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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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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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Auto Classify Behaviour: Determines how auto-classification works.
Use as a suggestion → The user may or may not use auto.
Disabled → Automatic classification is off
Do not select the class under auto → Users can not choose classes lower than the auto.
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.
Show when necessary → If auto-classification is possible or the document already has a class, the dialog does not open.
Always → The dialog opens after each change.
Never - Manuel Only → User can open the dialog manually.
Use OS Meta: Microsoft Office, Libre Office, and PDF formats can be tagged with ADS. These tags are only created by the Shell/Desktop classification tool.
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.
Classifying internal emails: When the feature is used, if the sending domain address and the target domain address are the same, the email can be sent without asking for classification.
Log Format: By default, all classified documents are logged. This log is stored on the server side. We can deactivate this process or change the logging format. The logs are in the same location as other GEODI logs.
Do not use images for Header/Footer: By default, headers and footers are used as images in Excel. If this option is selected, headers and footers will be used as text in Excel.
Do not use images for Watermark: By default, the watermark is used as an image in Excel. If the 'Do not use images for Watermark' setting is selected, the watermark will be disabled in Excel.
Customize
With customization, the default rules can be changed based on User, Group, IP, or the application.
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