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Classifier Suite Overview

UM645500

May 2019

© Boldon James Ltd. All rights reserved.

Customer Documentation

This document is for informational purposes only, and Boldon James cannot guarantee the precision of any information supplied.

BOLDON JAMES MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT.



Classifier Suite Overview UM645500

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Contents

1 Introduction ........................................................................................................................................... 3

1.1 Classifier Document References ............................................................................................... 3

2 What is Classifier? ............................................................................................................................... 4

2.1 Classifier Products and Components ........................................................................................ 5

2.1.1 Base Bundle 5

2.1.2 Box Classifier Package 5

2.1.3 CAD Classifier Package 5

2.1.4 Classifier for McAfee ePO and DXL Package 5

2.1.5 Classifier Reporting Package 6

2.1.6 Exchange Classifier Package 6

2.1.7 Mac Classifier Bundle 6

2.1.8 Mobile Classifier Package 6

2.1.9 Notes Classifier Package 6

2.1.10 OWA Classifier Package 7

2.1.11 Power Classifier Package 7

2.1.12 SharePoint Classifier Package 7

2.2 Bundles, Packages and Licences.............................................................................................. 8

3 Classifier Terminology ......................................................................................................................... 9

3.1 What is the difference between a Label and a Marking? .......................................................... 9

3.2 Labels, Selectors, Selector values and Label selection ............................................................ 9

3.3 Markings, Marking Locations and Marking Formats................................................................ 10

3.4 Clearance ................................................................................................................................ 11

3.5 Classifier Configuration ........................................................................................................... 11

4 User View of Classifier features ........................................................................................................ 12

4.1 Label Selection Interface ......................................................................................................... 13

4.2 Email Classifier and Office Classifier ...................................................................................... 13

4.3 Label Options Menu (Office and Outlook) ............................................................................... 13

4.4 Mail Add-in for Microsoft Exchange 2016 ................................................................................ 14

4.5 Notes Classifier ....................................................................................................................... 14

4.6 Mac Classifier .......................................................................................................................... 15

4.7 Classifier Application Markings ................................................................................................ 15

5 Classifier Applications and System Components .......................................................................... 18

5.1 Shared File Store, Web Server and Active Directory .............................................................. 19

5.2 Email and Office Classifier ...................................................................................................... 19

5.3 OWA Classifier ........................................................................................................................ 20

5.4 Classifier Administration / Exchange Classifier Administration ............................................... 20




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1 INTRODUCTION

This document is a reference point for individuals new to the Classifier product suite. The document:

Introduces terminology used by the Classifier suite of products,

Provides examples of how Classifier Labelling appears to the user,

Provides a summary of the part that may be played by Active Directory when deploying Classifier applications,

Provides a summary of the features supported by the various Classifier products.

Having read this document, you will then wish to consider your next steps with the Classifier products.

You can follow the Getting Started Guide, reference [2] to quickly install Classifier Administration Server and Email and Office Classifier products; establish a test configuration and begin to explore the user effects of that configuration.

The Administration Server Guide, reference [6], describes:

The various features and options supported by Email, Office, OWA, Mail Add-in, Notes and Mobile Classifier.

The information in this document is also available through Classifier Administration Server’s on-line help.

The Planning Considerations, reference [5], document describes the various steps and considerations from initial familiarisation through to live deployment of the Classifier products.

Note that the Classifier client side products do not provide user specific documentation. Instead Email, Office, OWA and Notes Classifier support the ability to invoke URL links to an organisation’s defined website, intranet or similar to provide guidance relating to their own labelling terminology. The Classifier Administration Server provides this configuration.

1.1 Classifier Document References

Access the following documents located under sub-folders of the Classifier Documentation folder

(Base bundle).

(This document) Suite Overview (U6455)

Quick Start

1 Administration Transition Guide (UM6460)

2 Getting Started Guide (UM6453)

3 PowerShell Getting Started Guide (UM6439)

Evaluation

4 Evaluation Guide (UM6452)

Deployment

5 Planning Considerations (UM6354)

Reference

6 Administration Server Guide (UM6440)

7 Administration Server Installation Guide (UM6462)

Getting Started Guide.pdf

Administration Server Guide.pdf

Planning Considerations.pdf

Administration Transition Guide.pdf

Getting Started Guide.pdf

PowerShell Getting Started Guide.pdf

Evaluation Guide.pdf

Planning Considerations.pdf

Administration Server Guide.pdf

Administration Server Installation Guide.pdf




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8 Mac Classifier Supplement (UM6432)

