Introduction
About this Guide
System Requirements
Minimum Required Permissions
Required Ports
Performance Calculations
Deploying Classification in Identity Manager
Classification Overview
Required Components
Component Workflow
Activating Classification
Configuring Classification: Taxonomies, Categories, and Rules
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
An Overview of Classification Configuration
Steps Required to Implement Classification
Creating Taxonomies
Appendix A: PowerShell Commands
Working with Taxonomies
Implementing Rules for Automated Categorization
Creating a Taxonomy
Importing and Replacing Taxonomies
Editing a Taxonomy
Deleting a Taxonomy
Exporting Taxonomies
Working with Categories
How Rules Affect Categorization
Managing Rules in the Classification System
Classifying Resources
When Do Categorization and Classification Occur?
Managing the Life Cycle of Taxonomies and Categories
Creating a Rule
Editing a Rule
Associating Rules to Categories and Applying Rule Weights
Deleting a Rule
Advanced Rule Applications
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
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
Adding the PowerShell Snap-ins
Finding a Taxonomy, Category, or Extractor ID using PowerShell
Deploying the Classification Server and the Classification Worker
Troubleshooting Deployment
Managing Taxonomies
Appendix B: Oracle Configuration
Appendix C: Classifying Data with Data Governance Templates
Available Templates
Appendix D: Creating a Taxonomy to Classify Data
Working With Automatically Categorized Resources
The automated system evaluates the content of your documents against a set of rules, and then applies categories from the taxonomies available in your organization.
If an NTFS or SharePoint resource is automatically categorized, and you think a different category is more accurate, you can override the categorization for that particular taxonomy.
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When you apply manual categories from a taxonomy, including overrides or ignoring the taxonomy, the system will no longer automatically categorize the resource for that taxonomy. If you want to allow the system to categorize it again, you can revert to automated categorization, or enable a previously ignored taxonomy. Not all resources will have categories automatically assigned, as a resource may not meet any of the conditions of a rule. |
To override the automated system and manually apply a category
- View the categorization for the resource.
- Locate any row that contains a category from the taxonomy you want to override.
- Click Override.
The taxonomy tree appears. Currently applied categories are shown. Any categories you apply will replace the current categorization, and cause the resource to manually categorized (even if you apply the identical categories to the automated system). The system will no longer consider this resource for automated classification for this taxonomy. - Add and remove categories until the resource is properly categorized.
If you are unable to add particular category combinations, it is likely that a parent category has been set to mutually exclusive, and you are only able to add a single subcategory. - Click Override.
To override the automated system and prevent future categorizations for a specific taxonomy
- View the categorization for the resource.
- Locate any row that contains a category from the taxonomy you want to override.
- Click Override.
- Select the I do not want this resource automatically categorized by this taxonomy check box.
Any categories from this taxonomy will be removed. - Click Manually Override.
If you want to allow this resource to be automatically categorized by this taxonomy again, see the steps to enable a previously ignored taxonomy.
To enable a previously ignored taxonomy
- View the categorization for the resource.
If there are any ignored taxonomies, a bar indicating this appears below the list of categories for the resource. - If necessary, expand the Taxonomies ignored by the automated system for this resource bar.
- Click Enable taxonomy for the desired taxonomy.
- In the confirmation dialog box, click Enable taxonomy.