IS1200 Enterprise Vault Connector User 4.3 · Kazeon IS1200 Connector for Symantec Enterprise Vault...

Last updated on September 24, 2009

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IS1200Connector for Symantec Enterprise Vault

User and Configuration GuideVersion 4.3.2

Kazeon IS1200 Connector for Symantec Enterprise Vault User and Configuration GuideVersion 4.3.2, 2009Copyright © 2008 Kazeon Systems, Inc. All Rights Reserved.

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Last updated on September 24, 2009IS1200-UG v4.3.2

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Table of Contents

Title Page......................................................................................................... i

Preface............................................................................................................ vAudience....................................................................................................................................................vRelated Documentation .............................................................................................................................vCustomer Support.....................................................................................................................................vi

Chapter 1: Introduction.................................................................................................... 1About the Kazeon Information Server ......................................................................................................1Extending Server Functionality.................................................................................................................1

eDiscovery Solution ...........................................................................................................................1Enterprise Vault Background and Key Terms...........................................................................................2Enterprise Vault Implementation Overview..............................................................................................3

Enterprise Vault Implementation In New Installations......................................................................3Enterprise Vault Implementation In Existing Installations ................................................................3

Chapter 2: Installing EV Connector on the Enterprise Vault Server............................ 5Downloading the EV Connector Installer .................................................................................................6Installing the EV Connector ......................................................................................................................7Microsoft IIS Manager Configuration.......................................................................................................8Verifying the Enterprise Vault Setup ......................................................................................................12Verifying the KazeonEVAgent Installation ............................................................................................12Unistalling the EV Connector .................................................................................................................14

Chapter 3: Registering Enterprise Vault Servers ........................................................ 15Registering Metadata File Systems for Enterprise Vault ........................................................................15Registering an Enterprise Vault with the IS1200 ....................................................................................15

Chapter 4: Workflow Changes for Enterprise Vaults .................................................. 17Classifying Enterprise Vault Systems .....................................................................................................18Using Actionable Services with Enterprise Vault Filesystems ...............................................................20

Copy and Move Changes for Web-Search.......................................................................................20Setting the Target Data Directory for EVs................................................................................21

Copy and Move Changes for Web-Reports .....................................................................................21Setting the Destination for EVs ................................................................................................22

Glossary ....................................................................................................... 23

Index ............................................................................................................. 25

iiiKazeon IS1200 Connector for Symantec Enterprise Vault User and Configuration Guide

Contents

iv Kazeon IS1200 Connector for Symantec Enterprise Vault User and Configuration Guide

Preface

The Kazeon IS1200 Connector for Symantec Enterprise Vault User and Configuration Guide describes how to configure the Kazeon Information Server-ECS to use the optional Enterprise Vault Connector (EV) module. The Kazeon Information Server-SA and Kazeon Information Server-FRM do not support EV Connector

To use the EV Connector module the appropriate optional add-on module licence must first be purchased and installed.

AudienceThis guide is intended for Administrators, Business Analysts, and Compliance Auditors.

Related DocumentationKazeon Information Server IS1200 Installation and Quick Start Guide - provides a quick introduction to installing, configuring, and using the Kazeon Information Server.Kazeon Information Server IS1200 Web-Admin User and Configuration Guide- describes how to use the Web-based Administration Interface to setup and manage Kazeon clusters.

Kazeon Information Server IS1200 Web-Search User Guide- describes how to use the Web-based Search Interface to perform basic and advanced search.

Kazeon Information Server IS1200 Web-Reports User Guide- describes how to use the Web-based Reports Interface to perform basic and advanced reports.

Kazeon Information Server IS1200 Legal eDiscovery Guide- for legal representatives, a primer of all the web-based Interfaces above for performing eDiscovery.

