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

Creating or changing classification rules

The following procedure guides you through the process of creating or changing a classification rule with the File Server Resource Manager. Each rule sets the value for a single classification property.

Caution:

The simpler the rule, the more quickly Enterprise Vault classifies the matching items. Avoid overly complex rules, where possible.

To create or change a classification rule

  1. In the left pane of the File Server Resource Manager, expand the Classification Management container.
  2. Do one of the following:

    • To create a new rule, right-click the Classification Rules node and then click Create Classification Rule.

    • To change an existing rule, click the Classification Rules node and then double-click the rule.

    A dialog box appears in which you can set the properties of the rule.
  3. On the General tab, enter the following information:

    • Rule name. Type a name for the rule.

    • Enabled. This rule is only applied if the Enabled box is selected. To disable the rule, clear this box.

    • Description. Type an optional description for this rule.

  4. On the Scope tab, in the first box, select Enterprise Vault to specify that you want to include the Enterprise Vault classification cache folder.
  5. On the Classification tab, enter the following information:

    • In the Classification method section, choose the method with which you want to assign an Enterprise Vault classification property to items.

      Classification tab of Edit Classification Rule dialog box

      The classification methods that are listed are as follows:

      • Content Classifier. This method provides string and regular expression matching against the items.

      • Folder Classifier. This method does not work with the Enterprise Vault classification feature, so do not choose it.

      • Windows PowerShell Classifier. This method lets you write rules using PowerShell.

      • Veritas Information Classifier. This method provides string, regular expression, and word proximity matching against items.

        Note:

        We recommend that you use the Veritas Information Classifier method rather than the alternative classification methods, as it has been expressly designed to process rules in the most efficient way: Processing multiple rules in parallel, ordering rules by average execution time and, for rules that contain multiple clauses, evaluating the quickest clause first. The Veritas Information Classifier also lets you target particular parts of messages only, such as their subject lines, so there is no need to search across the entire contents of items. The consequence of all these enhancements is drastically to reduce the overall rule processing time.

        Veritas Information Classifier has an additional advantage over other, similar methods, such as Content Classifier: You can export a set of rules that use the Veritas Information Classifier method from a server that is running one language version of Windows, such as English, and import them without problem into a server that is running another language version, such as Japanese. This is not the case when you export and import rules that use the Content Classifier method.

      The list may also include third-party classification methods, if you have installed any.

    • In the Property section, choose the Enterprise Vault classification property to assign to items, and set the value of the property.

    • In the Parameters section, click Configure to specify the content for which the rule is to search. For example:

      Classification Parameters dialog box
    For classification rules that use the Veritas Information Classifier method, you can specify a range of name and value parameters.

  6. Click OK without selecting any of the options on the Evaluation Type tab. Enterprise Vault does not take account of the settings on this tab.