Automated Content Classification Policy - How To

Topics | How To | Related Topics

• Create/Modify a Automated Content Classification Policy
• View a Job Schedule
• Schedule a Automated Content Classification Policy
• Run a Automated Content Classification Policy Immediately
• Clone a Automated Content Classification Policy
• Export/Import a Automated Content Classification Policy
• Delete a Automated Content Classification Policy
• View Pending Jobs

Create/Modify a Automated Content Classification Policy

Before You Begin

• Review Automated Content Classification Policy
• Review Tagging
• Review Legal Hold
• Review Enterprise Records Management
• Review Data Discovery and Search.

Required Capability: See Capabilities and Permitted Actions

To create/modify a Automated Content Classification Policy:

1. To create a Automated Content Classification Policy, from the CommCell Explorer window, right click Automated Content Classification Policy under Content Director node, and select Add.

   To modify a Automated Content Classification Policy, from the CommCell Explorer window, click Automated Content Classification Policy under Content Director node, right-click the Automated Content Classification Policy that needs to be modified and select Edit.

2. In the Define Workflow step of the Automated Content Classification Workflow dialog, enter a name for the policy.
3. Type the text string or wildcard pattern that you are searching for in the Search For entry space under Search Criteria in the left pane. Note that the asterisk ( * ) and question mark ( ? ) characters are treated as valid wildcards unless surrounded by double-quotes.

   You can further refine your search by entering the desired criteria under the option groups for Emails, Files and Advanced Options, as appropriate for your search.

4. Select the operations to be included in the policy and click Next.
5. Based on the operations selected, follow the appropriate steps below:
   • To associate/dissociate tags to the discovered items:
     1. In the Tagging step of the Automated Content Classification Workflow dialog, select the Content Indexing Engine to be used for the tagging operation from the Select Content Indexing Engine drop-down box.
     2. Select the tags that need to be associated/dissociated for the discovered items from the Available Tags list and click Add>.
   • To add the discovered items to a Legal Hold:
     1. In the Legal Hold step of the Automated Content Classification Workflow dialog, select the Legal Hold to which the discovered items will be added from the Use Legal Hold drop-down box.

        Select <Create New> from the Use Legal Hold drop-down box to Create a New Legal Hold.

   • To restore the discovered items to a Review Set:
     1. In the Restore to Review Set step of the Automated Content Classification Workflow dialog, type a Review Set name in the Review Set Name text box.
     2. From the WebServer Client drop-down box, select a web search server to which the Review Set will be created.
     3. From the On behalf of user drop-down box, select the user name for which the Review Set will be created in the web search server.
     4. Select Process Data archived/protected on or after and specify the date from which the archived/backup data will be considered for the search.
   • To submit the discovered items to an ERM Server using an ERM Connector:
     1. In the ERM Connector step of the Automated Content Classification Workflow dialog, select the ERM Connector to be used from the ERM Connecter drop-down box.

        To create a new ERM Connector, click Create ERM Connector, and follow the procedure for Create/Modify an ERM Connector from the CommCell Console.

     2. Specify the values for the routing rule properties for the selected ERM Connector.
6. Click Next.
7. In the Options step of the Automated Content Classification Workflow dialog, from the Staging Client drop-down box, select the client to which the discovered items will be retrieved and the selected operations will be performed. This option is applicable only for ERM connector and Legal Hold operations.
8. Enter the path to which the discovered items will be restored in the client, in the Restore Destination Path text box. This option is applicable only for ERM connector operations.
9. From the On behalf of user drop-down box, select the user name for which the selected operations are being performed.
10. Process Data archived/protected since displays the date only after the policy has been executed at least once.  The date displayed is the one selected by the user at the time of creating the policy.
11. Select Process Data archived/protected on or after and specify the date from which the archived/backup data will be considered for the search.
12. Click Finish.
13. If creating a new Automated Content Classification Policy, from the Schedule Details (Schedule Details) dialog box, enter the Schedule name and select the appropriate schedule options.
14. From the Schedule Details (Job Retry), enter the appropriate job retry options for the specific schedule.
15. From the Schedule Details (Alerts) tab, configure the alerts for the specific schedule.
16. Click OK.