Kazeon Information Server IS1200 Command Reference Guide - describes the Kazeon Command Line Interface.

vKazeon IS1200 Connector for Symantec Enterprise Vault User and Configuration Guide

Preface

Customer SupportYou can contact Kazeon with questions or comments at [email protected], or call 1-877-kazeon1.

vi Kazeon IS1200 Connector for Symantec Enterprise Vault User and Configuration Guide

Chapter 1:

Introduction

The guide is provided as a companion to the Kazeon Information Server-ECS IS1200 User and Configuration Guide. The Kazeon Information Server-ECS IS1200 User and Configuration Guide should be read first as it contains most of the basic IS1200 server setup and maintenance information on which this guide builds.

About the Kazeon Information ServerThe Kazeon Information Servers are integrated hardware and software systems that provide information management solutions enabling organizations to efficiently and cost effectively classify, manage, and retrieve data. They provide consistent information visibility and control across distributed files, minimize the risk of un-managed files, integrate seemlessly with existing infrastructure, and scale to support billions of files for searching, reporting, backup search and recovery, and file migration and archiving.

Extending Server FunctionalityThe Kazeon Information Server’s standard functionality can be expanded with optional add-on modules like the Enterprise Vault (EV) Connector. The EV Connector module requires an additional license for the Kazeon Information Server and allows the server to integrate Enterprise Vault technology into the standard Kazeon Information Server classification, searching, and reporting processes.

eDiscovery SolutionThe EV Connector is an integral part of Kazeon’s eDiscovery solution providing:

Collection, processing, and analysis of data sources such as file systems, Microsoft Exchange mail and PST files, journal archives, and desktops/laptops

Migration, exporting, or downloading of eDiscovery data or metadata to an EV server for retention and legal hold

Classification of all files on EV Vaults, including files, mail, and journal archives.

The IS1200 and EV Connector can also be used for compliance and risk management.

1Kazeon IS1200 Connector for Symantec Enterprise Vault User and Configuration Guide

Chapter 1: Introduction

Enterprise Vault Background and Key TermsEnterprise Vault™, originally from Veritas Inc., is now offered by Symantec Corp. Enterprise Vault enables financial services companies to quickly perform cost-effective supervisory review of email and other electronic communications, helping ensure compliance with SEC and NASD regulations requiring active supervision of electronic messaging systems. EV provides broker-dealers with a tool for enterprise-scale review of email, instant messages, Bloomberg and digital fax messages.

Symantec Enterprise Vault supports a broad range of storage platforms, including hardware from EMC, IBM, Network Appliance, Inc., Plasmon and StorageTek. The Kazeon EV Module supports all platforms that EV can be installed on.

Kazeon's Enterprise Vault Connector (EV Connector) bridges Symantec Enterprise Vault and Kazeon Systems by presenting a registered EV archive site as a standard file system to the Kazeon IS1200 system. This enables Kazeon IS1200 System to handle an EV archive as a directory, and integrates the Enterprise Vault and Kazeon Systems with only minor modifications to generic IS1200 components.

There are three basic configuration for Kazeon servers and EVs:

The first is a Kazeon server communicating with a single EV repository.

The second has a Kazeon server communicating with a group of EV repositories through the KazeonEVAgent installed on one member of the group.

These two basic combination may be repeated at will throughout your network.

2 Kazeon IS1200 Connector for Symantec Enterprise Vault User and Configuration Guide

Enterprise Vault Implementation Overview

Kazeon's EV Connector enables the following capabilities:Classification and indexing of archives located in Enterprise VaultSearches and reports on the EV archives after classification and IndexingCopying or moving files into the EV through actionable services on search and report results

Enterprise Vault Implementation OverviewEnterprise Vault (EV) Integration is available only on the ECS version of the Kazeon Information Server. EV Integration may be included in a new Kazeon Information Server IS1200-ECS installation, or added to an existing ECS installation.