9 File Classifier Guide (UM6373)

10 Management Agent Guide (UM6411)

11 Notes Classifier Installation Guide (UM6385)

12 Power Classifier for Files Guide (UM6377)

13 Power Classifier for SharePoint (UM6407)

14 SharePoint Classifier Guide (UM6379)

15 Frequently Asked Questions (UM6461)

16 Exchange Classifier Administration Guide (UM6412) – Delivered with Exchange Classifier Administration

17 Reporting Console Guide (UM6422) – Delivered with Classifier Reporting Console

18 Reporting System Guide (UM6423) – Delivered with Classifier Reporting Services

19 Classifier for McAfee ePO and DXL Guide (UM6425) – Delivered with the product bundle.

20 Box Classifier Guide (UM6433) – Delivered with the Box Classifier bundle.

2 WHAT IS CLASSIFIER?

As part of their corporate “Policy”, organisations are identifying the need to apply electronic “Labels” (Markings) to documents and messages.

These Markings can assist the organisation in managing information. The Markings provide guidance to users and applications as to how to treat information. An example might be to differentiate between documents for internal consumption only, as opposed to documents transmitted externally.

The Classifier suite of products delivers the ability to apply relevant visual and electronic Labels or Markings to messages and documents. The Classifier products uses common configuration data and administration mechanisms to provide the ability to define, deploy and apply Markings to documents and mail messages with the additional capability to perform checks when sending mail messages using centrally administered clearances. See below for definition of a clearance.

Licence-controlled features

Licences control the availability of all features supported by the Classifier products. The Administration Server Guide / Features versus Licence topic, reference [8], provides full details of which features each licence enables.

You can deploy the Classifier products individually or collectively. Whilst detailed functionality varies across these products, they interoperate and cooperate using common terminology, configuration data and administration mechanisms.

Mac Classifier Supplement.pdf

File Classifier Guide.pdf

Management Agent Guide.pdf

Notes Classifier Installation Guide.pdf

Power Classifier for Files Guide.pdf

Frequently Asked Questions.pdf




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2.1 Classifier Products and Components

If you bought a specific Classifier suite with options then you will receive a base bundle with additional packages. The bundles and packages are as follows.

2.1.1 Base Bundle

Email Classifier: Labelling, Marking & release control for secure messaging using Microsoft Outlook.

Office Classifier: Labelling and Marking for Microsoft Office applications, including Excel, PowerPoint, Word, Project and Visio.

File Classifier: Labelling of any file type through Windows File Explorer. See reference [9] for further information on this product

Classifier Administration Server: Use Classifier Administration Server to create Classifier configuration. It is fully described in the on-line Help and reference [6].

Classifier Management Agent: This optional service component for Email and Office Classifier clients runs on the local system to provide: Classifier Configuration update monitoring through a single point of contact; additional control over the time of day/frequency of Classifier Configuration update checks; improved security of the locally held Classifier Configuration; and monitoring of Classifier Clients. It is fully described in reference [10].

Classifier API: enables classification metadata to be accessed and manipulated programmatically in a Microsoft Windows environment.

2.1.2 Box Classifier Package

Box Classifier: Controls Classifier-labelled documents within the Box environment. Box (www.box.com) is a content management platform that helps people securely store, access, share, and collaborate on files across devices. The Box Governance option provides a metadata system for manual classification and sharing control. Box Classifier automatically synchronises Classifier labels with the Box Governance metadata system and also provides additional quarantine and blocking controls. See reference [20] for further information on this product.

2.1.3 CAD Classifier Package

CAD Classifier for AutoCAD™: Labelling and marking extension for the Autodesk AutoCAD™ application and associated files (.DWG and .DXF).

CAD Classifier for DraftSight™: Labelling and marking extension for the DraftSight™ application and associated files.

2.1.4 Classifier for McAfee ePO and DXL Package

Classifier for McAfee ePO and DXL: Allows Classifier products to integrate with the McAfee ePolicy Orchestrator (ePO), in order to provide installation and reporting facilities.

In addition, other McAfee Data Exchange Layer (DXL) applications can consume events from Classifier applications using the Classifier DXL integration. See reference [19] for further information on this product.

http://www.box.com/




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2.1.5 Classifier Reporting Package

Classifier Reporting provides a reporting infrastructure, the Classifier Reporting System,

together with a fully featured reporting tool in the form of the Classifier Reporting Console.

