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
Overview of the procedure for setting up classification
Table: Steps in the setup procedure lists a series of steps with which you can set up classification with Enterprise Vault.
Table: Steps in the setup procedure
Ensure that the Enterprise Vault storage servers in your site meet the requirements for classification.
Check that a suitable cache location exists on each Enterprise Vault storage server.
Familiarize yourself with the metadata properties of items in which Enterprise Vault stores classification values.
Ensure that the built-in Folder Usage classification property is correctly set.
Set up the required classification property values.
Define the required classification rules.
Configure one or more classification policies.
Assign the classification policies to your archives by associating the policies with retention plans.
Verify the classification rules by running them in test mode.
Publish the classification properties and rules to other Enterprise Vault storage servers.
Consider setting up smart partitions so that you can archive different items to different partitions, depending on how Enterprise Vault has classified the items.