RELEASE NOTE

CONTENTS

INTRODUCTION

SYSTEM REQUIREMENTS

INSTALLATION INSTRUCTIONS

FURTHER INFORMATION

DOCUMENTATION

COMPARISON WITH PREVIOUS RELEASES

CONTACT US

1.                INTRODUCTION

Boldon James SharePoint Classifier extends Microsoft SharePoint Server 2016, SharePoint Server 2019 and SharePoint Online Document Libraries to provide Classifier functionality. It is designed to interoperate with Boldon James Email Classifier and Office Classifier products, allowing labelling information from these products, to be propagated and displayed in SharePoint, whilst also providing SharePoint the ability to edit and display this information on unlabelled items. The labelling configuration is seamlessly retrieved from an organisation’s pre-configured overarching Classifier configuration.

The SharePoint Classifier Website for Clients is used by the SharePoint Classifier label dialog to access the information from a Classifier label configuration.

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2.                SYSTEM REQUIREMENTS

2.1       Software

·         Windows Server 2016 or Windows Server 2019

·         Web Server (IIS) configured with features detailed in the Installation Instructions section         

·         .NET 4.72 framework

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3.               INSTALLATION INSTRUCTIONS

The SharePoint Classifier Website for Clients is an IIS hosted web application which is installed into an existing IIS website.

3.1       Windows Server Component Pre-requisites and Recommendations

Before installing the SharePoint Classifier Website for Clients the following pre-requisites must be installed:

·         .Net Framework 4.5 feature

·         .Net Framework 4.5 feature ASP.NET

·         Web Server (IIS) role configured with the following additional features: Static Content, HTTP Errors, Static Compression, Dynamic Compression, IIS Management Console

The .Net Framework and Web Server (IIS) Roles can be installed using the instructions below:

·         Open Windows PowerShell

·         Run the following command
Install-WindowsFeature NET-Framework-45-Core, NET-Framework-45-ASPNET, Web-Static-Content, Web-Http-Errors, Web-Stat-Compression, Web-Dyn-Compression, Web-Mgmt-Console -restart

3.2       IIS Website Pre-requisites and Recommendations

SharePoint Classifier Website for Clients is installed into an existing IIS Website.

It is recommended that the SharePoint Classifier Website for Clients does not share a website with any other product and that a dedicated 64-bit IIS website are created for this product prior to installation.

An Application Pool called "SharePoint Classifier Clients Application Pool" is created when the product is installed. This Application Pool runs under the "Network Service" identity. This App Pool identity must have permissions to allow:

·         Reading from the location where the Classifier label configuration is published.

·         Writing to the Event Log to allow the creation of audit and diagnostic information.

3.3       Before Installation

Users must be logged on with administrator privileges.

3.4       Upgrading from Previous Versions

To upgrade from a previous version follow these simple steps:

·       Uninstall the old version.

·       Install the new version.

3.5       Installation – User Interface

Run "setup.exe" from the installation media to launch the Windows Installer. Follow the on screen instructions selecting the IIS Website that has been created for the SharePoint Classifier Website for Clients.

3.6       Installation – Command Line

Installation of SharePoint Classifier Website for Clients using the command line is not supported.

3.7       Uninstallation

Navigate to 'Control Panel' > 'Programs and Features'. The entry "Boldon James SharePoint Classifier Website for Clients" appears in the list of installed programs. Select it and click 'Uninstall'. Confirm this operation when prompted and the product will be removed.

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4.               FURTHER INFORMATION

4.1       Limitations

The quarantine list must be in the same site collection as the document libraries that are using it. Document libraries cannot use a quarantine list outside of their site collection. If a quarantine list outside of the site collection is used then quarantining will fail because the item cannot be moved to the quarantine list.

SharePoint document library items can be classified individually. It is not possible to classify multiple items at the same time using SharePoint Classifier. If multiple items need to be classified simultaneously, it is recommended that Boldon James Power Classifier for SharePoint be used.

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5.               DOCUMENTATION

Refer to the SharePoint Classifier Guide for configuring this product.

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6.                COMPARISON WITH PREVIOUS RELEASES

6.1       SharePoint Classifier Website for Clients 3.11.0

6.1.1    Functional Changes in version 3.11.0

·       Support for SharePoint 2019.

·       Support for SharePoint Modern Experience in document libraries.

·       Optional automatic enabling of SharePoint Classifier on new SharePoint sites and libraries.

·       Support for synchronising existing document library items with SharePoint Classifier views at a site collection and site level rather than just a document library level.

·       Optional quarantine for documents that fail Classifier mandatory rule checks.

6.1.2    Customer Support issues addressed in version 3.11.0

·       CSD 00003009 – Set selector values to display an alternate name in document library columns

·       CSD 00003009 – Set selector values to display an image value

·       CSD 00000315 – Have a mandatory selector rule on check-in.

6.2       SharePoint Classifier Website for Clients 3.10

6.2.1    Functional Changes in version 3.10

The first version of SharePoint Classifier.

6.2.2    Customer Support issues addressed in version 3.10

·       CSD 00006240 – Classifier settings option hangs with initializing message in customised environment.

·       CSD 00005916 – Unable to select a site on the SharePoint Classifier settings page.

·       CSD 00005168 – Unable to select a site on the SharePoint Classifier settings page.

·       CSD 00004934 – Unable to select a site on the SharePoint Classifier settings page.

·       CSD 00004237 – Unable to select a site on the SharePoint Classifier settings page.

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7.               CONTACT US

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

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

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