Enterprise Vault™ Classification using the Veritas Information Classifier

Last Published:
Product(s): Enterprise Vault (12.5)
  1. About this guide
    1. Introducing this guide
      1.  
        Relationship between the Veritas Information Classifier and other classification methods
    2.  
      What's in this guide
    3. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. Preparing Enterprise Vault for classification
    1.  
      About the preparatory steps
    2.  
      What you need
    3.  
      Checking the cache location on the Enterprise Vault storage servers
    4.  
      Setting up the Data Access account
    5.  
      Enabling the Veritas Information Classifier on all Enterprise Vault servers
    6.  
      Configuring the Veritas Information Classifier for secure client connections
  3. Setting up Veritas Information Classifier policies
    1.  
      Introducing the Veritas Information Classifier
    2.  
      Opening the Veritas Information Classifier
    3.  
      Finding your way around
    4.  
      Analyzing sample content for policy matches
    5. About policies
      1.  
        Creating or editing policies
      2.  
        About policy conditions
      3.  
        Enabling or disabling policies
      4.  
        Exporting or importing policies
      5.  
        Resetting policies
      6.  
        Deleting policies
    6. About patterns
      1.  
        Creating or editing patterns
      2.  
        Exporting or importing patterns
      3.  
        Deleting patterns
    7. About tags
      1.  
        Creating or editing tags
      2.  
        Exporting or importing tags
      3.  
        About the Enterprise Vault index properties
      4.  
        How classification property values and retention categories interact
      5.  
        Points to note on setting retention categories
      6.  
        Deleting tags
  4. Defining and applying Enterprise Vault classification policies
    1.  
      About Enterprise Vault classification policies
    2. Defining classification policies
      1.  
        Configuring classification policies to assign retention categories with the shortest duration
    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
  5. 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
  6. 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
  7. Appendix A. Enterprise Vault properties for use in custom field searches
    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
  8. Appendix B. PowerShell cmdlets for use with classification
    1.  
      About the classification cmdlets
    2.  
      Disable-EVClassification
    3.  
      Get-EVClassificationPolicy
    4.  
      Get-EVClassificationStatus
    5.  
      Get-EVClassificationTestMode
    6.  
      Get-EVClassificationVICTags
    7.  
      Initialize-EVClassificationVIC
    8.  
      New-EVClassificationPolicy
    9.  
      Remove-EVClassificationPolicy
    10.  
      Set-EVClassificationPolicy
    11.  
      Set-EVClassificationTestMode
  9. Appendix C. Classification cache folder
    1.  
      How Enterprise Vault caches the items that it submits for classification
    2.  
      Limits on the size of classification files
    3.  
      Configuring Enterprise Vault to keep the classification files in the cache folder
  10. Appendix D. Migrating from FCI classification to the Veritas Information Classifier
    1.  
      Converting FCI classification rules for use with the Veritas Information Classifier
  11. Appendix E. Monitoring and troubleshooting
    1.  
      Auditing
    2.  
      Checking the classification performance counters
    3.  
      Troubleshooting classification
    4.  
      Searching archives for items that the Veritas Information Classifier has classified

Associating classification policies with retention plans

A retention plan provides the means to assign a classification policy to your Enterprise Vault archives. You associate each classification policy with one or more retention plans and apply each plan to one or more archives. Enterprise Vault then processes the items in the archives according to the associated classification policy. For instructions on how to set up retention plans, see the Administrator's Guide.

The following procedure describes how to use the Administration Console to associate a classification policy with a retention plan. However, you can also perform the same activity with PowerShell cmdlets.

To associate a classification policy with a retention plan

  1. In the left pane of the Enterprise Vault Administration Console, expand the tree view until the Policies container is visible.
  2. Expand the Policies container and then expand the Retention & Classification container.
  3. Do one of the following:

    • If you have yet to create any retention plans, right-click the Plans container, and then point to New and click Plan.

      The New Retention Plan wizard appears. As part of the procedure for creating the plan, you must select the Classify items option and then select the required classification policy.

      New Retention Plan wizard
    • To associate a classification policy with an existing retention plan, click the Plans container and then double-click the required plan at the right.

      The Retention Plan Properties dialog box appears. The options to classify items and select the required classification policy are on the Archive Defaults tab of this dialog box.

      Archive Defaults tab of Retention Plan Properties dialog box
    In both cases, the classification feature overrides the retention plan when it comes to assigning retention categories to items.