Veritas Enterprise Vault™ Classification using the Microsoft File Classification Infrastructure

To create or change a classification rule

1. In the left pane of the File Server Resource Manager, expand the Classification Management container.

2. Do one of the following:

   • To create a new rule, right-click the Classification Rules node and then click Create Classification Rule.

   • To change an existing rule, click the Classification Rules node and then double-click the rule.

   A dialog box appears in which you can set the properties of the rule.

3. On the General tab, enter the following information:

   • Rule name. Type a name for the rule.

   • Enabled. This rule is only applied if the Enabled box is selected. To disable the rule, clear this box.

   • Description. Type an optional description for this rule.

4. On the Scope tab, in the first box, select Enterprise Vault to specify that you want to include the Enterprise Vault classification cache folder.

5. On the Classification tab, enter the following information:

   • In the Classification method section, choose the method with which you want to assign an Enterprise Vault classification property to items.

     

     The classification methods that are listed are as follows:

     • Content Classifier. This method provides string and regular expression matching against the items.

     • Folder Classifier. This method does not work with the Enterprise Vault classification feature, so do not choose it.

     • Windows PowerShell Classifier. This method lets you write rules using PowerShell.

     • Veritas Information Classifier. This method provides string, regular expression, and word proximity matching against items.

       Note:

       We recommend that you use the Veritas Information Classifier method rather than the alternative classification methods, as it has been expressly designed to process rules in the most efficient way: Processing multiple rules in parallel, ordering rules by average execution time and, for rules that contain multiple clauses, evaluating the quickest clause first. The Veritas Information Classifier also lets you target particular parts of messages only, such as their subject lines, so there is no need to search across the entire contents of items. The consequence of all these enhancements is drastically to reduce the overall rule processing time.

       Veritas Information Classifier has an additional advantage over other, similar methods, such as Content Classifier: You can export a set of rules that use the Veritas Information Classifier method from a server that is running one language version of Windows, such as English, and import them without problem into a server that is running another language version, such as Japanese. This is not the case when you export and import rules that use the Content Classifier method.

     The list may also include third-party classification methods, if you have installed any.

   • In the Property section, choose the Enterprise Vault classification property to assign to items, and set the value of the property.

   • In the Parameters section, click Configure to specify the content for which the rule is to search. For example:

     
   For classification rules that use the Veritas Information Classifier method, you can specify a range of name and value parameters.

6. Click OK without selecting any of the options on the Evaluation Type tab. Enterprise Vault does not take account of the settings on this tab.