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Resource Guide
LLESCLS160000-GGD-EN
OpenText™ Classifications
Resource Guide
LLESCLS160000-GGD-EN
Rev.: 16. Mar. 2016
This documentation has been created for software version 16.0.0.
It is also valid for subsequent software versions as long as no new document version is shipped with the product or is
published at https://knowledge.opentext.com.
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Table of Contents
1 Administering Classifications .................................................. 5
1.1 Creating Classifications and Classification Trees ................................. 6
1.2 Configuring Classifications Options .................................................. 12
1.3 Enabling Intelligent Classification Functionality .................................. 15
1.4 Configuring the Classification Profile for Intelligent Classifications ...... 15
1.5 Classify Existing Content Using Intelligent Classification
Functionality ................................................................................... 19
1.6 Configuring Storage Rules for Classified Items .................................. 20
1.7 Maintaining Classifications ............................................................... 21
1.8 Exporting and Importing Classification Taxonomies ........................... 38
1.9 Using the XML Export API with Classifications .................................. 41
For more information about using Classifications (for example, classifying items and
searching Classifications), see OpenText Classifications - Resource Guide (LLESCLS-H-
GGD) .
Note: Although Classifications does not suggest or build taxonomies for you, it
allows you to import and export the XML taxonomy definitions that you
provide. For more information, see “Exporting and Importing Classification
Taxonomies” on page 38.
There are three approaches you can use to create Classifications and Classification
Trees in Content Server:
• Manually add them in the Classifications Workspace in Content Server. For more
information, see “Adding Classifications” on page 6.
• Construct and import an XML Taxonomy. For more information, see
“Constructing and Importing an XML Taxonomy” on page 7.
• Export an existing Classifications Taxonomy from another Content Server. For
more information, see “Exporting and Importing Classification Taxonomies”
on page 38.
The following three types of items can be added to the Classification Workspace:
• Classification Trees, which contain hierarchies of Classifications and are stored at
the base level of the Classification Workspace
• Classifications, which are stored within Classification Trees or other
Classifications
• Classification Shortcuts, which are Shortcuts to Classification Trees or
Classifications and are stored within Classification Trees and Classifications
When you add a Classification, you must also set the management type for a
Classification for managed objects such as Documents, Compound Documents, Text
Documents, and Folders. There are three management types:
• Manual, which means that the system will not automatically assign the
Classification to an item. Only administrators and users with the appropriate
permissions will be able to assign this Classification.
• Assisted, which means that the system will suggest this Classification for items
that satisfy the Classification's Profile and place them on the Manage Pending
Objects page (Tools > Content Server Administration > Classifications Administration).
There they can be accepted or rejected by Content Server Administrators and
users with the appropriate permissions.
• Automatic, which means that the system will automatically assign this
Classification to items that satisfy the Classification's Profile.
You must also decide if you want the Classification to be selectable by users.
XML Classification Taxonomies are composed of a series of XML tags that define a
hierarchy of Classifications, including the names of all the Classifications and their
profile information. When you construct an XML Classification taxonomy manually,
its structure, tags, and values must meet certain requirements to import properly
into Content Server.
Header Section
The first part of an XML Classification taxonomy is a header section that defines the
XML file and the Classification Tree in general. This section begins with the
following XML declaration, which defines the XML version and the character
encoding used in the file:
Next, the Classification Tree must be defined with the importexport start tag:
Attribute Value
applanguage The language of the application, for example,
USA.
appname The name of the application, for example,
Content Server. This is a required
attribute.
appversion The version number of the application, for
example, 9.5.0. This is a required attribute.
dtdversion The version number of the DTD that defines
XML Classification taxonomies. The only
valid value is 2.5.
exportdate The date and time that the Classification Tree
was exported from Content Server. The
format of this attribute is <yyyy>-<mm>-
<dd>T<hh>:<nn>:<ss> (for example,
2002-04-12T21:31:48), where:
<yyyy> is the year,
<mm> is the month,
<dd> is the day,
<hh> is the hour,
<nn> is the number of minutes,
and <ss> is the number of seconds.
This attribute is optional. When you
construct an XML Classification taxonomy
manually, you do not need to include this
attribute.
Tag Description
classificationtree Defines a list of Classifications. Its attributes
contain settings for the list of Classifications.
classification Defines a Classification. Its attributes contain
all of the Classification's settings.
query Defines the Profile Query for a Classification
when it has been exported from Content
Server. Do not enter a value in this field.