If the EV Connector optional module was ordered along with the original Kazeon Information Server purchase, the appropriate optional module license was automatically included in server master license and is routinely installed along with the server license. If the EV Connector module was purchased after the original installation, the EV Connector module license must be added to the installation before before any other module configuration can occur. See the Installing License Keys chapter of the Kazeon Information Server IS1200 User and Configuration Guide for details on obtaining and installing optional modules licenses for existing installations.

Enterprise Vault Implementation In New InstallationsThe EV Connector module software is automatically installed with all Kazeon Information Server-ECS installations, the EV Connector license simply activates it. EV Connector may not be used with the Kazeon Information Server-SA or Kazeon Information Server-FRM versions.

To use an EV Connector module purchased with a new installation, simply follow the standard hardware and software installation and configuration instructions in the Kazeon Information Server IS1200 User and Configuration Guide and then proceed to step 2 below of adding EV Connector to existing installations.

Enterprise Vault Implementation In Existing InstallationsIf the EV module license is obtained after the original Kazeon Information Server installation, use the following general steps to implement EV. The following steps assume the Enterprise Vault volumes are already setup according to Symantec approved guidelines.1. Add the EV Connector license. See the Installing License Keys chapter of the

Kazeon Information Server IS1200 User and Configuration Guide for details on obtaining and installing optional modules licenses for existing installations.

2. Add the Kazeon Enterprise Vault Agent to one Symantec Enterprise Vault server on the Enterprise Vault site. This allows the IS1200 to access the Enterprise Vault. See “Installing EV Connector on the Enterprise Vault Server” on page 5 for more details.


Chapter 1: Introduction

3. On the IS1200, add a new metadata file system for each EV server that will be registered for crawling. See the Registering and Managing File Systems chapter of the Kazeon Information Server IS1200 User and Configuration Guide for details on adding metadata volumes.

4. Register the Enterprise Vault servers with the IS1200. See “Registering Enterprise Vault Servers” on page 15 for more information.

5. Classify the EV servers. See “Classifying Enterprise Vault Systems” on page 18 and the Job Scheduler chapter of the Kazeon Information Server IS1200 User and Configuration Guide for details on scheduling classification services.

6. Search or run Reports to locate files of interest on the EV servers. See the Searching for Information and Using Reports chapters of the Kazeon Information Server IS1200 User and Configuration Guide for details on searching and reporting.

7. Use Actionable Services on the search or report results. See “Using Actionable Services with Enterprise Vault Filesystems” on page 20 and the Actionable Services chapter of the Kazeon Information Server IS1200 User and Configuration Guide for details on applying actionable services to search or report results.


Chapter 2:

Installing EV Connector on the Enterprise Vault Server

To enable the Kazeon Information Server to access an Enterprise Vault, a special Kazeon application called the Kazeon Enterprise Vault Agent (KazeonEVAgent) must first be installed and activated on one EV server of an EV site. EV servers can then be registered and classification services run on them.

It is strongly recommended that the KazeonEVAgent be installed on an Enterprise Vault server dedicated to the KazeonEVAgent. A Symantec Enterprise Vault single-server or site license may be required for the server the KazeonEVAgent is installed on.

EV Connector requires Symantec Enterprise Vault version 6.0 (SP4), 7.0, 7.5, or 8.0 on the Windows hosting server.

Note: Refer to Symantec’s documentation Enterprise Vault Installing and Configuring Guide (of appropriate version) for the procedures to add an EV server to an existing EV site. Documentation for Enterprise Vault 2007 is available at http://seer.support.veritas.com/docs/289688.htm

Symantec Enterprise Vault and the Kazeon EV Connector both require Microsoft IIS 6.0 and .NET 2.0 for installation.

Installing the KazeonEVAgent is a four step process:1. Download the EV Agent installer2. Install the EV Agent on an Enterprise Vault server3. Open IIS Manager and configure it to:

use ASP 2.0 set up access to EV using an Enterprise Vault account

4. Verify the services to ensure they are properly installed.


Chapter 2: Installing EV Connector on the Enterprise Vault Server

Downloading the EV Connector InstallerThe EV Agent Installer is called KazeonEVAgent.msi, and must be downloaded from the IS1200 to the Windows server that hosts the Enterprise Vault server before it can be installed.

