Categorization helps you and the security professionals in your organization understand the contents of your documents. Categories are organized into logical trees called taxonomies. Your organization will implement taxonomies that are suited to your business needs.
Using this information can help ensure that sensitive documents are properly secured. For example, polices may be created that define who can have access to a resource with a particular category applied, helping prevent inappropriate access.
If you are a classification analyst or compliance officer, you may want to review in detail the categorizations on a particular resource. This can help you understand the quality of your system, and gain insight into how business owners are interacting with it.
When you look at your resources, you can see how they are categorized. The current categorization determines your options for managing your resources.
To view the current categorization on a resource
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.
You can:
To modify existing manual categorizations within a taxonomy
To manually categorize a resource with no categories applied
To add categories to a resource from another taxonomy
To remove a category from a resource
To see how the automated system would categorize a resource
To allow the automated system to categorize a resource that is currently manually categorized
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.
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
To override the automated system and prevent future categorizations for a specific taxonomy
To enable a previously ignored taxonomy
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