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There is no need to have data in the project(s) you will use for classification. Being different from the projects you use for data exploration or Search provides flexibility for system administration.

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Classes/Values

In this tab we will define the class labels, their rules and their appearance in plugins (Microsoft office others). Classes should be created with the most important at the top.

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• Header, Footer and Watermark values are only valid for MS Office software and allow you to specify the text and styles that will appear if the relevant class is selected.

  • %User% should be used in the Tag to display the name information of the user making the classification on the tags. When used, the tagging person's name is displayed.

  • For multiple lines of text you can use \r or \n to move to the next line. For example “HizmeteÖzel\rOfficial”. Single use only moves to the next line. If moving to the next line is not enough and you need to add a line space, you can also use multiple uses such as \r\r, \n\n or \r\n.

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Plugin Settings

GEODI Classifier add-ins are components that run in MS Word, Excel, Windows Shell or Exchange Server. These components work together with the GEODI server. The distribution of settings is centralized. The following settings determine the behavior of the add-ins.

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Classifying internal emails: When the feature is used, when the sent domain address and the destination domain address are the same, mail can be sent without asking for classification.

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Interface Texts

Interface texts determine the appearance of some buttons and messages within plugins.

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Class Not Defined Icon: Icon of the class indicating that the document to appear in unclassified documents is unclassified.

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Installation

Token and MSI parameters required for installation are automatically generated by the software. Please refer to the client or OWA installation page for details.

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• Clients will be updated in about 10 minutes when Classifier settings are changed in the GEODI interface.

• If office add-ons or Desktop Classification is not active

  • Check that the client installation is complete

  • Must have access to the GEODI server

  • GEODI Token validity must be checked

• Installation can be performed in an environment without internet / in cases where GEODI cannot be reached. When a connection to GEODI is established, the Classifier plugin is automatically activated.

• ADS is used for classification in other file types except MS Office and PDF files. In a classified file, it is written whether the classes are preserved or not as a result of the following operations.

  • The name of the file has been changed (Class Preserved).

  • File extension changed. txt → log - mp4 → avi (Class Preserved)

  • The file was copied to another computer without GEODI Classifier and checked (Class Preserved)

  • File copied over RDP connection (Class Not Preserved)

  • Classified uploaded to wetransfere and downloaded. (Class Not Preserved)

  • The file has been classified. Compressed as rar/zip and extracted. (Class Not Preserved)

• In case there is no access to the GEODI server, manual classification can be used. You can use other classes except automatic classification through the last meta in communication with GEODI.

  • When connected to the GEODI server, the operations performed are logged.

  • In Shell classification, if it is not connected to the server, the automatic option is not available.

  • In the Office plugin, if the server is not reachable, "automatic (offline)" is displayed.

  • Changes made (adding a class) or falling off the server are checked periodically (5 minutes), not instantly, so as not to slow down your operations. For this reason, the changes made are not instantly reflected on the Add-In and Shell interface.

• If a large number of mails are sent for Mail Merge use, when the %AutoClass% statement is added to the document to be classified, it is automatically classified without asking for the class when sending multiple mails.

  • For example, if a mail merge will be made over word, when %AutoClass% is written in the document, the classification is made automatically and the class is not asked for every mailing.

  • When the above method is added as a standard mail body, you can send mail without asking for the class.

Classifier Installation Steps

It is recommended to follow the steps below to install the classifier.

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Subject

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Description

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GEODI Server Classification Module should be installed

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If you have a license, the module installation will take place automatically in the module wizard that opens when you run GEODI.

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You must create a classification project

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For this purpose, you can use one of the classification GEODI projects that come with the Classify Module as a starting point.

The definitions required for Automatic and Manual Classification will come with this project. You will have completed the first step of classification without any content.

The necessary information is shared on this page to create it in a manual way.

We do not recommend adding data to the project where you have classification rules. This will give you flexibility in your classification rules in the future. We recommend creating a different GEODI project for enterprise search and data discovery.

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Reviewing the classes

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Each institution may have different specific needs and expectations from the classification project. Although it is possible to change the classes later, we recommend that you share the current situation with the organization and get approval for a good start.

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If Data Discovery to be made

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If Data Discovery is to be done, you can start defining the sources to be discovered at this stage and then start the discovery.

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Classifier İstemci Paketinin Kurulumu (Installing the Classifier Client Package)

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Classifier has client plugins for Desktop (Shell Extension) and Microsoft Office.

PC Discovery (GDE) packages should also be deployed if available within the project.

Installing the Classifier Client Package

The GEODI classifier has client agents for Desktop (Shell Extension) and Microsoft Office.

Deployment of the Classifier Client Package

With a single installation, Office add-ons, Shell Extention and other necessary components are installed on clients.

You can download the installation from https://servis.dece.com.tr/Geodisetup/GEODIClassifier.msi In the

installation tab, the necessary parameters for MSI will be created automatically.

• Script structures vary in tools such as PDQ, ManageEngine, SCCM but the operations to be performed are the same.

  • Ready scritps exported for PDQ Deploy tool are in xml file. PDQ can be imported and used.

Update

In the default installation, packages use the DECE server to check and download their current version. If there is access to these servers after the above operations, the update is done without any problems.

If there is no access, the following steps should be followed.

• Add UPDATE_URL parameter to the first installation step. The link to the autoupdate.txt file where updates will be checked should be given as http/https.

• You can request the updated classifier package and autoupdate.txt file from DECE Support team. After receiving this file, the URL= in it should be changed.

  • You can put the updated MSI file in a user accessible directory and give the path to it as http/https or file://<filepath>.

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Activating the Classification Feature

You can use the information here to modify or create projects from scratch. Classification settings may be different for each project. You can access the settings from the last page of the Project Wizard. There are 4 tabs in the settings.

• Values

• Plugin Settings

• Interface Texts

• Installation

Default Classification Settings

With GEODI Classifier comes with ready-to-use class definitions. You may directly use or modify the classes.