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Using Smart Tagging with Enterprise Vault

Preparing your smart tags for use within Enterprise Vault, involves the following main tasks:

  1. Assign smart tag values: In CA Data Protection, you can assign multiple values to a smart tag. If only one smart tag value is required, you can set up a smart tag rule. To do this:
    1. On the EV archive agent, create a subkey for the smart tag you want to configure specifically. The name of this subkey must match the smart tag name.

      Note: If you do not create a bespoke registry subkey for a smart tag, then the default registry settings will apply.

    2. Configure the ResolveMultipleValues registry value.
  2. Set up a ‘retention smart tag’: CA Data Protection and Enterprise Vault can be used together to produce a smart tag with a retention date. This retention date specifies when Enterprise Vault will purge the archived email event.
    1. Create Enterprise Vault retention categories: In Enterprise Vault, configure the retention categories and their retention periods as required. By default, these categories are Business, Personal, Public and Uncategorized.
    2. Set up a retention smart tag: On the machine hosting the Enterprise Vault server agent, configure the RetentionSmartTag registry value.

      Note: This value must match the corresponding retention category in Enterprise Vault, as created in step 2.a.

    3. Use retention categories to delete: On the machine hosting the Enterprise Vault server agent, configure the RetentionSmartTag registry value to match one of the following: 
      RetentionSmartTagDiscardValue

      RetentionSmartTagForceDiscardValue

Smart tags are stored by default in an Enterprise Vault property set called apmsmarttag. You can access them using their name in the following format: 

apmsmarttag.<smarttag name>

You can override the name of the default propertyset by changing the value of the PropertySet registry key.

More information:

Configure the PE Hub