Veritas Enterprise Vault™ Classification using the Veritas Information Classifier

Last Published:
Product(s): Enterprise Vault (12.2)
  1. About this guide
    1. Introducing this guide
      1.  
        Relationship between the Veritas Information Classifier and other classification methods
    2.  
      What's in this guide
    3. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Preparing Enterprise Vault for classification
    1.  
      About the preparatory steps
    2.  
      What you need
    3.  
      Checking the cache location on the Enterprise Vault storage servers
    4.  
      Setting up the Data Access account
    5.  
      Enabling the Veritas Information Classifier on all Enterprise Vault servers
    6.  
      Configuring the Veritas Information Classifier for secure client connections
  3. Setting up Veritas Information Classifier policies
    1.  
      Introducing the Veritas Information Classifier
    2.  
      Opening the Veritas Information Classifier
    3.  
      Finding your way around
    4. About policies
      1.  
        Creating or editing policies
      2.  
        About policy conditions
      3.  
        Enabling or disabling policies
      4.  
        Resetting policies
      5.  
        Deleting policies
    5. About patterns
      1.  
        Creating or editing patterns
      2.  
        Deleting patterns
    6. About tags
      1.  
        Creating or editing tags
      2.  
        About the Enterprise Vault index properties
      3.  
        How classification property values and retention categories interact
      4.  
        Points to note on setting retention categories
      5.  
        Deleting tags
  4. Defining and applying Enterprise Vault classification policies
    1.  
      About Enterprise Vault classification policies
    2. Defining classification policies
      1.  
        Configuring classification policies to assign retention categories with the shortest duration
    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
  5. 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
  6. Appendix A. Enterprise Vault properties for use in custom field searches
    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
  7. Appendix B. PowerShell cmdlets for use with classification
    1.  
      About the classification cmdlets
    2.  
      Disable-EVClassification
    3.  
      Get-EVClassificationPolicy
    4.  
      Get-EVClassificationStatus
    5.  
      Get-EVClassificationTestMode
    6.  
      Get-EVClassificationVICTags
    7.  
      Initialize-EVClassificationVIC
    8.  
      New-EVClassificationPolicy
    9.  
      Remove-EVClassificationPolicy
    10.  
      Set-EVClassificationPolicy
    11.  
      Set-EVClassificationTestMode
  8. Appendix C. Classification cache folder
    1.  
      How Enterprise Vault caches the items that it submits for classification
    2.  
      Limits on the size of classification files
    3.  
      Configuring Enterprise Vault to keep the classification files in the cache folder
  9. Appendix D. Migrating from FCI classification to the Veritas Information Classifier
    1.  
      Converting FCI classification rules for use with the Veritas Information Classifier
  10. Appendix E. Monitoring and troubleshooting
    1.  
      Auditing
    2.  
      Checking the classification performance counters
    3.  
      Troubleshooting classification
    4.  
      Searching archives for items that the Veritas Information Classifier has classified

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 the automatic deletion or user deletion of items to which the category is assigned.

    Retention Category Properties dialog box

    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 they may 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. To stop this, select the option Prevent user actions from updating retention categories when you define an Enterprise Vault classification policy.

    If you do not use the Enterprise Vault 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.