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Search and report on classification hits

Purpose

Once files are classified using the classification policies saved in the system, the classified files are searchable by their classifications on the Files tab and Reports tab. When searching for files, several fields can be added to display not only the name of the classification triggered by a file, but also details regarding the content within the file that triggered the classification policy to begin with. Once the search or query is performed, the details for the classification file contents display directly on the screen showing data such as, the content that triggered the classification policy and even the rule within that classification policy that was triggered by that content.

Overview

  • The 6 Classification Hit Fields
  • Adding & Exporting Classification Hit Fields – Files Tab Search
  • Adding & Exporting Classification Hit Fields – Reports Tab Query

The 6 Classification Hit Fields

There a 6 classification hit fields that can be added to any files search or reports query:

  • Classification Hit – File content that triggered the classification policy
  • Classification Hit Confidence – Confidence level of file content that triggered the classification policy
  • Classification Hit Policy – The name of the classification policy that the file content triggered
  • Classification Hit Rule – The name of the rule that was triggered by the file content of the classification policy
  • Classification Hit Leading Words – File content that appears just before the content that triggered the classification policy
  • Classification Hit Trailing Words – File content that appears just after the content that triggered the classification policy
Classification Hit Fields

Adding & Exporting Classification Hit Fields – Files Tab Search

After the search is performed, the classification hit fields can be added to the search results. It is important to note, that if a file is classified with multiple classification policies, the file will appear in the results duplicated for as many classifications as the file triggers. For example, if the same 1 file has 3 classification policies, this file will appear 3 times in the file results but contain different data within the classification hit fields added.

1. Click the Files Tab, located in the top navigation menu.

Files Tab

2. Perform File Search by selecting the search criteria, using the file search fields.

File Search Filters

3. Click the Search button, located to the bottom right-hand side of the search fields. Once the button has been clicked, the file results will appear in the window below.

Search Button

4. Click the Details View button, located in the top right-hand corner, under the View Type section. Once clicked, the Manage Fields button will be visible.

Details View

5. Click the Manage Fields button, located in the top right-hand corner, directly above the file results. Once clicked, the Manage Fields pop-up box will appear.

Manage Fields Button

6. Click on the Classification hit field, located under the Available Fields column, and while holding down the mouse, drag it over into the Selected Fields column and release the mouse. Once the Classification Hits field has been successfully added, it will appear under the Selected Fields column and no longer display under the Available Fields column.

Classification Hit Fields in Available Fields Section

7. Repeat this process for the following fields:

  • Classification Hit Rule Field
  • Classification Hit Trailing Words Field
  • Classification Hit Policy Field
  • Classification Hit Leading Words Field
  • Classification Hit Confidence Field
Classification Hit Fields in Selected Fields Section

8. Once all fields have been added and appear under the Selected Fields column, click the Ok button, located in the bottom right-hand side of the Manage Fields pop-up box.

Ok Button

9. Once the Manage Fields pop-up box disappears, the newly added fields will display for the file results.

New Classification Hit Fields Added

10. EXPORTING RESULTS: Once the file results are displaying the proper fields, the results can be exported to a PDF or Microsoft Excel file. Click on the Download button, located in the toolbar in the upper left-hand corner, directly above the file results.

*Please Note: The fields that are displaying on the screen will not be exported unless they are chosen again in the export dialog box in Step 12 below.

Download Button

11. Once clicked on, the Download button will expand to offer two options to choose from (1) Export to PDF or (2) Export to Excel.

Export Options

12. Regardless of which option was selected, a pop-up box will appear that offers the ability to customize the export, such as renaming the exported file’s name or selecting additional fields to be included in the exported file.

• If Export to Pdf is selected, the pop-up box will include the following customization options

Export to PDF Options

• If Export to Excel is selected, the pop-up box will include the following customization options

Export to Excel Options

13. After customizing the export options, inside the export pop-up box, click on the Generate Pdf or Generate Excel button, located at the bottom right-hand side of the pop-up box. Once this button is clicked, the pop-up box will disappear, and the exported file will begin to download.

Generate PDF Button

14. Search local host computer’s downloads folder, and double click on the exported file to open it.

Local Host’s Downloads Folder

Adding & Exporting Classification Hit Fields – Reports Tab Query

While the query is being performed, the classification hit fields can be added to the search criteria before searching. It is important to note, that if a file is classified with multiple classification policies, the file will appear in the results duplicated for as many classifications as the file has tagged. For example, if the same 1 file has 3 classification policies, this file will appear 3 times in the file results but contain different data within the classification hit fields added.

1. Click the Reports Tab, located in the top navigation menu.

Reports Tab

2. Click on the Create Custom Report button, located in the upper right-hand corner.

Create Custom Report Button

3. Once the Query pop-up box appears, select the search criteria by altering the search fields, located above the list of Available and Selected Fields.

Query Pop-up Box

4. Once the search criteria have been selected, click on the Classification hit field, located under the Available Fields column, and while holding down the mouse, drag it over into the Selected Fields column and release the mouse. Once the Classification Hits field has been successfully added, it will appear under the Selected Fields column and no longer display under the Available Fields column.

Classification Hit Fields in Available Fields Section to be moved to Selected Fields Section

5. Repeat this process for the following fields:

  • Classification Hit Rule Field
  • Classification Hit Trailing Words Field
  • Classification Hit Policy Field
  • Classification Hit Leading Words Field
  • Classification Hit Confidence Field

6. Once all fields have been added and appear under the Selected Fields column, click the Search button, located in the bottom right-hand side of the Query pop-up box.

Classification Hit Fields in Available Fields Section moved to Selected Fields Section

7. Once the Query pop-up box disappears, the file results matching the search criteria entered will appear, along with all Classification Hit fields added.

Query File Results

8. EXPORTING RESULTS: Once the file results are displaying the Classification hit fields and sorted in the desired way, the results can be exported to a PDF or Microsoft Excel file. Click on the Download button, located in the toolbar, located in the upper left-hand corner, directly above the file results.

Download Button

9. Once the Downloads menu expands, click on either options that displays when the Download button is clicked: (1) Export to Pdf or (2) Export to Excel.

Export Options

10. Regardless of which option was selected, a pop-up box will appear that offers the ability to customize the export, such as renaming the exported file’s name.

  • If Export to Pdf is selected, the pop-up box will include the following customization options
Export to PDF Options

•    If Export to Excel is selected, the pop-up box will include the following customization options

Export to Excel Options

11. After customizing the export options, inside the export pop-up box, click on the Generate Pdf or Generate Excel button, located at the bottom right-hand side of the pop-up box. Once this button is clicked, the pop-up box will disappear, and the exported file will begin to download.

Generate to PDF Button

12. Search local host computer’s downloads folder, and double click on the exported file to open it.

Local Host’s Downloads Folder

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