Fortra_Data_Classification_Suite_for_Windows_Deployment_Guide
Fortra_Data_Classification_Suite_for_Windows_Deployment_Guide
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Table of Contents
Run the Application Prerequisite Checker outside of the Data Classification Suite
installer 12
Use the CONFIGLOCATION install property to provide a TCPG file during installation16
Install DCS for Windows using the EXE file in a command line script 19
Use regedit to manually set the location of the DCS Analytics Collector machine 44
Ribbon Group 52
Favorites 54
Undoing Actions 56
Check Policies 57
Logging information 66
Contacting Fortra 69
It describes:
If you are upgrading DCS for Windows from a previous version, see Upgrade DCS for
Windows on page 38.
The minimum requirements for DCS for Windows are the same as the minimum
requirements for your operating system on which DCS for Windows is installed. Refer to the
Microsoft web site for those requirements.
NOTE: DCS for Windows supports issues related only to products that are currently
supported by Microsoft. If any issues related to unsupported Microsoft products are
found, DCS for Windows may not be able to address them. You might have to upgrade
to the latest supported Microsoft product and the latest DCS for Windows release.
TIP: A
Titus Client Application Prerequisite Checker is included as part of the installation
package to ensure that the prerequisites are in place and enabled on client machines.
For more information, see About the Application Prerequisite Checker on page 11.
Active Directory Data Classification Suite for Windows is supported on Active Directory on-premise only.
Active Directory on Azure is not supported.
Microsoft .NET .NET Framework V4.8 Redistributable Package or later. To download, go to the Microsoft
Framework web site.
Digital Titus signs its code to ensure the integrity of its software products. Code signing
Certificate certificates implement an integrity check that requires validation to a signing authority. In
closed environments, where there is no internet access, it is necessary to include these
root signing authority certificates and their corresponding revocation lists on each client
machine. Below is a list of the required certificates and revocation lists.
NOTE: The URLs below were valid at the time of publishing. They are maintained by the
Certificate Authority and may be changed without notice.
The following certificate authorities are used. Click their names to get the required files.
Microsoft The following prerequisites are required for Fortra Data Classification for Microsoft
Outlook (DCS Outlook only.
for Outlook
only)
NOTE: The installation will fail if a version of Microsoft Outlook is not found.
NOTE:
l Microsoft Office 2021 introduced a new user interface called Simplified
Ribbon in Outlook and is set to be the Default. In this view, COM Add-ins are
not visible. We recommend you use the Classic Ribbon View on a client for
full functionality. Contact Support for more information.
l Microsoft Office 2016 64-bit and Microsoft Office 2019 64-bit are supported
but have not been tested.
(DCS for
Outlook)
Microsoft Office The following prerequisites are required for Fortra Data Classification for Microsoft Office
only.
(DCS for Office
l Microsoft Office 2016 (32-bit and 64-bit)
l Microsoft Office 2019 (32-bit and 64-bit)
l Microsoft Office 2021 (64-bit)
l Microsoft Office from Microsoft 365 Enterprise
NOTE:
l If you are using Microsoft Office 365, OnSave Policies for Data Classification
for Office run every time an “Auto-Save” sync occurs. We recommend
minimizing or eliminating your Policies for that Event.
l There are additional Microsoft .NET Framework and Primary InterOp
Assembly requirements. If these components are not installed, the DCS for
Windows software will not appear when the user launches the Microsoft
Office application.
Supported The Upload button in the Ribbon Group can be used to upload and apply Policies to the
Cloud Storage following cloud storage solutions:
Providers
l Dropbox for Business
l Box Starter
l Box Business
l Box Enterprise
NOTE: DCS for Office and DCS for Desktop can work with any Cloud storage services
which integrate with Windows as a mapped folder. Box Starter and Box Business are
supported but not tested. If you encounter any issues, contact Support.
An information dialog appears when one of the prerequisites for the Data Classification
Suite for Windows is missing or fails to start. The Prerequisite Checker also generates an
MSI log file containing the results.
When performing a client install using the TitusClassificationSetup.exe file the Application
Prerequisite Checker is run automatically. When using a software distribution tool, the
TITUS_PEP_PrerequisiteChecker.msi file must be run according to the order listed in Install
DCS using the MSI files on page 27.
