Enterprise Vault™ Classification using the Microsoft File Classification Infrastructure

Last Published:
Product(s): Enterprise Vault (12.3)
  1. About this guide
    1. Introducing this guide
      1.  
        Relationship between FCI classification and other classification methods
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Getting started
    1.  
      About classification
    2.  
      Overview of the procedure for setting up classification
    3.  
      Prerequisites for classification
    4.  
      Roles-based administration (RBA) and the classification feature
    5. How Enterprise Vault caches the items that it submits for classification
      1.  
        Limits on the size of classification files
      2.  
        Checking the cache location on the Enterprise Vault storage servers
      3.  
        Configuring Enterprise Vault to keep the classification files in the cache folder
  3. Setting up the classification properties
    1.  
      About the Enterprise Vault classification properties
    2.  
      Setting up the Enterprise Vault classification properties manually
    3.  
      Checking the Folder Usage classification property
    4.  
      How classification property values and retention categories interact
    5.  
      Setting up new values for the Enterprise Vault classification properties
    6.  
      Points to note on setting retention categories
  4. Configuring your classification rules
    1.  
      About classification rules
    2.  
      About the example classification rules
    3.  
      Importing the example rule set
    4.  
      Creating or changing classification rules
    5.  
      Supported configuration parameters for rules that use the Veritas Information Classifier method
  5. Defining and applying classification policies
    1.  
      About classification policies
    2.  
      Defining classification policies
    3.  
      About the PowerShell cmdlets for working with classification policies
    4.  
      Associating classification policies with retention plans
    5.  
      About the PowerShell cmdlets for working with retention plans
    6.  
      Applying retention plans to your Enterprise Vault archives
  6. Running classification in test mode
    1.  
      About classification test mode
    2.  
      Implementing classification test mode
    3.  
      About the PowerShell cmdlets for running classification in test mode
    4.  
      Understanding the classification test mode reports
  7. Publishing classification properties and rules across your site
    1.  
      How to publish the classification properties and rules
  8. Using classification with smart partitions
    1.  
      About smart partitions
    2.  
      How Enterprise Vault determines whether to archive an item to a smart partition
    3.  
      Setting up smart partitions
    4.  
      Verifying that Enterprise Vault has archived items to smart partitions
  9. Appendix A. Enterprise Vault properties for use in classification rules
    1.  
      About the Enterprise Vault properties
    2.  
      System properties
    3.  
      Attachment properties
    4.  
      Custom Enterprise Vault properties
    5.  
      Custom Enterprise Vault properties for File System Archiving items
    6.  
      Custom Enterprise Vault properties for SharePoint items
    7.  
      Custom Enterprise Vault properties for Compliance Accelerator-processed items
    8.  
      Custom properties for use by policy management software
    9.  
      Custom properties for Enterprise Vault SMTP Archiving
  10. Appendix B. PowerShell cmdlets for use with classification
    1.  
      About the classification cmdlets
    2.  
      Disable-EVClassification
    3.  
      Get-EVClassificationFCITags
    4.  
      Get-EVClassificationPolicy
    5.  
      Get-EVClassificationStatus
    6.  
      Get-EVClassificationTestMode
    7.  
      Import-EVClassificationFCIRules
    8.  
      New-EVClassificationPolicy
    9.  
      Publish-EVClassificationFCIRules
    10.  
      Remove-EVClassificationPolicy
    11.  
      Set-EVClassificationPolicy
    12.  
      Set-EVClassificationTestMode
  11. Appendix C. Monitoring and troubleshooting
    1.  
      Auditing
    2.  
      Checking the classification performance counters
    3.  
      Troubleshooting classification

How classification property values and retention categories interact

If both of the following conditions apply, Enterprise Vault updates the retention category of an item when the item matches a classification rule:

  • 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

  1. In the left pane of the Administration Console, expand your Enterprise Vault site.
  2. Expand the Policies container, and then expand the Retention & Classification container.
  3. Click the Classification container.
  4. In the right pane, right-click the classification policy that you want to modify, and then click Properties.
  5. On the Advanced tab, set the Retention category selection option to Shortest.
    Advanced tab of the Classification Policy Properties dialog box