conceptClassifier for SharePoint Online

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conceptClassifier for SharePoint Online

OverviewFeaturesSpecsBenefitsDifferentiatorsKnowledge Center

Eliminate end user tagging and auto-classify content so it can be found. Solve the challenges of search, migration, security, records management, text analytics and more. Enterprise information governance at your fingertips.  

conceptClassifier for SharePoint Online solves the problem of poor metadata. Without one source of truth, information governance initiatives will fail. Organizations are using conceptClassifier for SharePoint Online to improve any application that requires metadata. Content is automatically tagged and classified, consistently. Based on classification decisions, governance policies can be automatically enforced, which mitigates risk and improves outcomes in search, records management, security, migration, secure collaboration, text analytics, and more. It’s time to get a handle on content, leverage it, and transform it into knowledge. The alternative is very risky.

enterprise-search-information-transparency

Would your organization gain value from automatically classifying and enriching content without end user tagging?

incorrect-metadata

Would eliminating a data breach, based on the presence of confidential or sensitive information in content when it is created or ingested, add another layer of security?

secure-control-access-distribution

Would you like to automatically identify whether content should stay on-premises or move to the cloud?

security

Would collaboration, productivity, and end user adoption be improved, if all content sources were available in one single search index?
Key Features

Key Features

Content creation, ingestion or migration, regardless of where your content originates. Manual tagging is eliminated and out-of-the-box search is significantly improved, with no training required. Is data breach identification from within the content level unable to achieve? Not anymore.

Automatically flag standard descriptors, such as social security numbers and credit card details.  Take things to the next level and identify any sensitive or confidential organizationally-defined phrases and terms, to remove inappropriate content from search results and quarantine it for disposition, avoiding potential breaches. Solve records management and noncompliance challenges through tagging of documents of record, changing the content type and automatically or manually moving the record to the appropriate repository. Is migration on the horizon? It’s the ideal time to clean up your content, which will reduce storage requirements, and significantly improve search.

Core Technology White Paper
  • An open architecture with all APIs based on XML and web services
  • A technology framework that is installed once and re-used to improve business processes
  • Simultaneous, real-time updating of SharePoint Online, on-premises Term Store, and conceptTaxonomyManager Unique
  • Classifies internal and external content, regardless of where it resides
  • Powerful, highly interactive taxonomy tools, designed for subject-matter experts Unique
  • Template architecture for rapid deployment that automatically maintains GUIDs across environments
  • Eliminates manual tagging by reducing costs, rework, errors, and corporate risk
  • Enables hybrid and concept-based searching, delivering accurate and precise results at the time of need, resulting in improved decision making
  • Provides automatic declaration of documents of record and eliminates noncompliance
  • Provides a single reference point for identifying relevant content, regardless of where it resides
  • Enables data cleansing for intelligent migration and text analytics, reducing storage requirements and improving any application that requires accurate search results
  • Detects and automatically secures unknown privacy exposures in real-time from within content as it is created or ingested, significantly improving management of OneDrive for Business
  • Enhances eDiscovery, litigation support, and FOIA through the ability to identify concepts and inter-related content that typically would not be found
Key Benefits

Key Benefits

conceptClassifier for SharePoint Online offers a holistic approach that improves organizational performance, reduces costs, improves productivity, and proactively protects security assets. It is a forward thinking strategic and tactical technology framework, proven to deliver business benefits and have a positive impact on the bottom line. Using compound term processing, the unique core technology, it improves any application that requires the use of metadata, in any environment. Easy-to-use taxonomies are deployed in weeks not months, and managed by subject-matter experts. This delivers a rapid return on investment, and an immediate and significant improvement in applications such as enterprise search.

Technology Benefits White Paper   Search and Information Governance White Paper

Features

conceptClassifier for SharePoint Online fully supports and integrates with Office 365. The table below illustrates the functionality that conceptClassifier for SharePoint Online adds to any version of SharePoint Online in Office 365.

For more information on a specific feature, please use the hover function over the specific Feature/Function.

