GEODI Classifier consists of a set of tools for manual and automatic classification. Part of this tool is installed as a GEODI module, with separate client installation for Desktop and Office plugins.
Classifier Module Configuration
You can access the Classification Module interfaces from the last page of the Project Wizard. To be able to use ready-made class, label, panel and rule definitions, you must start by choosing a template.
There is no need to have data in the project(s) you will use for classification. Being different from the projects you use for data exploration or Search provides flexibility for system administration.
Classes/Values
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.
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: GEODI Query Rules are valid. Documents that match the query will automatically receive the corresponding class. GEODI recognizers will provide valuable information for automatic classification. Thanks to the semantic features of GEODI, for example, you can use a query such as layer: "TRID" with the phrase "TR Identity Number".
Tags: In MS Word, PDF or other attachments, the final tag value of the class should be given. Different DLP solutions may require different definitions. For example, Forcepoint expects an XML schema. The structure is designed to meet different DLP needs. There are a few variables when creating tags. Theese are;
%User%: Computer name / email sender / login account information in GEODI,
%Ver%: Version information of the classifier,
%Date%: Date information in yyyy-mm-dd format,
%Date-epoch%: Number of seconds that have elapsed since January 1, 1970,
%Date-UTC%: UTC time information,
These variables are case sensitive, should be used as written above.
Warning: If variables are used on all values, the class discovery feature will be corrupted. At least one value must be constant. For example, the ID information in the tag can be used as a constant, another information can be used as a variable.
Header, Footer and Watermark values are only valid for MS Office software and allow you to specify the text and styles that will appear if the relevant class is selected.
%User% should be used in the Tag to display the name information of the user making the classification on the tags. When used, the tagging person's name is displayed.
For multiple lines of text you can use \r or \n to move to the next line. For example “HizmeteÖzel\rOfficial”. Single use only moves to the next line. If moving to the next line is not enough and you need to add a line space, you can also use multiple uses such as
\r\r,\n\nor\r\n.
If it does not match any class selected from the left buttons in the drop-down menu on the GEODI DLP setting screen, the red marked class is given. You can use the marked class for any class you want.
Plugin Settings
GEODI Classifier add-ins are components that run in MS Word, Excel, Windows Shell or Exchange Server. These components work together with the GEODI server. The distribution of settings is centralized. The following settings determine the behavior of the add-ins.
AutoClassification Behavior: With this option you can select Auto-classification as active/passive or mandatory. If forced, manual classification options are disabled.
Ask When Saving Classes: For MS office, a dialog can be opened during saving/closing/printing to force classification. The form display determines the rule for opening the dialog.
Log Format: By default all classified documents are logged. This log is kept on the server side. We can disable this process or change the logging format. Logs are in the same place as other GEODI logs.
Use OS Meta: With the Windows right-button plugin you can classify files except MS Office and PDF files with operating NTFS ADS. If the option is off, only Word and PDF documents can be classified.
Allow Class Minimization in Plugins: Classes should be created with the most important at the top. With this option, it is determined whether the user can move a previously classified document to a lower class (such as Top Secret → Confidential).
Classifying internal emails: When the feature is used, when the sent domain address and the destination domain address are the same, mail can be sent without asking for classification.
Interface Texts
Interface texts determine the appearance of some buttons and messages within plugins.
Auto Button: This is the name of the automatic button in the classification interface.
Category: It is used to add a general title to the left side of the upper category classes in the Pop-Up interface that opens.
Subcategory: It is used to add titles to the left side of Subcategory classes in the Pop-Up interface that opens. If the category name in the class definitions is to be used as the title, "Use Class Category" must be checked. If the categorical structure is not used, these fields should be left blank.
Form Title: The dialog's title that opens during saving/printing for MS office can be changed.
Description: Description can be added/changed to the dialog opened during saving/printing for MS office.
Class Not Selected Message: Message to be displayed on the dialog opened during saving/closing/printing for MS office if the class is not selected for the document.
OK Button: The text of the OK button on the dialog opened during saving/closing/printing for MS office can be changed.
Class Not Defined: The class indicating that the document that will appear in unclassified documents is unclassified.
Top Bg,Text Color, Bottom Color: It is used to change the color combinations on the pop-up window in the GEODI Classifier Add-In screen. It works in our default colors when it receives an incorrect or missing value.
Class Not Defined Icon: Icon of the class indicating that the document to appear in unclassified documents is unclassified.
Installation
Token and MSI parameters required for installation are automatically generated by the software. Please refer to the client or OWA installation page for details.
Troubleshooting
Clients will be updated in about 10 minutes when 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. When a connection to GEODI is established, the Classifier plugin is automatically activated.
ADS is used for classification in other file types except MS Office and PDF files. In a classified file, it is written whether the classes are preserved or not as a result of the following operations.
The name of the file has been changed (Class Preserved).
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 wetransfere 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 automatic classification through the last meta in communication with GEODI.
When connected to the GEODI server, the operations performed are logged.
In Shell classification, if it is not connected to the server, the automatic option is not available.
In the Office plugin, if the server is not reachable, "automatic (offline)" is displayed.
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.
If a large number of mails are sent for Mail Merge use, when the
%AutoClass%statement is added to the document to be classified, it is automatically classified without asking for the class when sending multiple mails.For example, if a mail merge will be 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.