GEODI Classifier is a set of tools for manual and automatic classification. This page is about configuring central management of the tools.

Classifier Module Configuration

Use “Activate Classification Tools” on the last page of Project Wizard to open the management dialog. The classes, rules, header, footer, and watermark grans are all set here. There are ready project templates; we suggest you start with one to have ready-to-use settings.

As a best practice, create a separate project for classification other than search and/or discovery. The project for classification does not need to have data.

Classes

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 valid only for MS Office software. If the user chooses this class, the text will be embedded into the document.

  • You may use %User% to have a user name in the values.

  • You can use \n to move to the next line for multiple lines of text. For example, “Personally\nIdentifialbe\nInformation”.

• Auto classification chooses the last class if the content does not match any other query.

Behaviour

Default Classification rules are set here. These rules are automatically updated for all clients in about 10+ minutes. You may override/change rules by user, group, IP, or classification tools using the “Customize” tab.

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1. Auto Classify Behaviour: Determines how auto-classification works.

   1. Use as a suggestion → The user may or may not use auto.

   2. Disabled → Automatic classification is off

   3. Do not select the class under auto → Users can not choose classes lower than the auto.

2. Ask Classes on Save: MS Office add-ins open a dialog to choose classes when saving/close or printing. This option determines when the dialog opens.

   1. Show when necessary → If auto-classification is possible or the document already has a class, the dialog does not open.

   2. Always → The dialog opens after each change.

   3. Never - Manuel Only → User can open the dialog manually.

3. Use OS Meta: Enables ADS for documents other than Microsoft Office and PDF. ADS labesl are created only by Shell/Desktop Classifier.

4. Allow Class Lowering: Determines if a user can choose a lesser class for an already classified document. This is an important setting and you may override it by user, group, or IP.

5. Classifying internal emails: When checked, same domain mails are to classified.

6. Log Format: By default, all classification activities are logged. Here you choose log format and medium.

Customize

With customization, the default rules can be changed based on User, Group, IP, or the application.

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Available Classes: You may want some classes to be offered only by certain groups or departments. In this case, you can specify which classes are available for each customization.

Pop-Up Texts Settings

Use the terminology by your preferences.

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

Setup

The software automatically generates the token and MSI parameters required for installation. Please refer to the client pages and OWA installation page for details.

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Troubleshooting

• Clients will be updated in about 10 minutes when the 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. The Classifier plugin is automatically activated when a connection to GEODI is established.

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

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

  • The 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 Wetransfer, 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 for automatic classification through the last meta in communication with GEODI.

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

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

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

  • 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.

• Suppose many mails are sent for Mail Merge use when the %AutoClass% statement is added to the document to be classified. In that case, it is automatically classified without asking for the class when sending multiple mails.

  • For example, if a mail merge is 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.