You can run the TITUS_PEP_PrerequisiteChecker.msi file before installing Titus software to
ensure the prerequisites are all in place.
l review Prerequisites for the Data Classification Suite on page 8 in this document
l ensure your %temp% folder does not contain any Titus logs:
C:\Users\user.name\AppData\Local\Temp\*.log and C:\ProgramData\TITUS\*.log
6. Checks that the user running the installer can create a Registry Key ‘TestKey’ and
write a sub key ‘test’, with a value of ‘test’; that the value of that sub key can be read;
and that the Registry Key ‘TestKey’ can be deleted at the following registry areas:
HKLM\SOFTWARE\Policies and HKLM\SOFTWARE
If any of these checks fail, the Prerequisite Checker displays a dialog and/or writes to the
MSI log file located in %temp%. For example:
C:\Users\user.name\AppData\Local\Temp\Titus_Classification_20160713113543_000_
PrerequisiteCheckerInstall.log
TITUSClassificationSetup.exe PREREQ_SKIP=yes
Msiexec.exe /I TITUS_PEP_PrerequisiteChecker.msi
C:\Users\<user>\AppData\Local\Temp\<MSIb01a0.LOG>
If the prerequisite check is successful, install the Prerequisite Checker before installing the
Data Classification Suite using the following elevated command prompt:
Msiexec.exe /x TITUS_PEP_PrerequisiteChecker.msi
C:\Users\user.name\AppData\Local\Temp\Titus_Classification_20160713113543_000_
PrerequisiteCheckerInstall.log
You can also install the Data Classification Suite without a Configuration. You can provide
the Configuration later by manually copying the TCPG file to the following location on your
client machine: %ProgramData%\TITUS\, and name the file “Titus.new.tcpg”.
We support the following Install Properties that can be used to deploy the Configuration file.
The first sync interval after installation is performed immediately and then every 15
minutes. This interval changes to the value defined in the Administration Console or Policy
Manager once the TCPG is consumed.
This install property creates a registry string to specify the contents of the ConfigFileURI.
The Client Service then returns to this location to check for updates according to the sync
options specified in the Administration Console or Policy Manager.
NOTE:
l The Data Classification Suite sync task downloads the most recent TCPG file
from FileServer/HTTP/HTTPS. The client service will not download if the file
specified in ConfigFileURI is older or the same as what’s listed in
Titus.local.TCPG file. In this case, you must force a download. To do that, delete
your current Titus.local.TCPG and restart the Data Classification Suite.
l Registry keys created on installation are removed when the software is
uninstalled.
To use the CONFIGURATIONFILE Install Property to distribute the TCPG, copy the TCPG to a
file share or web server.
l The following registry key is created. The location and name of the configuration file
being deployed is also required:
HKEY_LOCAL_MACHINE\SOFTWARE\Policies\TITUS\ServiceLocation\ConfigFileURI
l The machine account must have READ access to the TCPG file. All computers can
be given READ Access using the group name “Domain Computers”. See
https://technet.microsoft.com/en-ca/library/cc756898%28v=ws.10%29.aspx for
additional information.
l Do not name the TCPG file "TITUS.new.tcpg"; it will, however, be renamed to
TITUS.new.tcpg once it is copied to the %ProgramData%\Titus folder.
l The name of the File Server containing the TCPG can be an explicit IP address.
l When the TCPG file is accessed via fileshare, only fully qualified network paths are
supported, and a UNC path must be specified. Mapped drives are not supported
because they are user-specific and the Configuration is retrieved by the system user.
l When the TCPG file is accessed via http or https, you must adjust Internet
Information Services Manager (IIS) to support the TCPG MIME type on the website.
See the following link for more information:
http://technet.microsoft.com/en-us/library/cc725608(v=ws.10).aspx
%ProgramData%\TITUS\TITUS.new.tcpg
When using this method, the TCPG file that is distributed at installation is always used or
until it is manually replaced by a new TCPG or a sync process is set up.
You can copy the TCPG to a file share or web server or it can be a local file. You can place
the TCPG file in any location accessible by the installer. It is delivered only once during
install.
NOTE: The Registry entry is not deleted on client machines when DCS for Windows is
uninstalled.
The following methods are supported to install the DCS for Windows.
See Install DCS for Windows using the EXE file in a command
line script on page 19 for more information.
Using the MSI files Use MSI when distributing the Data Classification Suite using
a configuration management technology such as Microsoft
System Center Configuration Management (SCCM)
See Install DCS using the MSI files on page 27 for more
information.
Running the EXE Titus recommends this method when testing the software for
(Bootstrapper) on a a larger deployment or installing the software for a small
single Client Machine group of users.