To download the installer, do the following:1. Open the IS1200 Manager page (http://<hostname>/manager,

where <hostname> is the hostname of your IS1200).

2. Click the Kazeon Connectors link circled above.3. When the Kazeon Connectors page appears, click the Enterprise Vault Agent link:

4. When the standard Download dialog appears, choose a location on the Windows server (hosting the EV) to save the KazeonEVAgent.msi file to and click OK. The desktop is a good location.


Installing the EV Connector

Installing the EV ConnectorOnce the KazeonEVAgent.msi file is on the EV hosting server, run the installer.1. Execute the downloaded KazeonEVAgent.msi on the Windows hosting server.

Simply open the location the KazeonEVAgent.msi file was downloaded to, and double-click to launch it. The Kazeon EV Agent Setup Wizard dialog appears:

2. Click Next to continue and the Select Installation Address dialog appears.

The Site drop-down menu will display a list of EVs already installed on this host server, either accept the default, or choose one from the list.The Virtual Directory field displays the default name the EV Agent will provide the IS1200 as a reference name for the EV in IS1200 ‘Add Repository’ menus. Accept the default or change it as necessary, and click Next to continue.

3. As additional dialogs appear,

Continue to click Next, OK, or Continue as necessary to complete the installation.



Microsoft IIS Manager ConfigurationEV Connector requires Microsoft IIS 6.0 and .NET 2.0 for installation, refer to Microsoft documentation for installation procedures and configuration if necessary.

After the EV Agent has been installed, use the following steps on the hosting server to configure the Internet Information Services Manager for EV Connector:1. On the host server, select Start > All Programs > Administrative Tools >

Internet Information Services Manager. The Internet Information Services Manager window appears.

2. Configure KazeonEVPool:a. Click to open the node for the “(local computer)”,

then right-click Application Pools, then select New and Application Pool.

The New Application Pool dialog opens.b. Enter KazeonEVPool in the Application Pool ID field and click OK.

A new entry, KazeonEVPool appears in the Application Pools list.c. Right click the new KazeonEVPool entry, choose Properties and click the

Identities tab on the resultant dialog.d. From the Identity tab,

i. Select the radio button Configurable


Microsoft IIS Manager Configuration

ii. User Name enter <DomainName>\<EV Administrator> Where <DomainName> is your EV domain and Where <EV Administrator> is EV Administrator login name.

iii. Password enter the password for <EV Administrator>iv. Click Applyv. Reenter the admin password and click OK

3. Click the Recycling tab and enter the Resources information:

a. Uncheck Recycle worker processes and select 120 minutesb. Click Apply then click OK

4. Assign the new pool to the KazeonEVAgent:a. Right click (Web Sites > Default Web Site) KazeonEVAgent and select

Properties to open the KazeonEVAgent Properties dialog.

b. Click the Virtual Directory tabc. Select KazeonEVPool from the Application pool drop-down menud. Click Apply and OKe. Select Default Web Site from the Web Sites list,

and use the Stop and Start icons to restart the site



5. From the Internet Information Services Manager window, right-click KazeonEVAgent and choose Properties.

6. From the KazeonEVAgent Properties window,

Choose the ASP.NET tab, set ASP.Net version to 2.0.x, and click Apply.


Microsoft IIS Manager Configuration

7. Click Edit Configuration..., and the ASP.Net Configuration Settings window appears.

Click the Application tab and then set Request execution timeout to 600.8. Click Apply and OK.9. In the KazeonEVAgent Properties window, select the Virtual Directory tab,

click the Configuration button, the Application Configuration window opens.10. Click Add and the Add/Edit Application Extension Mapping window opens.



