Classifier Administration

Server
Getting Started Guide
December 2022
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Table of Contents
About the Classifier Administration Server 4

PowerShell Administration 4

About this guide 4

Before you start 4

Prerequisites 6

IIS Windows Features and Web Server Roles 7

Install the Classifier Administration Server Software 11

Start Classifier 11

License 11

Test your Configuration 13

Upgrade to a newer version of Administration Server 15

Migrate from Administration Console to Administration Server 16

Configure the Configuration Publish Location 16

Import an Existing Classifier Administration Console Configuration 17

Feature and Template settings 18

Contacting Fortra 19

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 About the Classifier Administration Server / PowerShell Administration

About the Classifier

Administration Server
Fortra's Classifier Administration Server package is a management toolset providing the
ability to create a Labelling policy and define clearance values for users and remote email
domains that can be stored in Active Directory, as a set of XML files stored on the file
system or a downloadable file hosted on a website. The policy and clearances can then be
used to control the operation of features within Boldon James Classifier applications such
as Email Classifier and Office Classifier.

The Classifier Administration applications consist of:

l Classifier Administration Server

l PowerShell Administration

Once you have installed Classifier, you can refer to the Classifier Administration Server
User Guide deploy it.

PowerShell Administration
PowerShell Administration allows you to install and use the Administration Server via
PowerShell commands. For more information, see the PowerShell Getting Started Guide.

NOTE: The PowerShell feature is licensed separately. Contact Boldon James Sales or
Support for more information.

About this guide

This guide contains information about how to install and deploy the Classifier
Administration Server in your environment. This document is for users who wish to quickly
gain an initial understanding of the Classifier administration interface and the end-user
experience. For information on how to install the other components in the Classifier Suite,
go to those components' guides.

Before you start

Getting Started Guide www.fortra.com page: 4
 Before you start / PowerShell Administration

l Ensure all system requirements are met. See Prerequisites on page 6.

l Decide on a file store location under which the Classifier Administration Service runs,
and under which the Application Test Environment will operate. Ensure you have
write-access to this file store.
l Install the Classifier Test Mode Administrator if you are testing your configurations
before publishing. You can find the Test Mode Administrator tool in the Classifier
Administration Server folder located in the Base Bundle folder. The Test Mode
Administrator allows you to browse to a central shared location containing multiple
test configurations. Upon selecting a specific test configuration, the Test Mode
Administrator deploys that configuration to the local machine and Classifier
Applications enter Test Mode. For more information on Classifier Test Mode
Administration, see the Classifier Administration Server User Guide.
l Install the Email and Office Classifier to extend your Microsoft Office applications
(depending upon the Classifier Licenses applied). From the Email and Office
Classifier folder located in the Base Bundle folder, install the x64 or x86 version
depending on your Microsoft Office version. For information on how to install Email
and Office Classifier, go to the Classifier Administration Server User Guide.
l If you are upgrading or transitioning from the Administration Console to the
Administration Server, ensure your existing configuration is backed up. See
Prerequisites on page 6.

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 Prerequisites /

Prerequisites
To enable all the prerequisites for your platform using PowerShell commands, see the
PowerShell Getting Started Guide.

Requirement Description
Hardware 64-bit PC
Software .NET Framework 4.7.2 or higher

PowerShell 5.0 or higher

Web Browsers Google Chrome

Microsoft Edge

Internet Explorer 11

Firefox Safari

Opera
User accounts The account must have Full Administrator privileges on the machine
running the installer, this is necessary to allow for special service,
registry and folder access during the installation.

The user account entered during installation account requires minimal

permissions for which a standard local or domain user would suffice. If
you intend to publish data to Active Directory or network shares, the
account must also have permissions to read and write to those
locations.

The account used for running the Classifier Administration Server can
only be changed by uninstalling and reinstalling the Classifier
Administration Server. When reinstalling the Classifier Administration
Server, enter the user account when requested during the installation
process.

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 Prerequisites / IIS Windows Features and Web Server Roles

Requirement Description
Operating Windows 7
System
Windows 8.1

Windows 10

Windows Server 2008 R2

Windows Server 2012

Windows Server 2012 R2

Windows Server 2016

Windows Server 2019

IIS Windows Features and Web Server Roles

Depending on your operating system, ensure you have the following Features and Roles
enabled.

