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
Points to note on setting retention categories
The following are some important points to note when you use the classification feature to set the retention categories of items:
Suppose that you configure a retention category to prevent users from manually deleting items to which the category is assigned. Or you configure the retention category to prevent the automatic deletion of expired items with this category.
If the classification feature assigns this retention category to an item when a user tries to delete it or Enterprise Vault tries to expire it, the action is blocked.
By default, Enterprise Vault updates the retention categories of archived items when users perform actions that cause the retention categories to change. For example, users may move archived items between folders to which you have applied different retention categories, or change the retention categories of items in Enterprise Vault Search, if permitted. Both actions can cause the retention categories of the items to change, potentially overriding the retention categories that the classification feature has set. However, you can choose to prevent user actions from updating retention categories when you define a classification policy.
If you do not use the classification policy to prevent user actions from updating retention categories, the updates proceed subject to the options that you choose on the Archive Settings tab of the Site Properties dialog box.
If an application such as Discovery Accelerator has placed an item on legal hold, Enterprise Vault does not submit the item for classification when a user tries to delete it or Enterprise Vault tries to expire it. In consequence, the classification feature cannot update the retention categories of such items. However, the classification feature can update the retention categories of such items when it indexes and archives them.
When the classification feature classifies an item that Enterprise Vault has archived to a WORM storage device, it may apply a new retention category that changes the item's expiry date. In this case, Enterprise Vault expires the item on the later of the two dates.
For example, if the classification feature applies a retention category that sets a later expiry date, it is this new, later date that Enterprise Vault honors. On the other hand, if the new retention category sets an earlier expiry date, it is the original, later date that Enterprise Vault honors.