  •  

    Taxonomy/Term Store Functionality

    SharePoint Add-in
    Taxonomy Rollback
    Available in 55 languages
    Text mining to identify candidate terms
    Relationship Definition
    Concept Mapping
    Calculations Feedback
    Managed Navigation
    Import, combine, organize and harmonize taxonomy models
    Polyhierarchy Support
    Boosting Ability
    Distributed taxonomy management
    Synonym support
    Instant feedback on taxonomy changes
    Controlled Vocabularies
    Ability to automatically suggest classification clues for term set terms
    Security
    Microsoft Platform Integration
    Manual tagging
    Automatic tagging of content within and outside of SharePoint with ‘conceptual’ metadata
    Automatically classifies all SharePoint content, libraries, blogs, wikis, and threads lists
    Native Integration with the Term Store
    Automatic classification of content inside and outside of SharePoint
    Indexer embedded within conceptClassifier and conceptTaxonomyManager
    Automatic generation of compound terms
    Integrated with Refinement Panel
    Managed by Subject Matter Experts
    Maintenance of term set GUIDs between environments
    Search integration
    Search improvements via the Refinement Panel via taxonomy integration

    Intelligent Metadata Enabled Solutions (Information Governance and Compliance)

    Records identification
    Data privacy and information security
    Intelligent migration
    Content Optimization
    Enterprise Content Management
    Text Mining and Analytics
    Research and Intelligence
    Compliance
    Secure Collaboration
    eDiscovery, FOIA, Litigation Support
    Knowledge Management and Expertise Location
    Forensic Analysis
    Mergers and Acquisitions
    Enterprise Metadata Repository

    SharePoint 2010

    Taxonomy/Term Store Functionality

    : -
    SharePoint Add-in
    Taxonomy Rollback
    Available in 55 languages
    Text mining to identify candidate terms
    Relationship Definition
    Concept Mapping
    Calculations Feedback
    Managed Navigation : Through the term set
    Import, combine, organize and harmonize taxonomy models
    Polyhierarchy Support : Partial
    Boosting Ability
    Distributed taxonomy management
    Synonym support
    Instant feedback on taxonomy changes
    Controlled Vocabularies : Can be loaded into the Term Store
    Ability to automatically suggest classification clues for term set terms
    Security
    Microsoft Platform Integration : N/A
    Manual tagging
    Automatic tagging of content within and outside of SharePoint with ‘conceptual’ metadata
    Automatically classifies all SharePoint content, libraries, blogs, wikis, and threads lists
    Native Integration with the Term Store : N/A
    Automatic classification of content inside and outside of SharePoint
    Indexer embedded within conceptClassifier and conceptTaxonomyManager
    Automatic generation of compound terms
    Integrated with Refinement Panel
    Managed by Subject Matter Experts
    Maintenance of term set GUIDs between environments
    Search integration
    Search improvements via the Refinement Panel via taxonomy integration

    Intelligent Metadata Enabled Solutions (Information Governance and Compliance)

    : -
    Records identification
    Data privacy and information security
    Intelligent migration
    Content Optimization
    Enterprise Content Management
    Text Mining and Analytics
    Research and Intelligence
    Compliance
    Secure Collaboration
    eDiscovery, FOIA, Litigation Support
    Knowledge Management and Expertise Location
    Forensic Analysis
    Mergers and Acquisitions
    Enterprise Metadata Repository

    SharePoint 2013/2016 Online and On-premises

    Taxonomy/Term Store Functionality

    : -
    SharePoint Add-in
    Taxonomy Rollback
    Available in 55 languages
    Text mining to identify candidate terms
    Relationship Definition
    Concept Mapping
    Calculations Feedback
    Managed Navigation : Through the term set
    Import, combine, organize and harmonize taxonomy models
    Polyhierarchy Support : Partial
    Boosting Ability
    Distributed taxonomy management
    Synonym support
    Instant feedback on taxonomy changes
    Controlled Vocabularies : Can be loaded into the Term Store
    Ability to automatically suggest classification clues for term set terms
    Security
    Microsoft Platform Integration : N/A
    Manual tagging
    Automatic tagging of content within and outside of SharePoint with ‘conceptual’ metadata
    Automatically classifies all SharePoint content, libraries, blogs, wikis, and threads lists
    Native Integration with the Term Store : N/A
    Automatic classification of content inside and outside of SharePoint
    Indexer embedded within conceptClassifier and conceptTaxonomyManager
    Automatic generation of compound terms
    Integrated with Refinement Panel
    Managed by Subject Matter Experts
    Maintenance of term set GUIDs between environments
    Search integration
    Search improvements via the Refinement Panel via taxonomy integration

