/
GEODI 121 - Classification tools User Training

GEODI 121 - Classification tools User Training

Scope

This cource is for anyone use GEODI Data Classification Suite. Desktop, Microsoft Office Addons and OWA.

Audience

General

Prerequisite Trainings

-

Suggestions for the next course

Supporting Material

GEODI Classifier Office and Other Plugins User Guidearchived

User Training Video

Questions

Your are expected to answer following questions after the training:

🔧 General Functionality

  1. What is GEODI Classifier and what is its main purpose?

  2. Which platforms or tools does GEODI Classifier provide plug-ins for?

  3. How does GEODI Classifier support integration with DLP solutions like Symantec or ForcePoint?

  4. What must be installed before GEODI Classifier plug-ins are activated?

🖥️ Desktop and Office Plug-ins

  1. What happens when you right-click a file on Windows after installing the Desktop Classifier plugin?

  2. How are classification tags applied for file formats that don’t support tagging, such as TXT?

  3. Which Microsoft Office applications are supported by the GEODI Office plug-in?

  4. Where is the classification menu added within Microsoft Office applications?

  5. What options appear when you try to save or export a document in Office with GEODI Classifier enabled?

  6. What determines which classification options appear in the menu?

🔐 Classification Logic & Output

  1. How does automatic classification work within GEODI Classifier?

  2. What kind of classes can be defined (e.g., Confidential, Personal Data)?

  3. How are watermarks and class values placed in Word documents?

  4. Why might class labels overlap existing content in Office documents?

  5. What visual elements can classification apply (e.g., Header, Footer, Watermark), and how can their alignment be customized?

📶 Offline and Sync Behavior

  1. What classification functionalities are available when the user is offline?

  2. What happens to classification logs created while offline?

  3. Why might the classification tools have a longer startup time when offline?

🛠️ Policy & Rule Management

  1. How are classification rules and policies managed across users and devices?

  2. What happens when classification rules are updated on the server?

  • Trainings are intended to give you a general idea. You need to reinforce what you’ve learned by applying it. Some of the features mentioned in the training may not be included in your license.

GEODI Classifier Office and Other Plugins User Guide

 

GEODI Classifier is the common name for a set of tools for manual or automatic classification of data. There are plug-ins for Microsoft Office, Exchange Server, Office 365 and Windows. Classifier solutions are compatible with DLP solutions such as ForcePoint, Symantec and TrendMicro.

Plugins are not activated until your GEODI and GEODI Classifier licenses are installed. For installation GEODI Classifier - Class and Policy settings

Desktop Classifier plugin

After installation, the "classify" option comes to the windows right-click. The options that come with classify may be different depending on the server settings. This method creates tags for formats with tag support such as Office documents and PDF. These tags will be interpreted by DLP solutions. For file types without tag support, tags are written using a feature of the NTFS file system. This feature is also compatible with DLP solutions.

 

Microsoft Office plugins

The installation adds a menu to the "Home" tab in Microsoft Office applications. Word, Excel, Powerpoint and Outlook are supported. Please refer to the system requirements document for compatible versions.

The options offered may be different depending on the server settings. You can select the class of the document manually or automatically. Depending on the class you choose, which labels are written, whether there is a watermark or not and how it looks depends on your settings.

When you save the document or export a PDF, you will be asked for the classification options again. Depending on your settings, you may not be able to save without selecting a class.

Automatic classification is based on GEODI's discovery capabilities. Which class will be created according to which rules can be determined in the server settings. You can create classes such as Confidential/Private as well as distinctions such as with/without personal data.

Word Menu

 

 

Classes are Asked Again when Saving

You can create watermark and footer by class

 

 

Word plugin class values and watermark placement

The classification tool tries to place the class values and the watermark in the best possible place. Which of these values is written also depends on the definitions.

You can have Header, Footer and WaterMark values appear and be right/left/centered. Not necessarily all of them.

Word, Excel and Powerpoint are very capable and offer many layout, font and size options. In all these cases it may not be possible to type the class values without affecting the document. In this case, please try the options provided or change the templates you are using to take the classification values into account.

All situations that occur with manually created headers/footers also apply to GEODI tags. The footer may not be displayed in some office versions when printing a portrait formatted page horizontally.

In cases such as using the document margins to the end, GEODI class labels will necessarily overlap with the existing content. In this case you should reserve space for the label.

 

Offline Working

If the computer you are using cannot access the GEODI server, only manual classification can be performed with the classification tools. The logs of the classifications made during this time will be transferred to the server once the connection is restored.

During offline periods, the classification tools will attempt to contract the servers, which may result in slightly longer startup times.

In such a case, you should contact your company’s IT department to resolve the issue.

 

Rule Changes

Classification policies and rules for the class you use and the tools are set centrally. When these rules change, the interfaces will be updated the next time you log in.