Reporting Services: Provides the server components. See reference [18].

Reporting Console: Provides the Reporting Console that displays the data dashboards and reports that are available from the Classifier Reporting System. See reference [17].

2.1.6 Exchange Classifier Package

Exchange Classifier extends Microsoft Exchange in the form of a Transport Agent allowing you to apply Classifier policy rules to messages in-transit. For example, Add a FLOT, Check clearance for recipients, add a recipient. Optionally, message tracking is supported in conjunction with the Classifier Message Tracking Service component.

See reference [16] for further information on this product.

o Exchange Classifier Administration manages Classifier Exchange configuration, The Exchange Classifier Administration is an MMC snap-in fully described in the on-line Help and in reference [16].

o Classifier Message Tracking Service: This optional service tracks selected information from messages passing through the Classifier Routing Agent(s). The information is stored in an SQL database; and may be interrogated (by Exchange Classifier) to recover a Classification value from an original message when an in-reply-to message is detected with no associated Classification.

2.1.7 Mac Classifier Bundle

Mac Classifier extends Microsoft Office for Mac applications, namely Outlook, Word, Excel and PowerPoint, to provide features broadly similar to those offered by Office and Email Classifier for the Windows environment. Classifier Administration Server is used to configure all the Classifier features and the Configuration is published in a manner common to Classifier products. See reference [8] for further information on this product.

Classifier API for Mac: enables classification metadata to be accessed and manipulated programmatically in a Mac environment.

2.1.8 Mobile Classifier Package

Mobile Classifier is a classification-enabled email app for popular mobile device platforms, including Android, iOS and Windows Phone 8.1. The user experience of classification mirrors that of the other Classifier products, including support for single-click classification and policy warnings. A server component is required and is installed on an IIS system. Configuration is performed using Classifier Administration Server.

2.1.9 Notes Classifier Package

Notes Classifier is an optional product that comprises a client plug-in and server-side scripts which extend IBM Notes and IBM Domino Server. It is designed to interoperate with the Email Classifier and Office Classifier products. Configuration is performed using Classifier Administration Server. See reference [11] for further information on installation of this product.




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2.1.10 OWA Classifier Package

OWA Classifier 2016: This provides a classification extension for the Outlook Web App (OWA) provided by Microsoft Exchange 2016 and Exchange Online (Office 365). The extension is provided in the form of a web-based Mail Add-In.

OWA Classifier 2010: Labelling, marking & release control for messaging using Microsoft Outlook Web Access (OWA) 2010.

2.1.11 Power Classifier Package

Power Classifier for Files: Bulk and automated labelling of files using either a Windows

application or a set of PowerShell commands. See reference [12] for further information on

this product.

2.1.12 SharePoint Classifier Package

SharePoint Classifier extends SharePoint to present Classifier-applied Label values in document library columns and ensures document libraries contain only documents with suitable classifications. See reference [14] for further information on this product.

Power Classifier for SharePoint: Labelling of items in a SharePoint library through either a Windows application or a set of PowerShell commands. See reference [13] for further information on this product.




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2.2 Bundles, Packages and Licences

Installable Product / Component Delivery Package or Bundle

Licence required

Email and Office Classifier Base Email Classifier

Office Classifier

File Classifier Base File Classifier

Notes Classifier Notes Notes Classifier

Power Classifier for Files Power Classifier Power Classifier

Classifier Administration Server Base None

Classifier Management Agent Base None

Mobile Classifier Mobile Classifier Mobile Classifier

Mac Classifier Mac Classifier Mac Classifier

Classifier Reporting

Classifier Reporting Services

Classifier Reporting Console

Classifier Reporting Classifier Reporting

SharePoint Classifier

SharePoint Classifier WCF Service

SharePoint Classifier SharePoint Classifier

Power Classifier for SharePoint SharePoint Classifier Power Classifier

OWA Classifier 2016 (Mail Add-in)

Mail Add-in Manifest

Mail Add-in Website

OWA Classifier 2010

Classifier Mail Add-in

OWA Classifier

OWA Classifier

OWA Classifier

Exchange Classifier

Exchange Classifier Administration

Classifier Message Tracking Service

Exchange Classifier Exchange Classifier

CAD Classifier for AutoCADTM

CAD Classifier for DraftSightTM

CAD Classifier

CAD Classifier

CAD Classifier (AutoCAD)

