GEODI Classifier - Class and Policy settings
GEODI Classifier is a set of tools for manual and automatic classification. This page is about configuring central management of the tools.
Classifier Module Configuration
Use “Activate Classification Tools” on the last page of Project Wizard to open the management dialog. The classes, rules, header, footer, and watermark grans are all set here. There are ready project templates; we suggest you start with one to have ready-to-use settings.
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.
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 helpful 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 serve as a guideline for plugin users. Descriptions will be displayed in the classification interface of the users.
Query: Documents that match the query automatically take the corresponding class. GEODI Query Rules are valid. There are predefined queries (
predefined:ClassPII,predefined:ClassSecret,...) to help you use the same queries in classes, panels, and other places. This is a good way to simplify configuration and management:Auto classification chooses the last class if the content does not match any other query.
Tags/Labels:
If you are already using a classification solution, GEODI adapts the existing schema. The transition will be seamless. Please check GEODI Classifier Label/Tag Definitions
For MS Word, PDF, and LibreOffice, the metadata section is used for tags.
For other content types, if NTFS is used, ADS is used; for Linux, document properties are used.
Header, Footer, and Watermark values are valid only for MS Office software. If the user chooses this class, the text will be embedded into the document. You may use the variables mentioned in this page.
You can use \n to move to the following line for multiple lines of text. For example, “Personally\nIdentifiable\nInformation”.
Users can optionally choose to insert a header, footer, or watermark. You can enable this option for all users or for a specific subgroup through customization.
Default Class
The red radio button indicates that this class will be the default for pop-up dialogs.
Behaviour
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.
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.
Pop-Up Texts Settings
Use the terminology by your preferences.
Auto Button Text : This is the name of the automatic button in the classification interface.
Category: It adds a general title to the left side of the upper category classes in the open pop-up interface.
Subcategory: It is used to add titles to the left side of Subcategory classes in the open pop-up interface. If the category name in the class definitions is to be used as the title, "Use Class Category" must be checked. These fields should be left blank if the categorical structure is not used.
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 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.
Unknown Class Text : The class indicating that the document that will appear in unclassified documents is unclassified.
Top Bg, Text Color, Bottom Color: It changes 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: The icon of the class indicating that the document to appear in unclassified documents is unclassified.
Setup
The software automatically generates the token and MSI parameters required for installation. Please refer to the client pages and OWA installation page for details.
Variables
You can use the following variables within Header, Footer, Watermark, and Labels (metadata).
Variable | Value / Description |
|---|---|
%User% | Quickly readable user information |
%UserFullName% | Readable full name. May not be retrievable depending on the infrastructure. In such cases, %User% is returned. |
%Date% |
|
%Date-epoch% | Example: |
%Date-UTC% | Example: |
%Date-Local-Short% | Local short date |
%Date-Local-Long% | Local long date |
%Ver% | AddinName + Version |
%Time% | Lokac time HH:mm |
%Time-UTC% | UTC time HH:mm |
%Time-Local-Short% | HH:mm tt , depending on local settings, the value may change to 15:27 or 03:27 PM or .. |
%Time-Local-Long% | hh:mm:ss tt, depending on settings, value may change, 15:27:12 or 03:27:12 PM or … |
Ignoring e-mail signatures
E-mail signatures contain the sender's PII information. To ignore this, you must either change e-mail server settings or prepare a Template Recognizer.
Template Recognizer is a smart recognizer that matches your signature, the content, and the user list. The user list may come from LDAP for further simplification and sustainability.
You can create a Template Recognizer from the Customizable Recognizer list, or it may already come ready with the Project Template you are using. In either case, it is very easy to complete the settings.
It is possible to define as many Templates as required to cover possible differences in organization or mail signatures of other emails as well.
AI Classification
GEODI Q also incorporates AI into Discovery and Classification. You can define your own rules with just a few simple prompts.
The Default Template comes with AI classes that need to be activated with GEODI Q.
Please refer to the GEODI Q setup. Once you set GEODI Q, you will be able to use defaults or new prompts.