Data Discovery & Risk Insights 24.4.0 Help Center

# Tags

When OpenText Core Data Discovery & Risk Insights analyzes data, text and metadata are extracted. Tags use this metadata to categorize and search your managed data.

Tags are created in Connect and are either applied automatically (a dynamic tag) as data is processed, or are applied manually (a static tag) in Manage and Analyze. Once tags have been applied, you can search or filter for data based on both dynamic and static tags.

You apply tags to documents from the content list within the context of a workspace, workbook, or hold. When you apply tags to documents in Manage, you can only choose from tags that were designated as static tags.

To apply tags to one or more data items in the content list using the action ribbon

1. From the content list in a view that includes the detail panel, select the data items to which you want to apply tags.

2. From the action ribbon, do one of the following.

   - To apply a static tag to all of the items in the content list, click > Add Static Tag to all.

   - To apply a static tag to only the selected items, click > Add Static Tag to selected.

   The Add to Static Tag dialog opens.

3. From the list of static tags, select the desired tag.

   TIP: If you have many static tags, you can enter the name of the desired tag in the Find Tags field.

4. Click ADD.

   The tag is applied as appropriate.

To apply a tag to one or more data items in the content list using the detail panel

1. From the content list in a view that includes the detail panel, select the data items to which you want to apply tags.

   Use shift+click to select consecutive data items; use ctrl+click to select non-consecutive data items.

2. In either the List view () or Detailed view (), click the tag tab () in the detail panel.

   - In the ASSIGNED STATIC TAGS section, you can see any static tags applied to at least one of the selected data items.

   - If static tags exist, you can see the names of the available static tags on the TAGS sub-tab.

   - If you have recently tagged data items, click the RECENT TAGS sub-tab to view the last 20 recently viewed static tags.

   - If you have many static tags, you can enter the name of the desired tag in the Find Tags field.

3. From either the TAGS or RECENT TAGS lists, click the tag name or row to apply the tag to the selected data items.

   TIP: The tag icon color represents one of the following.

   - The color assigned to the non-sensitive tag.

   - The color of the weighted label assigned to the tag when the tag is also associated with a sensitive reporting group.

   - The default gray color for tags not assigned to a reporting group.

   The tag is applied to the selected data items and the tag name is displayed in the ASSIGNED STATIC TAGS section of the open detail panel. In the TAGS and RECENT TAGS lists, the background color for the tag row is now blue to indicate that the tag has been applied to the selected data items.

If multiple data items are selected in the content list, static tags applied to all of the selected data items display a blue background in the tag tab of the detail panel; tags applied to at least one of the selected data items (but not all) display a lighter blue background.

To remove a tag from one or more data items in the content list

1. From the content list, select the data items you want to remove tags from.

   Use shift+click to select consecutive data items; use ctrl+click to select non-consecutive data items.

2. In either the List view () or Detailed view (), click the tag tab () in the detail panel..

   If static tags are applied to any of the selected data items, the tag names display in the Assign Static Tags section.

3. Click the X next to the tag name you want to remove.

   The tag is removed from all of the selected data items.

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Version 24.4.0 | Last updated October 2024
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