Attribute Value
managementtype The management type of the Classification
Tree or Classification. Valid values are
manual, automatic, and assisted.
name The name of the Classification Tree or
Classification. This value is a string (for
example, Annual Reports).
selectable Whether or not the Classification Tree or
Classification is selectable. Valid values are
true and false.
subtype The subtype number of the Content Server
object. Valid values are 196 for the
Classification Tree tags and 199 for the
Classification tags.
Attribute Value
score The number entered by the user. Valid
values are 1-100 (inclusive).
description The node description entered by the user.
</classification>
</classification>
1. At the root level of the hierarchy, there can be no more than one
classificationtree element.
2. Each classificationtree and classification element can contain other
classification elements.
At the end of this section, you must include the end tag </classificationtree>
for the classificationtree element .
Example Files
The following example is an empty Classification Tree named Test Classification
Tree. It is selectable and its management type is set to automatic:
</classificationtree>
</importexport>
The following example is a more typical Classification Tree. The name of the tree is
Corporate Information, and it contains three Classifications: About Us, Annual
Reports, and News. Inside News, there are two further Classifications: Press Releases
and Newsletters. At the root level, Corporate Information is non-selectable and its
management type is set to manual, while all the Classifications it contains are
selectable with their management types set to assisted.
<query></query>
<query></query>
</classification>
<query></query>
</classification>
<query></query>
<query></query>
</classification>
<query></query>
</classification>
</classification>
</classificationtree>
</importexport>
Once you have created an XML Taxonomy, you can import the XML file to Content
Server and the Classifications are created automatically. Fore more information on
Note: If you have not enabled the Intelligent Classification functionality, when
you import any Classification Trees, the management type is set to manual. For
more information on Intelligent Classification, see “Enabling Intelligent
Classification Functionality” on page 15.
In addition to these Object Privileges, you can control the Usage Privilege Apply
Classifications for the Usage Type Collections Command. This allows you to
restrict which users can see the Apply Classifications menu options in the More
Actions drop-down list in a Collection. By default, this setting is Unrestricted. For
more information on using Collections, see OpenText Content Server User Online Help
- Using Collections (LLESCL-H-UGD).
For more information on how to restrict object privileges, see OpenText Content
Server Admin Online Help - Content Server Administration (LLESWBA-H-AGD).
For example, if you make the Documents item type a managed object, Content Server
users can manually classify Documents, or you can configure Content Server to
automatically classify or suggest Classifications for Documents using the Intelligent
Classifications functionality. For more information about automatic and assisted
Classifications, see “Adding Classifications” on page 6.
Once configured, you can classify OpenText Enterprise Library items using the
Manual, Assisted, or Automatic classification method. Classification inheritance
rules apply to OpenText Enterprise Library container objects such as Folder, and
Item.
Note: Because Variants contain content (in the actual document and in the
search index) and Items contain metadata, Variants are classified
independently from Items. When Content Server classifies OpenText
Enterprise Library objects based on content, only Variants are classified and
content-based queries will only return Variants in the search results. When you
add a new Variant, it inherits Classifications from the Item, provided the Item
and Variant are classifiable subtypes. Prior to classifying Enterprise Library
Services items, you must make them available for classification. For more
information, see “Classify Existing Content Using Intelligent Classification
Functionality” on page 19.
2. Clear or select the Managed check box beside any of the following object types:
• Compound Document
• Document
• Enterprise Library Folder
• Enterprise Library Item
• Enterprise Library Object Type Definition
• Enterprise Library Variant
• Folder
• Text Document
Note: The values 136, 144, 145 and 0 represent the default managed object
types; respectively, Compound Document, Document, Text Document and
Folder.
The values 823, 824, and 825 represent OpenText Enterprise Library object
types; respectively, Folder, Item, and Variant.
Note: You cannot set a profile for a Classification whose management type is
manual.
For more information about managed objects, see “Configuring Item Types as
Classifiable” on page 13. For more information about accepting or rejecting system-
suggested Classifications for items, see “Maintaining Classifications” on page 21.
For more information about setting a Classifications management type, see OpenText
Classifications - Resource Guide (LLESCLS-H-GGD).
Profile Tab
If the management type is assisted or automatic, the Profile tab will be visible when
you view a Classification's Properties page, and you will be able to:
• Set the relevance score threshold.
