Tagging - How To

Topics | How To | Related Topics

• Create/Modify a Tag from the CommCell Console
• Create a Tag from the Search Console
• Enable/Disable a Tag
• Associate/Dissociate Tags from Search Console
• Create/Modify a Automated Content Classification Policy
• Delete a Tag

Create/Modify a Tag from the CommCell Console

When you create/modify a Tag, note that, once created, tag names cannot be modified later.

Before You Begin

• Review Tagging.
• Review Data Discovery and Search.

Required Capability: See Capabilities and Permitted Actions

To create a new Tag from the CommCell Console:

1. From the CommCell Explorer window, right click Tags under Content Director node and select Add.
2. From the Create Tags dialog box, enter the name and description for the new tag and click OK.

To modify a Tag from the CommCell Console:

1. From the CommCell Explorer window, click Tags under Content Director node.
2. Right-click the tag that needs to be modified and select Edit.
3. From the Modify Tags dialog box, modify the name or description for the new tag and click OK.

Create a Tag from the Search Console

Before You Begin

• Review Tagging.
• Review Data Discovery and Search.

Required Capability: See Capabilities and Permitted Actions

To create a new Tag from the Search Console:

1. From the Search Console, select a Review Set.
2. From the Review set, select the items for which you want to associate a new tag, choose Manage Tags from the Actions menu and click Submit Action.
3. From the Manage Tags dialog, click Create Tag.
4. From the Create Tags dialog box, enter the name and description for the new tag and click OK.

Enable/Disable a Tag

Whenever a new tag is created, it is by default enabled and hence can be associated  to search items. When you disable a tag from the CommCell console, it is prevented from being assigned to new items. However, the tag will still be available in the advanced search options and can be specified as a search criteria. The tag will be deleted from the CommServe database once all the search items associated with the tag are pruned.

Before You Begin

• Review Tagging.
• Review Data Discovery and Search.

Required Capability: See Capabilities and Permitted Actions

To enable a Tag:

1. From the CommCell Explorer window, click Tags under Content Director node.
2. Right-click the tag to be enabled and click Enable.

To disable a Tag:

1. From the CommCell Explorer window, click Tags under Content Director node.
2. Right-click the tag to be disabled and click Disable.

Associate/Dissociate Tags from Search Console

The Search Console allows you to tag the documents interactively.

Before You Begin

• Review Tagging.
• Review Data Discovery and Search.

Required Capability: See Capabilities and Permitted Actions

To associate/dissociate tags from the Search Console:

1. From the Search Console, search for the required data using the Search text box. You can also refine the search using the Advanced Search options.
2. Select the search result items for which you would like to associate/dissociate tags and add them to a Review Set by selecting the appropriate review set from the Add Selected Items To... drop-down list in the Search Console. You can also move the result items to a new review set using the New Review Set... option.
3. From the Review set, select the items to be tagged or untagged, choose Manage Tags from the Actions menu and click Submit Action.
4. Select the tags that need to be associated/dissociated and click Add.
5. Click OK.

Create/Modify a Automated Content Classification Policy

Tagging operations are scheduled from the CommCell Console using the Automated Content Classification Policy.

Before You Begin

• Review Tagging.
• Review Data Discovery and Search.

Required Capability: See Capabilities and Permitted Actions

To create/modify a Automated Content Classification Policy:

1. To create a Automated Content Classification Policy, from the CommCell Explorer window, right click Automated Content Classification Policy under Content Director node, and select Add.

   To modify a Automated Content Classification Policy, from the CommCell Explorer window, click Automated Content Classification Policy under Content Director node, right-click the Automated Content Classification Policy that needs to be modified and select Edit.

2. In the Define Workflow step of the Automated Content Classification Workflow dialog, enter a name for the policy.
3. Type the text string or wildcard pattern that you are searching for in the Search For entry space under Search Criteria in the left pane. Note that the asterisk ( * ) and question mark ( ? ) characters are treated as valid wildcards unless surrounded by double-quotes.

   You can further refine your search by entering the desired criteria under the option groups for Emails, Files and Advanced Options, as appropriate for your search.

4. Select the operations to be included in the policy and click Next.
5. Based on the operations selected, follow the appropriate steps below:
   • To associate/dissociate tags to the discovered items:
     1. In the Tagging step of the Automated Content Classification Workflow dialog, select the Content Indexing Engine to be used for the tagging operation from the Select Content Indexing Engine drop-down box.
     2. Select the tags that need to be associated/dissociated for the discovered items from the Available Tags list and click Add>.
   • To add the discovered items to a Legal Hold:
     1. In the Legal Hold step of the Automated Content Classification Workflow dialog, select the Legal Hold to which the discovered items will be added from the Use Legal Hold drop-down box.

        Select <Create New> from the Use Legal Hold drop-down box to Create a New Legal Hold.

   • To restore the discovered items to a Review Set:
     1. In the Restore to Review Set step of the Automated Content Classification Workflow dialog, type a Review Set name in the Review Set Name text box.
     2. From the WebServer Client drop-down box, select a web search server to which the Review Set will be created.
     3. From the On behalf of user drop-down box, select the user name for which the Review Set will be created in the web search server.
     4. Select Process Data archived/protected on or after and specify the date from which the archived/backup data will be considered for the search.
   • To submit the discovered items to an ERM Server using an ERM Connector:
     1. In the ERM Connector step of the Automated Content Classification Workflow dialog, select the ERM Connector to be used from the ERM Connecter drop-down box.

        To create a new ERM Connector, click Create ERM Connector, and follow the procedure for Create/Modify an ERM Connector from the CommCell Console.

     2. Specify the values for the routing rule properties for the selected ERM Connector.
6. Click Next.
7. In the Options step of the Automated Content Classification Workflow dialog, from the Staging Client drop-down box, select the client to which the discovered items will be retrieved and the selected operations will be performed. This option is applicable only for ERM connector and Legal Hold operations.
8. Enter the path to which the discovered items will be restored in the client, in the Restore Destination Path text box. This option is applicable only for ERM connector operations.
9. From the On behalf of user drop-down box, select the user name for which the selected operations are being performed.
10. Process Data archived/protected since displays the date only after the policy has been executed at least once.  The date displayed is the one selected by the user at the time of creating the policy.
11. Select Process Data archived/protected on or after and specify the date from which the archived/backup data will be considered for the search.
12. Click Finish.
13. If creating a new Automated Content Classification Policy, from the Schedule Details (Schedule Details) dialog box, enter the Schedule name and select the appropriate schedule options.
14. From the Schedule Details (Job Retry), enter the appropriate job retry options for the specific schedule.
15. From the Schedule Details (Alerts) tab, configure the alerts for the specific schedule.
16. Click OK.

Delete a Tag

When you delete a tag, all the tag entries in the CommServe database and thus would prevent users from selecting this tag for tagging operations and also perform search based on this tag. However, the items that are already associated with the specific tag are not deleted.

Before You Begin

• Review Tagging.
• Review Data Discovery and Search.

Required Capability: See Capabilities and Permitted Actions

To delete a Tag:

1. From the CommCell Explorer window, click Tags under Content Director node.
2. Right-click the tag that needs to be deleted and select Delete.
3. The Deleting Tag dialog is displayed. Click Yes.

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