Enterprise Vault™ Classification using the Microsoft File Classification Infrastructure
- About this guide
- Getting started
- How Enterprise Vault caches the items that it submits for classification
- Setting up the classification properties
- Configuring your classification rules
- Defining and applying classification policies
- Running classification in test mode
- Publishing classification properties and rules across your site
- Using classification with smart partitions
- Appendix A. Enterprise Vault properties for use in classification rules
- Appendix B. PowerShell cmdlets for use with classification
- Appendix C. Monitoring and troubleshooting
The Enterprise Vault classification feature works in combination with Microsoft's File Classification Infrastructure to assign classification values to the metadata properties of all new and existing archived content. The File Classification Infrastructure is a classification framework that is built into recent Windows Server editions. You control the File Classification Infrastructure through the File Server Resource Manager interface.
The File Server Resource Manager provides the means to define the classification rules that specify what you want to search for, and the property values that you want to assign to any matching items. For example, a rule may search for items whose contents include a credit card number and assign a property value of "PII" (for "personally identifiable information") to any that do.
After the classification feature has applied the classification property values to items, users of applications like Enterprise Vault Search, Compliance Accelerator, and Discovery Accelerator can use the values to filter items when they conduct searches and reviews.
Enterprise Vault comes with a set of example classification rules, which you can use as a starting point to create your own set of rules. Most of the example rules search for strings and regular expression patterns in items. For more advanced functionality, you can integrate third-party classification providers into the File Classification Infrastructure.
The example rules are for test purposes only and may not deliver the required results in a production environment.
Send items for classification and tag them with the results at the same time that Enterprise Vault indexes and archives them. This is also the case if you perform an index rebuild of an archive or index volume, which causes Enterprise Vault to reclassify the associated items. (This process does not affect users, as the old index volumes remain searchable during the rebuild.)
Update the retention category of items when users manually delete them or Enterprise Vault automatically expires them - or optionally when Enterprise Vault indexes and archives the items.
After you have chosen the required policy options, you associate the classification policy with a retention plan and then apply the plan to one or more Enterprise Vault archives.
Before you put your classification infrastructure into effect, you can identify and resolve any issues with it by running it in test mode. Classification does still occur in test mode, but Enterprise Vault writes the classification properties, their values, and any resulting retention changes to a report rather applying the changes to the archived items.