Creating or editing tags
Arctera Classification comes with a large number of built-in tags, but you can create custom tags if the built-in ones do not meet your needs.
You cannot edit the built-in tags, but you can edit the descriptions of the custom tags.
To create or edit a tag
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At the left of Arctera Classification, click Policies.
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Click Select Tags or Patterns and select Tags.
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Do one of the following:
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To create a tag, click Create Tag.
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To edit an existing tag, select it and then click Edit.
Depending on the property definition value setup in yaml, specific to the product, one of the following pop-ups will appear on the screen.
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If you have opted for email alert notification through yaml and check the box Enable alert..., alert notification details will appear on the screen.
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Set the fields as follows:
Property Description Tag Specifies the tag name. The name must be unique and can contain up to 30 alphanumeric, space, and special characters. However, the following characters are not allowed: & : / \ % + < > ?When editing an existing tag, the tag name cannot be changed.Description (Optional) Provides a short description of the tag for display in Arctera Classification. Index Property (Optional) Select an applicable option from the drop-down list. Retention Category (Optional) Select an applicable option from the drop-down list. By default, None is selected.The Retention Category is a managed tag associated with a retention policy. Managed tags can be created and managed in Alta View under Configuration > Managed Tags. This category helps manage the retention of archived items based on predefined policies. Assigning a retention category to a tag helps ensure tagged items comply with the associated retention rules and organizational data retention requirements. Email Addresses Enter a comma-separated list of email addresses to receive email alerts when an item is classified with this tag. Message Body (Optional) Enter instructions to include in the notification email sent to recipients. Alert details included in email Select the alert details to include in the notification email. You can select or clear any option except Matching Tags, which is selected by default. Note: Author, Creation date, Title and Recipients fields will be available for selection. If you want any additional fields, edit the yaml and set the values accordingly. -
Click Create to complete the process.If you have opted for email notification while creating or editing a tag, an email will be sent to the specified users whenever a tag is used for classification.
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