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Server and user-side installations are required for This page is a guide for installing server and client-side tools of the GEODI Classifier.

Installation of a Manual/Automatic classification project takes about 1-1.5hours1 to 2 hours. If GEODI is the first classification tool, you may instantly start with ready classes. These classes are refined with many different user experiences. Porting an exiting classification environment(labels and rules) to GEODI is a quick process If you already have a classification tool, then it is also easy to port as well.
At the end, you will be ready to distribute/install agents.

Info

You may anytime change the policies after installing the agents. Agents automatically update the policies. GEODI Classification Policy Manager allows you to override policies by groups, persons, client software, IP and more.

Please check GEODI Classifier FAQ page for anything else you wonder.

Note

We provide ready to use panels to watch agents and classification actions(logs).

Tip

After agents distribution users may start classification. GEODI 121 online course is enough for end users to learn classification for Desktop and Office classification.

The following is the basic roadmap for the installation.

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Frequently Asked Questions (FAQ)

Classification Issues

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titleCan we exclude data related to organization employees from discovery/classification rules?
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Yes, in the GEODI Classification Management Interface, you can exclude email sent by users within the same domain from classification

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titleCan I perform batch classification?
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  • Data indexed with GEODI can be selected and automatically or manually classified. This applies to data coming from folders and GDE data sources. Labels will be written to the respective files or as alternate data streams (ADS).

  • GEODI Classifier Batch Classification

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titleWhat does Semantic Classification mean?
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It is the classification of files discovered in GEODI based on query results.

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titleDoes the date of the classified documents change?
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No, GEODI classification tools preserve the file date.

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titleCan we classify files discovered with GDE on remote PCs in-place?
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If you have a Classification license for documents coming to the GEODI server through GDE, you can query and classify documents through GEODI ES, performing the classification on the source machine. The machine where the classification will take place must have our Classifier and GDE solutions installed.

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titleCan Header/Footer and Watermark be multilingual?
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  • Yes. It will decide based on the machine language. You can define multiple languages simultaneously.

  • You can use values like usernames in these settings.

  • You can define multiple lines.

  • GEODI Classifier Label/Tag Definitions

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titleCan databases be classified?
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There is no concept of writing labels to databases. However, GEODI classification tools can report the classification of a database record and enable you to take action based on this report.

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titleCan we disable automatic classification for a specific group?
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  • Yes, with GEODI Classification Policy Manager, you can create variations based on groups, individuals, IP addresses, software (Word, Excel, etc.). It can be set to automatic only for one user group, manual only for others, or disabled for a specific user group if needed.

  • Changes in rules will take effect on clients approximately 10 minutes after modification.

  • GEODI Classifier Label/Tag Definitions

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titleIs 'Allow Class Lowering' permitted?
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Depending on policies, you can allow or prohibit class lowering for all or specific sets of users. You can also use the rule that prohibits giving a class below automatic classification.

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titleHow do I exclude email signatures?
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The dictionary operations used in personal data detection can be applied to email signatures.

The method of adding email signatures when sending an email can be performed. The method used for Exchange servers, please provide https://learn.microsoft.com/en-us/exchange/security-and-compliance/mail-flow-rules/disclaimers-signatures-footers-or-headersthe link.

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titleCan Classification Add-ons work offline
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Yes, offline is possible for add-ons

  • The add-ons must at least once access to GEODI server to get the policies

  • Only Manual classification is possible. The automatic classification is not available.

  • Rules from the last connection are used.

  • Logs are accumulated and transferred when a connection to the server is established.

IT and Licence Issues

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titleWhat is the format for classification log
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The result format is selected from the GEODI classification policy manager. DB, syslog, CEF pr CSV options are available.

Ypu may use a SIEM or Log Analysis Dashboard to monitor and analyse the logs.

GEODI Classifier Log Analysis Dashboard and Log Formats

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titleHow long does it take for Classifier setting changes to take effect on clients?
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It will be updated automatically and within approximately 10 minutes.

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titleHow will the distribution of agents be carried out?
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You can use ManageEngine, PDQ, SCCM or a similar tool. Single agent will be distributed. GEODI Classification solution automatically generates the MSI and parameters required for agent deployment. Updating of agents is automatic, checked every 2 days.

A panel can be created to monitor agents. GEODI Agent Management Panel

GEODI Classifier Windows Client Installation

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titleDo agents strain the endpoint?
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No, the GEODI Classification and GDE (Discovery) agents are designed to impose minimal load on the endpoint/client machines.

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titleHow many clients can a GEODI server support simultaneously?
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A server specified in the system requirements for automatic classification can support 3000+ users.

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titleIs GEODI Data Discovery necessary for classification?
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No, you can use classification independently without data discovery. However, the identifiers and rules that come with GEODI Data Discovery will enhance the performance of automatic classification.

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titleCan the removal or deactivation of agents and plugins be prevented?
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Yes, by default, Office plugins cannot be removed or deactivated by a Windows user.

Compatibility Issues

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titleCan I use two classification solutions simultaneously?
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Yes, GEODI can adapt to the labeling scheme of an existing classification tool. This way, you can continue to use both simultaneously without additional work on the DLP side.

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titleCan classification be performed in Linux, Mac, or SharePoint environments?
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The GEODI classification solution works on Windows computers. Data discovery can be performed on Linux, MacOS, or SharePoint.

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titleCan GEODI Classifier understand documents classified with a different classification tool?
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Yes. As long as the labeling scheme is the same, it doesn't matter which tool was used for classification. The GEODI classification tool understands the class of a previously classified file and behaves according to policy settings.

Troubleshooting

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titleIf office extensions or desktop classification is not active
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  • The completion of client installation should be verified.

  • Access to the GEODI server must be ensured.

  • The validity of the GEODI token should be checked.

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titleInstallation can be performed in offline/unreachable situations for GEODI
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The rules become active when clients connect to GEODI at least once.

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titleAutomatic Classification is not active.
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There is no access to the GEODI server, or automatic classification may be disabled in the policy settings.

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titleClassification is taking a long time.
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Automatic classification may sometimes take a long time due to network traffic, server load, and file sizes. If such situations persist, please consider the upload times of the files you are using in Word and Excel.

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titleEmail signatures are perceived as personal data
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The phone numbers and personal names found in email signatures are recognized by GEODI, and therefore, classification is done as personal data. To overcome this, creating a user dictionary and setting classification rules to exclude this dictionary will resolve the issue with email signatures.

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titleClassification agents and Add-ins cannot see the GEODI server.
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  • If GEODI is closed,

  • If the GEODI port is not open

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titleHow to send a large number of emails simultaneously, like Mail Merge?
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Under normal circumstances, a classification pop-up opens for each email. To prevent this in bulk emails, you just need to add the %AutoClass% expression to the email body or Word document for mail merge. The sent emails will be automatically classified without opening a pop-up.

Alternatively, you can create a separate classification policy for Outlook/OWA.

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titleClassification Agents are not updating automatically.

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Installation Roadmap

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Checklist

Follow the steps for Classifier installation

  •  GEODI Server must be installed
  •  Activate Classification Module
  •  Activate Default Classes and Policies
  •  Ignore mail signatures (by a dictionary or mail server settings)
  •  Generate Agent MSI Package
  •  Sample Agent installation to selected clients
  •  Activate agent monitor panel
  •  Activate log analysis panel
  •  Interim review
  •  Modify Class and Policies
  •  Closing
  •  Deploy Agents to all clients

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