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.

The 6 Classification Hit Fields Explained

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

Searching for Files by Classification Hits

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.

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

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.

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.

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.

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.

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

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.

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

File Search Links

• View Metadata For Results
• Export Results to PDF or Excel Files  
• Manage View Formats
• Customize Fields Displayed
• Save Search as a Report
• Generate a Live Excel Spreadsheet
• Manually Export Results (*2.0 Beta Feature Only*)
• Download File Results (*2.0 Feature*)
• Manually Deleting Files (*2.0 Feature*)

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