The Administration can create a script to run the EXE. The Install properties for the EXE are
included in the table below.
When using a local system account to deploy the Data Classification Suite with SCCM or
PSEXEC, the error code 1073741819 may be returned. The following settings will help avoid
this error:
For SCCM use the following setting: "Allow users to view and interact with the program
installation."
NOTE: EXE files cannot be run using Group Policy Object (GPO).
These install properties are optional but can be used to configure the software installation.
NOTE: The install properties are case-sensitive and will fail if not entered as listed in the
table below.
Property Description
INSTALLCLIENT_TMC By default,DCS for Outlook, DCS for Office, and DCS for
Desktop are installed when the
INSTALLCLIENT_TCO TITUSClassificationSetup.exe file is run.
Property Description
TITUS_SKIP On systems where Office version is not detected
automatically, use the following command:
TITUS_
FOUNDPRODUCTPLATFOR For Office 32-bit:
M
TitusClassificationSetup.exe TITUS_SKIP=yes TITUS_
FOUNDPRODUCTPLATFORM=x86 /quiet
Property Description
CONFIGURATIONFILE To create a registry key named ConfigFileURI which is used
by the client after installation to check for updates to the
TCPG file. The time interval between these checks is
defined in the System Settings tab of the Data Classification
Administration Console. By default a sync is performed
every 60 minutes.
For example:
TitusClassificationSetup.exe /quiet
CONFIGURATIONFILE=Local or UNC or http Path to
Titus.new.tcpg
NOTE:
The machine account must have READ access to the
TCPG file. All computers can be given READ Access
using the group name “Domain Computers”. The
following link describes the default behavior of the
“Domain Computers” group which contains all
computers that are not domain controllers:
https://docs.microsoft.com/en-
us/windows/security/identity-protection/access-
control/active-directory-security-groups
For more information on how to grant READ access see:
https://technet.microsoft.com/en-us/library/cc754344
(v=ws.11).aspx
Property Description
CONFIGLOCATION To specify the name and location of a Configuration file
(TCPG) which the installer will copy to the client during
install. This Configuration will be used immediately on first
start of the client application if no other Configuration has
been delivered by a synchronization cycle – see
CONFIGURATIONFILE above. The CONFIGLOCATION and
CONFIGURATIONFILE cannot be used together.
For example:
TitusClassificationSetup.exe /quiet
CONFIGLOCATION=Local or UNC Path to Titus.new.tcpg
CONFIGLOCATION=\\sample.co.local\titusconfig\Titus.new
.tcpg
CONFIGLOCATION=\\sample.co.local\titusconfig\TITUS.ne
w.tcpg
Property Description
NOTE:
The machine account must have READ access to the
TCPG file. All computers can be given READ Access
using the group name “Domain Computers”. The
following link describes the default behavior of the
“Domain Computers” group which contains all
computers that are not domain controllers:
https://docs.microsoft.com/en-
us/windows/security/identity-protection/access-
control/active-directory-security-groups
For more information on how to grant READ access see:
https://technet.microsoft.com/en-us/library/cc754344
(v=ws.11).aspx
NOTE: This
Install Property was previously named
SDFLOCATION. SDFLOCATION is no longer supported.
PREREQ_SKIP=yes
For example:
COLLECTORLOCATION= http://Tlog.titus.local:34390
EVENT_LOG_FILE_SIZE To set the maximum size of the event source log file in MBs.
The maximum size that is permitted is 4GB. For example:
EVENT_LOG_FILE_SIZE=20
Property Description
DISABLE_ Disables the Titus Health Monitor. Use:
HEALTHMONITOR
DISABLE_HEALTHMONITOR=TRUE
HEALTHMONITOR_INTERVAL=30
RESTART_EXPLORER=1
TITUS_EPOENABLED =1
Property Description
PACKAGE_VALIDATION Sets a registry key to ensure that Client machines only trust
Configurations from the specified Administration Console
(s) . Multiple values can be provided.
PACKAGE_VALIDATION=<the GUID>
USETCPSERVICEBINDING Uses TCP bindings instead of Named Pipes bindings for the
Titus Enterprise Client Service. Include this parameter with a
value of “1”.
