1. Privileges

Object tagging is available for Finder users with the following privileges:

Auto-tagging rule, for Category editor users
Manual tagging, for any user with Object edition privilege
Tagging from file, for Category editor users

Please refer to Managing Users for the privileges configuration and to Managing Categories for the auto-tagging configuration

2. Manual tagging

Manual tagging is a function based on user-defined keywords available per category of object's type.

To configure a keyword, select one or more objects (with shift or crtl) in a Finder result list and use a right click to select Edit.

An Edit dialog box opens.

Change the keyword with the drop-down list.

Two special options are available:

[auto] - After a manual configuration of the keyword, change to auto-tagging. The auto-tagging rules are directly applied.
- [empty] - Do not configure any keyword for the specific category.

Create new category and Add new keyword...are only available for the user with Category editor privilege.

3. Importing tag from file

In many situation, objects tagging is depending on third-party information available on an external database, an ERP or CRM system or simply a Microsoft Excel file. Finder allows to import tags from a csv file generated from a third-party information system.

The csv file must contain at least:

One column with a commun data set between NEXThink and the external system (like for example the username, source name, or application name)
One or more columns for each category with all the values used as keyword after the export

To import tag from file, login with the category editor user and select Tools, Import tags from file... in the Finder menu.

Follow the wizard in order to select the format, the object to apply the tag, the matching column and the categories to import.

Important note: To import application tag with CSV file, Finder require the application name/application company syntax, e.g. "Microsoft .NET Framework/Microsoft"

4. Example

4.1. Change to a manual tag after auto-tagging result

Step 1 Check the result of an auto-tagging configuration by right-clicking on the corresponding category and selecting Display X... where X is the object of the category
Step 2 Sort by keyword to analyze the result. In our example, we want to manually tag the "Non-standard naming" results. The selected objects are in fact some desktops. We can then manual set the keyword to "Desktop".
Step 3 Apply and display the result. The manual tags are identified with the auto-tags by the tagging icons left to the keyword value.

4.2. Import a csv file to tag the users

In order to create a structure representing the company organization, you want to tag the users based on an existing human resource (HR) database.

Step 1 Create a csv file with at least one common column with the NEXThink data model. For this export, the user name exists in the same format in the Engine and in the HR database.
Step 2 Save the file in the csv format
Step 3 Login into Finder with the category editor user and select Tools, Import tags from file... in the Finder menu.
Step 4 Select the csv file
Step 5 Configure the file encoding, delimiter and text qualifier based on you Excel settings and your Windows Regional and Langugage Options.
- If you are not sure about the settings, use the option "View file" in order to analyze the format.
Step 6 Click Next, select the object to apply the matching (1), the column for the matching (2) and one or more category to import (3).
Step 7 Click Import and wait until the process is finished. The report display the matching result, including details.
Step 8 The categories and keywords are available in the investigation designer and results and can be used in Portal for group-based widgets.