Self-service search

The self-service search feature enables you to find and filter user events received from your data sources. You can explore the underlying user events and its attributes. These events help you to identify any data issues and troubleshoot them. The search page displays various facets (dimensions) and metrics for a data source. You can define your search query and apply filters to view the events that match your defined criteria. By default, the self-service search page displays user events for the last one month.

Currently, the self-service search feature is available for the following data sources:

Also, you can perform self-service search on the events that met your defined policies. For more information, see Self-service search for Policies.

You can access the self-service search by using the following options:

  • Top bar: Click Search from the top bar to view all user events for the selected data source.

  • Risk timeline on a user profile page: Click Event Search to view the events for the respective user.

Self-service search from the top bar

Use this option to go to the self-service search page from any place in the user interface.

  1. Click Search to view the self-service page.

    Top bar search

  2. Select the data source and the time period to view the corresponding events.

    Top bar search page

Self-service search from user’s risk timeline

Use this option if you want to view the user events associated with a risk indicator.

When you select a risk indicator from a user’s timeline, the risk indicator information section is displayed on the right pane. Click Event Search to explore the events associated to the user and the data source (for which the risk indicator is triggered) on the self-service search page.

Risk timeline search

For more information on the user risk timeline, see Risk timeline.

Use the following features on the self-service search page:

Search overview page

Use facets to filter events

Facets are the summary of data points that constitute an event. Facets vary depending on the data source. For example, the facets for the Access Control data source are reputation, actions, location, and category group. Whereas the facets for Virtual Apps and Desktops are event type, domain, and platform.

Select the facets to filter your search results. The self-service search page displays the selected facets as chips. For more information on the facets corresponding to each data source, see the self-service search article for the data source mentioned earlier in this article.

Use search query in the search box to filter events

When you place your cursor in the search box, the search box displays a list of dimensions based on the user events. These dimensions vary according to the data source. Use the dimensions and the valid operators to define your search criteria and search for the required events.

For example, in the self-service search for access, you get the following dimensions for the access events. Use the dimensions to type your query, select the time period, and then click Search.

Search query

Supported operators in search query

Use the following operators in your search queries to refine your search results.

Operator Description Example Output
: Assign a value to the search query. User-Name : John Displays events for the user John.
= Assign a value to the search query. User-Name = John Displays events for the user John.
~ Search similar values. User-Name ~ test Displays events having similar user names.
”” Enclose values separated by spaces. User-Name = “John Smith” Displays events for the user John Smith.
<, > Search for relational value. Data Volume > 100 Displays events where data volume is greater than 100 GB.
AND Search values where both conditions are true. User-Name : John AND Data Volume > 100 Displays events of user John where data volume is greater than 100 GB.
* Search values that match the character zero or more times. User-Name = John* Displays events for all user names that begin with John.
    User-Name = *John* Displays events for all user names that contain John.
    User-Name = *Smith Displays events for all user names that end with Smith.
!~ Checks the user events for the matching pattern that you specify. This NOT LIKE operator returns the events that do not contain the matching pattern anywhere in the event string. User-Name !~ John Displays events for the users except John, John Smith, or any such users that contain the matching name “John”.
!= Checks the user events for the exact string that you specify. This NOT EQUAL operator returns the events that do not contain the exact string anywhere in the event string. Country != USA Displays events for the countries except USA.
IN Assign multiple values to a dimension to get the events related to one or more values. Note: Currently, you can use this operator with the following dimensions of Citrix Virtual Apps and Desktops- Device ID, Domain, Event-Type, and User-Name. This operator is applicable only for the string values. User-Name IN (John, Kevin) Find all events related to John or Kevin.
NOT IN Assign multiple values to a dimension and find the events that do not contain the specified values. Note: Currently, you can use this operator with the following dimensions of Citrix Virtual Apps and Desktops- Device ID, Domain, Event-Type, and User-Name. This operator is applicable only for the string values. User-Name NOT IN (John, Kevin) Find the events for all users except John and Kevin.

The NOT EQUAL (!=) operator is valid for the following dimensions:

Data source Dimensions
Access Control Country, City, Action, URL, URL Category, Reputation, Browser, OS, Device
Content Collaboration Country, City, Client OS
Gateway Authentication Stage, Client IP
Virtual Apps and Desktops Country, City, App Name, Clipboard Operation, Browser, OS

Note

For the NOT EQUAL operator, while entering the values for the dimensions in your query, use the exact values available on the self-service search page for a data source. The dimension values are case-sensitive.

For more information on how to specify your search query for the data source, see the self-service search article for the data source mentioned earlier in this article.

Select time to view event

Select a preset time or enter a custom time range and click Search to view the events.

Time selection

View the timeline details

The timeline provides a graphical representation of user events for the selected time period. Move the selector bars to choose the time range and view the events corresponding to the selected time range.

The figure shows timeline details for access data.

Timeline details

View the event

You can view the detailed information about the user event. On the DATA table, click the arrow for each column to view the user event details.

The figure shows the details about the user’s access data.