    Intelligent Metadata Enabled Solutions (Information Governance and Compliance)

    : -
    Records identification
    Data privacy and information security
    Intelligent migration
    Content Optimization
    Enterprise Content Management
    Text Mining and Analytics
    Research and Intelligence
    Compliance
    Secure Collaboration
    eDiscovery, FOIA, Litigation Support
    Knowledge Management and Expertise Location
    Forensic Analysis
    Mergers and Acquisitions
    Enterprise Metadata Repository

    conceptClassifier for SharePoint Online

    Taxonomy/Term Store Functionality

    : -
    SharePoint Add-in
    Taxonomy Rollback
    Available in 55 languages
    Text mining to identify candidate terms
    Relationship Definition
    Concept Mapping
    Calculations Feedback
    Managed Navigation : Through the term set
    Import, combine, organize and harmonize taxonomy models
    Polyhierarchy Support
    Boosting Ability
    Distributed taxonomy management
    Synonym support
    Instant feedback on taxonomy changes
    Controlled Vocabularies : Can be loaded into the Term Store
    Ability to automatically suggest classification clues for term set terms
    Security
    Microsoft Platform Integration
    Manual tagging
    Automatic tagging of content within and outside of SharePoint with ‘conceptual’ metadata
    Automatically classifies all SharePoint content, libraries, blogs, wikis, and threads lists
    Native Integration with the Term Store
    Automatic classification of content inside and outside of SharePoint
    Indexer embedded within conceptClassifier and conceptTaxonomyManager
    Automatic generation of compound terms
    Integrated with Refinement Panel
    Managed by Subject Matter Experts
    Maintenance of term set GUIDs between environments
    Search integration
    Search improvements via the Refinement Panel via taxonomy integration

    Intelligent Metadata Enabled Solutions (Information Governance and Compliance)

    : -
    Records identification
    Data privacy and information security
    Intelligent migration
    Content Optimization
    Enterprise Content Management
    Text Mining and Analytics
    Research and Intelligence
    Compliance
    Secure Collaboration
    eDiscovery, FOIA, Litigation Support
    Knowledge Management and Expertise Location
    Forensic Analysis
    Mergers and Acquisitions
    Enterprise Metadata Repository

    Technology Specifications

    conceptClassifier for Office 365 is based on an open architecture with all APIs based on XML and Web Services. Transparent access to system internals including the statistical profile of terms, is standard. The base platform is installed as a feature set and comprises the following components.

    Base Components in conceptClassifier for Office 365

  • conceptClassifier

    Both automated and manual classification is supported to one or more term sets within the Term Store and across content hubs.

    conceptTaxonomyManager

    This is an advanced enterprise class, easy-to-use taxonomy and term set development and management tool. It integrates natively with the SharePoint Term Store reading and writing in real-time ensuring that the taxonomy/term set definition is maintained in only one place, the SharePoint Term Store. Designed for use by Subject Matter Experts, the Term Store and/or taxonomy is easily developed, tested, and refined.

    Term Set Migration tools are also a component of conceptTaxonomyManager that enable term sets to be developed on one server (e.g. on-premise server) and then migrated to another server (e.g. Office 365 server) in an incremental fashion and preserving all GUIDs. This is a key requirement in migration.

    conceptSearch Compound Term Indexing Engine

    Licensed for the sole use of building and refining the taxonomy/term set the engine provides automatic semantic metadata generation that extracts multi-word terms or concepts along with keywords and acronyms. conceptSearch is an enterprise search engine and is sold as a separate product.

    Typical Recommended Base Configuration

    • Windows 2008 Server configured for 64 bit processing, with IIS and ASP.NET (v2) installed
    • Any modern 64 bit CPU
    • Windows 2003/2008/2012 x64 Edition
    • 8GB RAM (recommended)
    • .NET Framework V4.5
    • Access to SQLServer (2005 or later) or Oracle (9i or later)
    • IIS 6 with Metabase enabled
    • High speed disk, Raid Array or SAN

    Classification Server

    1 conceptClassifier Server

    Additional Classification Servers (Optional)

    Provides scalability of classification to increase speed of classification throughput especially when classification on the fly is an important requirement.

