Enterprise Vault™ Classification using the Microsoft File Classification Infrastructure

Last Published:
Product(s): Enterprise Vault (12.4)
  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

Introducing this guide

This guide describes the classification feature that first appeared in Enterprise Vault 12. This feature uses the File Classification Infrastructure (FCI) that is built into recent Windows Server editions to assign classification values to all new and existing archived content. After the classification feature has assigned the required values to items, users of applications such as Enterprise Vault Search, Compliance Accelerator, and Discovery Accelerator can use them to filter the items when they conduct searches and reviews.

The classification feature can also control the retention of items by applying specific retention categories to them. When users manually delete items or Enterprise Vault automatically expires them, the items can be reclassified to ensure that they are still safe to delete.

Table: Contents of this guide summarizes the contents of this guide.

Table: Contents of this guide

Chapter

Function

1

Introduces this guide and describes how to obtain more information about Enterprise Vault.

2

Gives an overview of the classification feature and the procedure for setting it up.

See About classification.

3

Leads you through the process of setting up the classification properties in which Enterprise Vault stores a classification value for each item.

See About the Enterprise Vault classification properties.

4

Explains how to configure rules for defining the criteria that an item must match to be awarded a specific classification value.

See About classification rules.

5

Describes how to define policies that specify the range of classification features that you want to implement. The chapter also describes how to associate these policies with one or more retention plans, which you can apply to the Enterprise Vault archives in which classification is to occur.

See About classification policies.

6

Outlines how to test the classification feature before you put it into effect.

See About classification test mode.

7

Shows you how to publish the required classification settings throughout your Enterprise Vault site.

See How to publish the classification properties and rules.

8

Describes how to archive different items to different smart partitions, depending on how Enterprise Vault has classified the items.

See About smart partitions.

This guide assumes that you are familiar with a number of Enterprise Vault features, including the Administration Console and PowerShell Management Shell, and with Microsoft technologies such as the File Server Resource Manager.