# Tagging Files in File Storage Optimization

Applies to: File system servers

At the data source level, you can tag groups of files or individual files. Use tagging to classify files according to your business needs and to filter files during reviews.

## Procedure

1. From the Command Center navigation pane, go to Comply > Risk Analysis.

2. Click File storage optimization.

   The File storage optimization page appears.

3. On the Server tab, next to the server name, click the down arrow .

   The data sources for the server appear.

4. In the Data source name column, click the data source.

   The data source dashboard page appears.

5. Select the files that you want to tag:

   - To tag a group of files, use a dashboard to give you the best view of the files:

     1. From the dashboard list, select a dashboard.

        For example, to tag duplicate files, select the File duplicates dashboard.

     2. Use the dashboard tiles to filter the files.

        For example, to only tag larger files, in the Size tile, select the Above 5 GB check box.

   - To select from a list of individual files, on the Review tab, select the files that you want to tag.

     If the data source is a NetApp filer with monitoring enabled, file monitoring information is available in the right-hand pane.

6. In the upper-right corner of the page, click Tag documents.

   The Tag dialog box appears and lists the number of files and folders that will be tagged.

7. Select the tags.

8. In the Request name field, enter a name for the review request.

9. In the Reviewers list, enter the name of a user and then select the user(s) who will review the request.

10. In the Approvers list, enter the name of a user and then select the user(s) who will approve the request.

    The users who you add as reviewers and approvers receive an email with instructions about how to review and approve items in the request. The request must be reviewed and approved before the files are tagged.

11. Click Submit.

## Results

A job runs to apply the tags to the files. After a file is processed, the tags applied to the file are visible on the Size Distribution dashboard and on the data source Review page in the Tags pane and as a facet.

## Related Topics

- Tag Manager

- Request Manager

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