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: 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 Retention Tags using Classification and also manually within eDiscovery.     

- Retention via Classification - 

Step 1: Create Retention Policy

*Note: if the target retention policy already exists, skip to Step 2. 

1. From the Arctera Management Console, navigate to Retention Management > Retention Policies

2. Click Create New

3. Enter a Policy Name

4. Enter the Retention Period in Days

5. Click Save

Step 2: Create Managed Tag

6. From the Arctera Management Console, navigate to Configuration > Managed Tags

7. Click Create New

8. Enter a Tag Name

9. Click Assign Policy

10. From the Retention Policies pop-up window, select the Retention Policy created in Step 1 and click Assign Retention Policy

11. Click Save

12. Navigate to Retention Management > Retention Policies.  Verify the desired policy now shows the Managed Tag as a Target.

Step 3: Assign the Managed Tag in Classification

13. Open the Arctera Management Console and select Classification. 

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

15. In the Retention Category drop down box, select the Managed Tag created in Step 2 and click Save.

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

For items archived prior to the March 2022 release

1. Before the Tag can be utilized in eDiscovery, permissions must first be granted. Open the Arctera Management Console and navigate to Configuration > Managed Tags. 

2. Select the Managed Tag created in Step 2 above. 

3. Click Edit

4. Select one of the three Allow permissions to grant the user(s) access to use the Managed Tag within eDiscovery

5. Click Save

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

7. Click on Investigations.

8. Expand Managed Accounts and click on New Search.

9. Within Advanced Search, enter 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 has finished, select Tag > Tag all emails. 

6. In the Add Tag window click the Select Retention Tag option, select the appropriate tag name, click Tag.

Note: Retention tags are created and managed by an Arctera Unified Platform Administrator through the Arctera Management Console. 

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.