Contents
1. Managing Categories
This section explains how to manage and use categories.
1.1. Category management user's rights.
Only one unique Finder user account can be assigned to manage categories. By default, the Admin account is allocated this responsibility, but it can be delegated to another user by the Finder administrator. To give another Finder user the rights to manage categories, select the Accounts section in the left frame of Finder.
Open the Accounts section of Finder and locate the user who will be delegated with Category Management
Under Accounts, chose Edit on the account to which you will be delegating Category Mangement rights. The account details open up in the right frame of Finder. In the Privileges section chose “Allow edition of applications and object tags” and/or “Allow edition of categories and services” as shown in the screenshot below, then "Save and close" the account.
Delegating the edition of application and object tags plus categories and services
1.2. Connecting Engine with Category Editor user's rights
Launch NEXThink Finder, and log in with the category editor user.
A Category section is available for managing the configuration.
The Engine contains System categories which are neither configurable nor editable:
Account type shows the type of windows user account. The possible keywords are local, domain and system.
1.3. Creating a Category
Using a right click over the Categories section or a selected folder, the user can create a new category item using a contextual menu. A Category is assigned to an object family.
Note: categories can also be created directly within the object edition dialog, see Tagging Objects section.
1.4. Naming a Category
A new Untitled Category category is created.
Naming a Category item should be done carefully as this new object property will be then used in investigations and widgets. Renaming or deleting, later on, a given Category will render all investigations and widgets using the old name useless.
To set a name for a Category , as for Investigation names, either click on the Untitled Category name and enter a new name or in the category tree, use a right click over the created category and use the rename function.
A short description for the category can be set.
1.5. Category privilege Information level
A privilege for the information level is available for each category.
This will allow users having same or above privilege level to see and use a given category. For example, if a category is created with an Information level set to "personal", only Finder user accounts having a "personal" level will be able to see and use this category.
1.6. Adding Keywords
To manage keywords for a category, the keyword panel can be found in the bottom left of the Category Management screen.
A single click on the + icon will create a new keyword for the edited Category.
Note: keywords can also be created directly within the object edition dialog; see Tagging Objects section for more information.
Type in the location keyword and press the Enter key or OK to enter the keyword. Click on the + icon and repeat the process to add additional keywords.
1.7. Auto-tagging rules
Once created, the Category editing right panel allows the user to set Auto-tagging rules for the selected keyword.
Select Click here to add a new condition for new auto-tagging rule.
If the matching rule is not acceptable, an exclamation mark appears in a red circle to the left of the trash can. Adjust the matching rule as required or click on the trash can icon to delete the condition and start again.
Select each other Keyword to add auto-tagging rules.
Notes: With the operator matches, the character "*" stands for any number of arbitrary characters.
1.8. Auto-tagging ordering
If more than one keyword is auto-tagged, the tagging operation will be executed keyword by keyword. The keyword display is presented in alphabetic order. If complex consecutive rules have to be applied for a given category, the user is allowed to review and tune the tagging process order using the "Set auto-tagging order.. " button.
1.9. Default auto-tagging rule
To set a default keyword, you can add it as the last one in the auto-tagging order and matching any condition as the tagging rule.
Set Others to match any condition by using a wildcard
Move Others to the last entry in the auto-tagging list so earlier entries will match if a match is possible
Click Save to only save the category configuration. Apply the configuration to the objects with Save and close or Close if a previous Save has already been done. Displaying results for a given category can be obtained after the close or by using contextual menu " Display..." on the category tree.
2. Example
2.1. Using LDAP Organisation Units for Auto-tagging
Step 1 List Distinguished Name of Active Directory users.
Step 2 Discover the OU structure and design the category.
In this example, we will create a category Department with the keywords IT, Services, QA and R&D and matching the second OU level of the full distinguished name. For the other users, the keyword RoU (Rest of Users) will be used.
Step 3 Create the category "department" and set each keyword with the auto-tagging rule.
- For the IT department:
For the R&D department:
Note: use one part of the DN to differentiate local or system users than domain users.
- For the IT department:
Step 4 Save and close to apply the configuration and see the result
Step 5 Use the category in an Investigation
- For example, retrieve the applications used by the IT department
- For example, retrieve the applications used by the IT department
