Enterprise Vault™ Classification using the Microsoft File Classification Infrastructure
- About this guide
- Getting started
- Setting up the classification properties
- Configuring your classification rules
- Defining and applying classification policies
- Running classification in test mode
- Publishing classification properties and rules across your site
- Using classification with smart partitions
- Appendix A. Enterprise Vault properties for use in classification rules
- Appendix B. PowerShell cmdlets for use with classification
- Appendix C. Monitoring and troubleshooting
Defining classification policies
Enterprise Vault comes with a default classification policy, which you can modify as necessary, but you can also define one or more custom policies. This may be a requirement if you want to implement different classification policies for different content sources. For example, your classification requirements for File System items may be different from those for Exchange mailbox items. Where this is the case, you can define a classification policy for each content source and then associate the two policies with different retention plans: one targeted at File System archives and the other targeted at Exchange mailbox archives.
The following procedure describes how to use the Administration Console to define a classification policy. However, you can also perform the same activity with PowerShell cmdlets.
To view and modify the properties of the default classification policy
- In the left pane of the Administration Console, expand your Enterprise Vault site.
- Expand the Policies container, and then expand the Retention & Classification container.
- Click the Classification container.
- In the right pane, right-click Default Classification Policy and then click Properties.
- Modify the settings, if necessary.
- Click OK to save any changes that you have made.
To define a custom classification policy
- In the left pane of the Administration Console, expand your Enterprise Vault site.
- Expand the Policies container, and then expand the Retention & Classification container.
- Right-click the Classification container, and then point to New and click Policy.
The New Classification Policy wizard appears.
- Follow the on-screen instructions.