#Configure Term Settings

Refer to the following steps to configure term settings:

1. Select a term scope to set available terms – Expand a term group and select a term set or term as the scope. All terms within it will be available for selection when users reclassify the file share content on the Search page.

2. Apply term by – Select a term application method to define how terms will be applied to File System content.

   • Manually choose a term – Do not automatically apply any term to the Azure File Share content. After the Content synchronization for search job, the classification column value of the Azure File Share content will be empty. Users can manually choose a term within the term scope defined above when they reclassify the Azure File Share content on the Search page.

   • Set a default term – After the Content synchronization for search job, a default term will be applied to the Azure File Share content. Users can also modify the term by selecting terms from within the term scope defined above when they reclassify Azure File Share content on the Search page.

   • Auto-populate a term based on criteria – After the Content synchronization for search job, auto-populate different terms based on the criteria defined below to the Azure File Share content. Users can still modify the term by selecting terms from within the term scope defined above when they reclassify Azure File Share content on the Search page.

     *Note: This option is only available to classify Azure File Share documents.

3. Set a default term – To set a default term for classification, click the Select Term () button next to the text box. The Select term window appears. Expand the term tree, select a term as the default term, and click Select >>. The selected term appears in the text box.

4. Apply to the existing documents – Choose whether to classify the documents that already exist in Azure File Share.

   After selecting this option, choose what to do when a document is already classified using a term:

   • Overwrite the existing term – Classify all existing documents with the term configured above.

   • Skip and keep the existing term – Keep the term for the documents that have been classified.

5. Define criteria and term – Configure criteria in a criteria group, and then define a term. The term will be applied to the documents that meet the configured criteria.

   1. Click the Add () button, and then configure the criterion. For more information on the supported criteria, refer to Rule Criteria.

      If more than one criterion is added, click the All/Any link in the message to define the logical relationship among the criteria (All is the default logical relationship).

      • Rule ‒ Select a rule from the drop-down list.

      • Condition ‒ Select a condition from the drop-down list.

      • Value ‒ Enter a value for the rule.

      To remove a criterion, click the Remove () button next to the criterion.

   2. Click the Select Term () button next to the text box to select a term. The Select term window appears. Expand the term tree, select a term, and click Select >>. The selected term appears in the text box.

   3. Click Add criteria group to add another criteria group.

6. If a document does not match any criteria defined above, then: – Choose how to classify the documents that do not match any defined criteria:

   • Manually choose a term – After the Content synchronization for search job, the classification column value of the documents that do not match any defined criteria will be empty. Users can manually choose a term within the term scope defined above when they reclassify the Azure File Share content on the Search page.

   • Set a default term – After the Content synchronization for search job, a default term will be applied to the documents that do not match any defined criteria.

     To specify a default term for classification, click the Select Term () button next to the text box. The Select Term window appears. Expand the term tree, select a term within it, and click Select >>. The selected term appears in the text box.

7. What would you like to do if a document is already classified using a term? – Select a conflict resolution:

   • Overwrite the existing term

   • Skip and keep the existing term

8. Scan all existing documents – Choose whether to scan all existing documents and then auto-populate terms to the scanned documents based on the configured criteria. By selecting the checkbox, the Content synchronization for search job will scan all existing documents; otherwise, the Content synchronization for search job will only scan the documents that were added/modified between the previous and current jobs.

9. Click Save to save the configured settings.