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• ID: You must give a unique value for the class.

• Name: The text of the class that you want to appear in the interfaces.

• Category: You can create a classification tree by giving different categories. It is useful if you have many classes. By default, it can be empty.

• Description: With the description, you write down what you need to know about the class. This text will be a guideline for the users of the plugins. Descriptions will be displayed in the classification interface of the users.

• Query: Documents that match the query automatically take the corresponding class. GEODI Query Rules are valid. There are predefined queries (predefined:ClassPII, predefined:ClassSecret,...) to help you use the same queries in classes, panels, and other places. This is a good way to simplify configuration and management:

• Tags: Tags are the key and value pairs to write In MS Word, PDF, or ADS files. If you plan to switch to GEODI from another classification solution, GEODI adapts the existing schema. The transition will be seamless. Please check GEODI Classifier Label/Tag Definitions

• 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.

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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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Ignoring e-mail signatures

E-mail signatures contain the sender's PII information. To ignore this, you must either change e-mail server settings or prepare a dictionary.

E-mail server should add signature after the classification/or just before send. The method for exchange is https://learn.microsoft.com/en-us/exchange/security-and-compliance/mail-flow-rules/disclaimers-signatures-footers-or-headersthe link. Your e-mail server may provide different methods.

If you do not have or prefer such a method, a GEODI dictionary will also solve the problem. To do that

1. You must have a senders list that contains at least the values used in signatures (name, phone, e-mail, etc.).

2. GEODI can use Excel or a Table as a dictionary. You must generate the signature using Excel formula or SQL. Excel should be updated manually.

3. Add this dictionary to the discoveries list for the classification project.

4. That is all.

5. This dictionary can also be used for e-mail discovery to avoid signatures recognized as PII for old emails.

6. Sender’s actual PII data, in e-mail body, contracts, medical records, etc., will still be recognized.

Sample Excel