Creating Data Classification Plans for Case Manager

Create a data classification plan for Case Manager to define indexing requirements.

Procedure

From the navigation pane, go to Manage > Plans.

The Plans page appears.
In the upper-right corner of the page, click Create plan, and then click Data classification.

The Data classification plan page appears.
Click Case manager.

The Create data classification plan - Case manager page appears.
On the Configuration tab, complete the following steps:
1. In the Plan name box, enter a unique name for the plan.
2. Create an index server or use an existing index server:
  - To create an index server, click the plus button .
    
    To use a server as a node for the Index Server, the node must have the Index Store package installed.
  - To use an existing index server, from the Index server list, select the index server.
Click Next.
On the Advanced options tab, select from the following options:
- To specify the range of file sizes that are content indexed, under File size, enter the minimum file size and the maximum file size in megabytes.
- To detect entities (PII), under Entity detection, select the Entity detection check box.
  1. From the Content analyzer list, select the content analyzer to use for entity detection (PII).
  2. From the Entities list, select one or more entity types.
Click Save.

For information about index servers for Case Manager, see Getting Started.
For information about entity types, see the following topics:
- Personally Identifiable Information (PII) Entity Types
- Creating a Custom Entity Type in Entity Manager