11. From the Add/Edit Application Extension Mapping window, click Browse and a standard file dialog opens.

12. Navigate to c:\windows\Microsoft.NET\framework\V2.0.x\aspnet_isapi.dll, select that path and click OK to close the file dialog (where the “x” in V2.0.X may be some longer string).

13. Enter.ev in the Extension field, and click OK until you return to the KazeonEVAgent Properties window.

14. Close the KazeonEVAgent Properties window.

Verifying the Enterprise Vault SetupOn the server where KazeonEVAgent is installed, connect to the Enterprise Vault web access application using the URL http://localhost/EnterpriseVault.

Perform a 'Search' operation, and verify that searches can be successfully performed.

Verifying the KazeonEVAgent InstallationOnce the EV Agent is installed, and the IIS Manager properly configured, verify the KazeonEVAgent is operating properly.

From a browser (on the EV Server), enter http://<hostname>/KazeonEVAgent/service.asmx in the address bar and press Return (where <hostname> is the EV server where the EV Agent is installed and the browser is running from).


Verifying the KazeonEVAgent Installation

The following screen should appear.

Click CheckEVHealth and the following appears:

Click Invoke and the following screen should appear:



Back at the original list of IIS functions, click and Invoke getSite as well, the following screens should appear.

Unistalling the EV ConnectorTo uninstall the EV Connector, from its host computer’s Start menu, select:

Control Panel -> Add/Remove programs -> KazeonEVAgent -> Remove

and follow the prompts.


Chapter 3:

Registering Enterprise Vault Servers

The procedure for registering a Symantec Enterprise Vault (EV) is slightly different then registering an NFS or CIFS filer. First, see the Registering and Managing File Systems chapter of the Kazeon Information Server IS1200 User and Configuration Guide for general information on registering file systems, then return here for specific information on registering EVs.

Before EVs can be registered, the Kazeon Enterprise Vault Connector must be installed on each EV to be registered. See “Installing EV Connector on the Enterprise Vault Server” on page 5 for details.

Registering Metadata File Systems for Enterprise VaultAs with all file system registrations, a metadata file system must first be registered and available before an EV can be registered. Because EVs can contain large amounts—terabytes—of data, a single dedicated metadata file system should be created for each EV that will be registered.

Metadata file systems for EVs are created and registered just like any other metadata file system. See the Registering and Managing File Systems chapter of the Kazeon Information Server IS1200 User and Configuration Guide for general information on registering metadata file systems.

Before continuing, create and register a metadata file system for each EV server that will be registered.

Registering an Enterprise Vault with the IS1200To classify—or otherwise use—files or email in EVs, you must first register the EV server with the IS1200. Once the EV is registered, its reference name appears in all subsequent IS1200 job dialogs that allow the user to select a file system to apply a service to.


Chapter 3: Registering Enterprise Vault Servers

Use the following procedure to register an EV server.1. Open Web-Admin and click Repositories in the left-navigation pane.2. Under Repositories in the left-navigation pane, click FileSystem(NFS/CIFS).

The Add Repositories tab displays.

3. Select Enterprise Vault from the Repository Type drop-down menu and the dialog box reconfigures for EV options.

4. Name field, enter a reference name for the EV system. This name will be displayed in any subsequent dialogs—for instance when creating new classification jobs—where a “file system” must be specified to apply the new service to.

5. Metadata File System drop-down menu, select a previously registered metadata file system to store the EVs classification information.

Storage Access6. Server, the name of the Windows server hosting the EV.7. Specify Use: Select one of the following:

Source Repository: Register this repository as a source, this includes the reference name (specified above) in all dialogs where a repository can be choosen as a source, for example when doing a Collection in either Web-Admin or the eDiscovery Case Manager.Target Repository: Register this repository as a target, this includes the reference name (specified above) in all dialogs where a repository can be choosen as a target.Source and Target Repository: Register this repository as a both a source and a target for dialogs.

