How to use Veritas Alta eDiscovery/Veritas Information Classifier to modify the retention on items.

Article: 100043858
Last Published: 2023-04-13
Ratings: 1 0
Product(s): Veritas Alta eDiscovery

Description

Veritas Information Classifier (VIC) is now available in Alta Archiving and can be used within Veritas Alta eDiscovery to modify the retention for items that have a classification tag.  

Note: VIC is a secondary service that can be enabled for an additional fee. As of the March 2022 release of Ata Archiving VIC can assign retention directly from the Tag configuration.  

Once VIC is enabled and configured there is a wide range of pre-defined, or manually created policies, that can be enabled to classify incoming items.  This document will demonstrate how to use those tags to modify retention of the items.     

To configure in VIC perform the following.

1. Open VIC by clicking on Classification in the Alta Archiving Admin Console. 

2. Click on Tags, select a tag name by checking the box, and choose Edit.  

3. Select the appropriate Retention Category (synced with Managed Tags) and Save.

From this point forward any new items classified with this VIC Tag will be assigned the specified Retention Category. 

 

For items archived prior to the March 2022 release

1. Login to Veritas Alta eDiscovery using a Discovery Admin account that has the Monitor All Accounts privilege.  

2. Click on Investigations.

3. Expand Managed Accounts and click on New Search.

4. Within Advanced Search select the criteria for the search.  The criteria should contain Classified As and the name of the classification tag along with any other search criteria.  

5. When the search results return select the option to Tag all emails. 

6. In the Add Tag window click the Select Retention Tag option and the appropriate tag name and then Tag.

Note: Retention tags are created and managed by an Alta Archiving Administrator through the Admin portal. 

The tagged items should now be displayed under the Retention Tags section within Investigations.

Note: This process is a manual process and the search can be saved in order to run the search more quickly.  

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