• Add and remove Exemplar Documents.
• See the key phrases that are generated.
Each of these criteria are used to determine if a managed object meets the
Classification's profile and to determine if it should be automatically classified or if
the classification should be suggested.
The relevance score threshold determines how closely a document must satisfy your
profile parameters. The higher the threshold, the more exact the match must be. The
value must be from 1 to 100. The default value is 40.
Note: You must click the Construct Profile Query button on the Profile tab,
and the Save as Profile button on the Search page, before a change to the
relevance score threshold takes effect.
If you already have one or more documents or emails that exemplify a Classification,
you can quickly define a classification profile by adding these documents or emails
to the profile as Exemplar Documents. Content Server then determines and displays
the Exemplar Document's key phrases (recurring words and word combinations,
especially those involving unusual words). These phrases are used to determine if
items satisfy the profile.
Once you add the Exemplar Documents, you must construct the Profile Query to
store the key phrases in the profile. A Profile Query is a set of search criteria that
defines the parameters for automatic and assisted Classifications.
Note: Content Server can extract key phrases from only the latest major version
of an Exemplar Document that contains both major and minor versions.
Although you can add Documents without a major version as Exemplar
Documents, these documents cannot contribute key phrases to the
classification profile.
Intelligent Classifications. Managed objects that meet the criteria specified in the
Profile Query, and that satisfy the relevance score threshold specified in the
Classifications profile, are either assigned the Classification or the Classification is
suggested, depending on the management type for the Classification. By default, the
Classification Profile Query page opens with additional fields in the Full Text
section. These fields allow you to:
Note: You can edit the key phrases in the fields for Exemplar Documents and
complex queries from imported Classification taxonomies; however, Content
Server will not save your edits.
The Enterprise and Enterprise Library search slices are highlighted in the read-only
Scope component. This indicates that the slices are preselected and cannot be
modified.
• Click the Use Default radio button to use the default relevance score
threshold value.
• Click the Use Specific radio button to enter a custom value, and then type a
value from 1 to 100 in the input field.
3. On the Select Exemplar Document page, navigate to the Document that you
want to add, and then click the associated Select link.
4. Repeat steps 2 and 3 for all Exemplar Documents that you want to add.
5. Click the Construct Profile Query button. For instructions on constructing the
Profile Query, see “To Construct the Profile Query” on page 18.
Tip: Alternatively, you can select the Functions menu of any Document or
Enterprise Library item and choose Set as Exemplar.
• In the first text field, type any user-defined phrases you want to use to
define the Classification
• In the second text field, edit the Exemplar Document key phrases (if you
have used an Exemplar Document or Documents, and you want to edit the
automatically extracted key phrases).
• In the third text field, edit the key phrases from the imported classification
complex query (if you have imported a classification complex query, and
you want to edit the automatically extracted key phrases).
4. In the System Attributes section, specify the search criteria you want.
Note: You cannot add advanced options to the Classification Profile Query
page (for example, Natural Language Query and Scope). Content Server will
ignore these additional criteria. However, you may narrow the Profile Query
3. In the Full Text section, edit the key phrase of the Exemplar Document.
4. In the Full Text section, edit the key phrase of the complex query from the
imported Classification
5. In the System Attributes section, specify any additional search criteria you
want.
Note: The Indexing Processes (Update Distributors and Index Engines) of each
Enterprise Data Source must be running to receive and execute commands.
When you use the Classify Existing Content options, Content Server issues
Classification Profile Queries against all Enterprise/ Enterprise Library Update
Distributors, and then imports the resulting IPools and processes the results, either
assigning or recommending Classifications.
Important
Executing general Classification Profile Queries against large amounts of
content at one time may increase the load on the Import Agent, slowing the
server and the classification process.
On the Set Audit Interests page, you can specify which events are audited. You can
also view information about using the Classify Existing Content functionality on all
objects by selecting the appropriate criteria on the Query Audit Log page. For
information about the query audit log, see OpenText Content Server Admin Online
Help - Content Server Administration (LLESWBA-H-AGD).
The Classify Existing Content operation contacts all Content Server and OpenText
Enterprise Library Update Distributors and issues Profile Queries against them.