For example:
USETCPSERVICEBINDING="1"
To specify the location of The location of the log files is specified as:
install log files
/log "PATH\LogFile”
If one the following required Install Properties is not included when using the MSI files, the
installation fails:
OUTLOOK_BITNESS=x86 or OFFICE_BITNESS=x86
OUTLOOK_BITNESS=x64 or OFFICE_BITNESS=x64
NOTE: MSIs are complete installers with configurable variables. If the bitness of
Microsoft Office or Outlook matches the bitness of your OS, then you only need to
install one MSI. If the bitnesses of MSO and OS do not match, then run both MSIs. If you
are using the 64-bit Operating System MSI and a 32-bit version of Microsoft Office, you
must include OUTLOOK_BITNESS=x86 OFFICE_BITNESS=x86 in the 64-bit MSI
parameters as well as the 32-bit MSI.
By default, the version of the MSI determines if the Data Classification Suite is installed to
the 32 or 64-bit version of Microsoft Outlook/Microsoft Office. If the incorrect version is
specified or the MSI for the wrong bitness is used without this Install Property, the
installation fails.
MSIExec
Microsoft provides the MSIExec application to process MSI files with a list of Install
Properties to deploy software. IT Administrators deploying the Data Classification Suite can
use the quiet switch to ensure the Installation user interface is not displayed to the end
users.
OFFICE_BITNESS=x86 /quiet
msiexec.exe /i TITUS_Classification_Setup_x86.msi INSTALLCLIENT_
TMC=1 INSTALLCLIENT_TCO=1 INSTALLCLIENT_TCD=0 OUTLOOK_BITNESS=x86
OFFICE_BITNESS=x86 /quiet
The first line installs Fortra's DCS for Desktop (On-premises) on a 64-bit system.
The second line installs Fortra's DCS for Office (On-premises) and Fortra's DCS for Outlook
(On-premises) on a 32-bit system.
When deploying through SCCM, use system targeting to ensure that the correct deployment
package is applied to the correct bitness level of the system.
Instead of running the TitusClassificationSetup.exe file, open the RedistSuite folder. Install
the required files in the order specified in Install MSI by bitness on page 28. The files you
install depend upon the bitness of the operating system (32-bit or 64-bit), Microsoft Office,
and Microsoft Outlook.
For information about MSIExec syntax, see Install DCS using the MSI files on page 27.
NOTE: You must install the files in the order listed, from top to bottom and left to right.
OUTLOOK_ OFFICE_
BITNESS=x64 BITNESS=x64
OUTLOOK_ OFFICE_
BITNESS=x86 BITNESS=x86
5 TITUS_Classification_ INSTALLCLIEN INSTALLCLIEN INSTALLCLIEN
Setup_x86.msi T_TMC=1 T_TCO=1 T_TCD=0
OUTLOOK_ OFFICE_
BITNESS=x86 BITNESS=x86
OUTLOOK_ OFFICE_
BITNESS=x86 BITNESS=x86
INSTALLCLIENT_TMC=1
INSTALLCLIENT_TCO Determines if DCS for Office will be installed. Set to 1 to install
it. This must be used in conjunction with OFFICE_BITNESS
property: Use
INSTALLCLIENT_TCO=1
INSTALLCLIENT_TCD Determines if DCS for Desktop will be installed. Set to 1 to
install it. This should be used only on the MSI which matches the
bitness of the operating system.
INSTALLCLIENT_TCD=1
Property Description
CONFIGURATIONFILE To create a registry key named ConfigFileURI which is used by
the client after installation to check for updates to the TCPG file.
The time interval between these checks is defined in the System
Settings tab of the Data Classification Administration Console.
By default a sync is performed every 60 minutes.
For example:
NOTE:
The machine account must have READ access to the TCPG
file. All computers can be given READ Access using the
group name “Domain Computers”. The following link
describes the default behavior of the “Domain Computers”
group which contains all computers that are not domain
controllers: https://docs.microsoft.com/en-
us/windows/security/identity-protection/access-
control/active-directory-security-groups
For more information on how to grant READ access see:
https://technet.microsoft.com/en-us/library/cc754344
(v=ws.11).aspx
Property Description
CONFIGLOCATION To specify the name and location of a Configuration file (TCPG)
which the installer will copy to the client during install. This
Configuration will be used immediately on first start of the client
application if no other Configuration has been delivered by a
synchronization cycle – see CONFIGURATIONFILE above. The
CONFIGLOCATION and CONFIGURATIONFILE cannot be used
together.
For example:
CONFIGLOCATION=\\sample.co.local\titusconfig\Titus.new.tcp
g
Network Mapped drives are not supported during install for the
configuration file. Use UNC path if required.
