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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 as well. At the end, you will be ready to distribute/install agentsIf you already have a classification tool, then it is also easy to port as well.

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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Troubleshooting

Classification Issues

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titleHow to convert Classification Logs to Database
Info

With the database option from the GEODI classifier settings interface, you can write the classification logs on the database by giving only a table name. Classification logs are automatically written to the table with the given name.

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titleHow to Classify Files that are on Remote PCs?
Info

If you have a Classification license for the documents coming to the GEODI server via GDE, you can query the documents via GEODI ES and classify them on the source machine. Our Classifier and GDE solutions must be installed on the machine to be classified.

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titleIs GEODI compatible with the DLP we use?
Info

GEODI works with ForcePoint, Safectica, Trend Micro, McAfee, Symantec and Palo Alto DLP products. It can also work with other DLP products. The flexible labeling structure of GEODI Classifier tools can adapt to any DLP. NTFS Alternate Data Stream (ADS) method is used for file formats that do not support tags.

If there is a compatibility issue you are hesitant about, please contact us.

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titleGEODI Classifier Add-In Cannot View

“Slow and Disabled COM Add-ins” that you should check if the GEODI Classifier Add-In is seen as passive. GEODI Classifier should not be disabled.

Sometimes all add-ins can be disabled automatically by MS Office when very large files are encountered. These features should be checked.

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

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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

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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.

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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)

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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 emails 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 emails.

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

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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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