Classification Module 6.1.3 - User Guide

By default, when you import a new taxonomy it will be unpublished. Before you can begin to classify your resources based on the categories contained within it, you will need to set the required settings through the Categorization Manager. From here, you can adjust the associated risk level, whether you want to publish the taxonomy so that it is available to the business owner, whether to have the system automatically classify your resources based on the rules within the taxonomy, and whether the categorization should cause governance of the resource.

You may want to import the taxonomy into a test environment first to ensure that it meets your needs and assess the rules contained within it.

If you are confident that the taxonomy and/or category will suit your needs as is, you can publish all in a single operation. Remember that once published, it will be available to business owners and the classification system. For details, see Publish All Categories at Once.

To import a taxonomy with the web portal

1. Select Governed Data | Categorization Manager | Taxonomies.
2. Click View Catalog.
   A list of available taxonomies (both those currently in place in your environment and those that are available for import) will display.
3. Select the taxonomies that you want to import into your system and click Import.
   You must select one taxonomy at a time and wait for it to complete before you can select another one.
   The time required to import a taxonomy is dependant upon its size and complexity.
4. Once the import is complete, click Back to Categorization Manager or select the Taxonomies tab in the Categorization Manager and click Edit next to the taxonomy to adjust its settings and add and remove categories as required.
   For more details, see Creating a Category, Editing Category Settings and Deleting a Category.

To import a taxonomy with PowerShell

• Run the Import-QTaxonomyByName command with the following parameters:
  1. ServerAddress
     Provide the name of the computer hosting the Data Governance server, and the port. Enter in the form computername:port number. The default port is 8723.
  2. TaxonomyName
     Provide the name of the taxonomy. The available taxonomies for import can be found by running the Get-QImportableTaxonomies command.

Because rules and text extractors can be shared across multiple taxonomies, a replacement could have immediate and significant impact on existing categorizations.

You should only replace a taxonomy if you want to restore a previously backed up taxonomy, rules, and extractors, or if you want to upgrade but do not wish to preserve any existing taxonomy customizations.

When you replace a taxonomy, all of the selected taxonomy’s categories, rules, text extractors, and all associated settings are applied to the existing taxonomy. The following are exceptions to this:

• Any categories, rules, or text extractors added to a taxonomy in the environment will not be deleted or modified by the replace process.
• Settings related to how the category functions within the Classification System such as publish, risk, and causes governance will not be altered.
• If new categories were added to a taxonomy that affected the threshold and weights for the parent category, a manual adjustment may be required after the replacement to ensure that the threshold calculation continues to have a sensible result.

To replace a taxonomy with the web portal

1. Select Governed Data | Categorization Manager | Taxonomies.
2. Click View Catalog.
   A list of available taxonomies will display.
3. Select the required taxonomy and click Replace.
   You must select one taxonomy at a time and wait for it to complete before you can select another one.
   The time required to replace a taxonomy is dependant upon its size and complexity.
4. Once the replace is complete, click Back to Categorization Manager or select the Taxonomies tab in the Categorization Manager and click Edit next to the taxonomy to adjust its settings and add and remove categories as required
   For more details, see Editing Category Settings.

To replace a taxonomy with PowerShell

• Run the Import-QTaxonomyByName command with the following parameters:
  1. ServerAddress
     Provide the name of the computer hosting the Data Governance server, and the port. Enter in the form computername:port number. The default port is 8723.
  2. TaxonomyName
     Provide the name of the taxonomy. The available taxonomies for import can be found by running the Get-QImportableTaxonomies command.
  3. Replace
     Set this to $true to replace the taxonomy.

You can change the name and description of a taxonomy. If you plan to apply the top node of a taxonomy as a category, you may want to change the category parameters. For more information, see Editing Category Settings.

To edit the name and description of a taxonomy using the web portal

1. Select Governed Data | Categorization Manager |Taxonomies.
2. Locate the row containing the taxonomy, and click Edit.
3. Select the top node of the tree, and click Edit.
4. Modify the name and description.
5. Click Apply Changes.
   You can change any of the category parameters as well. For details, see Working with Categories.

To edit the name and description of a taxonomy using PowerShell

1. If you do not know the required taxonomy ID, run the Get-QTaxonomies command, using the following mandatory parameter:
2. 1. ServerAddress
      Provide the name of the computer hosting the Data Governance server, and the port. Enter in the form computername:port number. The default port is 8723.
   2. Locate your desired taxonomy, and note or copy the taxonomy ID.
3. Run the Set-QTaxonomy command, with the following parameters:
   1. ServerAddress (mandatory)
      Provide the name of the computer hosting the Data Governance server, and the port. Enter in the form computername:port number. The default port is 8723.
   2. TaxonomyID (mandatory)
      The ID of the taxonomy you want to change.
   3. Name (optional)
      The new name of the taxonomy.
   4. Description (optional)
      The updated description of the taxonomy.
      You can change any of the category parameters as well. For details, see Working with Categories.

If a taxonomy has been in use, you should use extreme care deleting it. When you delete a taxonomy:

• All categories in the taxonomy will be deleted.
• If resources were categorized using any category in the taxonomy, the association will be removed.
• Any policy that included a category from the taxonomy may no longer have the expected results.
• Attestations involving any category from the taxonomy may no longer work.
• Reports will no longer include data about any category in this taxonomy.

If you choose to delete a taxonomy, you should ensure that the proper administrators are notified so that policies, attestations and reports can be modified as needed. A safer approach may be to delete categories individually. For more information, see Deleting a Category.

To delete a taxonomy using the web portal

1. Select Governed Data | Categorization Manager | Taxonomies.
2. Locate the row containing the taxonomy, and click Delete.
3. In the confirmation dialog box, select the I still want to delete this taxonomy check box.
4. Click Delete Taxonomy.

To delete a taxonomy using PowerShell

1. Make sure you know the ID of the taxonomy. For more information, see Finding a Taxonomy, Category, or Extractor ID using PowerShell.
2. Run the Remove-QTaxonomy command with the following mandatory parameters:
   1. ServerAddress (mandatory)
      Provide the name of the computer hosting the Data Governance server, and the port. Enter in the form computername:port number. The default port is 8723.
   2. TaxonomyID (mandatory)
      The ID of the taxonomy you want to delete.
3. Press enter to confirm the deletion.