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Custom Categories

Create custom categories for websites that might not be covered under one of the web filter categories or for multiple websites that may belong to different web categories. Custom Categories that you create can be website exceptions that you may want to block or allow that are different than your Web Categories or Exception Lists.

Create as many custom categories as you need and block or allow them within your web filter. See Web Filters for more details.

To create a custom category

  1. Click Content Filtering from the Main Menu and then click Filters from its sub-menu.

  2. Click CUSTOM CATEGORY at the top of the screen. The Custom Category screen appears.

    Custom Category Screen
  3. Type the name of the category in the Enter category name text field.

  4. Click Create Custom Category + to add the category. The edit page appears.

Add as many URLs as you need.

To add a URL to a custom category

  1. Click Content Filtering from the Main Menu and then click Filters from its sub-menu.

  2. Click CUSTOM CATEGORY at the top of the screen. The Custom Category screen appears.

    Custom Category Screen - Edit Icon
  3. Locate the custom category to which you want to add the URL, and click the Edit Icon icon. The Edit screen appears.

    Custom Category Edit Screen - Add Note
  4. Type the URL you want to add in the Enter URL text box. You are given the option to add a note to this URL entry.

  5. Click Add to Category + to add the URL. The site appears in the listing. If you added a note, it appears to the right of the URL entry.

Warning

Deleting the last URL from a custom category also deletes the category.

To delete a URL from a custom category

  1. Click Content Filtering from the Main Menu and then click Filters from its sub-menu.

  2. Click CUSTOM CATEGORY at the top of the screen. The Custom Category screen appears.

    Custom Category Screen - Edit Icon
  3. Locate the custom category that contains the URL you want to delete, and click the Edit Icon icon. The Edit screen appears.

    Custom Category Edit Screen - Delete Icon
  4. Locate the URL you want to delete and click the Delete Icon icon. A confirmation prompt appears.

  5. Click OK to delete the URL. The URL is removed.

Modify a custom category as needed.

To modify a custom category

  1. Click Content Filtering from the Main Menu and then click Filters from its sub-menu.

  2. Click CUSTOM CATEGORY at the top of the screen. The Custom Category screen appears.

    Custom Category Screen - Edit Icon
  3. Locate the name of the category you want to modify, and click the Edit Icon icon to the right of the category name. The Edit screen appears.

    Custom Category Edit Screen
  4. Make the necessary changes to the category.

Export custom categories to a .csv file to keep for your records.

To export custom categories

  1. Click Content Filtering from the Main Menu and then click Filters from its sub-menu.

  2. Click CUSTOM CATEGORIES at the top of the screen. The Custom Categories screen appears.

    Custom Category Screen - Export Button
  3. Click the Export button to export the file. The file appears in the upper right-hand corner of your screen in your spreadsheet program. Click it to open and save it.

The following is an image showing an example of exported custom categories.

Custom Categories Export Sample File

Import custom categories from an Excel or .csv file.

To import custom categories

  1. Click Content Filtering from the Main Menu and then click Filters from its sub-menu.

  2. Click CUSTOM CATEGORIES at the top of the screen. The Custom Categories screen appears.

    Custom Category Screen - Import Button
  3. Click the Import button to import the file. The Open dialog opens.

  4. Navigate to the desired folder, select the file, and click Open. The categories are imported and appear at the bottom of the custom categories.

If you are importing custom categories from an Excel file, ensure that the Excel file appears as in the image below

Custom Categories Export Sample File

In the spreadsheet, the name of the custom category should be added to Column A. The first website domain is added to Column B and the third website domain is added to Column C. Also note that each new custom category list appears in a separate row.

If you are importing custom categories from a .csv file (for example, Notepad), ensure that the text file appears as in the image below.

Custom Categories Import Sample File

In the text file, the first entry is the custom category name, followed by a comma and then followed by the first domain without any spaces. After the domains for this category are added, return to the next line to start a new custom category list. When finished, save as a .CSV (comma-separated values) file.

Search for URLs in a custom category.

To search for URLs

  1. Click Content Filtering from the Main Menu and then click Filters from its sub-menu.

  2. Click CUSTOM CATEGORY at the top of the screen. The Custom Category screen appears.

    Custom Category Screen - Edit Icon
  3. Locate the name of the category you want to search, and click the Edit Icon icon to the right of the category name. The Edit screen appears.

    Custom Category Edit Screen - Search Box
  4. Type the URL in the Search URLs box. The URL appears as you type.

Delete custom categories when you no longer need them.

To delete a custom category

  1. Click Content Filtering from the Main Menu and then click Filters from its sub-menu.

  2. Click CUSTOM CATEGORY at the top of the screen. The Custom Category screen appears.

    Custom Category Screen - Delete Icon
  3. Locate the category that you want to delete, and click the Delete Icon icon to the right of the category. A confirmation prompt appears.

  4. Click OK to delete the category. The category is removed.