Veritas Enterprise Vault™ Classification

A classification policy specifies the range of classification features that you want to implement in your Enterprise Vault site. With a classification policy, you can choose to do the following:

• Classify items during indexing. If you choose to do this, Enterprise Vault sends items for classification and tags them with the results at the same time that it 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 continue to be searchable during the rebuild.)

  Enterprise Vault tags the items with evtag.category, evtag.exclusion, and evtag.inclusion values according to the classification rules. Users of applications like Compliance Accelerator and Discovery Accelerator can then use the classification values to filter the items when they conduct searches and reviews.

  If you perform an index rebuild that causes Enterprise Vault to reclassify items, Enterprise Vault discards the classification tags that it previously applied and applies new ones in their place.

• Set the retention category of items. If you choose to do this, the classification feature can update the retention categories of items. To determine which retention category to assign, Enterprise Vault examines the property values that the classification rules have assigned to the item. When the name of a property value matches that of one of the site's retention categories, Enterprise Vault assigns this retention category to the item.

• Prevent retention category updates for moved items. By default, Enterprise Vault updates the retention categories of archived items when users move the items from one folder to another folder that has a different retention category. This can potentially override the retention categories that the classification feature has set. With a classification policy, however, you can prevent such retention category updates in the archives to which you apply the policy.

  You can choose to prevent retention category updates in all instances or, if you use the Enterprise Vault records management feature, you can allow them in instances where moving the items changes their record types.

• If you choose to classify items during indexing, the classification feature assigns retention categories to the items when it indexes and archives them. In these circumstances, the classification feature's retention category overrides that of the retention plan. The following additional options provide finer control over how the classification feature sets the retention category of items:

  • During user deletion. If you choose to implement this option, the classification feature classifies an item when a user tries to delete it. In some instances this may prevent the item from being discarded, because the classification feature assigns a retention category that blocks the action.

  • During automatic expiry. If you choose to implement this option, the classification feature classifies an item when its retention period has elapsed. As with user deletion, this may prevent the item from being discarded, because the classification feature assigns a retention category that either blocks deletion or extends the item's retention period.