Arctera Insight Information Governance Classification Guide

Last Published:
Product(s): Data Insight (7.2)
Platform: Windows

How Information Governance classifies content

The Information Governance classification feature operates in conjunction with Arctera Information Classifier to assign classification tags to the files which Information Governance monitors.

The interaction between Information Governance and Arctera Information Classifier happens over HTTPS.

Classification with Server Pool

Server Pool setup is supported for the following devices / Content Source:

  • Amazon S3

  • NetApp

  • NetApp Cluster file server

  • EMC Celera

  • EMC Isilon

  • EMC Unity filer

  • Hitachi NAS

  • Windows file server

  • Generic

  • OneDrive

  • SharePoint Online

Note:

In case of OneDrive and SharePoint Online server pool support, you need to configure DataInsightOneDrive service and DataInsightSharePointOnline service on all classification servers.

Classification with Cloud Sources

Classification is supported for the following cloud sources

  • Box

  • OneDrive

  • SharePoint Online

  • Amazon S3

Table: Overview of setting up classification describes the high-level steps that are involved when you classify files using Information Governance.

Table: Overview of setting up classification

Steps

Description

Install Classification Server.

Install the Classification Server and associate it to a Collector that is mapped to the data source whose content you want to classify.

If you are deploying a Classification Server pool and map the Collector node to the server pool instead of to single Classification Server, see Associating a Classification Server pool to a Collector in Arctera Insight Information Governance Administrator's Guide.

For information about installing Classification Server, see Installation Guide

For information about mapping a Classification Server to a Collector, see Assigning Classification Server to a Collector in Arctera Insight Information Governance Administrator's Guide.

In Arctera Information Classifier, configure policies, patterns, or tags. Enable or disable the policies, as required.

You can access Arctera Information Classifier from Settings > Classification > Policy Manager.

For information on how to configure policies, patterns, and tags, see the Arctera Information Classifier Online Help.

Configure classification from the Management Console.

See Configuring classification.

From Information Governance, initiate a request to classify files.

You can submit classification request from one of the following pages on the Information Governance Console:

  • Reports tab

    Note:

    You can only submit files for classification using the Information Governance Query Language (DQL) report. It is recommended that you use the DQL classification template to build the query.

  • Settings > Classification > Requests

  • Workspace tab

See Initiating classification.

Review and monitor the status of the files submitted for classification.

See Viewing classification status.

Review the classified information.

You can view the tags that are applied to the classified files.

The tags can be retrieved using the Information Governance Query Language (DQL) report, or can be viewed on the Workspace tab. You can filter the tags of your interest from the right-hand panel.

See Viewing classification tags.

(Optional) Send the classification tags to Enterprise Vault. These tags are used by Enterprise Vault when it indexes and archives the files.

To archive the files along with the tags, you must push the tags to Enterprise Vault from Information Governance.

See Pushing classification tags while archiving files into Arctera Enterprise Vault.

You can review the tags applied to the files archived in Enterprise Vault, from Enterprise Vault console.

For more information about how to view the tags, see the Enterprise Vault documentation.