Policy Guide › Categorizing Events › Categorization Methods

Categorization Methods

CA DataMinder will either select the most appropriate category automatically or, for emails, allow the user to select a category, depending on the categorization method:

Fully automated categorization

CA DataMinder automatically assigns an email or file to a single category or, if applicable, to multiple categories.

• Emails: You can set up fully automated categorization for emails detected by both server agents and client agents, or imported as part of an Import Policy job.
• Files: Fully automated categorization is available for files detected by the FSA, NBA, Client File System Agent, Client Print System Agent, or imported as part of an Import Policy job.

Assisted categorization

Available only for emails, files or documents detected by a client agent.

A Categorize dialog permits the sender of an email, or a user attempting to print a document or save a file to a USB device, to choose from a short list of categories deemed most plausible by CA DataMinder, or to confirm a category automatically selected by CA DataMinder.

You can configure the Categorize dialog to allow the user to choose multiple categories ('multi-select') or force them to choose a single category ('single-select').

Manual categorization

Available only for emails, files or documents detected by a client agent.

The email sender, or the user attempting to print a document or save a file to a USB device, is permitted to choose from the full range of possible categories listed in a Categorize dialog.

As for assisted categorization, you can configure the Categorize dialog for multi-select or single-select.

Example Categorize Dialog

1 Configurable explanatory message. 2 Available categories.

All categorization methods can be operational at the same time within a single user policy. That is, different triggers and control actions can specify different categorization methods, and the actual method used depends on which triggers activate.