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
How classification property values and retention categories interact
You have configured the classification policy to set the retention category of items.
The classification property value that the rule assigns to the item matches the name of an existing retention category. For example, if both the property value and the retention category are named "Financial", this is the retention category that Enterprise Vault tries to assign when it classifies the item.
For instructions on how to create retention categories, see the Administrator's Guide.
An item may sometimes match several classification rules, all of which are competing to assign a retention category to it. Where this is the case, the classification feature selects the winning retention category as follows:
If you use retention categories to mark items as records, for the purposes of implementing Capstone or an equivalent records management system, then those retention categories that mark items as records take precedence over those that do not. Retention categories that mark items as permanent records take precedence over those that mark them as temporary records, and these take precedence over retention categories that mark items as any other type of record.
For more information on using Enterprise Vault for records management, see the Administrator's Guide.
If the competing retention categories want to retain the item for exactly the same duration, the winner is the retention category that you created first. For example, suppose that the retention categories "Customer Accounts" and "Legal" both have a retention period of five years. If you created the "Customer Accounts" category before you created the "Legal" category, a rule that assigns the "Customer Accounts" category overrides one that assigns the "Legal" category.
If the durations vary, the default behavior is to assign the retention category that retains the item for the longest duration. For example, a retention category that retains items for 7 years normally overrides one that retains them for 5 years. However, you can change this behavior if you prefer to assign the retention category with the shortest duration.
To configure a classification policy to assign the retention category with the shortest duration
- In the left pane of the Administration Console, expand your Enterprise Vault site.
- Expand the Policies container, and then expand the Retention & Classification container.
- Click the Classification container.
- In the right pane, right-click the classification policy that you want to modify, and then click Properties.
- On the Advanced tab, set the Retention category selection option to Shortest.