CONFIGLOCATION=\\sample.co.local\titusconfig\TITUS.new.tc
pg
Property Description
NOTE:
The machine account must have READ access to the TCPG
file. All computers can be given READ Access using the
group name “Domain Computers”. The following link
describes the default behavior of the “Domain Computers”
group which contains all computers that are not domain
controllers: https://docs.microsoft.com/en-
us/windows/security/identity-protection/access-
control/active-directory-security-groups
For more information on how to grant READ access see:
https://technet.microsoft.com/en-us/library/cc754344
(v=ws.11).aspx
NOTE: This
Install Property was previously named
SDFLOCATION. SDFLOCATION is no longer supported.
For example:
PACKAGE_VALIDATION=<ServerID>
PACKAGE_VALIDATION=012345
Property Description
COLLECTORLOCATIO Allows you to set the machine name for the Reporting Collector
N Service.
For example:
COLLECTORLOCATION= http://Tlog.titus.local:34390
OUTLOOK_BITNESS Allows you to specify whether DCS for Outlook will be installed
to a 32 or 64-bit version of Microsoft Outlook. For example for a
32-bit version of Microsoft Outlook:
OUTLOOK_BITNESS=X86
OFFICE_BITNESS=X86
SERVICESLOGLEVEL=DEBUG
Property Description
EVENT_LOG_FILE_ Allows you to set the maximum size of the event source log file
SIZE in MBs. The maximum size that is permitted is 4GB. For
example:
EVENT_LOG_FILE_SIZE=20
CLOSE_OFFICE_APPS=1
TITUS_DISABLE_SEND_OUTLOOK=0
TITUS_DISABLE_SAVE_OFFICE =0
RESTART_EXPLORER=1
HEALTHMONITOR_INTERVAL=30
Titus recommends that you assess your Configuration in a test environment before
targeting the Titus Configuration to all machines.
NOTE: When deploying in closed environments with no internet access, the digital
certificates, used to ensure authenticity of the Titus files, must exist on the systems
where the Titus software is installed. For more information, refer to the Knowledge Base
in the Titus Support Portal and search for “Root CA Certificate”.
1. Double-click TitusClassificationSetup.exe.
The RedistSuite folder must be in the same location as the installation file so that
the prerequisites and Services can also be installed.
The Fortra Classification Setup Welcome window appears.
2. Select the client applications you want to install and click Next.
The File Explorer Restart window appears if you have selected the Fortra Data
Classification for Desktop checkbox.
3. Select Yes to automatically restart File Explorer.
If you do not select Yes, you must reboot your system before you can use Fortra
Data Classification for Desktop on your machine.
The License Agreement window appears.
4. Read and accept the license agreement.
5. Click Install.
The Setup Progress window appears.
If you did not install all client applications, you can add them later by running the MSI
corresponding to the application you want to install. See Install DCS using the MSI
files on page 27 for more information.
6. When the installation is complete, click Close.
7. In some instances, systems must be restarted to complete an installation. If you are
prompted, restart your system.
We strongly recommend that the Data Classification Suite 2023.0 uses Configurations
published by Titus Administration Console or Policy Manager, and you export your
Configuration before upgrading. The exported Configuration files (TCFs) can be used to
restore the previous version if necessary. See Export your current Configuration on page 39.
NOTE: TCFs are not supported in Policy Manager. TCFs published with previous versions
of the Titus Administration Console are not compatible with new versions. You cannot
use a TCF to migrate a Configuration from one version of the Titus Administration
Console to the other.
IMPORTANT: Older TCS for Windows clients (4.9 SP1 to 2021.2) can use existing
Configurations published from Titus Administration Console 2022.0. Once changes are
made to the existing Configuration, the behavior of the older clients cannot be
predicted.
WARNING:
Titus strongly recommends that you back up your database before upgrading. This
database can be used to restore the previous version if necessary.
NOTE: The Data Classification Administration Console installer attempts to upgrade the
database as part of the installation. A SQL utility (SQLCmd.exe) is used to back up the
database. If the utility is not found on the system where Administration Console is
installed, the backup is not created. However, the database is upgraded and the
installation completes as expected.
NOTE:
l Custom Adapter settings and System Settings are not preserved when a
Configuration is exported. These settings must be reconfigured if you import
your TCF into a new Titus Administration Console instance or an instance with a
new database.
l Configurations (TCFs) can only be imported into the same version of the
Administration Console from which they were exported.
