Description

Classification is now available in Arctera Unified Platform and can be used within Arctera eDiscovery to modify the retention for items that have a classification tag.  

Note: Classification is a secondary service that can be enabled for an additional fee. As of the March 2022 release of Arctera Unified Platform, Classification can assign retention directly from the Tag configuration.  

Once classification is enabled and configured, there is a wide range of pre-defined, or manually created policies, that can be enabled to classify incoming items.  This document will demonstrate how to use those tags to modify retention of the items.     

To configure in Classification, perform the following.

1. Open the Arctera Management Console and select Classification. 

2. Click on Tags, select a tag name by checking the box, and choose Edit.  

3. Select the appropriate Retention Category (synced with Managed Tags) and Save.

From this point forward, any new items classified with this Tag will be assigned the specified Retention Category. 

For items archived prior to the March 2022 release

1. Login to Arctera eDiscovery using a Discovery Admin account that has the Monitor All Accounts privilege.  

2. Click on Investigations.

3. Expand Managed Accounts and click on New Search.

4. Within Advanced Search, select the criteria for the search.  The criteria should contain Classified As and the name of the classification tag along with any other search criteria.  

5. When the search results return, select the option to Tag all emails. 

6. In the Add Tag window click the Select Retention Tag option and the appropriate tag name and then Tag.

Note: Retention tags are created and managed by an Arctera Insight Administrator through the Admin portal. 

The tagged items should now be displayed under the Retention Tags section within Investigations.

Note: This process is a manual process and the search can be saved in order to run the search more quickly.