When managed objects are added to Content Server, they are evaluated based on the
rule definition. You can create a complex expression for multiple Classifications
connected with And, Not, or Or modifiers. When using the storage provider rules,
Content Server evaluates the classified items in ascending order, and then stores the
items based on your specified criteria. For more information about flexible storage,
see OpenText Content Server Admin Online Help - Content Server Administration
(LLESWBA-H-AGD).
• Browse Classifications
• My Favorites
5. In the Browse Classifications window, or the My Classification Favorites
window, click the Select link for the Classification you want to add to the
storage rule. Optionally, click the Modify link to add another Classification
using one of the modifiers.
6. Click the storage provider for the rule in the Logical Storage Provider drop-
down list.
7. Click the Submit button.
In the following cases, you must regenerate the Classification Query File so that it
contains the latest Profile Query information:
Note: For information about Enabling Managed Object Types, see “To Enable
Additional Managed Object Types” on page 14.
Purging Classifications
You remove Classifications in two ways: by deleting or purging. When you delete
Classifications, Content Server verifies that you have permission to delete the
Classification and all of the Classifications that it contains before actually removing
the items. Content Server also updates the database and, if necessary, the
Classification Query File for each Classification that was deleted.
Caution
Depending on the size of the classification hierarchy, deleting can be a very
time-consuming process.
By purging the database of rejected Classifications, you remove entries based on the
specified number of days that they have been in the database. The default value is 45
days. Entries that are 45 days and older are purged.
Note: If you purge entries from the Content Server database, Classifications
that have been rejected for objects might be automatically suggested again.
2. On the Regenerate Classification Query File page, click the Regenerate Query
File button.
1. In the Classification Workspace, click the Functions icon for the Classification
Tree or Classification that you want to manage, and then choose Manage
Classification.
• To accept the suggested Classifications for all objects, click the Set All Status
to Accept button, and then click the Submit Status Changes button.
Tip: You can leave an object's status as pending if you do not want to accept or
reject its suggested classification. After you click the Submit Status Changes
button, the system displays either a list of pending objects that have not
already been displayed, or, if none remain, an empty list. To view pending
objects that have already been displayed, return to the Content Server
Administration page, and then click the Manage Pending Objects link.
2. On the Purge Classifications page, click the Browse Content Server button,
locate the hierarchy of Classifications that you want to purge, and click the
appropriate Select link.
2. On the Purge Rejected Classifications for Objects page, specify how many days
old the entries that you want to purge must be in the Days Old field.
For information about the opentext.ini file, see OpenText Content Server Admin
Online Help - Content Server Administration (LLESWBA-H-AGD).
Note: To make
OpenText Enterprise
Library object types
classifiable, you must
edit the SubTypes
value. OpenText
Enterprise Library
subtypes that can be
added are 823 (Folder),
824 (Item), 825
(Variant), and 826
(Compound).
DisplayNum An integer between 100 and Specifies the maximum
2000. number of items that are
displayed when a user
By default, this setting does browses a Classification.
not appear in the
opentext.ini file, which is
equivalent to
DisplayNum=100.
For example, if
siblingCompressRatio is
set to 75, lowScoreThres is
set to 40, and three of the
four assisted Classifications
within the automatic
Classification named Reports
match a document with
relevance scores greater than
or equal to 40, Content
Server assigns the Reports
Classification to the
document instead of the
three assisted Classifications.
If the
bulkClassDisplayNum
setting is set to a number of
Classifications that is less
than the number that is
assigned to an item, a view
all link is displayed.
Clicking this link displays all
Classifications that are
assigned to the item. If
assigned Classifications are
displayed for multiple items,
you can click a link at the top
of the page to show all
Classifications assigned to all
items.
You can export and import the entire Classification Workspace, a Classification Tree,
or a Classification. When you export the Classification Workspace, all Classification
Trees and Classifications in the Workspace are exported. When you export a
Classification, it becomes a Classification Tree when imported. For example, if you
have a Classification named Project Schedules that is currently stored in the Product
Development Classification Tree, you can export the Project Schedules Classification
and import it into another Content Server installation. In this case, the Product
Schedules Classification is imported as a Classification Tree.
Note: If you have not enabled the Intelligent Classification functionality, when
you import any Classification Trees, the management type is set to manual and
any associated profiles are disabled. For more information about enabling
Intelligent Classifications, see “Enabling Intelligent Classification
Functionality” on page 15.
Note: Depending on system activity, the XML file containing each exported
Classification Tree and the Classifications might not appear in the My
Workspace immediately.
