For GEODI Classifier, server and user side installations are required. For user-side installation, we will first make server-side installations. A license is required for the Classifier.
Server-side installations are set up like other GEODI modules. You may click on GEODI / Administration Panel / Settings / System Settings / Manage Modules and GEODI will restart.
There can be more than one project in GEODI. You can make separate classification settings for each of these projects. Some may not have classification ability.
Classification Activation for GEODI Projects
Classification settings can be different for each project. You can access the settings from the Project Wizard’s last page. There are 4 tabs in the settings.
- Add-in Settings
- UI Texts
In this tab we will define the class labels, their rules and their appearance in plugins (Microsoft office others). Classes should be created with the most important first.
- ID: You must provide a unique value for the class.
- Name The text you want the class to appear in interfaces.
- Category: You can create a classification tree by giving different categories. It is useful if you have a large number of classes. It can remain blank by default.
- Description: With the description, you can note what you need to know about the class. These texts will guide the users of the plugins.
- Query: GEODI Queries are used. Documents that match the query take the relevant class. GEODI recognizers provide very valuable information for automatic classification. Thanks to the semantic features of GEODI, for example, the query layer:”SSN” means a document has SSN number.
- Tags: The final tag for MS Word, PDF or other add-ons. The final tag is the string to be written into the file. Different DLP solutions may require different definitions. Forcepoint, for example, expects an XML schema. GEODI Classifier is flexible enough to meet different DLP needs.
- Header, Footer and Watermark values allow you to specify the text and styles that will appear only if the relevant class is selected for MS Office software.
GEODI Classifier add-ins are components that run inside the MS Word, Excel, Windows Shell or Exchange Server. These components work together with the GEODI server. The distribution of settings is central. The following settings determine the behaviour of plugins.
Automatic Classify Behavior: With this option, you can choose automatic classification active/passive or mandatory. Manual classification options are passive when required.
Ask Classes on Save: A dialogue may be opened for MS office to force classification while saving / closing/printing. Form display determines the opening rule of the dialogue.
Log Format: All documents classified are logged as default. This log is kept on the server-side. We can disable this process or change the logging format. Logs are in the same place as other GEODI logs.
Update Referenced Files: Excel or Word documents can contain or reference different documents. Files linked with this option also take the same class.
Use OS Meta: With the Windows right-click plug-in, you can classify files other than MS Office and PDF files with operating NTFS ADS. If the option is turned off, only Word and PDF documents can be classified.
Allow Class Lowering: Classes should be created with the most important on top. With this option, it is determined whether the user can take a previously classified document to a lower class. (Like Top Secret → Secret)
Interface texts determine the appearance of some buttons and messages in plugins.
Auto Button Text: It is the name of the automatic button in the classification interface.
Category: For MS office, a general title can be added to the left of the classes on the dialogue opened during save/close/print.
Sub Category: We can determine the category of all classes belonging to any category here. Or, by checking the “Use class category” option, the category name of the class, if available, is used as the Sub Category name.
Form Title: The title of the dialogue opened during saving/printing for MS office can be changed.
Description: Explanation can be added/changed in the dialogue opened during save /shutdown/print for MS office.
Class Not Selected Message: The message can occur on the dialogue during save/close/print for MS office if the class is not selected for the document.
OK Button: The text of the OK button on the dialogue opened during save/close/print for MS office can be changed.
Unknown Class Text: A class indicating that the document to appear in unclassified documents is unclassified.
Unknown Class Icon: Icon of the class indicating that the document to appear in unclassified documents is unclassified.
During the installation to be made by the user, the necessary parameters are taken from here and transmitted to the user. The user will set up with this information transmitted.
GEODI URL: The address GEODI was reached at that moment. The parameter to be given to the MSI file that users will install. The computers to be installed must have a public address that can be accessed.
Current User: GEODI generates a token so that users can access the project that the Classifier installed on their systems is active. The user from whom this token is purchased must have Operator authorization. The current user tick can be unselected give the privilege to another. By default, the token is created over the user who reaches this screen.
- If any changes are made to the GEODI URL or Current User, the MSI parameters should be updated.
MSI Parameters : 3 parameters are required during the installation of GEODI Classifier to be made by users to their systems. GEODI automatically creates these parameters.
OWA (Outlook Web App / Outlook 365)
A separate setup method is provided for individual users or for all users in the OWA / Office 365 environment.
Web Service Address: Whatever method you use, you must give the address used to access OWA. /Ews/exchange.asmx should be added to the end. If OWA has an SSL, GEODI must also work with an SSL.
User name and password must be provided for Single User Setup. If the user name is in the domain, it should be written as domain @ username, if not, the user name should be written directly. After entering the information, the installation is completed for the user regarding “Upload to Server”.
Bulk installation steps are explained below in the “Exchange Server OWA Deployment” step.
Setup for All Users
With this process, we will be able to distribute the OWA plug-in to all users defined on the Exchange Server. In the setup tab in the GEODI Classifier settings, we download the file we will use during the installation with “Manifest Download”.
In the Exchange administration panel, we click on the Deploy Add-on option in the Settings/Add-ons section.
On the screen that opens, we select the “Upload Special Applications” option and load the XML file we downloaded with “Select File”.
On the screen that opens, we set the user group settings where we will distribute our plugin and click distribute.
Process completed. Completing the setup will vary depending on the number of users. Now, our classification plug-in can be used on Outlook, which we access via the browser.
Installation on EndPoint/User Computers
GEODI Classifier extensions must be installed on user computers. Office extensions, Shell Extention and other necessary components are installed with a single installation.
You can download the installation from the link https://servis.dece.com.tr/GEODI/GEODIClassifier.msi
You must have created the parameters to be asked in the installation in the setup tab of the GEODI Classifier settings.
- GEODI URL
- GEODI WsName
- GEODI Token
After this information, the installation will be completed. You can do this setup on each computer individually, or you can spread the relevant MSI setup to all computers from a single point using Microsoft Active Directory (AD) Group Policy Management capabilities.