    Front End Web Servers

    No limitations

    Supports

    • SharePoint 2013
    • SQL Server 2005, 2008, 2012
    • On-premise, cloud, or hybrid environments

    Benefits

  • Why You Need conceptClassifier for SharePoint Online

    Office 365 provides a wealth of benefits, particularly for large enterprises. Clients are embracing conceptClassifier for SharePoint Online because it is the only product available that delivers a comprehensive search and governance solution for Office 365. conceptClassifier for SharePoint Online was designed to mirror the functionality in Concept Searching’s award winning conceptClassifier for SharePoint and to solve the same challenges but in online or hybrid environments. For a client with over 170,000 global users of Office 365 and SharePoint, who needed to address migration, records identification, data privacy, search, and enterprise-wide information governance, conceptClassifier for SharePoint Online was the only solution that could address all their requirements.

  • Office 365 has no ability to automatically create and store classification metadata

    Office 365 has no auto-classification capabilities

    Office 365 has no ability to provide intelligent migration capabilities based on the semantic metadata within content, identify previously undeclared documents of record, unidentified privacy exposures, or information that should be archived or deleted

    Office 365 has no ability to maintain GUIDs during migration

    Office 365 has no ability to generate semantic metadata and surface it to the Office 365 search engine to improve search results

    Office 365 has no ability to automatically tag content with vocabulary or retention codes for records management

    Office 365 cannot identify organizationally defined confidential ordata privacy information and automatically secure it from unauthorized access

    Office 365 has limited ability without the structure to provide granular identification of people, content recommendations, and organizational knowledge assets to finely tune social networking applications

  • Leveraging Your Cloud Investment

    • Eliminates traditional migration issues resulting in the intelligent migration of all content and the development of an enterprise metadata repository
    • Reduces support requirements across on-premise and cloud environments
    • One technology platform to address all content management challenges in a hybrid or cloud environment
    • Does not require highly trained specialists, outside resources, nor knowledge of any programming language
    • Easily integrated with business processes using conceptTaxonomyWorkflow
    • Synchronizes the SharePoint Term Store across cloud and on-premise environments in real time
    • Rapidly deployed
    • Highly scalable
    • Taxonomies can be managed by Subject Matter Experts

    Leveraging Your Business Investment

    • Delivers intelligent migration capabilities eliminating budget over-runs and end user testing, and minimizes resources and time needed to accomplish objectives
    • Automatically enforces information governance enterprise wide
    • Reduces corporate risk and costs associated with eDiscovery
    • Protects confidential and privacy information regardless of how it was ingested, and optionally in real-time
    • Ensures all records are declared regardless of where they reside or how they were ingested
    • Adaptable to meet compliance and industry/federal mandates transparently to the end users
    • Improves the search experience across environments
    • Enables concept based searching
    • Eliminates end user tagging, ensuring content integrity is maintained throughout the enterprise
  • Concept Searching has a current Enterprise Authority to Operate (ATO) US Air Force, a current Enterprise Certificate of Networthiness (CoN) US Army, and has been deployed on the SIPR, NIPR, and DISA networks. 

    Market, Technology, and Business Differentiators

    conceptClassifier for Office 365 as well as conceptClassifier for SharePoint remain industry unique not only due to the technology but for the ability for clients to deploy an enterprise wide information governance plan through the development of an enterprise metadata repository. Leveraging their investment, reducing resources, and eliminating time to market, they are able to use one set of technologies to improve search, records management, data privacy, and migration. With the exploding amount of unstructured and semi-structured content, these challenges have been escalated to a business priority. They can no longer be ignored, and can typically be improved.

  • Compound Term Processing

    Concept Searching’s industry unique compound term processing technology delivers outcomes that are not achieved by any other classification engine. Compound term processing means that Concept Searching’s statistical engine can understand, out-of-the-box, the incremental value of keywords, multi-word fragments, and compound terms. As a result, it can identify concepts resident within an organization’s own information repositories that are highly correlated to particular topics. With the identification of these highly correlated topics in the form of keywords, multi-word fragments and compound terms the result is automatically generated intelligent metadata that is unique to the organization. By using these compound terms in any application that requires metadata, the outcomes are highly accurate, because the ambiguity inherent in single words is no longer an issue.