CAD Classifier (DraftSight)

Box Classifier Box Classifier Box Classifier

Classifier for McAfee ePO and DXL Classifier for McAfee ePO and DXL

None

Classifier API

Classifier API for Mac

Mac Classifier Technology partner licence required – there is no end user licence




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3 CLASSIFIER TERMINOLOGY

Each organisation will have its own reasons for Marking information and its own local guidance as to the implications of any Marking. For example, one organisation might require a single optional annotation such as Company Confidential whilst another might also require a department designation or a Project identifier such as Company Confidential / Finance.

The meaning, usage and operational consequences of Labels or Markings are entirely a matter for an organisation’s policy or standards. So whilst Classifier documentation may use examples such as “Sensitivity: Confidential / Department: Sales” these are purely illustrative and Classifier provides administrators with full control over the terms and messages presented to users.

This section introduces terminology used throughout the Classifier products. Full details of terminology can be found in the Administration Server Guide, reference [6].

3.1 What is the difference between a Label and a Marking?

What does Classifier mean by a Label?

Classifier extends the everyday understanding of a label electronically by distinguishing between what a user selects in order to “classify” an object from what Classifier software applies to a document because of that selection. Thus, users may select a “Label” and Classifier then “Marks” the document. That is to say, a user selects a Label from organisation-defined values for an email or office document, and then Classifier Marks that object in one or more configurable ways. Thus, there may be several different Markings applied to a document/message each derived from a single user selected label.

Note: You may already use the term Classification to refer to the value(s) selected to classify an item. Throughout Classifier documentation, the term Label is used for this purpose, with Classification sometimes used in examples as the name of the first Selector. Note: Protective Markings and Security Labels are terms in some specialised environments that refer to Labels and Markings. These terms are not used within a Classifier context but are encompassed by Classifier labelling and Marking.

3.2 Labels, Selectors, Selector values and Label selection

A Label consists of one or more Selector Values that together “classify” a document or message The Selector Values have meaning within the organisation, defining qualities such as its sensitivity / importance / operational handling. For example, a label may just contain non-disclosure information.

The Values available for selection by a user are defined by the organisation as one or more Selectors each with one or more associated values. Classifier supports the following Selector types: Single selection list, and (subject to licence control) Multiple selection list, Text entry, Date picker and Date offset list selectors.

Selectors may be Active, Obsolete or Retained within a policy. See Administration Server Guide > Active Obsolete and Retained Selectors and values for further details.

Example: An organisation wants a Label comprising one or two values referred to as Sensitivity and Department. It could establish two Selectors in a Single selection list such as Sensitivity and Department, each with a set of values selectable by the user. For example:

Sensitivity: Public, Internal, and Confidential

Department: Sales, Customer Services and Finance.




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So a valid Label might be “Confidential + Sales” which may be presented as a document Header Marking as “Sensitivity: Confidential / Department: Sales”

The selected Label is a Classifier defined custom object property used by relevant Classifier applications. An object’s Label can influence the Label of another object. For example, when forwarding a message, Email Classifier uses the Label from the original message as the initial Label selection for the forwarded message.

When attaching a document to an e-mail message, the document Label can be checked against the message Label to ensure the message label value is suitable.

Assisted Labelling allows the Administrator to configure label selection so that the user's choice of values in one selector guide their choice of another selector. Assisted Labelling requires an appropriate Classifier Licence,

Note: A label value is stored within an object (e.g. document) in an encoded form as a Classifier specific property. This encoded form is sometimes referred to as a SISL label and is supported by certain specialized Classifier Applications (e.g. Power Classifier for Files).

3.3 Markings, Marking Locations and Marking Formats

Having selected a Label, one or more formatted Markings may be applied by Classifier products to a supported object as defined through Classifier configuration.

A Marking is a value formed according to a Marking Format applied to a Marking Location.

Markings are usually referred to as <Location> Marking to distinguish between the various instances (e.g. Subject prefix Marking, Watermark Marking, <X-Classify> Marking, Header Marking etc.).

A special run-time only Summary Marking is maintained by Classifier for each object. This is used to present the current Label in an information bar in the application window. This Marking is for presentation purposes only and does not appear in an object attribute; this means other third-party software cannot use it.