Classification Tree (or Trees) and the hierarchy of Classifications that it contains.
When you begin the import process, the system builds that hierarchy of
Classifications in the Classification Workspace.
When you import a Classification taxonomy, you can also apply Categories. The
Categories are applied to all new Classification Trees and the Classifications created
by the import process. By default, when specify the import settings, any Categories
that have been applied to the Classifications Volume will appear in the Categories
field.
You may remove these Categories, add additional Categories, or change the
Categories to be applied to the imported Classifications. For more information on
Categories, see OpenText Content Server User Online Help - Working with Categories and
Attributes (LLESWAT-H-UGD).
After a Classification Tree has been imported, you can enable its assisted and
automatic Classifications by regenerating the Classification Query File. For more
information, see “Maintaining Classifications” on page 21.
2. On the Taxonomy Export page, click the Browse Content Server button, and
then do one of the following:
• Click the Select link for the Classification Workspace to export all
Classification Trees in the Classification Workspace.
• Navigate to a Classification Tree or Classification, and then click the
appropriate Select link.
3. Type a name for the XML file in the Export File Name field (for example,
classtree.xml).
5. On the Taxonomy Export page, click the OK button when the export process is
complete.
Note: If you click the OK button before the export process is complete, you
will return to the Content Server Administration page and the export process
continues to run in the background.
• To select an XML file that is stored in your computer's file system, click the
Browse button, navigate to the XML file that contains each Classification
Tree that you want to import, and then double-click its name.
• To select an XML file that is stored in Content Server, click the Browse
Content Server button, navigate to the XML file that contains each
Classification Tree that you want to import, and then click its Select link.
3. Click the level of error messaging you want in the Alert Level drop-down list:
For more information about error messaging, see OpenText Content Server Admin
Online Help - Search Administration (LLESWBS-H-AGD).
4. Optionally, click the Edit button in the Categories field to apply or change the
Categories to be applied to the Classification Tree and its Classifications.
6. On the Taxonomy Import page, click the OK button when the import process is
complete.
You perform an XML export by adding parameters to the end of the basic Content
Server URL in a Web browser. An example of an XML export URL is: http://
<content_server_URL>?
func=ll&objId=<[DataID]>&objAction=xmlexport&<optionalparamete
rs>, where:
• <content_server_URL> represents the URL prefix of the Content Server server,
• <[DataID]> represents the Content Server ID of the object to be exported
(Classification Workspace, Classification Tree, Classification, Document, Folder,
and so on),
• and &<optional parameters> represents parameters that control the content of
the resulting XML file.
The XML export query always starts with &xmlexport. Multiple parameters can be
added and are connected with an ampersand (&).
You can use any of the standard XML Export API optional parameters when you use
the XML Export API with Classifications. You can also use other parameters that are
specific to Classifications. The tables below provide information about some
standard XML Export API optional parameters (scope and callbackhandlername)
and the parameters that are specific to Classifications (xmlclassifieditems and
xmlclassificationstatus). For more information about other standard XML
Export API optional parameters, see the OpenText Content Server - XML Import and
Export Guide (LLESCOR-PGD).
“Optional Parameters” on page 42 lists some optional parameters that you can use
in an XML export.
Note: When you use the XML Export API, you must have the See and See
Contents permissions for a classification object (Classification Workspace,
Classification Tree, or Classification) to be exported and all subitems within the
object. In addition, you must have the system administration rights privilege to
set certain optional parameters. “Optional Parameters” on page 42 below also
outlines which optional parameters require this privilege.
You can combine optional parameters to make an XML export more specific. “XML
Export Examples” on page 43 below provides examples of URLs containing
optional parameters that you can combine.
