Boldon James Classifier Reporting Services

VERSION 2.1.0

RELEASE NOTE

Boldon James

May 2021

RN566216

CONTENTS

INTRODUCTION

SYSTEM REQUIREMENTS

INSTALLATION INSTRUCTIONS

COMPARISON WITH PREVIOUS RELEASES

DOCUMENTATION

FURTHER INFORMATION

CONTACT US

1.   INTRODUCTION

The Boldon James Classifier Reporting Services provides administrators and managers insight into the way that Boldon James Classifier components are being used in their organisations. Components include.

• Database Management - This component is used to establish the Classifier Reporting Database on a SQL Server.
• Reporting Event Log Service - This retrieves Classifier application event log information from the Windows event log and populates the Classifier Reporting Database.
• Reporting AD Service - This retrieves information on users and computers from Active Directory and populates the Classifier Reporting Database.
• Event Channel Wizard is provided to help create Windows event forwarding subscription.
• Configuration Wizard - enables the Services to be configured including encrypting SQL Authentication passwords.

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2.   SYSTEM REQUIREMENTS

2.1 Hardware

• 32-bit or 64-bit PC

2.1 Operating System

• Windows Server 2008 R2 SP1, or later.

2.3 Software

• Microsoft .NET Framework 4.7.1.
• The Classifier Reporting Database is supported on any of the following versions of SQL Server; SQL Server 2012, SQL Server 2014, SQL Server 2016, SQL Server 2017 or SQL Server 2019.
• The Classifier Reporting Database is not supported on any version of SQL Server Express.
• SQL Server Management Studio is advisable for management purposes.

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3.   INSTALLATION INSTRUCTIONS

Before Installation

• You are strongly advised to read the Reporting System Guide to gain an understanding of the product's components before installing Classifier Reporting Services.
• Administrator privileges are needed to install Classifier Reporting Services.
• The installer cannot detect if .NET Framework 4.7.1 is installed and the setup will fail if it is not present.
• If you upgrade the Classifier Reporting Services to version 2.1.0 you must update the Classifier Reporting Console to version 2.1.0 as well. Previous versions of the Console cannot be used with this version of Services.
• If you are installing Classifier Reporting Services for the first time, please refer to the section below entitled Installing Classifier Reporting Services for the first time .
• If you are upgrading to version 2.1.0 from versions 1.4.0, 1.4.1 or 2.0.0 please refer to the section below entitled Upgrading to Classifier Reporting Service 2.0.0 from 1.4.0,1.4.1 or 2.0.
• If you want to upgrade to version 2.1.0 from any of the following versions; 1.1.0, 1.2.0, 1.2.1, 1.2.2, 1.2.3, 1.2.4, 1.2.5, 1.2.6 or 1.3.0 you must upgrade to version 1.3.1 then upgrade to V1.4.1 and finally upgrade to V2.1.0. Please contact Boldon James support for more details.

Install ing Classifier Reporting Services for the first time    

Run "Classifier Reporting Service.exe" from the installation media which will launch the Windows Installer and follow the on screen instructions, Please see the Reporting System Guide for more details.

Note that Classifier Reporting is licensed by the Classifier Administration Tool.

Upgrading to Classifier Reporting Service 2.1.0 from version 1.4.0, 1.4.1 or 2.0.0

This section explains how to upgrade to version 2.1.0 from versions 1.4.0, 1.4.1 or 2.0.0 Please see the Reporting System Guide for more details

1.    Stop the SQL Server Agent.

2.    Follow the steps in the section below entitled Uninstall Classifier Reporting Services to uninstall the previous version of Classifier Reporting Service but don't delete the Classifier Reporting database.

3.    Install Classifier Reporting Service 2.1.0 by running "Classifier Reporting Service.exe" from the installation media which will launch the Windows Installer. Follow the on screen instructions

4.    License the upgraded Classifier Reporting Services by running the Classifier Administration Tool. If you are upgrading from 1.3.0 or 1.3.1 you will need a new Classifier Reporting Services (CRS) licence to licence the upgraded product. If you are upgrading from 1.4.0 or V1.4.1 you will not need to re-license the release. Please see the Reporting System Guide  for more details. 