Each object type (application) supports a defined set of one or more Marking Locations (e.g. Word Document Header, or Outlook e-mail Subject). When a Marking is applied to an object location, it is constructed according to a configurable Marking Format. Different Marking Locations may share a Marking Format, or each may be unique. For example, a document header and footer may present the same or different Marking Format representations of the Label.

Markings may either be user visible (Visual Marking), or intended only for use by software and held as normally invisible Metadata Marking. Metadata Marking will only have syntactic formatting, whereas Visual Markings may also include presentational formatting. The visibility of a marking and the applicability of text formatting to a marking are largely determined by the Marking Location, and the unqualified term Marking is generally used encompassing both Visual and Metadata Markings.

A Marking Format may include any of the following in a configurable order:

Selector Values as chosen by the user.

Text including separator test between the components of the label.

For Visual markings, additional Rich Text Formatting may be applied.

The name of the Label Configuration.

At various times Classifier products need to present a summary of the current Label (referred to as ‘Label summary’) to users (e.g. in a window information bar). This Label Summary is presented using a special Summary Marking maintained through the Classifier Marking Library administration interface.




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3.4 Clearance

An organisation may choose not to utilise the Classifier Clearance mechanisms in which case there is no need to configure any Clearances.

A domain clearance defines label values that a domain (and optionally sub-domains) is permitted to send or receive (e-mail).

If Clearance Checking is enabled (Email Classifier and OWA Classifier only), then Classifier can be configured to compare the message label with each recipient’s domain Clearance to determine whether or not they are authorised to receive the information. The precise nature of Clearance checks is defined in the Administration Server Guide > Clearance Settings.

3.5 Classifier Configuration

A Classifier Configuration consists of all configurable aspects of Classifier products.

The Classifier Administration Server creates and maintains Classifier Configurations. You can deploy a Classifier Configuration via File System, Web Server or Active Directory, utilising Group Policy mechanisms if required.

The diagram below illustrates some of the separate elements of a configuration and the relationship between the elements – for example, application specific Rules refer to items within the Marking, Selector and User Message Libraries.

Figure 1 Configuration Elements and their relationships

The Classifier Configuration comprises:

Global Settings that define various configurable settings applicable to all users of the Classifier Configuration.




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Image Library. This library holds images that may be referenced from elsewhere in the configuration.

User Message Library. This library contains user text messages.

User Interface Library. This library contains the text shown in the user interface.

Labelling Configurations. A Labelling Configuration defines all features relating to the site supported Labelling values and how the various Classifier applications operate. Each Labelling Configuration defines:

o Selector Library that defines all the Selectors and associated Values available to end-users when choosing a Label.

o Marking Library containing named Marking Formats that define formats that detail how Markings are formed.

o (Optional) Content Library that can be configured if Content Checking is implemented.

o Condition Library used to define conditions that can be used to appropriate rules.

o Configuration Settings various configurable application and general options.

o Policy(s) that are used to assign specific settings to ‘groups’ of users. The assigned settings include:

- The Label UI presented under that Label Policy – that is the Selectors and Values available and how they appear to users of that Policy.

- Rules defined for each supported product governing:

The application of Markings to Object Locations. That is the circumstances under which Locations are populated with Markings and the Marking Formats used to form them.

The invocation of “other” actions (e.g. applying RMS or S/MIME security).

The performance of checks.

Clearance Settings (use is optional). The settings allow Clearances based on the Selector/Values to be created and assigned to email domains.

See the Administration Server Guide, reference [6], for full details.

4 USER VIEW OF CLASSIFIER FEATURES

Users see Classifier application features as defined in the relevant Classifier Configuration / Policy. Users are aware of these features through:

Label selection interface and its associated Label options menu (described below).

Markings applied to documents, e-mails and web-mails (described below).

Application specific features (e.g. e-mail Clearance Handling). The user view of application specific features is described within the application sections in the Administration Server Guide, reference [6].

Dialogs presented as a consequence of rules defined within the configuration (e.g. Recipients not cleared for the current label).

All features presented to users are controlled through Classifier Administration.

The sections below summarise the common UI appearance and operations that will be presented to users when relevant features are enabled through licensed Classifier configuration.




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4.1 Label Selection Interface

The user is presented with the configured Label Selector choices through a simple drop down menu interface which appears as described below according to the user environment.

