panagenda iDNA Applications uses a proven algorithm to categorize all databases in the environment into the following categories (see Definitions for details):

1. User Mail database(identified by a person document pointing to the instance)
2. Mail-In database(identified by a non-system mail-in document …)
3. System database(identified via well-known file or template name)
4. mail.box database(identified from Domino server configuration settings)
5. Directory(identified from Domino server configuration/used template)
6. Orphaned User Mail(user mail files no longer associated with a person document)
7. Application databases(all remaining not categorized into cat 1-6)

All further analysis in iDNA Application is based on this categorization.

There might be certain use cases in which, for example, a database was categorized as System database, but it would be more appropriate to treat it as Mail-In database in your environment. For such cases, iDNA Applications provides the option to recategorize databases based on custom rules. Starting from...

1) Configuration View: "Settings > Database Recategorization Rules"

Follow these steps if you need to recategorize databases:

1. Select Database Recategorization Rules from the Settings menu
   
   
   
2. Click on the Create New Rule button
   
   
   
3. Recategorization Rule Settings:
   You have the option to apply rules for single or sets of databases based on filtering by Replica ID, Template, or File Path. The filtering string can either be entered as search expression or Regex (Regular Expression).
   
   

Name: Please name your rule in a meaningful way

Filter: Select one of the following options from the Filter drop down menu:

1. • Replica ID
   • Template (Inherits From)
   • File Path

for Search Expression/Regex:  Enter a search expression or regex for your filter  - the field recognizes Regex automatically.

and recategorize as: Please select a category (for details, please refer to Definitions)

Test Rule: Clicking on this button will list you all databases that match your rule.

Save Rule: Hit this button if "Test Rule" displayed the expected results in order to save the rule. 

2) "Catalog > Databases" view

If you identify a database in the Catalog > Databases view that is not categorized according to your requirements, just right click on the corresponding database and select "Assign new DB type..." > 

• "...based on Replica ID"
• "...based on Template"
• "...based on File Name"

You will be redirected directly to the configuration view (DB Recategorization Rules) with all data pre-filled in the respective fields. You only have to specify the Name of the rule before you can save it.

If you want to modify the pre-filled fields, you will find all you need to know in this section: