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

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.

    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 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.