Configure a classification schema

As a member of the default Administrator role or a custom role that includes the Organization website privilege, you can assign your organization a classification schema that allows your members to classify items based on their level of sensitivity. Item classification helps organization members understand the extent of security and safeguarding an item warrants and can play a crucial role in protecting confidential and proprietary information. The following are examples of when item classification is useful:

• Government agencies can classify sensitive items that, by law or regulation, can only be accessed by individuals with proper security clearance and incur criminal penalties if mishandled.
• Corporations and nongovernment organizations can classify items to protect trade secrets or conform with laws and regulations governing various situations such as privacy, legal proceedings, and the timing of financial information releases.

Assigning a classification schema to your organization requires a valid classification schema outlined in a JSON file. You can create a classification schema or download a sample schema from the ArcGIS/Classification GitHub repository. Once you have a classification schema JSON file, you can assign the classification schema through the portal website.

Assign a classification schema

To assign a classification schema to your organization, complete the following steps:

1. Verify that you are signed in as a member of the default Administrator role or a custom role that includes the Organization website privilege.
2. At the top of the site, click Organization and click the Settings tab.
3. Click Items.
4. Under Item classification, click Assign schema.
5. Click Choose File and find the classification schema JSON file on your computer.
6. Select the file and click Open.

   A check box appears.

7. Check the check box to acknowledge you understand that once the classification schema is assigned, your organization members must classify all new items they add to the portal.
8. Click Assign.

Update the classification schema

To update the classification schema assigned to your organization, you must use a JSON file that outlines the updated schema.

To update your organization's classification schema once you have an updated classification schema JSON file, complete the following steps:

1. Verify that you are signed in as a member of the default Administrator role or a custom role that includes the Organization website privilege.
2. At the top of the site, click Organization and click the Settings tab.
3. Click Items.
4. Under Update or remove assigned classifications, click Update schema.
5. Click Choose File and find the updated classification schema JSON file on your computer.
6. Select the file and click Open.

   A check box appears.

7. Check the check box to acknowledge you understand that once the updated classification schema is assigned, your organization members must classify all new items they add to the portal.
8. Click Assign.

Remove the classification schema

When you remove the classification schema assigned to your organization, your organization members cannot classify items, and the classification assigned to an item no longer appear on its item page.

To remove your organization's classification schema, complete the following steps:

1. Verify that you are signed in as a member of the default Administrator role or a custom role that includes the Organization website privilege.
2. At the top of the site, click Organization and click the Settings tab.
3. Click Items.
4. Under Update or remove assigned classifications, click Remove schema.
5. Click Remove.