 → B, can be removed again with H1)
Open the help wizard that explains how to do advanced searches (A3)
Test search result filtering using filter options below the search bar (B)         
View the result in Detailed mode (C1)
View the result in Cards mode (C2)
View the result in List mode (C3)
Filter searches with the Date Modified refiner (D1)
Filter searches with the Document Type refiner (D1)
Filter searches with the File Extensions refiner (D1)
Filter searches with the Is an Attachment refiner (D1)
Filter searches with the Has Attachments refiner (D1)
Tag a search result as a Favorite (E or F9), wait*, then refresh the page and search for the same document using the Favorite value of the System Tag refiner (D1)
Use the Find Similar option to find similar documents to that of the clicked search result (F3 - same functionality as for Q3)
Open the preview window shown above (G2, G3 or G4 and then I)
Add a note to the document (L)
Highlight text to make an annotation within the document (M1) and view it afterwards (M2)
Display the lists of document attachments (by first using the Attachment refiner in D1 to produce search results with attachments) (O)
Display the Raw Text version of the document (this version will contain processing alterations and not be 100% the original content) (P)
Use the Find Similar option to find similar documents to that of the clicked search result (Q3- same functionality as for F3)
Create/name a new timeline and tag at least two documents with the timeline name (K1)
Wait* after having done the previous line, then select the new timeline (R)
Toggle between the two alternative timeline visualization modes (R1 and R2)
Change one of the documents position in the timeline by changing the timeline date of the document and then wait* for the change to take effect (K2)
Display/hide search scopes (H1)
Change the UI language (H2)
Include/exclude certain languages from the search result (H3)

Data Source Dependent Check Points

The following check points are data source dependent. That means that…

  • …the fact that something is working for data retrieved from one data source (for instance SharePoint) is no guaranty that it will also work for data retrieved from another data source (for instance Exchange)

  • …some items only exist for data from some data sources and not for others (for instance a file stored on a file server has an known author, a web page does not)

  • …the menu option label for the a specific operation may differ for data from different data sources (for instance Open Ticket makes sense for data in Jira but not for an Exchange email)

To test data from different data sources, one can use the Sources refiner (D2). Each connector connection will appear as an individual source. Only one of the connections related to a specific data source needs to be tested to cover all three scenarios listed above.

Open the search result (it will open up in its native application) (G1, F1 or Q2)
See the thumbnail image being displayed (G2)
See the search result teaser that should include the search term(s) (G3)
Look up Primary Details - the up to 5 most important details from the list in J1 (G4)
Open the document’s container object (for instance OpenEmail or OpenIssue for an attachment) (F2)
Open the document’s outer container object (the menu option depends on the document type, see footnote*) (F4)
Download the file to disk (not shown in the graphic above, but located with the other F's) (F5)

* Alternative outer container menu options: Open channel, Open containing page, Open folder, Open project, Outlook Web Access. Not all document types have an outer container.