Classifier Administration Server Guide UM644001
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Classifier Administration Server Guide UM644001 Table of Contents Classifier Administration Server Guide 9 Classifier Documentation 10 Common Label Handling Features 12 Label Propagation 13 Printable Labels 14 Recognition of received Label values 14 Mandatory Selectors 14 Default Label Values 14 Insert Marking as Field Code (Word only) 15 Document Properties (Office Classifier) 15 Message Properties (Email, OWA, Mail Add-in, Notes and Mobile) 16 Use of Templates 17 Common Label interface actions 17 Label Selection Interfaces 17 Ribbon Examples 18 Label Selection Dialog 19 Favourites 22 Portion Mark 23 Recently Used Labels and Portion Marks 24 Single Click operation 25 Assisted Labelling operation 27 Classifier Decision Tree 31 Decision Making Process Example 32 Configuration of the Decision Tree 34 Decision Tree in the Client 35 Mobile Classifier user interface 37 Label Options 38 Clear (Label value) 39 Default 39 Link to site defined help 39 Show Summary Marking 39 About Classifier 40 Folder View Labelling operation 40 Classifier Administration 43 Administrator Management Menu 44 Configuration Folder Paths 44 System Roles Management 45 Add a User or Group To a Role 47 Edit a System Role 50 Delete a User or Group from a Role 53 Custom Roles for Policies 53 Create a Custom Role 55 User Roles and Permissions 57 Properties (Classifier Administration) 59 Get Server Configuration 59 Publish Configuration 60 Configuration Archives 62 Permissions for Publish to AD 63 Audit non-privileged attempts to Publish Configuration 66 Configuration size estimation 69 Publish Test Configuration 70 Test Mode Administration 71 Lock / Unlock Configuration 73 Create Web Configuration 73 Settings Applicable Across the Organisation 76 Global Settings 76 Application Settings 77 Audit Settings 78 Languages 83 Licence 86 Features versus Licence 88 View Client Licence status 92 Image Library 93 Add a new image 94 Properties (Image) 95 p2 Classifier Administration Server Guide UM644001 Delete (Image) 95 User Message Library 96 Use of User Messages 96 Add a new message 98 Language (Message) 99 Properties (Message) 99 Copy (Message) 99 Delete (Message) 99 User Interface Library 100 Add a new UI definition 101 Properties (UI definition) 102 Copy (UI definition) 102 Delete (UI definition) 102 Properties (UI Definition Items) 103 Challenge (UID) 104 Classification History (UID) 106 Content Inspection Check (UID) 107 Decision Tree (UID) 109 File Classifier (UID) 110 Folder View Labelling (UID) 111 General Messages (UID) 114 Label Selection (UID) 115 Management Agent (UID) 117 Menus (UID) 118 Organise Favourites (UID) 119 Policy Check (UID) 120 Ribbon (UID) 122 RMS Apply Template (UID) 124 RMS Apply User Permissions (UID) 125 Labelling Configurations 127 Add a new label configuration 128 Properties (Label Configuration) 129 Delete (Label Configuration) 129 Selector Library 130 Selector Actions 131 Add a new selector 131 Move Up / Move Down 132 Language (Selectors) 134 Edit Selector 134 Single selection list 135 Multiple selection list 136 Text entry 138 Date picker 139 Date offset list 139 New (Selector value) 141 Properties (Selector values) 141 Buttons (Selector values) 143 Obsolete / Restore Selector 144 Activ e Obsolete and Retained Selectors and values 145 Delete (Selector) 145 Label Dominance 146 Marking Library 147 Add a new marking format 148 Properties (Marking Format) 148 Inserting a Selector Element 150 Text Display 151 Date Format 153 Marking Selector options 154 Inserting a Hyperlink 156 Inserting an Environment Property 157 Inserting a Document Property 158 Inserting a Directory Attribute 160 Font options and Rich Text Formatting 161 Align Text 161 Preview a Marking Format 161 Copy (Marking Format) 162 Delete (Marking Format) 164 Content Library 165 p3 Classifier Administration Server Guide UM644001 Defining Expressions 166 Add a new expression 168 Properties (Expression) 169 Delete (Expression) 170 Copy (Expression) 170 Matchers 171 Add a new matcher 171 Properties (Matcher) 173 Delete (Matcher) 173 Content Checking User view 174 Matching algorithm control 175 Condition Library 176 Add a new condition 178 Properties (Condition) 180 Copy (Condition) 184 Delete (Condition) 184 Question Library 186 Columns 187 Actions 188 Question Properties 189 Add a Question 190 Enable the Decision Tree Functionality 192 Decision Tree Editor 193 Decision Tree Options 194 Remove a Node 195 Insert a Question into the Decision Tree 196 Edit Available Answers 198 Set a Label 199 Bottom Pane 200 Configuration Settings 201 Classifier Application Settings 202 Allow classification of meeting requests and appointments 204 Allow classification of tasks 204 Allow Folder View labelling 206 Allow label change on