1. Privileges

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

• Manual tagging, for a user allowed edition of applications and object tags
• Auto-tagging and Tagging from file, for a user allowed edition of categories and services

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 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 using 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 privileges.

3. Importing tags from a file

In many situation, object tagging is dependent 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:

1. One column with a common keyword between NEXThink and the external system (for example the username, source name, or application name)
2. A column for each category with associated values to the keyword in the first column

To import tags from a 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 tags from a CSV file, Finder requires the syntax "Application name/Application company" , 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

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• 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".

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• 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.

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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.

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• Step 2 Save the file in 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 your Excel settings and your Windows Regional and Language Options.

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  • If you are not sure about the settings, use the option "Show file" in order to analyze the format.

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• Step 6 Click Next, then

  1. select the object to match with the "Apply on" field e.g. "Users" and
  2. the column to match with the above field, e.g. Match Users with "Name" using column "Name"
  3. finally, in the bottom window, select one or more categories to import.

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• Step 7 Click Import and wait until the process is finished. The report displays the matching results, including details.

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• Step 8 The categories and keywords are available in the investigation designer and results can be used in Portal for group-based widgets.

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