Enterprise Vault™ Classification using the Veritas Information Classifier

If both of the following conditions apply, Enterprise Vault updates the retention category of an item when the item matches a Veritas Information Classifier policy:

• You have configured the Enterprise Vault classification policy to set the retention category of items.

• You have associated a retention category with the tag that the Veritas Information Classifier policy assigns to the item.

  For example, the Veritas Information Classifier comes with a built-in tag that is called "Authentication ". By default, this tag is assigned to any item that matches the Authentication policy. By editing the details of the Authentication tag in the Veritas Information Classifier, you can associate it with a retention category. The result is that when an item matches the Authentication policy, both the Authentication tag and its associated retention category are assigned to the item.

  For instructions on how to create retention categories, see the Administrator's Guide.

An item may sometimes match multiple several Veritas Information Classifier policies, all of which are competing to assign a retention category to it. Where this is the case, the classification feature selects the winning retention category as follows:

• If you use retention categories to mark items as records, for the purposes of implementing Capstone or an equivalent records management system, then those retention categories that mark items as records take precedence over those that do not. Retention categories that mark items as permanent records take precedence over those that mark them as temporary records, and these take precedence over retention categories that mark items as any other type of record.

  For more information on using Enterprise Vault for records management, see the Administrator's Guide.

• If the competing retention categories want to retain the item for exactly the same duration, the winner is the retention category that you created first. For example, suppose that the retention categories "Customer Accounts" and "Legal" both have a retention period of five years. If you created the "Customer Accounts" category before you created the "Legal" category, a policy that assigns the "Customer Accounts" category overrides one that assigns the "Legal" category.

• If the durations vary, the default behavior is to assign the retention category that retains the item for the longest duration. For example, a retention category that retains items for 7 years normally overrides one that retains them for 5 years. However, you can change this behavior if you prefer to assign the retention category with the shortest duration.

  See Configuring classification policies to assign retention categories with the shortest duration.