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Classification Module 6.1.2 - User Guide

Table of Contents

About this Guide System Requirements Minimum Required Permissions Required Ports Performance Calculations

Adjusting CPU Throttling Levels

Deploying Classification in Identity Manager

Classification Overview Required Components Component Workflow

Workflow Details

Activating Classification

Install the Classification Components Enable Classification in the Designer Identify the Classification Service Account Deploy the Classification Server Deploy Classification Workers Enable and Disable Automatic Classification on Specific Managed Hosts

Enabling Categorization on Folders (Security Index Roots) Managing the File Types to be Classified Starting Initial Classification Upgrade an Agent for Classification Re-classify Data

Classification Application Roles Troubleshooting the Classification Deployment

Gather Diagnostic Information on the Classification Server and Workers Review Deployed Classification Workers Review the Classification Service

Configuring Classification: Taxonomies, Categories, and Rules

An Overview of Classification Configuration Steps Required to Implement Classification Creating Taxonomies

Working with Taxonomies

Creating a Taxonomy Importing and Replacing Taxonomies

Importing Taxonomies Replacing a Taxonomy

Editing a Taxonomy Deleting a Taxonomy Exporting Taxonomies

Working with Categories

Creating a Category How Categories Work Together: Mutual Exclusivity, Strict Ordering and Inheritance Editing Category Settings Modifying the Category Threshold Publish All Categories at Once Moving a Category Deleting a Category

Implementing Rules for Automated Categorization

How Rules Affect Categorization

Rule Example using Default Values Rule Example Manipulating Threshold and Rule Weight

Managing Rules in the Classification System

Creating a Rule

Writing XML Rules Elements of Rule XML Viewing XML Rules

Editing a Rule Associating Rules to Categories and Applying Rule Weights Deleting a Rule Advanced Rule Applications

Threshold Considerations Mutual Exclusivity Considerations Using Match Strength to Reduce the Number of Rules

Working with Text Extractors

Identifying Text Extractors used within the System Creating Text Extractors Validating the Text Extractor Editing Text Extractors Removing Text Extractors Working with Regular Expression Text Extractors Working with Dictionary Text Extractors Managing Public Dictionary Text Extractors Managing Protected Dictionary Text Extractors Managing Dictionary Text Extractors with PowerShell Working with Advanced Text Extractors

Writing Grammar XML for Advanced Text Extractors Sample Advanced Text Extractor

Testing and Reviewing Automated Classification

Testing a Rule against a Resource Testing all Rules Against a Resource Viewing the Text from a Resource Determining Why Categorizations Were Applied to a Resource Viewing Categorized Resources

Making a Category Available to the Classification System

Classifying Resources

Working with Classification Taxonomies Viewing Classified Resources

When Do Categorization and Classification Occur? Managing the Life Cycle of Taxonomies and Categories

Taxonomy Deployment Considerations Deploying a Taxonomy Modifying a Production Taxonomy

Appendix A: PowerShell Commands

Adding the PowerShell Snap-ins Finding a Taxonomy, Category, or Extractor ID using PowerShell Deploying the Classification Server and the Classification Worker

Re-classifying Data

Troubleshooting Deployment Managing Taxonomies

Taxonomy Management Category Management Rules Management Text Extractor Management Classification Analysis

Appendix B: Oracle Configuration

Using an Oracle Database for Classification

Appendix C: Classifying Data with Data Governance Templates

Available Templates

Working with the Sample Taxonomy Templates

Data Governance Sample Taxonomy Data Governance Payment Card Industry (PCI) Taxonomy Titus Commercial Taxonomy

Sample Advanced Text Extractors Details

Credit Card and Banking National Identifiers Telephone Numbers Online Address - Email Address Person Name Miscellaneous Extractors Regular Expressions

Appendix D: Creating a Taxonomy to Classify Data

Creating a Custom Taxonomy for Automatic Classification

What Categories Can You Apply?

When evaluating the accuracy of the categorization of the resource, you must be aware of taxonomy within which you are working, as taxonomies may have restrictions as to what categories can be applied. If a category has been defined as mutually exclusive, only a single subcategory can be applied to a resource. For example, consider a category in your taxonomy called PHI, which has three subcategories: Level 1, Level 2, Level 3. If PHI is set to mutually exclusive, you can only apply one of the subcategories. Your administrator determines this setting for each category in a taxonomy.

When you are manually adding categories to a resource, only taxonomies that do not currently have automated categorizations associated with the resource are available.

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