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 Prerequisites / IIS Windows Features and Web Server Roles

Operating System Windows Feature Web Server Role

Windows 7 ASP .NET 3.5 IIS Management Role

Windows 2008 R2 .NET Extensibility 3.5

Default Document

HTTP Errors

Dynamic Content Compression

Static Content Compression

ISAPI Extensions

ISAPI Filters

Logging Tools

Request Filtering

Static Content

Windows Authentication

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 Prerequisites / IIS Windows Features and Web Server Roles

Operating System Windows Feature Web Server Role

Windows 8.1 ASP .NET 4.6 IIS Management Role

Windows 10 .NET Extensibility 4.6

Windows Server 2012 Default Document

Windows Server 2012 R2 HTTP Errors

Windows Server 2016 Dynamic Content Compression

Static Content Compression

ISAPI Extensions

ISAPI Filters

Logging Tools

Request Filtering

Static Content

Windows Authentication

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 Prerequisites / IIS Windows Features and Web Server Roles

Operating System Windows Feature Web Server Role

Windows Server 2019 ASP .NET 4.7 IIS Management Role

.NET Extensibility 4.7

Default Document

HTTP Errors

Dynamic Content Compression

Static Content Compression

ISAPI Extensions

ISAPI Filters

Logging Tools

Request Filtering

Static Content

Windows Authentication

Getting Started Guide www.fortra.com page: 10

 Install the Classifier Administration Server Software / Start Classifier

Install the Classifier

Administration Server Software
1. From the Classifier Base Bundle folder, run the ClassifierAdministrationServer.msi or
Setup.exe.
2. Click Next.
3. Read and accept the license agreement.
4. Select:
l Custom if you want to install the Website and the PowerShell features at
separate times or in separate locations.
l Complete if you want to install the Website and PowerShell features at the same
time in the same location.
5. Enter the User Account name, domain (if not local user), and password. Verify the
account, then click Next.
6. Click Install, then click Finish.
7. Restart your machine.
8. Verify the Boldon James Classifier Administration Service is running.

Start Classifier
The Classifier Administration Service is installed as the default IIS service on the default
HTTP port.

To start Classifier from your web browser, if you are on your local machine, enter
http://localhost; if you are using a remote machine, enter http://systemname.

License
The Classifier Administration only enables configuration of features for which the site is
licensed. The available features for each license are found in the Classifier Administration
Server User Guide.

There are three license types: evaluation, subscription, and full.

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 Install the Classifier Administration Server Software / License

NOTE: Depending upon your license, some features may not appear or be greyed out. For
example, if you do not have a license for OWA Classifier, then OWA Classifier features will
be unavailable.

The name of the license files are in the form IMP xxx .LIC, where xxx is the feature or option
(for example, IMPCEM - Email Classifier; IMPCOF - Office Classifier; IMPCOW - OWA
Classifier; IMPCLN - Notes Classifier).

When you first install Classifier, no license files are applied to the configuration. A license is
not required to run the Classifier Administration Server or to use PowerShell cmdlets to
view the Classifier configuration. It is required to create or modify the Classifier
configuration before it can be used by Classifier applications.

To install a license file:

1. Run Classifier Administration.

2. Select Global Settings.
3. Choose License.
4. Under Actions, select Properties.
5. Click Add / Update.
6. Browse to the location of the new license file, select the file, and click Open .

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 Test your Configuration /

Test your Configuration

Classifier Test Mode Administration is a utility for applying a test configuration to the local
machine.

You can browse to a central shared location containing multiple test configurations. Upon
selecting a specific test configuration, the Test Mode Administration utility deploys that
configuration to the local machine and Classifier Applications enter Test Mode.

The Test Mode feature temporarily sets a local switch that directs the Classifier Application
software to use a ‘test configuration’ rather the normal run time (deployed) configuration.
Test Mode creates a folder and associated registry keys that the Classifier Applications
detect and use in preference to any corporate defined settings.

1. From the Classifier Base Bundle, select Classifier Administration Server > Test Mode
Administration. Double-click ClassifierTestModeAdministration.msi to start installing
it.
NOTE:Ensure that no Microsoft Office applications, Word, Excel, Outlook and
PowerPoint, are running.

2. Start the Classifier Administration Server.

3. From the Administration Management menu, select Configuration Folder Paths to
ensure your configuration is pointing to folders that are readable and writable for the
test application environment.
4. Create your configuration.
5. In the Actions Pane, select Classifier Administration and click Publish Test
Configuration.
6. Name the test configuration. The Publish Reason field allows further qualification of
the test configuration; the Test Mode Administration utility displays this information
when asking you to select a test configuration. By default, the configuration is saved
in C:\ProgramData\Boldon James\TestMode Folder.
7. Click OK.
8. Open the Classifier Test Mode Administration.
9. Browse to the Test Mode Folder location where you published the test configuration.
10. Select the test configuration and click Run Test.
A dialog is displayed which indicates which, if any, classifier applications are still
running. Leave this dialog open.
11. Start an application. A dialog appears indicating that Classifier is operating in
Configuration Test Mode.