Enterprise Vault Options8. Web Service Name, leave the default of KazeonEVAgent unless the EV Agent

was specifically configured with a different service name.9. Port, leave the default of 80 unless the EV Agent was specifically configured

with a different port number.10. Click Submit to register the EV, or Cancel to exit with out saving.


Chapter 4:

Workflow Changes for Enterprise Vaults

This chapter details the workflow changes required to work with Enterprise Vaults (EVs).

Generally, using the Kazeon Information Server to work with an EV is not much different then working with other systems.

Like other file systems, the EV must first be registered, and associated with a metadata file system, see “Registering Enterprise Vault Servers” on page 15 for details.

Unlike other file systems, EV file systems work best after a few minor “tuning” procedures, including adding a new assignment rules, and making a couple of minor configuration changes. These tune-ups make classifications more efficient and productive. See “Classifying Enterprise Vault Systems” on page 18 for more details.

Once registered, the EV must be classified, see “Classifying Enterprise Vault Systems” on page 18 for details on how to classify individual EV vaults.

After classification, searches and reports can be performed on EVs just as they are on NFS or CIFS file systems. There are no significant changes to the search or reports dialogs for EVs in either the Administrative GUI, the Web-Search GUI, or the Web-Reports GUI.

However, after searches and reports are performed, if Actionable Services are applied to EV results, some changes are seen in the three GUIs. See “Using Actionable Services with Enterprise Vault Filesystems” on page 20 for details.

The following sections detail the various GUI changes for EVs.

Before continuing in this guide, you should first be thoroughly familiar with the following chapters of the Kazeon Information Server IS1200 Web-Based Search Interface Guide.

Classification Policies: Extraction and Assignment RulesJob Control and Scheduling: Classification Services


Chapter 4: Workflow Changes for Enterprise Vaults

Classifying Enterprise Vault SystemsEVs may only be classified using deep crawls, basic crawls are not allowed.

To deep classify an EV do the following:1. From Web-Admin, click Jobs in the left-navigation pane.

The Job Manager tab appears.2. In the Job Manager tab tool-bar, click New and select Deep Crawl.

The Deep Crawl Tab appears in the Job Manager pane.

3. Description field: Enter a descriptive phrase for the crawl.4. Show menu: Select Enterprise Vault from the drop-down menu.


Classifying Enterprise Vault Systems

5. Repositories: From the list of registered EVs that appears after Step 4.click to select an EV repository. Click the plus and minus signs to the left of the EV listings to expand or close the list of sub-directories in that EV. For each vault, or directory, you wish to crawl, select the vault or directory listing and click the Right Arrow ( ) to add that listing to the box on the far right. To remove them, select a listing in the far-right box and click the Left Arrow ( ).

Note: Up to 100 vaults can be selected.

6. Choose Profile: Choose one of the following from the drop-down menu to pre-populate some of the following filter sections with entries designed to focus on certain kinds of files:

None: No pre-populating is done, the filters are blank but can still be used any way needed.Security Profile: Displays filters for Keywords and Patterns.These can be used to specify RegEx expressions that look for security issues like social security or credit card numbers. These expressions generate simple Quick Rules that can also be edited or augmented via the Quick Rule builder screen of the Job Wizard

Click Advanced Options to display more optional settings.

In the Enterprise Vault Options section:7. Time Filters

Note: Enterprise Vault Journal Archives typically have very large numbers of archived items and can consequently take days to crawl an entire journal archive. A best practice is to limit crawls to specific time periods to minimize classification times. If the entire EV Archive must be classified, break the classification into several jobs, each with a successively older time range. This allows you to manage the IS1200 work load, and allows searches (on the more recent archives) immediately after the first classification finishes.

From Time: Enter a time and date, the crawl will classify only email sent or received between this date and the To Time inclusive.To Time: Enter a time and date, the crawl will classify only email sent or received between this date and the From Time inclusive.

orSent Received Days Ago: Enter a number of days, the entry restricts the crawl to only email sent or received within that number of days inclusive.