6.    Run the PrepareDatabase tool to update the SQL database scripts as described in the Reporting System Guide

7.    Restart the SQL Server Agent.

Uninstall Classifier Reporting Services

To un-install follow these steps:

1.    Stop the Event Log service or the AD service if you have installed them.

2.    Navigate to 'Control Panel' > 'Programs and Features'. The entry Boldon James Classifier Reporting Services appears in the list of installed programs. Select it and click 'un-install'. Confirm this operation when prompted and the product will be removed.

3.    This will not remove the Classifier Reporting Database. The Reporting System Guide  contains details of how to remove the Classifier Reporting Database. Do not remove the Classifier Reporting Database if you want to upgrade to a later version of Classifier Reporting Services.

4.    If during the uninstallation a warning is displayed stating that a set of applications should be closed before continuing, the 'Do not close application' option should be selected and the OK button pressed.

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4.    COMPARISON WITH PREVIOUS RELEASES

4.1 Classifier Reporting Service 2.1.0

• Support for increasing the number of selectors that can be used in drill-down charts in the Reporting Console has been increased from 3 to 10. (CSD 00005318)
• Audit labels of '-' are now reported as an empty label at the DATA level and not reported as an error. (CSD 00007713)
• The amount of information sent to the trace and event logs by the Event Log Service and the Active Directory Service when they cannot get a lock to write to the database has been reduced.
• Policy settings can configured by the Classifier Reporting Configuration Wizard (CSD 9344).
• Events 3041 (RMS recipient check pass) and 3042 (RMS recipient check failed) are supported.
• A new Event Forwarding Guide has been added. (CSD 00009824)
• All user names are displayed in lower case characters so that if a username contains upper case characters in some events and lower case characters in other events, they are not displayed as different users in reports. This only applies to usernames read into the database from Version 2.1.0 onwards. (CSD 00010704).
• Application locks have been removed from the index creation and rebuilding SQL job (Index creation and reorganizing) to improve processing efficiency.

4.2 Classifier Reporting Service 2.0.0

• The database contains stored procedures to populate the dashboards and reports of the  Classifier Reporting Console.
• Events generated by Classifier for Libre Office are supported by the database.
• File Classifier warning event (2101) is supported in the database and the File Classifier view.

4.3 Classifier Reporting Service 1.4.1

• A new view called ClassifierReporting4.ActivatedUserStatusSummaryEx has been added containing to support the updated User diagnostic report.
• A new view called ClassifierReporting4.UserResponseActivityEx has been added to support the updated User responses to classifier challenges report.
• A new event called the 'Classifier supplementary information' event (Event Id: 1007) has been added to Classifier Reporting Database. This contains information about what versions of Classifier are used by applications.
• The Data Generator tool produces updated sample 'Classifier Initialised' (Event Id: 1000) events and sample events for the new 'Classifier supplementary information' event (Event Id: 1007).
• A new stored procedure called 'ClassifierReporting4.usp_ReportClassifierVersions' has been added to populate the new 'Classifier Version' report (CSD 00005929).

4.4 Classifier Reporting Service 1.4.0

• The Classifier Reporting Services is now licensed using the Classifier Administration Tool. If you are upgrading from an earlier version you must re-licence Classifier Reporting Services using the Classifier Reporting Tool (00006889 and 028183).
• Errors reported in the ClassifierWorking.Errors table now include a column that shows the time the error occurred.
• The Reporting Services Configuration Wizard now supports editing custom SQL connection strings and defining parameters to manage the SQL connection.
• Events from the SharePoint Classifier 3.10 can be stored in the database. A new view called ClassifierReporting4.SharePointEvents has been added to display details of SharePoint Classifier 3.10 events.
• Events from the Box Classifier can be stored in the database. A new view called Classifier Reporting4.BoxClassifierEvents has been added to display details of Box Classifier events.
• Events from the File Classifier are displayed in a new view called ClassifierReporting4.FileClassifierEvents.
• Two new views called ClassifierReporting4.ServiceStatusEventLog and  ClassifierReporting4.ServiceStatusActive to display details of the Event Log and AD services.
• Event's original labels are now stored in ClassifierWorking.SystemEvents table.
• SQL Server's Dynamic data masking feature is used to mask data that could identify individual users. This feature is only supported in SQL Server 2016 and later versions. See the Reporting System Guide
   for more details.
• The SQL connection between the services and the Classifier Events Database can now be encrypted. See the Reporting System Guide for more details (00005305).
• AD Extension attributes can read into the Classifier Reporting Database (00006568).
• Classifier Reporting System Guide uses a consistent name for event subscriptions (00005962).
• Classifier Reporting Services now uses Classifier Common Components version 3.15.136.
• Windows PowerShell scripts are provided to install product and create: SQL database, Event Subscription, AD Security Group and Group Policy Object. See the Setup Scripts Guide for details.