These basic selection mechanisms can be enhanced through the licence-controlled mechanisms of Single Click and Assisted Labelling. With Single Click, buttons can be configured to provide direct selection of commonly used label values. With Assisted Labelling, user choices can be simplified and ‘directed’. For example, the values presented for a second selector can vary depending on the value actually selected for the first selector

4.2 Email Classifier and Office Classifier

Label selection is made through a ribbon bar item (Label) towards the top of the window. Changes may be reflected in a colour coded information bar at the bottom of the window.

The actual window contents will vary with the Office application or Outlook form, but the Label item

will appear in the ribbon bar as per the Word example below.

Figure 2 Word 2010, Label selection, Header and Summary bar

4.3 Label Options Menu (Office and Outlook)

The options menu located on the Outlook ribbon bar provides the following options. The table below lists the standard options presented and their functionality.

Figure 3 Options menu

Option Functionality How to enable the option

Clear This option Clears any Label values selected.

Option is available unless Labels are mandatory.




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Restore Default

If a default Label is configured then this option resets the Label value to that default.

Option will be available if you have configured default values.

Label Policy Help

If organisation help is configured then selecting this option will open the configured URL.

Dependent upon the configuration of the Classifier Help within the Classifier Configuration / Configuration Settings / General Settings.

4.4 Mail Add-in for Microsoft Exchange 2016

Label selection is made through the Classifier button at the bottom right of the New message

form.

This displays the Classifier label selection dialog that will vary according to the configured options.

Figure 4 Mail Add-in Label selection

4.5 Notes Classifier

Label selection is made via the Classify button on the New message form.




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Figure 5 Notes Classifier New message

Pressing the Classify button will present the appropriate Classifier Label dialog including Single Click / Assisted Labelling etc.

4.6 Mac Classifier

For Word, Excel and PowerPoint, a Classifier button appears in the Ribbon Bar. The example below shows Word. See reference [8] for further examples of the user interface.

Classifier button Word

4.7 Classifier Application Markings

Each Classifier product supports various features and options including control of when Markings are applied to an object Location and the format of those Markings. Classifier Administration Server configures these features. The Administration Server Guide, reference [6], describes the full range of options supported by each Classifier product.




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Examples of application features are:

Add a ‘First Line of Text’ (FLOT) Marking when sending a message.

Add a formatted Header Marking to a Word document.

Add a Footer Marking to an Excel spreadsheet.

If the Label matches configured criteria, then apply Rights Management System (RMS) policy to

a message (Not OWA Classifier).

The example below shows what a user might see if a Marking is applied to a Word document header, footer and watermark:

Figure 6 Word Header, Footer and Watermark Markings

Note: To view headers and footers in Excel (below) click View tab then Page Layout.




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Figure 7 Excel marking display

Figure 8 PowerPoint slides footer marking display

Markings cannot be displayed as a header on a slide as PowerPoint does not support this.

PowerPoint Markings are also applied to notes and handouts. If Header Markings are configured they will be visible in notes and handouts, unlike on PowerPoint slides.




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5 CLASSIFIER APPLICATIONS AND SYSTEM COMPONENTS

This section outlines how the various Classifier Microsoft products and components relate to each other and to core system components. Consult the Administration Server Guide, reference [6], for further details on specific features, environment and installation. The diagram below shows the key components with Classifier components in blue. Note that the arrowheads just indicate access rather than read or write.

The Management Agent component shown below is optional.

Notes Classifier is not shown below, but it operates as another Classifier application with respect to Classifier Administration and Configuration deployment. The Lotus Domino server is extended to support the necessary Classifier features.

Figure 9 - Key components




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5.1 Shared File Store, Web Server and Active Directory

You can publish Classifier Configuration via File Store, or via a Web Server without the need for extension of the Active Directory schema.

Alternatively, if you wish to publish Classifier Configuration to Microsoft’s Active Directory then the Active Directory schema requires extending. Classifier Administration includes a tool to perform this schema update.

Group Policy mechanisms can be used to manage distribution of configuration information whether through Files or AD.

5.2 Email and Office Classifier

You install the Email Classifier and Office Classifier products into user environments. Install these products from the Email and Office Classifier folder in the Classifier Base bundle.

These products extend the behaviour of Microsoft Outlook and Microsoft Office Word, Excel, and PowerPoint in the form of a Microsoft Office COM Add-ins that provides the ability for users to select a Label and apply Markings to documents and e-mails reflecting the chosen Label.

