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Map CCS Classifications to Values of an FSRM Classification Property

This section describes how to:

In the instructions below, you map the CCS 'Credit Card Number' classification to the 'High' value of the FSRM 'Personally Identifiable Information' classification property.

The following instructions briefly describe the minimum steps in File Server Resource Manager for Windows Server 2008 R2.

To create a local classification property

These instructions create a local classification property, 'Personally Identifiable Information'.

  1. Launch the File Server Resource Manager.
  2. Expand the Classification Management branch.
  3. Right-click Classification Properties and click Create Property.

    The Create Classification Property Definition dialog appears.

  4. In the Settings tab, enter the following information:
    Property name

    Set the property name to Personally_Identifiable_Information.

    Property type

    Set the type to 'Ordered List' and add classification values of High, Medium and Not PII. This setting allows FCI to assign a raw CCS file classification to one of these values.

    Note: For a discussion of Multiple Choice List and Multi-String property types, refer to the Mapping Guidelines.

  5. Click OK to close the Create Classification Property dialog.

To create a classification rule

These instructions create a classification rule named 'Apply_CCS_Classifications_2'. The rule assigns CCS file classifications to the FSRM 'Personally Identifiable Information' classification property.

  1. Launch the File Server Resource Manager.
  2. Expand the Classification Management branch and click Classification Rules.
  3. Right-click Classification Rules and click Create a New Rule.

    The Classification Rules Definition dialog appears.

  4. Click the Rule Settings tab and enter the following information:
    Rule name

    Type a name for the rule, such as Apply_CCS_Classifications_2.

    Scope

    Specify the folders and volumes that you want to classify.

  5. Click the Classification tab and enter the following information:
    Classification mechanism

    Select 'CA DataMinder Content Classifier' from the list. This mechanism causes FCI to use the CCS to classify files.

    Property name

    Select the property that gets assigned to files by this classification rule. For this example, select the 'Personally Identifiable Information' classification property. When FCI classifies a file, it writes the CCS classification to this property.

    Note: You do not need to set a property value. The value is assigned to the classification property automatically by the classification mechanism.

  6. Click the Advanced button.

    The Advanced Rule Parameters dialog appears.

  7. Click the Evaluation Type tab. Then select the ‘Allow continuous classification for new files’ check box.

    This setting forces FCI to reclassify files each time they get modified. If you clear this check box, FCI never reclassifies files which already have a classification.

  8. Click OK to close the Advanced Rule Parameters dialog.
  9. Click OK to close the Classification Rules Definition dialog.

    FCI saves the new classification rule. Continue to the next section and map the CCS classifications onto the FSRM classification property.

To map CCS classifications onto an FSRM classification property

These instructions map raw CCS file classifications onto values of the FSRM 'Personally Identifiable Information' classification property.

  1. Click Classification Rules in the File Server Resource Manager.

    The available classification rules are listed in the center pane.

  2. Right-click Apply_CCS_Classifications_2 rule and click Edit Rule Properties.

    The Classification Rules Definition dialog appears.

  3. Click the Classification tab and then click the Advanced button.

    The Additional Rule Parameters dialog appears.

  4. Click the Additional Classification Parameters tab.

    The Parameters section lists the name-value parameters that the classification mechanism recognizes.

    The Name column lists the classifications returned by the current classification mechanism. For this rule, the classification mechanism is the CCS FCI plug-in.

    The Value column lists values for the built-in FCI property.

    Additional Rule Parameters dialog

    Additional Rule Parameters dialog

  5. Enter a CCS classification in the first row of the Name column.

    For example, enter 'Credit Card Information'. The next section, 'Mapping Guidelines', explains how this example mapping works.

    Important! Enter the CCS classification name exactly as it is returned by the CCS. The full list is available in CCS Classifications.

  6. Enter the corresponding value in the first row of the Value column. The FSRM 'Personally Identifiable Information' classification property that you created previously has values of High, Moderate, and Not PII.

    For example, enter 'High'.

    Now, when the CCS classifies a file as containing credit card numbers, FCI sets the file's classification property to 'Personally Identifiable Information: High'.

  7. Repeat steps 5 and 6 to specify the remaining name-value parameters.

    A '<default>' entry in the Name column equates to 'any CCS classification not listed elsewhere'. Enter '<default>' and 'Not PII' in the Name and Value columns respectively in the bottom row of the table.

    Note: See the 'Mapping Guidelines' section for further information.

  8. Click OK to close the Additional Rule Parameters dialog.
  9. Click OK to close the Classification Rules Definition dialog.

FCI now classifies all files in the specified folder. It calls the CCS to obtain classifications for each file. These CCS file classifications are saved as values of the FSRM classification property for each file.

More information:

Mapping Guidelines