URL Description
<content_server_URL>?func=ll& Exports the contents of the Classification
objId=4962&objAction=xmlexport& Workspace object with object ID 4962 and all
scope=sub&xmlclassifieditems=true associated classified items with “accepted”
status
<content_server_URL>?func=ll& Exports a Classification with object ID 2040
objId=2040&objAction=xmlexport& and all associated classified items, regardless
scope=base&xmlclassifieditems=all of their status
<content_server_URL>?func=ll& Exports a Classification Tree with object ID
objId=2001&objAction=xmlexport& 2001, three levels of child Classifications in
scope=3& the Classification Tree, and classified items
xmlclassifieditems=pending with “pending” status
<content_server_URL>?func=ll& Appends to the export of the object with
objId=2245&objAction=xmlexport& object ID 2245 and its immediate children all
scope=one& Classifications with “accepted” status that
callbackhandlername=classificatio are assigned to the object and its children
ns&
xmlclassificationstatus=accepted
URL Description
<content_server_URL>?func=ll& Appends to the export of the object with
objId=2401&objAction=xmlexport& object ID 2401 all Classifications that are
callbackhandlername=classificatio assigned to the object. Also appended to the
ns&xmlclassifieditems=true export are the classified items with
“accepted” status that have been assigned
the Classifications that are assigned to the
object.
You can also configure Classifications to appear as Facets in the Content Filter
sidebar panel. If you select a Classification Facet, existing child Facets are shown. If
you use the Facet Search to narrow down the results that appear within the facet,
Classifications facets and existing child Classification facets are included in the
results. Facets must be configured in the Facets Volume in Content Server. For more
information, see OpenText Content Server User Online Help - Working with Documents
and Text Documents (LLESWBD-H-UGD).
Searching
When you search for items in the Enterprise Workspace using the Content Server
search bar, items are returned in the search results that match your query. However,
when you search Classifications, you locate only items that have specific
Classifications assigned to them. By including Subclassifications, you can search for
the selected Classification and all of its descendents.
Note: For more information about using the Content Server search bar and
searching in Content Server, see OpenText Content Server User Online Help -
Searching Content Server (LLESWBB-H-UGD).
If you search for items in the same Classifications frequently, you can add the
Classifications as Favorites. This allows you to select the Classifications from the My
Favorites page when you search. For more information about adding items as
Favorites, see OpenText Content Server User Online Help - Getting Started (LLESRT-H-
UGD).
After you perform a search, you can refine your search results to items that share a
Classification theme. Themes identify the authors, locations, dates, topics, and
Classifications that occur most frequently in your search results. When you refine
your search results with a Classification theme, Content Server includes only items
with the Classification that you select.
Note: For more information about refining search results, see OpenText Content
Server User Online Help - Searching Content Server (LLESWBB-H-UGD).
2. On the Search page, in the Advanced Options section, click the Classifications
link.
• Browse Classifications
• My Favorites
5. Specify any additional search criteria that you want. Optionally, select the
Include Sub-Classifications check box to find classified items in the selected
Classification and all of its descendents.
1. In the Common Classifications section of the Search Result page, select the
Include check box that corresponds to each Classification you want.
2. Click the Refine Results button.
Note: If the Inherit check box is selected on the container’s Classifications tab,
the name of the assigned Classification is shown in the Inherited
Classifications section of the Add page when an item is added to the
container. If the container does not have an assigned Classification, the
Inherited Classifications section does not appear.
If a container has assigned Classifications, you can also apply its Classifications to
the Sub-Items within the container by using the Apply Classifications to Sub-Items
button located next to the Classify menu. When you apply Classification to sub-
items, some items may not be classified. This occurs if any sub-items are not of a
classifiable subtype, or if you do not have the appropriate permissions.
Note: The Apply Classifications to Sub-Items button does not appear if the
container does not have any Classifications applied.
search results. If any of the selected items are not classifiable, the items are listed in
the Non-Classifiable Items section of the Classify Search Results page that appears
after selecting the Apply Classifications menu option.
Note: The Apply Classifications menu option is only available to you if your
administrator has given you the appropriate usage privileges.
Modifying Classifications
If you have sufficient permissions, you can add a Classification to the Classification
Workspace if one does not exist to meet your needs. For more information about
adding a Classification, see “Adding Classifications” on page 50.
You can also add frequently used Classifications to Favorites. This allows you to
select the Classifications from the My Favorites page when you assign them to
items. For more information about adding items as Favorites, see OpenText Content
Server User Online Help - Getting Started (LLESRT-H-UGD).
You can remove Classifications from items at any time. After you remove a
Classification that was assigned automatically, the system will not automatically
reassign the Classification to the item again, even if the item satisfies the
Classification's profile. You can remove Classifications from several items at a time
from a search result, Collection, or in the Browse View of a Workspace. For more
information about automatically assigned Classifications, see “Adding
Classifications” on page 50.
1. In the Enterprise or Personal Workspace, click the item type that you want to
add on the Add Item menu.
