Tagging Files

As part of the Heureka ACT (Advanced Classification & Tagging) workflow, users who have a tagging license will be able to apply or edit tag information within the Search Result Grid. The Edit Tags function is found under the File Actions dropdown list. 

Single File Tag Workflow

1. If you would like add or edit the tags on a file in your search results, simply select that file with the checkbox next to the file name.
2. Select File Actions > Edit Tags
3. You may add an existing Heureka Classification tag by selecting the "Add Heureka Tag" dropdown list followed by "+"
4. Or, you may add your own tag by typing your tag name in the "Add Custom Tag" area followed by "+"
5. You may edit an existing tag's value in the "Tags" area or select the " - " to remove the tag from the file.
6. Select "Save" to commit your desired tag changes to that file.

Added or modified tags will begin appearing in the "tags" area of your Search Results grid. An action card is also created for your tagging.

Single file edit tag window

Multi-file Tag Workflow

1. When two or more tags are selected in the Search Results grid, you cannot edit existing tags as the files select may all contain different tag combinations. 
2. You may add and edit existing Heureka Classification tags by selecting the "Add Heureka Tag" dropdown list followed by "+"
3. Or, you may add your own tag by typing your tag name in the "Add Custom Tag" area followed by "+"
4. There are three edit mode options to select from:
   1. Merge - Merges the new tag choice with the existing tags
   2. Overwrite - Tag choices override the existing tags for the files selected
   3. Remove - Removes the tag choices from the selected files

Added or modified tags will begin appearing in the "tags" area of your Search Results grid. An action card is also created for your tagging.

Multi-file edit tag window

Tag Action Cards

All tagging actions will include an action card under the actions area of your Search Results grid. Large quantities of files being tagged in the Search Results grid can take time to complete. Heureka recommends tagging files and then moving on to other parts of your workflow. You do not have to wait for the tagging to complete in the interface as the process will run in the background.

The status of tagging files will update as you click the "Refresh" button on the Search Results page.

View of Tag Action Cards

TAGGING CONSIDERATIONS

• If you choose to remove or override existing Heureka Classification tags, the files you have tagged will be added to the ACT tagging library as a blank line. This indicates that you are setting the absolute tag values and thus overriding Heureka's classification for that file.
• All duplicative files (files with the exact matching hash value) will always be be in sync and will have the same tag information. In other words, if you select a single file for a single endpoint and tag the file as "Confidential", that exact file on all endpoint will be tagged with a "Confidential" tag and remain as such until a file is reclassified or modified.

Example of files with overridden Heureka Classification tags.