Server and user-side installations are required for the GEODI Classifier.
Installation of a Manual/Automatic classification project takes about 1-1.5hours. 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 agents.
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.
We provide ready to use panels to watch agents and classification actions(logs).
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.
Troubleshooting
Classification Issues
Clients will be updated in about 10 minutes when the 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. The Classifier plugin is automatically activated when a connection to GEODI is established.
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)
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.
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.When the above method is added as a standard mail body, you can send mail without asking for the class.