1. Select the Configuration tab and select the Configuration you want to export.
2. Click Export.
3. Enter a filename for the Configuration and then click OK.
We recommend that you distribute these Configurations from a new location or use a
different name to avoid replacing Configurations previously published.
Upgraded switches
NOTE: Ifyou did not use CONFIGFILEURI to locate your Configurations, your TCPG will be
deleted from "C:\ProgramData\TITUS" and be replaced by a blank TCPG file upon
installation.
Data Classification Suite install switches were upgraded in version 4.7. If you are upgrading
from Titus Classification Suite version 4.6 or earlier, and you are using an existing
installation script, the script may need to be modified to use the new switches.
TIP:
l You can deploy the Data Classification Suite to a single client machine to ensure
that your Configuration was upgraded successfully.
l Some Data Classification Suite settings, such as the location of the Reporting
Collector, are stored in registry entries. Note the values in the following registry
key, as you may need to reconfigure these settings after upgrading:
HKEY_LOCAL_MACHINE\SOFTWARE\Policies\TITUS\ServiceLocation
l If you are upgrading from Titus Classification Suite version 4.6 or earlier, some
prerequisites no longer apply. The following features and applications can be
removed from the client machine after Data Classification Suite is installed:
l MSMQ
l MSDTC
l SQL Compact Edition
Service Role
Titus.Enterprise.Client Evaluates client requests from Fortra-enabled
applications and services.
Titus Enterprise. Health Verifies the status of the Titus Enterprise Client service
Monitor Service
However, if the service must be stopped and started immediately, please use this procedure
to restart the Titus Enterprise Client Service on the client machine.
When the client applications are installed on user systems, this registry value is set by the
COLLECTORLOCATION parameter of the installer MSI. It can also be set manually after
installation.
This registry value can be created on a client machine using an enterprise configuration
management solution such as Group Policy Object (GPO) or Microsoft System Center
Configuration Manager. A Registry script (.Reg file) can also be used to specify the location.
For more information on the DCS Analytics Collector, contact Support for the Fortra's Data
Classification Suite (DCS) Analytics Collector (On-premises)User Guide.
Set the location of the DCS Analytics Collector on a single machine by editing the Registry
Settings on the machine.
The AuditCollectorLocation Value must identify the DCS Analytics Collector machine URL.
You can enter it in one of the following formats:
l http://<machine name>:<port>
l http://<fully qualified domain and machine name (FQDN)>:<port>
l http://<IP Address>:<port>
NOTE:
l By default, the DCS Analytics Collector API uses port number 34390.
l If you update this location while the Data Classification desktop software is
running, restart the Titus Enterprise Client Service for the change to take effect.
l The Registry entry is not deleted on client machines when the Data Classification
Suite Analytics Collector is uninstalled.
The Value for this string (the unique Administration Console ID) can be found on the bottom
right corner of the Overview page of the Administration Console you want to trust.
This Registry Key can be created on a client machine using an enterprise configuration
management solution such as Group Policy Object (GPO) or Microsoft System Center
Configuration Manager.
OR
Scenario Result
The AdministrationConsoleID Registry Key exists, and is The Configuration is NOT
populated by an invalid Administration Console ID or by consumed and an empty
random text Titus.tcpg is created.
Titus.New.TCPG remains in
C:\ProgramData\TITUS
NOTE: TheClassification selector can also contain One Click Classification buttons. For
more information, see One Click Settings.
Once you have created a Classification Schema has been created, a user can select
Classifications:
l by choosing Select from the Advanced dropdown below the Data Classification logo
or the Advanced button in the Task Pane
l by clicking the logo itself
l from the One Click Classification in the ribbon
l by right-clicking an email attachment in Microsoft Outlook and chooses Select
(Microsoft Outlook 2016+ only)
l by sending an email or attachment with Fields that are set to Required and not
making a selection previously. This can also occur if the Data Classification for
Microsoft Outlook has been configured to "Force Select on Save".
If the user does not select a classification, the default or first item in the classification
Schema is applied to the content.
Use the ALT key to navigate to the Settings and Favorites options in the Classification
selector.
Item Description
1 - Title Text The Title Text defines the Ribbon Group and Classification selector title.
The default title is, “TITUS" and is configured using the Metadata
Selection Dialog Title option in the Application Settings section of the
Configuration.
The Subject of the email message or the name of the document or file
appears beside the Classification selector Title.
