Policy Guide › Categorizing Events › Guidelines for Categorization Control Triggers and Actions › Categorization Trigger Guidelines

Categorization Trigger Guidelines

Files captured by the FSA, NBA or an Import Policy job

File events captured by the FSA or NBA, or imported in an Import Policy job, can only be categorized automatically. CA DataMinder does not support manual categorization of these files. Consequently, when specifying file categories in your Data At Rest or (for NBA file events) Data In Motion control triggers, do not assign category scores lower than 50. Such low scoring categories are always discarded!

Emails and files captured by client agents

If you want to automate categorization, you can set up separate triggers for specific categories. If you then define very stringent trigger criteria, this will allow you to set a high category score (100 or higher). For example, you may have a ‘customer complaint’ trigger. If any email does cause this trigger to fire, you can be highly confident that it really is a customer complaint and the high category score ensures that this complaint category is stored automatically with the email.

If you want to allow manual categorization, you may prefer to define a single trigger that specifies multiple, possible categories, each with a low category score (below 50). In this case, the trigger criteria will be much less stringent in order to detect a wider range of emails. The low category scores ensure that all categories are listed in the Categorize dialog (if the email is detected by a client agent), permitting the sender to choose the most appropriate category. But see our 'None of the above' recommendation in this situation.

Note also that you can explicitly set up triggers for Outlook or Notes client agents (which permit manual categorization) and for Exchange or Domino server agents (which do not). To do this, you configure the Which E-mail Sources? trigger setting; this setting is included in all email triggers.

Similarly, you can explicitly set up Data In Motion triggers for CPSA and CFSA client agents (which permit manual categorization) and for the NBA (which does not). To do this, you configure the Which File Sources? trigger setting; this setting is included in all Data In Motion triggers.

More information:

Guidelines for Categorization Control Triggers and Actions

Set Up New Categorization Triggers

Add Categorization to Existing Triggers

Do I Need a None of the Above Category?