Creating a Data Classification Plan for Case Manager


To define indexing requirements, create a data classification plan for Case Manager.


  1. From the navigation pane, go to Manage > Plans.

    The Plans page appears.

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

    The Data classification plan page appears.

  3. Click Case manager.

    The Create data classification plan - Case manager page appears.

  4. 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.

  5. Click Next.

  6. On the Advanced options tab, select from the following options:

    • To include file types for content indexing and entity detection, under Include file types, enter the extension in the Enter file extension box using the format *.ext, and then click Add.

    • To exclude directories from content indexing and entity detection, under Exclude paths, enter the path in the Enter folder path or pattern box, and then click Add.

      You can include wildcard expressions in the directory path. For example, to exclude all the files in a temporary directory, enter */temp.

    • 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 (personally identifiable information, PII), under Entity detection, select the Entity detection check box, and then do the following:

      1. From the Content analyzer list, select the content analyzers to use for entity detection (PII).

      2. From the Entities list, select one or more entity types.

    • To search for email messages by exact keyword matching, under Content indexing, move the Exact search toggle to the right.

  7. Click Save.