Contents

• Using an Oracle Database for Classification

If you are using an Oracle database, you need to create the required tablespaces before installing the Classification server. You can either run the following SQL script or manually create the tablespaces.

You must also ensure that the Classification server has the ADO client for Oracle (32bit version of ODP.Net) installed. Supported versions include ODAC 11.2 Release 3 or higher. For details, see Using an Oracle Database for Classification.

To create and configure the tablespaces with a script

• Connect to your SQL editor as the Sys account with the SYSDBA role and run the following script:

  DEFINE topic_tbs_name = 'TopicService'

  DEFINE topic_tbs_file = 'topicservice_ts.dbf'

  DEFINE topic_user_name = 'TopicService'

  DEFINE topic_user_pwd = 'myPassword1'

  
  

  DEFINE content_tbs_name = 'ContentService'

  DEFINE content_tbs_file = 'contentservice_ts.dbf'

  DEFINE content_user_name = 'ContentService'

  DEFINE content_user_pwd = 'myPassword1'

  
  

  DEFINE temp_tbs_name = 'TEMP'

  
  

  --Create TopicService tablespace and User

  CREATE TABLESPACE &topic_tbs_name DATAFILE 

    '&topic_tbs_file' SIZE 10M AUTOEXTEND ON NEXT 100M MAXSIZE UNLIMITED

  LOGGING

  EXTENT MANAGEMENT LOCAL AUTOALLOCATE

  SEGMENT SPACE MANAGEMENT AUTO

  FLASHBACK ON;

  
  

  CREATE USER &topic_user_name IDENTIFIED BY &topic_user_pwd

   DEFAULT TABLESPACE &topic_tbs_name

   TEMPORARY TABLESPACE &temp_tbs_name

   QUOTA UNLIMITED ON &topic_tbs_name;

  
  

  GRANT CONNECT, CREATE SESSION TO &topic_user_name;

  GRANT CREATE TABLE, CREATE PROCEDURE, CREATE SEQUENCE, CREATE TRIGGER, CREATE ROLE TO &topic_user_name;

  
  

  --Create ContentService tablespace and User

  CREATE TABLESPACE &content_tbs_name DATAFILE 

    '&content_tbs_file' SIZE 10M AUTOEXTEND ON NEXT 100M MAXSIZE UNLIMITED

  LOGGING

  EXTENT MANAGEMENT LOCAL AUTOALLOCATE

  SEGMENT SPACE MANAGEMENT AUTO

  FLASHBACK ON;

  
  

  CREATE USER &content_user_name IDENTIFIED BY &content_user_pwd

   DEFAULT TABLESPACE &content_tbs_name

   TEMPORARY TABLESPACE &temp_tbs_name

   QUOTA UNLIMITED ON &content_tbs_name;

  
  

  GRANT CONNECT, CREATE SESSION TO &content_user_name;

  GRANT CREATE TABLE, CREATE PROCEDURE, CREATE SEQUENCE, CREATE TRIGGER, CREATE ROLE TO &content_user_name;

To manually create and configure the tablespaces

1. Create a tablespace for the Topic Service to use.
2. Create an Oracle user for the Topic Service to use that has a default tablespace of the tablespace created in step 1.
3. Grant the user CONNET, CREATE SESSION, CREATE TABLE, CREATE PROCEDURE, CREATE SEQUENCE, CREATE TRIGGER, CREATE ROLE in that tablespace.
4. Create a tablespace for the Content Service to use.
5. Create an Oracle user for the Content Service to use that has a default tablespace of the tablespace created in step 4.
6. Grant the user created in step 5 CONNECT, CREATE SESSION, CREATE TABLE, CREATE PROCEDURE, CREATE SEQUENCE, CREATE TRIGGER, CREATE ROLE in that tablespce.
   When the installer creates the database, it creates a role that grants CONNECT, CREATE SESSION, SELECT, INSERT, DELETE, UPDATE and EXECUTE on the QCS objects. It will also assign the user to that role.

Contents

• Available Templates

Contents

• Working with the Sample Taxonomy Templates
• Sample Advanced Text Extractors Details

Identity Manager includes taxonomy templates to help you to understand the classification components and process. These templates must be imported into your deployment. For details, see Importing and Replacing Taxonomies.

The following taxonomies contain categories, rules, and text extractors that can be used for classification:

• Data Governance Sample Taxonomy
  This template includes standard categories that are used within compliance frameworks. For details, see Data Governance Sample Taxonomy.
• Data Governance Payment Card Industry (PCI) Sample Taxonomy
  This template includes two categories (low and medium) that correspond to the level of data sensitivity based on matches to typical PCI data. For details, see Data Governance Payment Card Industry (PCI) Taxonomy.
• Titus Commercial Taxonomy
  This template includes categories that map directly to those used within the Titus Classification system. For details, see Titus Commercial Taxonomy.

  To enable the sample taxonomies to categorize and ultimately classify your data, the Classification Analyst needs to set the required properties through the Categorization Manager. For details see, Working with Categories.

  
  

Text Extractors

Automatic categorization by the system in part depends upon the strength of matches of its content as measured against predefined content. The specific content extracted from a resource to include in the comparison is determined through text extractors. The Data Governance Extractor template includes a variety of extractors out of the box that are imported into the system for use within rules. For details, see Sample Advanced Text Extractors Details.

We suggest you use these sample taxonomies and the associated rules and extractors in a non-production environment to test the classification system with your data and make adjustments where required before implementing in your live environment. For details, see Testing and Reviewing Automated Classification and Working with Categorized Resources.