Creating Data Classification Plans to Content Index Files


Create a data classification plan to define indexing requirements for files. Content indexing occurs on data that was backed up.

Before You Begin

Ensure that the following requirements are met.

  • Content indexing is enabled on the MediaAgents of the subclients associated to the data classification plan.

  • Install the following packages on the MediaAgents that are associated to the data classification plan.

    • Index Gateway

    • Web Server

      Note: Ensure that the Content Extractor package is installed on the MediaAgents. The Content Extractor package is automatically installed with the Index Gateway package.


  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 Content indexing.

    The Create data classification plan - Content indexing 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. Next to Schedule, click Add, and then schedule the content indexing job.

  6. Click Next.

  7. 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.

  8. Click Save.