Policy Guide › Document Classifications › Setting Up a Document Classification

Setting Up a Document Classification

First, you must define your classification in the user policy. This classification can be any type of document identifiable by its text content. For example, you may want to identify airline reservation Web sites or email customer complaints.

Second, you associate the classification with a Document Classifier trigger. These triggers are available in all Capture and Control folders. For example, you can use a capture trigger to capture the complaint email.

When the policy changes are complete, CA DataMinder detects each Web page, uploaded file, email or attachment that matches the document classification and reacts accordingly.

To set up a document classification in the user policy

1. Define your classification:
   1. Go to the System Settings, Document Classifications policy folder.
   2. Expand the Classification folder you want.
   3. Enter a name for the classification and set the Configuration setting to 'Generic' or 'Travel'.
   4. If setting up a generic document classification, configure Parameters 1 to 7.
2. Define your Document Classifier trigger.
3. Save the policy changes.