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Predefined classifications

Purpose

The classification feature allows for tagging of files, for efficient tracking of important and sensitive data scanned by the system. Aparavi offers a vast list of top Global predefined classification policies that can be activated and customized, based on any organization’s requirements. These classifications allow organizations to classify not only their current unstructured data, but also all future files as they are scanned into the system. Once the predefined classifications are applied, the system will automatically tag all files scanned by the system against the policy, allowing for quick insight into what types of data are stored within the system. Once scanned, files can also be tagged with multiple classifications, allowing for versatile searching and policy setting capabilities.

Overview

  • Inherit classifications from the organization or set up custom classifications for each node
  • Automate file scanning and classification tagging with an unlimited amount of classifications
  • Add predefined classifications for easy set up of the top policies used by businesses globally
  • Test files using Test Classification Feature to ensure the policy is configured properly before saving
  • Customize predefined classification rules sensitivity, for enhanced policy configuration
  • Easily view Classification file metrics via Dashboard Widget
  • Quick searching of files by specific classifications
  • Generating and exporting reports by specific or multiple classifications
  • Creating Custom Classifications

Inheriting Classifications

When setting up new classifications, it is important to notice which node is selected on the navigation tree. The system allows the ability to configure classifications for all nodes under the account or specific classifications for each. On the classification tab, located at the top right-hand side, a checkbox appears that allows the node to inherit the classifications set up by the organization above it or customize its own. By default, unless the uninherited disablement process has been completed prior to in installation of the node, the inherit checkbox from the node above will already be enabled.

Inherit Classifications Enablement Process

When selected this node will inherit all classifications that were configured for the organization or node above it.

1. Click on the node you want to set classifications for in the navigation tree on the left-hand side.

Node Selected

2. Click the Policies tab and then click on the classifications subtab.

Policies Tab & Classification Subtab

3. If the checkbox is not already checked, click on the checkbox next to the label “Inherit from XYZ Organization” to select it. Once selected, the checkbox will appear in an orange background to indicate that it is selected. Once this checkbox is selected, all of the classifications enabled for the organization above it, will appear under the classifications section.

Inherit from Organization Checkbox

4. Click the Save All Changes button, located at the bottom right-hand side of the screen. Once clicked, a pop-up box will appear, asking to confirm all new classification changes.

Save All Changes

5. Click Ok button at the bottom right-hand side of the Save Changes pop-up box to apply the inheritance of the organization’s classifications.

Ok Button

6. Once the Ok button has been clicked, a message will appear at the bottom left-hand side of the screen to alert that the changes have been saved. Once the classifications have been applied, all inherited classification policies under the classification tab will automatically apply all classifications from the Organization above it.

Classifications Inherited From Organization

Do Not Inherit Classifications Disablement Process

When deselected, this node will require it’s own set of classification policies to be configured.

  1. Click the Policies tab and then click on the classifications subtab.
Policies Tab & Classification Subtab

2. Click on the node you want to set classifications for in the navigation tree on the left-hand side.

Node Selected

3. Click on the checkbox next to the label “Inherit from XYZ Organization” to deselect it. Once deselected, the checkbox will no longer appear in an orange background to indicate that it is deselected.

Uninheriting From Organization Above

4. Click the Save All Changes button, located at the bottom right-hand side of the screen. Once clicked, a pop-up box will appear, asking to confirm un-inheriting classifications from the organization or node above it.

Save All Changes Button

5. Click Ok button at the bottom right-hand side of the Save Changes pop-up box to apply the un-inheritance of the organization’s classifications will be completed.

Ok Button

6. Once the Ok button has been clicked, a message will appear at the bottom left-hand side of the screen to alert that the changes have been saved. Once the classifications have been un-inherited, the node will not have any classification set up for tagging. At this point, predefined classifications or custom classifications can be configured for this specific node.

Uninherited Classifications From Organization

Add Predefined Classifications

Aparavi offers a vast list of predefined classifications that have already been configured to classify files, per various global standards. Many of the top classification policies that are required for businesses to track, are already set up, and with a click on a couple buttons can be applied to classify all files within the system that meet the criteria of the classification.

  1. Click on the Policies tab in the top navigation menu and then click on the Classifications subtab.
Policies Tab & Classification Subtab

2. Click on the Add Predefined Classification button.

Add Predefined Classifications Button

3. The Add Predefined Classification policies pop-up box will appear with a list of all the options to choose from.

Add Predefined Classifications Pop-up Box

4. Any of the classifications that display an arrow, located to the left-hand side of the policy name, indicates that there are additional policies to choose from within that policy. These parent classification policies include other similar child classification policies. To expand the parent predefined classification policy, click the arrow to the left of the parent predefined classification policies name and all children classifications will appear directly beneath it.

Parent Classification Expanded

5. Click the checkbox to the left of the policies name to select it. Once the policy has been selected, the checkbox will have an orange background color, to indicate that it has been selected. Please note that selecting the parent predefined classification policy, will select all policies nested underneath it automatically.

All Selected in Parent Classification

6. To deselect a policy that has already been selected, click the already selected checkbox. Once deselected, the checkbox will become blank to indicate that it is no longer selected. Please note that deselecting the parent predefined classification policy, will deselect all policies nested underneath it automatically.

