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Upload: Manually upload classification data for one or more classification dimensions. JSON, CSV, TSV, and TAB files are supported. Uploading a valid file shows a table preview of data to classify.

• File encoding: Select the correct file encoding using this drop-down. Valid options include UTF-8 and Latin1.
• List delimiter: Select the correct list delimiter. If using a downloaded file or template file, make sure that the List delimiter here matches the List delimiter when the file was downloaded.
• Apply: Save the uploaded classification data to the classification set.

Download: Download key values and their classification columns.

• Rows: The maximum number of rows to include in the download file.

• Download rows received between: A calendar date picker that allows you to filter key values by when they appear in reporting. If a key value was not collected in this date range, it does not appear in the downloaded file.

• Data returned: A drop-down list that lets you filter key values included in the downloaded file based on their associated classification data.

  • All classified values: Includes rows where classification data is included in at least one column.
  • All unclassified values: Includes rows where classification data is missing in at least one column.

• File format: A drop-down list that determines the file format that the download file is in. Options include JSON, Comma separated values, and Excel tab separated values.

• File encoding: A drop-down list that determines the file encoding. Options include UTF-8 and Latin1. UTF-8 is recommended.

Template: Download a template file. This file is similar to the Download button, except it does not contain any classification data or key values.

• File format: A drop-down list that determines the file format that the template file is in. Options include Comma separated values, and Excel tab separated values.
• File encoding: A drop-down list that determines the file encoding. Options include UTF-8 and Latin1. UTF-8 is recommended.
• List delimiters: A drop-down list that determines the list delimiter separating classification columns on each row.

Job history: A shortcut link that takes you to the Job manager, showing jobs only for this classification set.

Automate: Automatically ingest data from external storage locations.

• Location account: A drop-down list showing existing location accounts that your organization has configured. If your organization hasn’t already configured a location account, you can configure one by selecting Create a new account.

  For information about configuring the location account, see Configure cloud import and export accounts.

• Location: A drop-down list showing existing locations that your organization has configured. If your organization hasn’t already configured a location, you can configure one by selecting Create a new location.

  For information about configuring a location, see Configure cloud import and export locations.

• Delimiter: The column delimiter for uploaded files. Options include Comma, Semicolon, Colon, Vertical bar, Space, Forward slash, Backward slash, Dash, or Underscore.

• Encoding: A drop-down list that determines the file encoding. Options include UTF-8 and Latin1. UTF-8 is recommended.