4.5 Classifier Reporting Service 1.3.1

• Time columns in some Staging tables are restored to being NON NULL

4.6 Classifier Reporting Service 1.3.0

• Security on accessing the database and its objects has been enhanced by using Roles. See the Reporting System Guide  for more details.
• The Event Log Service checks that the database is the most recent version (1.3.0) and will only start if the database is the correct version.
• A new Configuration Wizard has been added that permits SQL Authentication passwords to be encrypted. See the Reporting System Guide
   for more details (00002983).
• Registry diagnostic keys are created during installation (028340).
• Reporting System Guide provides enough guidance for running the Data Creator utility (00000671).
• Faults with AD Service have been corrected, (00000035 and 00002374) .
• The AD and Event Log Service are more resilient and re-try SQL server connections if a failure occurs (00003305).
• Fault with parsing Event XML has been corrected in the Event Log Service (00002553).
• Event channels are not corrupted after Reporting Services are uninstalled.(00001536).
• The Office Product Name item in Management Agent reports are now correctly stored in the database (00003669).
• Batch processing scripts now rollback the transaction if application locks cannot be obtained (00005018).
• A Reporting Starter Guide document has been added to assist creating a demonstration or evaluation database.
• Classifier Reporting Services now uses Classifier Common Components version 3.13.62.0

4.7 Classifier Reporting Service 1.2.6

• Bookmark not working in certain circumstances (00003413).
• Prevent exception when AD DN is empty (00003163).
• The Classifier Reporting Database now uses the SQL Server data type DATETIME2 instead of DATATIME so that it can store times with the same precision as times are recorded in events. A script called UpdateTimeFormat.sql has been added to the release to convert time columns in an existing database from the DATETIME type to DATETIME2 type.
• A script called RemoveDuplicates.sql has been added to the release. See the Reporting System Guide
    for more details.
• The Event Log Service database connection can be managed by setting parameters that set the number of write re-tries in a sequence and the delays between write attempt sequences. See the Reporting System Guide for more details

4.8 Classifier Reporting Service 1.2.5

• New versions of the stored procedures usp_EmailEventsWorkingInsert, usp_KnownComputersWorkingInsert & usp_KnownUsersWorkingInsert with faster running SQL has been provided (00002279).
• A fault in the Active Directory service has been fixed (00002193).
• A set of non-clustered indexes has been provided to improve the performance of the Classifier Reporting Console. See the Reporting System Guide
   for more details.
• A Database schema document has been added to this version.

4.9 Classifier Reporting Service 1.2.4

• New versions of the stored procedures usp_EventSelectorValuesInsert and usp_AttachmentSelectorValuesInsert are provided. These procedures do not clear the tables ClassifierWorking.EventSelectorValues and ClassifierWorking.AttachmentSelectorValues before adding new records. This will significantly reduce the chances of getting overflow errors when running the procedures (00001597)

  The old versions of the stored procedures operated by first deleting all the rows in the table before re adding them together with new rows. Deleting rows from a table does not reset the database’s internal count of row identifiers and so repeatedly deleting and re-adding records to the tables caused the row identifier count to become very large and eventually to become too large (i.e. “overflowing”) to store in the row identifier column. The new versions of the stored procedures does not delete rows in the table before adding new records. Therefore the database’s internal row identifier counts will not increase as rapidly as they did with the earlier versions of the stored procedures.

4.10 Classifier Reporting Service 1.2.3

• Computer records are now merged on the GUID field instead of the Name field (00001208).
• AD Service now uses transaction locking to prevent the service stopping on deadlock errors (00001209).

4.11 Classifier Reporting Service 1.2.2

• Event Log Service uses Classifier Common Components 3.10.97.0 and can therefore parse label configurations created by all common components versions (00000550).