protected documents 206 Allow manual upgrade when sending messages 206 Allow use of OWA Basic/Light Mode 207 Allow visual markings on a meeting request response 207 Always use distribution list clearances 207 Apply Headers/Footers when label is changed 208 Apply Headers/Footers when workbook is sav ed 208 Automatically elevate email label 208 Automatically update Label fields 209 Custom format for 'Insert Label' 209 Custom format for 'Label' column 209 Display selector values in context menu 209 Enable Back Button on Save As 210 Ensure attachment markings are consistent 210 Ensure label dominates all portion markings 210 Folder View column name 210 Folder View column populate on start-up 212 Force Summary Marking in task pane 212 Include embedded images when performing attachment checks 212 Maximum file size for icon overlay (in KB) 212 McAfee Host DLP marking 213 McAfee Host DLP scan 213 Portion Marking 213 Process rules when exporting 216 Process rules when printing 216 Process rules when saving 216 Search for Outlook Item Properties that match email label locations 217 Set property to refresh markings 217 Show Classifier 'C' on icon overlay 217 Show Classifier on ribbon when reading 217 Show 'Insert Label' Context Menu 218 Show label dialog on Save or Print 218 Show label dialog on Send 218 Show label dialog style 219 p4 Classifier Administration Server Guide UM644001 Show label dialog when mandatory label 219 Show Summary Marking in task pane 220 Show Summary Marking in title bar 220 Suppress Classifier alerts when running macros 221 Text displayed when an item without a label cannot be checked into SharePoint 221 Text displayed when OWA Basic/Light Mode is disabled 221 Update markings when indicated 221 Use Alternate Data Stream (ADS) marking 222 Use default label when replying to unmarked emails 222 Use From field for Originator Clearance 222 Warn if file contents cannot be accessed 222 Watermarks use marking format font 223 General Settings 224 Automatically expand policy warning messages 226 Azure RMS Document Tracking 227 Azure RMS Tracking portal URL override 227 Cache Active Directory attributes on start-up 227 Check Label Locations first 228 Classification History 228 Classification History Display 229 Classifier Rbbon Single Click Buttons as a Gallery 230 Classifier ribbon group location 231 Classifier ribbon layout mode 233 Content checking - case sensitiv e 234 Content checking - include document properties 234 Custom format for 'Classifier Auditing' 234 Custom format for ' Label Summary' custom document property 234 Custom format for Portion Marking 234 Custom format for Summary Markings 235 Disable OK on Label dialog if mandatory v alues are missing 235 Display of Favourites button 236 Display of Label Dialog launch button 236 Indicate mandatory selector check failures 237 Label integrity check failure error message 237 Masking of selectors against clearance 237 Minimise space between selector v alue buttons on ribbon 238 Prompt for reason for ignoring policy warning 238 Remove Classifier Options from the Ribbon Bar 238 Select value for Masked Selector 239 Show 'Help' button on ribbon bar 239 Show labeller 'Clear' button 240 Show labeller 'Default' button 240 Single Click best match 240 Summary bar size changes are preserv ed 241 Summary Marking as black text on a white background 241 Text displayed when a distribution list fails to expand 241 Text displayed when attachment check failed to complete 242 Text displayed when Folder View labelling fails 242 Text displayed when mandatory label is absent 242 Text displayed when originator check failed to complete 243 Text displayed when prompting for a reason for ignoring policy warnings 243 Text displayed when recipient check failed to complete 244 Text displayed when RMS protection failed to complete 244 Text displayed when S/MIME application failed to complete 244 Text to display for notifying of policy checks performed 244 Text to display for resolution of policy issues 245 Text to display if attachment markings are inconsistent 246 Text to display if no marking is av ailable 246 URL for your labelling help site 247 Use Alternate Data Stream (ADS) for Visio files 247 User defined RMS protection 247 Label Locations 248 Supported document label locations 250 Supported mail label locations 250 Recognising and Parsing Label Markings 250 Combined Label Locations 252 Policies 253 Policy Management 253 p5 Classifier Administration Server Guide UM644001 Add a New Policy 256 Properties (Policy) 257 Policy Name and Description 260 Maximum Number of Labels to Show 260 Use Assisted Labelling 260 Use Decision Tree 262 User Selectable Default Classification 263 Use Intelligent Default Label 264 Use Single Click With Predefined Labels 264 Show Selector Captions on the Ribbon Bar 268 Where Possible Wrap Buttons