    A search for ‘triple heart bypass’ will locate documents about this topic even if this precise phrase is not contained in any document. A concept search using compound term processing can extract the key concepts, in this case “triple heart bypass” and use these concepts to retrieve relevant documents containing concepts such as ‘heart surgery’, ‘coronary artery bypass’, or ‘open heart surgery’.

  • Industry Unique Taxonomy Management Features

    conceptTaxonomyManager remains unique in the industry in features that provide the ability to rapidly and easily change the taxonomy as the organizational needs and requirements change. This is important as a taxonomy must remain fluid as opposed to static and must be managed in a way that facilitates change. The easy to use taxonomy and automatic classification tools create the framework to classify content based on concepts to one or more nodes in the taxonomy or multiple taxonomies. The conceptTaxonomyManager component is included in the base product in all platforms.

  • Ease of Use

    conceptTaxonomyManager is a simple yet powerful tool with an intuitive user interface designed for subject-matter experts, without the need for the IT team, information scientists, or specific application skills, to build, maintain and validate taxonomies for the enterprise. This feature has been shown to reduce taxonomy development by up to 80% (client source data).

    Automatic Clue Suggestion

    Eliminating complex Boolean rules and the need for training sets the taxonomy nodes can be automatically generated from the compound terms found in the document corpus. The subject-matter expert (SME) has full control of the terms to be used as well as the weighting of the term based on its relevancy. This enables a much more robust taxonomy as the terms are suggested based on the organization’s own content and can offer the SME new terms from the relevant documents that may not have been identified. The Clues can also be assigned a score or weight, either positive or negative to improve the classification. Clues can also be assigned a Type.

    Document Movement Feedback

    Automatic document movement feedback enables the SME to see the cause and effect on changing the clue weightings for a node in the taxonomy. The user can also search within the refined node and bring back documents from the whole corpus now classified against the node. The system will indicate if the change has increased the score, reduced the score as well as identify documents that will no longer be classified and the new documents that will be classified.

    Distributed Taxonomy Management

    This feature is a requirement for organizations that have many taxonomy operators, extremely large collections of documents, and where taxonomy management is a critical business process. This feature can be implemented on any number of servers and several taxonomy managers can be assigned to a server to ensure the level of throughput needed. Real time locking mechanisms are used to make nodes of the taxonomy inaccessible to other taxonomy managers while the node is being edited. The taxonomy managers can visually see when a node is locked and who has locked it as well as when it becomes available. The Distributed Taxonomy Management feature is totally transparent to the end user and all locking and unlocking of the nodes by the taxonomy managers are coordinated by the central server.

    Security and Rollback

    The product provides a full security model enabling lock down of nodes, branches, and complete taxonomies to particular users and/or groups of users. Also supports rollback to the previous state.

    conceptTaxonomyWorkflow

    conceptTaxonomyWorkflow is a powerful add-on product to automate manual business processes. It serves as a strategic tool managing migration activities and content type application across multiple SharePoint and non-SharePoint farms and is also platform agnostic. This add-on component delivers value specifically in migration, data privacy, records management or any application or business process that requires workflow capabilities. It is required to apply an action on a document and optionally, automatically apply a content type and route to the appropriate repository for disposition.

  • Intelligent Metadata Enabled Solutions

    Concept Searching is the only available solution that addresses the challenges in managing unstructured and semi-structured data in SharePoint and non SharePoint environments. Our Intelligent Metadata Enabled Solutions address the following challenges with one set of technologies, leverages an enterprises investment in SharePoint, and reduces resources to maintain and manage the solution.

  • Enterprise Search enables concept based searching by providing the search engine index with the compound terms and semantic metadata.

    Records Management is improved through the elimination of end user tagging, automatic declaration of records, and taxonomy workflow capabilities.

    Data Privacy and the protection of confidential data as defined by the organization is identified in real-time and routed to a secure repository for disposition.

    Intelligent Migration is accomplished through the identification and auto-classification of the unstructured or semi-structured data to one or more taxonomies.

    Text Analytics can be performed on the corpus of information as well as from diverse repositories to extract granular information for further analysis.

    Social Networking and collaboration applications gain structure and the ability to retrieve highly relevant and granular information.

    eDiscovery and FOIA time and costs are reduced through identification of highly detailed information and conceptually similar information that typically would not be found.