View a Job Schedule

Required Capability: See Capabilities and Permitted Actions

To view a job schedule:

1. From the CommCell Browser, right-click the appropriate node, select All Tasks -> Schedules.

   To view the schedules for a SRM subclient, right click the desired subclient and select Schedules.

   To view the schedules for a Automated Content Classification Policy, from the CommCell Explorer, right-click the Automated Content Classification policy and select View Schedules.

2. All existing schedules for that node (e.g., client) are displayed in the Scheduled Jobs window. You can filter the schedules by job type by selecting a job type from the Filter schedules by job type list box.

   If you are viewing the schedules for the entire CommCell, then from the CommCell's Scheduled Jobs window, select the filters from the Filters list box.

3. Select a schedule, then double-click or click Edit to view the schedule details and job summary of a particular job. For a job related to a schedule policy, double-click the job or click View.

Schedule a Automated Content Classification Policy

Before You Begin

• Review Automated Content Classification Policy
• Review Scheduling.

Required Capability: See Capabilities and Permitted Actions

To schedule a Automated Content Classification Policy:

1. From the CommCell Explorer window, click Automated Content Classification Policy under Content Director node, right-click the Automated Content Classification Policy that needs to be scheduled and select Schedule.
2. From the Schedule Details (Schedule Details) tab, enter the Schedule name and select the appropriate schedule options.
3. From the Schedule Details (Job Retry), enter the appropriate job retry options for the specific schedule.
4. From the Schedule Details (Alerts) tab, configure the alerts for the specific schedule.
5. Click OK.

Run a Automated Content Classification Policy Immediately

Before You Begin

• Review Automated Content Classification Policy

Required Capability: See Capabilities and Permitted Actions

To run a Automated Content Classification Policy immediately:

1. From the CommCell Explorer window, click Automated Content Classification Policy under Content Director node, right-click the Automated Content Classification Policy that needs to be run and select Run Immediately.

Clone a Automated Content Classification Policy

Before You Begin

• Review Automated Content Classification Policy

Required Capability: See Capabilities and Permitted Actions

To clone a Automated Content Classification Policy:

1. From the CommCell Explorer window, click Automated Content Classification Policy under Content Director node, right-click the Automated Content Classification Policy that needs to be cloned and select Clone.
2. From the Automated Content Classification Workflow dialog box, modify the required operations if necessary. For step-by-step instructions on modifying the operations, see Create/Modify a Automated Content Classification Policy.

Export/Import a Automated Content Classification Policy

Before You Begin

• Review Automated Content Classification Policy

Required Capability: See Capabilities and Permitted Actions

To export a Automated Content Classification Policy:

1. From the CommCell Explorer window, click Automated Content Classification Policy under Content Director node, right-click the Automated Content Classification Policy that needs to be exported and select Export Policy.
2. From the Save dialog box, browse to the location where the exported policy will be saved as an XML file
3. Click Save.

To import a Automated Content Classification Policy:

1. From the CommCell Explorer window, right-click Automated Content Classification Policy under Content Director node and select Import Policy.
2. From the Open dialog box, select the exported policy file.
3. From the Automated Content Classification Workflow dialog box, modify the required operations if necessary. For step-by-step instructions on modifying the operations, see Create/Modify a Automated Content Classification Policy.

   NOTES: When importing the policy, make sure to select an appropriate staging client and user name from the Options step of the Automated Content Classification Workflow dialog box.

Delete a Automated Content Classification Policy

Before You Begin

• Review Automated Content Classification Policy

Required Capability: See Capabilities and Permitted Actions

To delete a Automated Content Classification Policy:

1. From the CommCell Explorer window, click Automated Content Classification Policy under Content Director node, right-click the Automated Content Classification Policy that needs to be deleted and select Delete.
2. A message is displayed confirming the delete action. Click Yes.

View Pending Jobs

Before You Begin

• Review Automated Content Classification Policy

Required Capability: See Capabilities and Permitted Actions

To view pending jobs in Automated Content Classification Policy:

1. From the CommCell Explorer window, click Automated Content Classification Policy under Content Director node, right-click the Automated Content Classification Policy for which the pending jobs have to be viewed and select View Pending Jobs.
2. The jobs that have not been completely Content Indexed will be displayed.
3. Right-click the pending job that needs to be completed and select Force Complete to make the job qualify for the next run of automated content classification policy.

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