Method and system for collaborative searching

• US 7,792,789 B2
• Filed: 10/17/2007
• Issued: 09/07/2010
• Est. Priority Date: 10/17/2006
• Status: Active Grant

• Current Assignee: CommVault Systems Incorporated
• Original Assignee: CommVault Systems Incorporated
• Inventors: Brockway, Brian, Prahlad, Anand, Muller, Marcus S., Reddy, Rammohan G., DeMeno, Randy
• Primary Examiner(s): Trujillo; James
• Assistant Examiner(s): Mamillapalli; Pavan
• Application Number:
  US11/874,122
• Publication Number:
  US 20080222108A1
• Time in Patent Office: 1,056 Days
• Field of Search: 707/3, 707/608, 715733-759
• US Class Current: 707/608
• CPC Class Codes: G06F 16/313 Selection or weighting of terms for indexing
• CPC Class Codes: G06F 21/6227 where protection concerns the structure of data, e.g. records, types, queries
• CPC Class Codes: G06F 2221/2147 Locking files
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A system and method for leveraging a collaborative document or information management system for improving searches for multiple users are provided, referred to as a collaborative search system. A search may be based on keywords within a document or supplemental information, such as data classification tags associated with the document. Searches may be performed on live data within a company as well as on backup or other secondary copies of data. The system may also maintain an index of all of the content available anywhere within the company. The collaborative search system provides an integrated collaborative search experience to collaborative participants, such that multiple users can participate in a search.

Claims

1. A computer-implemented method for collaboratively searching for stored documents related to an organization, the method comprising:

creating a collaborative document, wherein multiple users can add search criteria to the collaborative document;

posting the collaborative document to a collaborative shared logical location accessible by multiple users;

receiving at least a first search criterion from a first user computer and adding and saving the first search criterion to the collaborative document;

receiving at least a second search criterion from a second user computer and adding and saving the second search criterion to the same collaborative document, wherein the first and second user computers are geographically separated;

performing a search of the stored documents based on the collaborative document containing the first and second search criteria to create one or more search results that identify stored documents, wherein the search of the stored documents includes a search of an online index that stores metadata for both online and offline documents,

wherein offline documents include documents stored in secondary copies, including copies stored in backups, in archive copies, or in a tape library,

wherein some or all of the offline documents contain data that is no longer available on a local area network of the organization, and

wherein the online index stores data at least identifying an existence and location of both the online and offline documents; and

providing the one or more search results that identify stored documents, wherein the provided search results include an indication of a location of at least one offline document.

2. The computer-implemented method of claim 1 wherein posting the collaborative document comprises sending a link to the collaborative document via email to multiple users.

3. The computer-implemented method of claim 1 wherein posting the collaborative document comprises making the collaborative document available through a web portal.

4. The computer-implemented method of claim 1 wherein at least one of the first and second criteria limits locations to search for documents.

5. The computer-implemented method of claim 1 wherein at least one of the first and second criteria limits the stored documents to search based on one or more authors of the stored documents.

6. The computer-implemented method of claim 1 wherein at least one of the first and second criteria identifies data classification tags to include within the search.

7. The computer-implemented method of claim 1 wherein the collaborative shared location is Microsoft SharePoint Services.

8. The computer-implemented method of claim 1 wherein performing a search comprises identifying, for each search result, the criterion that caused the search result to be part of the search results.

9. The computer-implemented method of claim 1 wherein performing a search comprises limiting the search based on access control information related to the first and second users.

10. The computer-implemented method of claim 1 wherein performing a search comprises limiting access to the search results based on access control information related to the first and second user.

11. A system for sharing, among multiple users, search criteria pertaining to stored data objects controlled by an organization, and search results reflecting the stored data objects, the system comprising:

a collaborative document management component configured to share documents between multiple users;

a collaborative search component configured to receive search criteria and share search results between multiple users through the collaborative document management component, wherein the collaborative search component permits multiple users to;

update a collaborative search document to form a search query by permitting each of the multiple users to input search criteria to the same collaborative search document, and

review search results that reflect both online and offline stored data objects,

wherein offline stored data objects include data objects stored in secondary copies of data objects, including backups or archive copies, and

wherein some or all of the offline stored data objects include data objects no longer accessible via a local area network of the organization;

a content indexing system for creating an index of both online and offline data objects, and for using the index to perform searches for both online and offline data objects, based on search criteria received from the collaborative search component; and

a security component configured to impose access restrictions, wherein the security component is further configured to restrict a first subset of the multiple users from reviewing a first search result reflecting a first offline data object based on a first set of access control information, but to permit a second subset of the multiple users to review the same search result based on a second set of access control information.

12. The system of claim 11 wherein the first offline data object is a file system object or an application data object, and wherein the access control information comprises an access control list that further comprises a list of access control entries that reflect users and/or groups that are allowed to access the first offline data object.

13. The system of claim 11 comprising a browser component configured to access the collaborative document management component and present content to a user.

14. The system of claim 11 wherein the collaborative search component comprises a web part coupled to the collaborative document management component.

15. The system of claim 11 wherein the collaborative search component includes one or more parsers for converting content created by applications having an application-specific document format into a format viewable using a web browser.

16. A computer-readable storage medium encoded with instructions for controlling a computer system to perform a method to allow multiple users to process search results relating to an organization'"'"'s stored documents, wherein the computer system includes multiple computers or terminals coupled via a network operated or controlled by the organization, the method comprising:

receiving multiple search results based on a search for documents stored within a data storage system, wherein the search is conducted at least in part by searching an online index that stores metadata for both online and offline documents,

wherein each of the multiple search results is related to a stored document that matches one or more specified search criteria, and

wherein the search results reflect both online and offline stored documents,

wherein offline documents include documents stored in secondary copies, including copies stored in backups, in archive copies, or in a tape library, and

wherein some or all of the offline documents are no longer available on the network operated or controlled by the organization;

creating a collaborative document containing the received multiple search results;

posting the collaborative document to a shared location so that multiple users can access the collaborative document over the network; and

receiving from a user a result indication related to a first search result, wherein the first search result is related to a first document, wherein the result indication is based on the user'"'"'s evaluation of the first search result or the first document, wherein the result indication is either;

a flag to provide additional information relating to the first search result in the collaborative document or

a tag that modifies the first document with additional information; and

associating a received flag or tag with the first document in the online index to permit later searching of the online index based at least in part on the flag or tag.

17. The computer-readable medium of claim 16 wherein the result indication indicates a relevance of the search result to a purpose for the search.

18. The computer-readable medium of claim 16 wherein the result indication flags a search result for removal from the search results.

19. The computer-readable medium of claim 16 comprising receiving a second result indication from a second user.

20. The computer-readable medium of claim 16 wherein the search identifies documents responsive to a legal discovery request, and wherein the result indication identifies whether the search result is relevant to the legal discovery request.

21. A computer-implemented method for collaboratively searching for stored documents related to an organization, the method comprising:

creating a query, wherein multiple users can add search criteria to the query;

posting the query to a collaborative shared location accessible by multiple users;

receiving at least a first search criterion from a first user and adding and saving the first search criterion to the query;

receiving at least a second search criterion from a second user and adding and saving the second search criterion to the same query, wherein the first and second users are geographically separated but can communicate through a network; and

performing a search of the stored documents based on the query containing the first and second search criteria to create one or more search results that identify stored documents,

wherein the search of the stored documents includes a search of an online index that stores metadata for both online and offline documents,

wherein offline documents include documents stored in secondary copies, including one or more copies stored in backups, in archive copies, or in a tape library, and

wherein some or all of the offline documents contain data that is no longer available on a local area network of the organization.