Policy Guide › Categorizing Events › How Does Categorization Work?

How Does Categorization Work?

When an email or file activates a trigger (or triggers), there may be multiple categories associated with these triggers. How does CA DataMinder ensure that the event is correctly categorized?

CA DataMinder either selects the most appropriate category automatically, or (for emails) allows the user to manually select a category. For emails, the actual method used, automatic or manual categorization, depends on two factors:

Client versus server agent

The first critical determinant is how the email, file or document was captured:

Client Agent Captures

For emails captured by an Outlook or Notes client agent, and files or documents captured by the Client Print System Agent or the Client File System Agent, then CA DataMinder can display the Categorize dialog and allow the user to manually choose the most appropriate categories.

Other Captures

For emails captured by an Exchange or Domino server agent or the NBA, and files captured by the FSA or NBA, or imported as part of an Import Policy job, CA DataMinder must either categorize the file or email automatically or assign no category. It cannot allow the user or sender to manually choose the category.

Category score

The second critical determinant is the category score. Each category specified in a trigger must have a category score (set by the policy administrator). CA DataMinder uses these scores to choose the most appropriate categories.