Before you begin:

If you want to learn more about how Ytria's automation scripts function, see our automation basics help page.

Instructions

For single databases:

Step 1 Copy/paste the script below into any text editor, change your values as needed, and save your file in XML format.
Step 2 Open scanEZ and select the 'Database > Load Automation File' option.
Step 3 Find and select the XML file you just saved, and then click 'Open.'

For multiple databases:

Step 1 Copy/paste the script below into any text editor, change your values as needed, and save your file in XML format.
Step 2 Open databaseEZ and load your server.
Step 3 Select the databases to add your new item to, right-click and select the option 'Execute Automation File on...' from the context menu, choose scanEZ from the list, select the servers you want to analyze, and then click 'OK'.
Step 4 Finally, find and select the XML file you just saved, and then click 'Open.'

Here the script

<ytriaAutomation>
<!--This will set the scripts behavior when encountering an error. In this case, it will continue.-->
<onerror continue="true" />
<!--Use the following variables to adapt the script to your own needs.-->
<!--TO SET :: this is THE FORMULA used. Currently, it is set to look for the string "PILOT" in the Subject field of the document.-->
<!--If you want to look for a different string in the same field, just replace PILOT with your string.-->
<!--Change the formula as desired. -->
<!--Note that the formula follows the general XML rules of "escaping".-->
	<SetVar vSearchFormula="@Contains(@Uppercase(Subject);&quot;PILOT&quot;)" />
<!--TO SET :: This is the item to use as a main "key" for the report.-->
	<SetVar vItemToUseAsKey="Subject" />
	<!--This script block will perform the search for the documents-->
	<!--and place those found in a new My Selection folder named "All Docs Found".-->
	<!--The displayed document titles will be set to show the current database name,-->
	<!--for reference in the resulting report.-->
	<SearchBy Type="Formula">
		<Setparam Field="SetFormula" Value="{%vSearchFormula%}" />
		<Setparam Field="SearchDocuments" Value="true" />
		<Setparam Field="SearchDesigns" Value="false" />
		<Setparam Field="PutSearchInSelCreateName" Value="All Docs Found" />
		<Setparam Field="TitleOptionType" Value="Formula" />
		<Setparam Field="TitleOptionFormula" Value="@Implode(@DbName;&quot;!!&quot;)" />
	</SearchBy>
	<!--The following Focus line will place the focus on the newly-->
	<!--created My Selection folder named "All Docs Found".-->
	<Focus Target="Tree" Category="All Docs Found" />
	<!--The following If condition declares that if the My Selection folder exists (i.e. documents have been found),-->
	<!-- the nested child actions will be carried out.-->
	<if Target="Tree" Test="FocusRoot" Mode="NotEquals" Value="True">
		<!--This opens the Values grid. By default, the first column will be the value of the displayed selection tree title.-->
		<Values>
			<SetParam Field="AddItem" Value="{%vItemToUseAsKey%}" />
			<!--This will remove the Type column.-->
			<ShowTypeColumns value="false" />
			<!--And this adds a custom column to display the UNID.-->
			<AddCustomColumn name="UNID">
				<SetParam field="TitleOptionType" Value="System" />
				<SetParam field="TitleOptionSystem" Value="UNID" />
			</AddCustomColumn>
			<Evaluate />
			<!--Finally, the results of the search will be exported into a report titled report_docs_found.xlsx.-->
			<!--If this script is executed as part of a Loop/List, the newly found information-->
			<!--will be exported and appended to the same file.-->
			<Export>
				<SetParam field="FilePath" value="{%CurFilePath%}report_docs_found.xlsx" />
				<SetParam field="SelectedRowsOnly" value="false" />
				<SetParam field="ExportType" value="Excel" />
				<SetParam field="Mode" value="AppendRows" />
				<SetParam field="ExcelSheetName" value="DOCS FOUND" />
				<SetParam field="OpenFileOnceGenerated" value="False" />
			</Export>
		</Values>
	</if>
</ytriaAutomation>
XML