2- The Classification selector Text is a short instructional message that
Classification appears at the top of the Classification selector, and is defined using
selector Text the Metadata Selection Dialog Preamble option in the Application
Settings section of the Configuration.
Item Description
4 - Options icon Users can show/hide field and value descriptions, Favorites, and Help.
The Options icon is configurable. By default, it is Settings.
If you are using the Administration Console, the Preview bar is enabled
by default for both the Classification Selector and the clients (DCS for
Outlook, DCS for Office, and DCS for Desktop). Contact Support for
more information.
NOTE: If
you are using Policy Manager, you can enable/disable and
configure the Preview bar using Application Settings in the
Configuration. If you are using the Administration Console, you can
use registry keys. See Fortra's Data Classification Suite (DCS)
Administration Console (On-premises) Deployment Guide.
Item Description
6 - Logo Users can see a company logo or any image. You can configure a logo
in Policy Manager only.
NOTE: Ifyou are using Policy Manager, you can enable/disable and configure the
Classification Information bar using Application Settings in the Configuration. If you are
using the Administration Console, you can use registry keys. See Fortra's Data
Classification Suite (DCS) Administration Console (On-premises) Deployment Guide.
From a file/document:
You can change the color, resize, and close/reopen the Classification Information bar.
To change color of the bar, simply click a Classification. The color coincides with the
Classification as configured in the Field Appearance Style in the Administration Console or
Policy Manager.
Ribbon Group
The Ribbon group is comprised of three separate groupings that can be individually enabled
or disabled; the Main, One Click Classification, and Options Ribbon group.
NOTE: Youcan use a custom logo or no logo instead of the Data Classification logo in
the Ribbon. This is configurable in the Policy Manager only.
You can configure the Main Ribbon group to display the default or selected classification or
to allow the user to select a value from the dropdown menu.
The One Click Classification buttons enable users to classify content with one click of the
mouse.
You can access the About Dialog from the One Click Classification Ribbon group using the
down arrow in the bottom right corner.
NOTE: When determining the layout, the length of each Field is determined by the longest
Value.
Enable the Options Ribbon group in order for the Portion Marking, Check Policy, and Upload
(to the Cloud) buttons to appear in the Client Application. You can select the Enable Check
Policy Button in Ribbon setting in Application Settings > Check Policy Settings.
NOTE: You cannot configure Portion Marking or Check Policy in Policy Manager.
You can customize the name of this Ribbon group, and you can access the About Dialog
from the Options Ribbon group using the down arrow in the bottom right corner.
Use the Check Policy button to check for Policy violations. See Check Policies on page 57.
For more information on Portion Marking, see Apply Portion Marking on page 58.
Favorites
Favorites enable users to select a combination of Classification options in the Classification
Selector Dialog and group them together as one option. Once defined, a Favorite can be
accessed from the Classification Selector Dialog, the Favorites menu below the Data
Classification logo, or the Favorites Task Pane (when enabled).
NOTE:
l You can use a custom logo or no logo instead of the Data Classification logo in
the Ribbon and Classification Selector Dialog. NOTE: This is configurable in the
Policy Manager only.
l The contents of a Favorite cannot include a comma or semi-colon as text
delimiter. Acceptable delimiters include; Space, Dash (-), Forward Slash (/),
Underscore (_), and Period (.).
l You can perform actions in the Favorites dialog using shortcut keys. You must
have the Favorites dialog open first. For example, to add a Favorite, use CTRL +
A; to manage Favorites, use CTRL + M.
Because Favorites are stored in the UserSettings file found under your roaming profile
(C:\Users\<username>\AppData\Roaming\Titus), they are retained if you upgrade your
version of DCS. Therefore, you do not have to reconfigure your Favorites in the new version.
l You can create a Favorite without fields requiring mandatory values. When a user
applies a Favorite that contains a missing required field, the Classification Selector
Dialog will be shown so the user can select an appropriate value for the missing
field.
NOTE: The Classification Selector Dialog may not immediately appear when you
apply a Favorite from the Ribbon or Task Pane.
To create a favorite:
To rename a favorite:
To delete a favorite:
Undoing Actions
If you have applied a Policy that has one or more of the following Actions to your document,
you can undo the Actions.
For more information on these Actions, see the Titus Administration Console User Guide or
the Data Classification Suite for Windows Policy Authoring Guide.
l Press Ctrl + Z
l Click the Undo button
l Click the dropdown arrow next to the Undo button, and select Apply Document
Markings.
