Enterprise Vault™ Classification using the Microsoft File Classification Infrastructure

Last Published:
Product(s): Enterprise Vault (14.3)
  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

Applying retention plans to your Enterprise Vault archives

After you have defined a classification policy and associated it with a retention plan, you can apply the plan to one or more archives. The Administration Console provides many different ways to do this, as you can associate a retention plan with any of the following features:

  • An Exchange, Domino, or IMAP provisioning group

  • An Exchange journal archive, Domino journal archive, or SMTP archive

  • An FSA volume or folder policy

  • A public folder target

  • A SharePoint target or site collection

  • Mailboxes that you manually enable for archiving by running the Enable Mailbox wizard

The documentation for each of these features describes how to apply a retention plan to it. You can also apply a retention plan to a selected archive with the PowerShell cmdlet Set-EVArchive. See the PowerShell Cmdlets guide for more information.

After you have associated the retention plan with the required feature, you must run the appropriate archiving task to apply it to the target archives. For instance, this is the Client Access Provisioning task in the case of an IMAP provisioning group or the SharePoint Archiving task in the case of a SharePoint site collection.

As an example, the following procedure describes how to choose a retention plan when you set up a new Exchange provisioning group.

To associate a retention plan with an Exchange provisioning group

  1. In the left pane of the Administration Console, expand the hierarchy until the Targets container is visible.
  2. Expand the Exchange domain.
  3. Right-click the Provisioning Groups container, and then point to New and click Provisioning Group.

    The New Provisioning Group wizard appears.

  4. Work though the wizard until you reach the page that prompts you for the required retention category or retention plan.

    New Provisioning Group wizard
  5. Click Select to open the Retention Selection dialog box.

    Retention Selection dialog box
  6. Select the required retention plan, or click New to create a new one.
  7. Work through the remaining pages of the wizard.
  8. Run the Exchange Provisioning task to apply the retention plan to the target archives.
  9. Synchronize the mailboxes. To do this, open the properties dialog box for the Exchange Mailbox Archiving task and then, on the Synchronization tab, click Synchronize.