Deselecting Classification Policies

7. Once completed selecting the appropriate policies, click the OK button, located in the bottom right-hand side of the the pop-up box to save the policy. Once the Ok button is clicked, the pop-up box will close and the policy add will appear under the Classifications sections.

Ok Button

8. Click the Save All Changes button, located at the bottom right-hand side of the screen. Once clicked, a pop-up box will appear, asking to confirm adding the new Predefined Classification(s).

Save All Changes Button

9. Click Ok button at the bottom right-hand side of the Save Changes pop-up box to apply the new Predefined Classification(s) to the node selected

Ok Button

10. The newly added policy/policies will appear on the screen to display the new changes for review. Once the changes have been applied the policies will be set in place for automatic future file classification.

New Predefined Classification Saved

Classification Test Feature  

Once a classification is selected, the system offers the ability to test files. This feature allows files to be tested and instantly discover if files meet the criteria of being classified by the classification, as it is currently configured. If the test feature does classify the files, all other files meeting the same criteria, will also be classified. If the test feature does not classify the files, the option to edit the classification rule’s confidence level, can be configured before the classification policy is applied.

  1. Click on the Policies Tab and then click on the classification subtab.
Policies Tab & Classifications Subtab

2. Select a Predefined Classification.

Policy Selected

3. Click the Test button, located above the classification policies’ name.

Test Button

4. Drag & Drop the test file(s) into the Test Classification pop-up box or click on Browse for a file button and select files from the local directory. This feature allows testing up to 5 files at once. Once the file(s) have been selected, they will appear inside of the pop-up box.

Test Feature

5. Click on the Upload button, located at the bottom left-hand side of the Test Classification pop-up box.

Upload Button

6. Once the Upload button has been clicked, the system will begin processing the file(s) and run it against the selected classification policy rules. If the file does classify, it will display “Classified” in green text to the right-hand side of each file(s) uploaded. If the file(s) does not classify, it will display “Unclassified” in red text to the right-hand side of each file(s) uploaded.

Test Classification Upload Pop-up Box – File Test Results

7. If the file is classified, there will be an arrow located just to the left of the file’s name. Click the arrow to expand the details. This view will allow the text that triggered the classification, to be highlighted in orange, indicating it triggered the classification by meeting the classification policy rules.

Classification Met

Customizing Predefined Classifications

Although Aparavi offers predefined classifications that are already configured with default settings. These classifications can also be altered to become more or less sensitive to the policy that is being applied. To edit the sensitivity of a predefined classification complete the following:

  1. Click on the Policies tab in the top Navigation Menu.
Policies Tab

2. Click on the classifications sub-tab.

Classification Subtab

3. Click on the Add Predefined Classifications button. Once this button is clicked, the Add Predefined Classifications pop-up box will appear.

Add Predefined Classification Button

4. Click on the checkbox next to the predefined classification policy to select it, and then click the Ok button located at the bottom right-hand side of the pop-up box to close it.

Classifications Selected

5. Click the Edit button, located to the right of the predefined classification policy. Once clicked, the Edit classifications pop-up box will appear, displaying all the rules used to classify files using this classification policy.

Edit Button
Edit Predefined Classification Pop-up Box

6. Click on a gear icon, located next to the rule that needs to be altered. Once clicked, the Edit Rule pop-up box will appear and display all information about the classification rule. The only field that can be updated in this view is the Confidence level. Change the value within this field and then click the Update Rule button, located at the bottom right-hand side of the pop-up box to save the new changes.

Edit Rule Pop-up Box

7. Once the changes have been saved, the new value entered will appear inside the Confidence field, located within the classification rule that was edited. Click the Ok button, located at the bottom right-hand side of the edit policy pop-up window to apply all new changes to the overall classification rule.

Rule Updated

8. Click the Save All Changes Button to apply the newly edited classification rule to the system. The system will now classify all files scanned by the system using the updated classification policy.

Save All Changes Button

Viewing Classification Policies on Dashboard 

Typically the system will automatically add the Classification Widget by default to the dashboard. If the Files by Classification Widget is not already shown in the dashboard, complete the following steps to add it:

  1. Click on the Dashboard tab. Once clicked, the system should default to the Main Page sub-tab.
Dashboard Tab & Main Page Subtab

2. Click on the Manage Views button, in the upper right-hand corner of the Main Page sub-tab.

Manage Views Button

3. Click on the Add New Widget option from the drop-down menu. Once this button is clicked, the Create New Widget pop-up box will appear.

Add New Widget

4. In the Create New Widget pop-up box, click on the field next to the label “Widget Type.” Once clicked this field expands to become a drop-down menu. Locate the Widget “Files by Classification,” and click on it.

Create New Widget Pop-up Box – Widget Type Options

5. Once the “Files by Classification” widget has been selected, the name will appear inside of the field and the pop-up will expand with additional options to input. Options including the format in which the data should display, such as chart type, can be configured at this point. Click the OK button, located at the bottom right-hand side of the pop-up box when completed.

Files by Classification Pop-Up Box

6. Once the changes have been saved, the Create New Widget pop-up box will close, and the system will add the widget to the dashboard. The system will also display an orange alert message, in the bottom left-hand corner, to indicate that the changes have been saved. The same settings selected when adding the widget, such as chart type, may be edited at any time by clicking the edit option in the upper right corner of any widget.

Files By Classification Widget Added to Dashboard
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