NOTE:To undo Apply Advanced Header/Footer, Apply HTML Header/Footer, or
Apply Watermark, select Apply Document Markings.
IMPORTANT:
l If your Document Marking was applied because of a Classification change,
undoing Document Markings does not undo the change to your Classification.
l When you undo Document Markings, the headers, footers, and watermarks
configured in the Apply Document Markings action are removed from the
document at the same time.
l Click the Redo button or click Ctrl + Y to bring back the Documents Markings you
just removed.
l You can undo these Actions to Microsoft Word documents only.
Check Policies
The Check Policy button appears in the Options Ribbon Group to allow you to check for
Policy violators to your email or document. If configured, a Policy Validation dialog box
appears allowing you to perform any remediation steps.
Portion Marking works differently depending on the application in which you are using it,
and the version of that application.
When a Portion Mark with a higher classification than the entire document is applied, the
document classification is only upgraded when the Portion Mark is created.
You can define a Portion Mark at individual or multiple paragraphs, a table, image, at the
bullet or at the comment level in PowerPoint. Portion Marks appear at the beginning of the
selected paragraph and not at the position the cursor is placed. You can select multiple
paragraphs. Each selected paragraph is individually classified at the beginning of the
paragraph during one Portion Marking action. If multiple paragraphs are selected and do not
appear consecutively, the Portion Mark is added only to the paragraph where the cursor was
last placed.
The following example shows how to use Portion Marking in Microsoft Word in the Military
edition of DCS for Windows. Currently, Portion Marking is not supported for Microsoft Excel.
1. Place your cursor to the required location. The Portion Mark will be inserted before,
after, or before and after the paragraph.
2. Click the Add Portion Mark symbol in the Ribbon at the top of the pane.
3. Using the dropdown menu, select a Classification for the Portion Mark.
4. Click OK.
The Portion Mark appears in your document. If an Alternate Label has been defined
for this Value, it appears in your text.
The Portion Mark appears in your slide or notes. If an Alternate Label has been
defined for this Value, it appears as well.
NOTE: To delete the Portion Mark, place your cursor inside the brackets. Then click the
Portion Mark symbol in the Titus Ribbon Group, and select Delete Portion Mark.Click
Yes to confirm that you want to delete the Portion Mark.
To Redact content:
1. Select the content in the email message that cannot be shared with the message
recipients.
2. Click the Redact button.
The redaction size is dependent on the font size or graphic size that is selected for
redaction.
In-line graphics are replaced by a black shape when redacted. Redacted images that are not
set as “In Line with Text” in the message body are removed from the email message.
If you want to include the redacted image shape in the email message you must set the
image to be “In Line with Text”.
Redaction can be undone using the Undo function in Microsoft Outlook. The Undo
procedure must be performed twice. The first Undo procedure displays the redacted text as
stars (*). The second Undo procedure displays the original text. Once the message is Saved
or Sent, redaction cannot be undone. The user must return to the original un-redacted
message to retrieve the content.
If the selected content contains advanced formatting properties it may not be possible to
redact the entire the selection in one redaction procedure. If a portion of the selected
content is not redacted by the original operation re-select the content and perform the
redaction again.
If the selected content contains advanced formatting properties it may not be possible to
redact the entire the selection in one redaction procedure. If a portion of the selected
content is not redacted by the original operation re-select the content and perform the
redaction again.
NOTE:The exact text displayed for each of these scenarios can be customized,
and may be different in your system.
3. Click Close.
The default text is: "This operation has been prevented because the Titus Service is not
responding"
Logging information
The installer and running software create various log files that you can use to troubleshoot
issues. This section describes the types and location of the various logs available.
HKEY_LOCAL_MACHINE\Software\Policies\Microsoft\Windows\Installer
Reg_SZ: Logging
Value: voicewarmupx
This annotation feature is available only for DCS for Outlook and DCS for Office.
2. Press Alt + A.
3. In the Add Annotation to Log field, enter the annotation.
4. Click Annotate.
Document
Classification for
PowerPoint.htm
Document
Classification for
Excel.htm
DCS for Classification for C:\Users\<username>\AppData\Local\Titus
Desktop Log Desktop.htm
Location
Contacting Fortra
Please contact Fortra for questions or to receive information about Data Classification Suite
for Windows (On-premises).
Gather and organize as much information as possible about the problem including job/error
logs, screen shots or anything else to document the issue.