In summary, the Email and Office Classifier products support the following functionality:

The ability to apply Labels (as defined through a Configuration) in both human and machine readable forms to the following:

o Office Excel / PowerPoint / Word documents (Document Labelling) and, with the appropriate licence, Project and Visio.

o Outlook mail messages (E-mail Labelling).

o Webmail messages (OWA Classifier)

Rules to ensure that the application window always shows the currently selected Label choices.

Rules to check and/or apply message properties when a message is sent.

Rules to support the application of Active Directory Rights Management System (ADRMS) Policies to documents and messages based on user selected Label values.

Rules to support the application of S/MIME Security to messages based on selected Label values.

Propagation of Labels. For example, when existing messages are used as templates for new messages in Reply / Forward operations.

Portion Marking for Word and Outlook messages.

Enterprise installation support.

Clearance checking when sending e-mails.

Email Classifier and OWA Classifier will share a common Classifier Configuration, but each has its own Rules within the configuration, and may have a different Classifier Policy applied.

Note: Regardless of whether Email Classifier or Office Classifier or both are licensed, the installed

code appears in Add/Remove programs as Boldon James Classifier.




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5.3 OWA Classifier

OWA Classifier extends Microsoft Outlook Web Access (OWA) to allow users to label webmail messages using the same Classifier Configuration as Email Classifier. The product is installed on the server and as such, it has zero desktop footprint.

You install OWA Classifier onto each OWA Server that is to present Classifier functionality to end-users. All users of a server will share the same Classifier Configuration Policy.

In summary OWA Classifier supports the following functionality:

The ability to apply Labels (as defined through a Configuration) in both human and machine-

readable forms to webmail messages (E-mail Labelling).

Rules to ensure that the application window always shows the currently selected Label Control

choices.

Propagation of Labels. For example, when existing messages are used as templates for new

messages in Reply / Forward operations.

Clearance checking when sending web-mails.

OWA Classifier and Email Classifier will share a common Classifier Configuration, but each has

its own Rules within the configuration, and may have a different Classifier Policy applied.

5.4 Classifier Administration / Exchange Classifier Administration

Exchange Classifier Administration is not shown in the diagram above but it operates in a similar manner to Classifier Administration. An important difference to note between the two products is that Exchange Classifier Administration does not support storage of the Configuration in Active Directory.

Classifier Administration Server provides a web interface allowing an administrator to create and maintain Classifier Configuration and manage clearances. Different groups of users see different views of the core configuration by defining Policy(s). A Policy is assigned to the relevant group of users.

You can create a new configuration based on templates. This will be of particular use to new users familiarising themselves with the product.

One or more Classifier Administrators may be established and roles defined. An Administrator can develop a configuration and only “publish” information once they have completed all changes.

A Classifier Configuration includes:

Global Settings that define various configurable settings applicable to all users of this Classifier Configuration.

User Message Library containing User Messages (User visible text message configuration).

User Interface Library (allows site configuration of user visible text).

Labelling Configurations. A Labelling Configuration defines all features relating to an organisation’s Labelling choices. It also defines how the various Classifier applications operate. The Labelling Configuration defines:

Selector Library that defines all the Label Selectors and Values available to users when choosing a Label.




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A Marking Library, containing Marking Formats that detail how Markings are formed.

A Content Library (a Licence-controlled feature) supporting content checking of emails.

One or more Policy(s) used to assign specific settings to ‘groups’ of users. The assigned settings include:

o The Label UI describing which Selectors and Values are available and how they appear

to users of that Policy.

o The Rules governing the application of Markings to Object Locations. These define how

documents are marked and the Marking Formats used.

o Rules governing the invocation of “other” actions such as applying RMS and S/MIME

security.

Clearance Settings (use is optional). The settings allow Clearances based on the Selector/Values to be established and assigned:

o To Email Domains as defined by the Configuration.

o Clearance Library (Classifier SharePoint).

o Dynamic Clearances.

If there are multiple administrators with overlapping responsibilities, it is the organisation’s responsibility to ensure they coordinate activities.

Classifier Administration Server uses licences to determine the Classifier features available for configuration. For example, if you do not have an OWA Classifier licence, then those features will not be available for configuration.

The Evaluation Guide, reference [4], and Getting Started Guide, reference [2], provide worked examples of the steps involved in configuring and testing an Email and Office Classifier deployment. The Administration Server Guide and the on-line help for Classifier Administration provide full details on the various options and mechanisms.

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