Events

Add or remove columns

You can either add or remove columns from the event table to display or hide the corresponding data points. Do the following:

  1. Click Add or Remove Columns.

     Update events

  2. Select or deselect the data elements from the list and then click Update.

    Update columns

If you deselect a data point from the list, the corresponding column is removed from the event table. However, you can view that data point by expanding the event row for a user. For example, when you deselect the TIME data point from the list, the TIME column is removed from the event table. To view the time record, expand the event row for a user.

Hidden attributes

Export the events to a CSV file

Export the search results to a CSV file and save it for your reference. Click Export to CSV format to export the events and download the CSV file that is generated.

CSV export

Export visual summary

You can download the visual summary report of your search query and share a copy with other users, administrators, or your executive team.

Click Export Visual Summary to download the visual summary report as a PDF. The report contains the following information:

  • The search query that you have specified for the events for the selected time period.

  • The facets (filters) that you have applied on the events for the selected time period.

  • The visual summary such as the timeline charts, bar charts, or graphs of the search events for the selected time period.

Export visual summary

Multi-column sorting

Sorting helps to organize your data and provides better visibility. On the self-service search page, you can sort the user events by one or more columns. The columns represent the values of various data elements such as user name, date and time, and URL. These data elements vary based on the selected data sources.

To perform a multi-column sorting, do the following:

  1. Click Sort By.

    Sort-by

  2. Select a column from the Sort By list.

  3. Select the sorting order- ascending (up arrow) or descending (down arrow) to sort the events in the column.

  4. Click + Add Columns.

  5. Select another column from the Then By list.

  6. Select the sorting order- ascending (up arrow) or descending (down error) to sort the events in the column.

    Note

    You can add up to six columns to perform the sorting.

  7. Click Apply.

  8. If you do not want to apply the preceding settings, click Cancel. To remove the values of the selected columns, click Clear All.

The following example shows a multi-column sort on the Access Control events. The events are sorted by time (in latest to oldest order) and then by URL (in alphabetical order).

Multi-column sorting

Alternatively, you can perform multi-column sorting by using the Shift key. Press the Shift key and click the column headers to sort the user events.

As an administrator, you can save a self-service query. This feature saves the time and effort of rewriting the query that you use often for analysis or troubleshooting. The following options are saved with the query:

  • Applied search filters
  • Selected data source and duration

Do the following to save a self-service query:

  1. Select the required data source and duration.

  2. Type a query in the search bar.

  3. Apply the required filters.

  4. Click Save Search.

  5. Specify the name to save the custom query.

    Note

    Ensure the query name is unique. Otherwise, the query does not save.

  6. Enable the Schedule email report button if you want to send a copy of the search query report to yourself and other users at a regular interval. For more information, see Schedule an email for a search query.

  7. Click Save.

To view the saved searches:

  1. Click View Saved Searches.

  2. Click the name of the search query.

To remove a saved search:

  1. Click View Saved Searches.

  2. Select the search query that you have saved.

  3. Click Remove saved search.

Remove saved search

To modify a saved search:

  1. Click View Saved Searches.

  2. Click the name of the search query that you have saved.

  3. Modify the search query or the facet selection based on your requirement.

  4. Click Update Search > Save to update and save the modified search with the same search query name.

  5. If you want to save the modified search with a new name, click the down arrow and click Save as new search > Save As.

If you replace the search with a new name, the search is saved as a new entry. If you retain the existing search name while replacing, then the modified search data overrides the existing search data.

Note

  • Only a query owner can modify or remove their saved searches.
  • You can copy the saved search link address to share with another user.

Schedule an email for a search query

You can send a copy of the search query report to yourself and other users on regular intervals by setting up an email delivery schedule.

Schedule an email while saving a search query

While saving a search query, set up an email delivery schedule as follows:

  1. On the Save Search dialog box, enable the Schedule email report button.

    Schedule email

  2. Enter or paste the email addresses of the recipients.

    Note

    Email groups are not supported.

  3. Set the date and time for the email delivery.

  4. Select the delivery frequency- daily, weekly, or monthly.

  5. Click Save.

Schedule an email for an already saved search query

If you want to set up an email delivery schedule for a search query that you previously saved, do the following:

  1. Click View Saved Searches.

  2. Go to the search query that you have created. Click the Email this query icon.

    Note

    Only a query owner can schedule email delivery of their saved search query.

    Email query

  3. Enable the Schedule email report button.

  4. Enter or paste the email addresses of the recipients.

    Note

    Email groups are not supported.

  5. Set the date and time for the email delivery.

  6. Select the delivery frequency- daily, weekly, or monthly.

  7. Click Save.

Stop an email delivery schedule for a search query

  1. Click View Saved Searches.

  2. Go to the search query that you have created. Click the View email delivery schedule icon.

    Note

    Only a query owner can stop the email schedule of their saved search query.

    Stop email schedule

  3. Disable the Schedule email report button.

  4. Click Save.

Email content

The recipients receive an email from “Citrix Cloud - Notifications donotreplynotifications@citrix.com” about the search query report. The report is attached as a PDF document. The email is sent at a regular interval defined by you in the Schedule email report settings.

The search query report contains the following information:

  • The search query that you have specified for the events for the selected period.

  • The facets (filters) that you have applied on the events.

  • The visual summary such as the timeline charts, bar charts, or graphs of the search events.

Self-service search