Enterprise Vault™ Classification using the Microsoft File Classification Infrastructure

Last Published:
Product(s): Enterprise Vault (12.5)
  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

About classification

The Enterprise Vault classification feature works in combination with Microsoft's File Classification Infrastructure to assign classification values to the metadata properties of all new and existing archived content. The File Classification Infrastructure is a classification framework that is built into recent Windows Server editions. You control the File Classification Infrastructure through the File Server Resource Manager interface.

Rules

The File Server Resource Manager provides the means to define the classification rules that specify what you want to search for, and the property values that you want to assign to any matching items. For example, a rule may search for items whose contents include a credit card number and assign a property value of "PII" (for "personally identifiable information") to any that do.

After the classification feature has applied the classification property values to items, users of applications like Enterprise Vault Search, Compliance Accelerator, and Discovery Accelerator can use the values to filter items when they conduct searches and reviews.

Enterprise Vault comes with a set of example classification rules, which you can use as a starting point to create your own set of rules. Most of the example rules search for strings and regular expression patterns in items. For more advanced functionality, you can integrate third-party classification providers into the File Classification Infrastructure.

Note:

The example rules are for test purposes only and may not deliver the required results in a production environment.

Policies

You choose the classification options that you want to implement in your Enterprise Vault site by defining one or more classification policies. The policy options let you choose to do the following:

  • Send items for classification and tag them with the results at the same time that Enterprise Vault indexes and archives them. This is also the case if you perform an index rebuild of an archive or index volume, which causes Enterprise Vault to reclassify the associated items. (This process does not affect users, as the old index volumes remain searchable during the rebuild.)

  • Update the retention category of items when users manually delete them or Enterprise Vault automatically expires them - or optionally when Enterprise Vault indexes and archives the items.

After you have chosen the required policy options, you associate the classification policy with a retention plan and then apply the plan to one or more Enterprise Vault archives.

Test mode

Before you put your classification infrastructure into effect, you can identify and resolve any issues with it by running it in test mode. Classification does still occur in test mode, but Enterprise Vault writes the classification properties, their values, and any resulting retention changes to a report rather applying the changes to the archived items.