2. On the Add page for the item, specify the item settings. Then click one of the
following options in the Classify list:
• Browse Classifications
• My Favorites
5. On the Add page for the item, click the Add button.
1. Click the Functions icon of the item you want to classify, choose Properties, and
then choose Classifications.
2. On the Item Properties page, click one of the following options in the Classify
list:
• Browse Classifications
• My Favorites
3. In the Browse Classifications window, or the My Classification Favorites
window, navigate to each Classification that you want to assign to the item.
Select the corresponding check box.
4. Click the Submit button.
1. On the Detail View page, click the Function button for a container, for example,
a folder. Select Properties and then select Classifications.
2. On the Properties page, click the Apply Classifications to Sub-Items button.
3. When the confirmation dialog box appears, click the OK button.
4. On the Apply Classifications to Sub-Items screen, wait for the Status line to
display Done. Click the OK button.
Note: The Apply Classifications to Sub-Items button does not appear if the
container does not have any Classifications applied.
1. On the Search Result page, select the check box for each item you want to
classify. In the Select Action list, click Apply Classifications.
2. On the Classify Search Results page, click one of the following options in the
Classify list:
• Browse Classifications
• My Favorites
3. In the Browse Classifications window, or the My Classification Favorites
window, navigate to the Classification that you want to assign to the item.
Select its check box.
1. Click the classified item's Functions icon, choose Properties, and then choose
Classifications.
2. On the item's Properties page, click the Remove link beside the Classification
that you want to remove.
3. In the confirmation dialog box, click the OK button.
For more information about permissions, see OpenText Content Server User Online
Help - Getting Started (LLESRT-H-UGD).
The following three types of items can be added to the Classification Workspace:
• Classification Trees, which contain hierarchies of Classifications and are stored at
the base level of the Classification Workspace.
After you add items to the Classification Workspace, you can copy and move them.
For more information about copying and moving items, see OpenText Content Server
User Online Help - Getting Started (LLESRT-H-UGD). Copying a Classification Tree or
Classification copies its hierarchy of Classifications and Classification Shortcuts;
however, you must specify whether classified items are also copied.
Moving a Classification Tree or Classification moves its hierarchy and all classified
items. If you copy or move a Classification to the same level in a hierarchy as a
Classification Tree, the Classification becomes a Classification Tree. If you copy or
move a Classification Tree to the level of a Classification, the Classification Tree
becomes a Classification.
In this case, you likely would not want users to be able to assign the Presentations
Classification Tree to presentations, but you would want users to be able to assign
the Company Policy and Financial Results Classifications to presentations. Therefore,
you would ensure that the Presentations Classification Tree is not selectable and the
Company Policy and Financial Results Classifications are selectable.
1. On the Global Menu Bar, from the Enterprise menu, select Classifications.
2. In the Classification Workspace, from the Add Item menu, click Classification.
3. On the Add: Classification page, in the Name field, type a name for the
Classification.
4. Optional In the Description field, type a description of the Classification.
5. Select one of the following Management Type options:
1. On the Global Menu Bar, from the Enterprise menu, select Classifications.
2. In the Classification Workspace, from the Add Item menu, click Classification
Tree.
3. On the Add: Classification Tree page, in the Name field, type a name for the
Classification Tree.
4. Optional In the Description field, type a description of the Classification Tree.
5. Select one of the following Management Type options:
6. Clear the Selectable check box to prevent users from assigning the
Classification Tree to items.
7. Optional In the Categories field, if you want to apply or modify Content Server
Categories and Attributes, click Edit to bring up the Edit: Categories box. Add
or edit the categories you want applied, then click Done.
8. Optional In the Create In field, if you want to select a different location in which
to create the Classification Tree, click Browse Content Server. Navigate to the
new location, then click that location's Select link.
9. Click Add.
2. On the Add Classification Shortcut page, type a name for the Classification
Shortcut in the Name field. Optionally, type a description of the Classification
Shortcut in the Description field.
1. Click a Classification’s Functions menu, choose Properties, and then click the
System Settings tab.
2. On the System Settings tab, select the check box for any of the multi-select
buttons you want to appear when users are in the Browse View.
3. Click Update.
2. In the Local Columns section on the Columns properties tab, highlight the
columns you want displayed, and then click the Right Arrow button to add the
column(s) to the Displayed Columns section.
3. Click Update.