4.12 Classifier Reporting Service 1.2.1

• Time out on migration wizard (028441).

4.13 Classifier Reporting Service 1.2.0

• Event labels are now parsed into selector values by the Event Log Service and the selector values are stored in Classifier Reporting Database tables. This enables the Classifier Reporting Console to provide "drill-down" type user interactions on its dashboards.
• New Heatmap and Classification Labels Issue dashboards have been added to the Classifier Reporting Console.
• Sharepoint Classifier and Suggested Classifications events are now stored in the Classifier Reporting database and displayed in dashboards.
• New Reports showing email and document label changes have been added to the Classifier Reporting Console.
• A Event Channel Wizard is provided to help create Windows event forwarding subscriptions.
• A Classifier Reporting Database Migration Wizard has been added to migrate the data written to the Classifier Reporting Database by earlier releases of Classifier Reporting Service.
• The Configuration Guide has been updated to include information on filtering Classifier events when defining event forwarding subscriptions.
• A set of pre-defined XML Classifier event filters are provided.
• The Sample Event Generator program has been updated to use labels from your published Classification Configuration.
• All the SQL scripts have been upgraded in this release.

4.14 Classifier Reporting Service 1.1.0

• The Configuration Guide has been updated to include information about using Group Policy Objects to configure event forwarding, information on how to estimate the size of Classifier Reporting Database and information on how to create a Classifier Reporting Database by running SQL scripts.
• To improve performance of the Classifier Reporting console, SQL indexes have been added to the Classifier Reporting database.
• To improve the security of the Classifier Reporting database, SQL views have been added so that SELECT privilege does not have to be granted to Users to run the Classifier Reporting Console.
• Management Agent events: the events Configuration update succeeded and Configuration update failed are now recorded in the Classifier Reporting Database. The event ids of the Management Agent are stored in the Classifier Reporting Database as 12000 (Client monitoring) , 11002 (Configuration update succeeded) and 11003(Configuration update failed).
• The Event Log and AD services automatically writes diagnostic events to the Windows Event viewer.
• The following SQL scripts have been updated in this release.
  • 04 Create ApplicationNamesTable.sql
  • 05 Create uspStagingEmailEventsInsert.sql
  • 07 Create SystemEventsTables.sql
  • 08 Create EventGeneralDescriptionsTable.sql
  • 18 Create uspEmailEventsWorkingInsert.sql
  • 23 Create SettingsTable.sql
  • 24 Create Delete Working Events SP.sql
  • 31 Create uspWorkingKnownUsersInsert.sql
  • 35 Create Management Agent Tables.sql
  • 50 CreateViews.sql
  • 60 CreateIndices.sql
  • 61 Create uspReorganizeIndices.sql
  • 70 Create ClassifierRoles.sql
  • 81 Create Import Events Job.sql

5.   DOCUMENTATION

Reporting System Guide

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6.    FURTHER INFORMATION

6.1    Supported Applications

The following Classifier applications are supported in this release.

• Email and Office Classifier
  • Outlook
  • Word
  • Excel
  • PowerPoint
  • Project
  • Visio
• File Classifier
• Classifier Management Agent
• Notes Classifier
• CAD Classifier
• OWA Classifier 2010
• Sharepoint Classifier
• Box Classifier
• Classifier for Libre Office.

6.2    Unsupported Application Events

If new events are introduced by Classifier Applications that are upgraded after the Classifier Reporting Services is installed, the new events will be stored in the Classifier Reporting Database but will be not be processed and displayed in the Classifier Reporting Console until Boldon James issues an update to the Classifier Reporting Database.

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7.   CONTACT US

All contact with Boldon James regarding this product should be directed to:

Electronic mail	Phone/Fax	Postal address
boldonjames.support@helpsystems.com (support desk) bj-marketing@helpsystems.com (general enquiries) bj-sales@helpsystems.com (sales team)	Support: +44(0) 1270 507810 Fax.: +44(0) 1270 507801 Tel.: +44(0) 1270 507800 (general and sales enquiries)	Boldon James Ltd, 1 Westmere Court, Westmere Drive, Crewe, Cheshire, England CW1 6ZE

The support services available are as defined in the current support agreement.

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