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 Test your Configuration /

Send an Email to Test your Configuration

1. Start Outlook.
2. Select New message. This will display a Classifier-enabled Outlook new message
form. How it appears depends on the version of Office installed.
3. If configured, a Classifier Label displays.
4. In the ribbon, change the classification.
5. Write and send an email as a test.
6. Open the received message. You will see the effects of the rules to add a Marking,
based on the label value into the message Subject and as a first line of text (FLOT).
7. Close Outlook, and click End Test Mode when you are finished your test.

Remove the Test Configuration

1. Select Labelling Configurations.
2. Choose Delete.
3. Check the Delete licenses in use in this configuration option.
4. Click Yes.
5. Close the Classifier Administration Server.

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 Upgrade to a newer version of Administration Server /

Upgrade to a newer version of

Administration Server
If you are upgrading to a newer version of Administration Server:

l When new rules are added, the old versions can no longer be created. Existing
instances of the old rules will still operate but can no longer be edited. If you need to
edit the rule then a new rule must be added to the configuration, and the old one
deleted.
l When new rules are added, they may have associated default User Defined
Messages when the rule is created. The new User Defined Messages are only
available if you create a new configuration. Therefore, if you upgrade your Classifier
Administration version and add a newly introduced rule, the existing configuration will
have no default message for this rule. In this case, you will need to choose an existing
User Defined Message, or create a new one to associate with the rule.
1. Back up your current configuration.
2. Uninstall your previous version.
3. Install the new version. See Install the Classifier Administration Server Software on
page 11.

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 Migrate from Administration Console to Administration Server / Configure the Configuration Publish Location

Migrate from Administration

Console to Administration
Server
If you are now using Administration Server, you can migrate your configurations created in
Administration Console.

The key benefits of the Server compared to the Classifier Administration Console are:

l Centralized administration
l Delegated administration
l Multi-User Access

Configure the Configuration Publish Location

You will need to consider how you will make configurations available to Classifier Clients
(end-points) from Classifier Administration Server. The choice you make here may require
modification to the Classifier registry entries of your end-points.

If you are using Active Directory to publish your configuration, you do not need to make any
changes to the end-point registry entries.

If you configure the Folder for Publish Configuration on the Configuration Folder Paths
page to be the same location where you are publishing, you do not need to make any
changes to the end-point registry entries.

If you publish your configuration as a Web Configuration archive, copy the Web
Configuration archive and the version.txt files to the web server that serves the
configuration. You do not need to make any changes to the end-point registry entries.

You can use the Folder for Publish Configuration on the Classifier Administration Server.
This will require that you open that location as a network file share, set the permissions so
that all end users can read from that location and then ensure that the UNC path for that
share is set in the registry entry for the end-points.

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 Migrate from Administration Console to Administration Server / Import an Existing Classifier Administration Console

Import an Existing Classifier Administration Console

Configuration
1. Ensure that you are working with the latest published version of your Classifier
Configuration and that you have made a backup of your configuration.
2. Copy the Label Configuration, Management, and Messages folders to the Config
Import Folder. (By default, this folder is located at %programdata%\Boldon James\).
3. Connect to the Classifier Administration Server.
4. From the Navigation pane on the left, select Classifier Administration.
5. From the Actions pane on the right, select Get Server Configuration.
6. Click Yes to confirm you want to get the server configuration.
7. Select File share, and click Yes.

A message appears stating that the server location has been successfully retrieved.

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 Feature and Template settings /

Feature and Template settings

Some Classifier Administration settings have default values that you can readily use when
developing your configuration.

Feature Template Settings

User Messages that can be displayed to the user.
Message
Library
Selector A single selection Selector Type is defined with associated values:
Library [Public / Business / Confidential / Internal]
Marking Various marking formats are pre-configured.
Library
Policies A single policy presented to all users offering the same user experience
(e.g. the same label choices).

Includes the Classification Selector and various values

Defines various rules including

Always add a FLOT to Outlook emails.

Add a particular LLOT if Classification is Confidential

Various other rules are included that will only become active when a
suitable license (e.g. Office Classifier) is applied, or other options (e.g.
Clearance Check email domains) are Enabled and configured.

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 Contacting Fortra /

Contacting Fortra
Please contact Fortra for questions or to receive information about Classifier Administration
Server. You can contact us to receive technical bulletins, updates, program fixes, and other
information via electronic mail, Internet, or fax.

For additional resources, or to contact Technical Support, visit boldonjames.com/technical-

support or email at [email protected].

For support issues, please provide the following:

l Check this guide's table of contents and index for information that addresses your
concern.
l Gather and organize as much information as possible about the problem including
job/error logs, screen shots or anything else to document the issue.

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