8. In the Archive Time Filters section:Archived Days Ago: Enter a number of days, the entry restricts the crawl to only email archived within that number of days inclusive.

9. In the Hash Parameters section:Full Hash: Compute file hash values using the entire file.



Partial Hash on the first: Compute file hash values using just the first X file bytes. Enter the number of bytes to limit the hash to in the Partial Hash field.Very simply, computing a file hash means adding the numeric values of all file bytes into a total result. The chances of two different files yielding the same result (hash value) are so remotely small, that hash values can be used to identify duplicate files, or when files have been changed.

10. Click Submit to run the job immediately, Next to schedule the job, or Cancel to exit the form without further action. If you choose to schedule the job, a standard job scheduling dialog appears. Refer to the IS1200 Web-Admin User and Configuration Guide, and the Job Scheduling chapters for details.

Using Actionable Services with Enterprise Vault FilesystemsAfter using searches or reports on Enterprise Vaults (EVs), Actionable Services can be performed on the results. For complete information about using Actionable Services see the Actionable Services chapter of the IS1200 User and Configuration Guide. The copy and move screens for EVs have additional options for EVs.

Copy and Move Changes for Web-SearchOnce search results are displayed, if results are selected and the Perform Actions on Results button is clicked, the Kazeon File Actions dialog appears.

Click either the Copy or Move tab at the top of the dialog, the screens reconfigure.

The general use of these tabs is described in the IS1200 Web-Search User Guide. For EV copy and move targets, the instructions for setting the Target Data Directory change.


Using Actionable Services with Enterprise Vault Filesystems

Setting the Target Data Directory for EVsFrom the Data System drop-down menu select an EV repository, the screen reconfigures with a Vault Location scrolling list, and a Retention Category drop-down menu.

Vault Location. Scroll the list until you find the target EV directory you want to copy or move files to. Click that listing to select it.

Retention Category. Choose a retention category from the drop-down list. Retention categories are named and defined by the EV administrator. Consult the EV administrator for the meanings of the retention policies listed in this menu.

Finish scheduling the copy or move job as described in the Actionable Services for Search chapter of the IS1200 User and Configuration Guide.

Copy and Move Changes for Web-ReportsOnce report results are displayed, if results are selected and Manage Files > Copy or Move is selected from the Actions menu,

the Actionable Services Wizard (copy) or (move) dialog appears.

The general use of these both the Copy and Move Wizards is described in the IS1200 Web-Reports User Guide. For EV copy and move targets, the instructions for setting the Destination change.

<- Actions Menu



Setting the Destination for EVsFrom the Destination drop-down menu select an EV repository, the screen reconfigures with a vault location scrolling list immediately to the right of the Destination drop-down menu.

Vault Location. Scroll the list until you find the target EV directory you want to copy or move files to. Click that listing to select it.

Retention Policy. Choose a retention policy from the drop-down list. Retention policies are named and defined by the EV administrator. Consult the EV administrator for the meanings of the retention policies listed in this menu.

Finish scheduling the copy or move job as described in the Actionable Services for Search chapter of the IS1200 User and Configuration Guide.


Glossary

Assignment RuleA classification rule that tags files with metadata and assigns files to policy groups.

Authorization RuleA policy that filters search results to ensure that the assigned files can only be viewed by authorized users.

AuthenticationThe process of identifying users based on user name and password to ensure that only authorized users can access the Kazeon Information Server.

CASIDA unique Kazeon ID for each classified file that the system generates during basic classification.

Classification RuleRules that the system implements during data classification to extract metadata, tag files, and assign files to policy groups. The two types of classification rules are extraction rules and assignment rules.

ClusterA set of one or more Kazeon Information Server appliance node. A cluster can contain a maximum of 8 nodes.

DataA file of any type and size such as a short email, a word processor document, or a large spreadsheet.

Data ClassificationThe process during which the Kazeon Information Server reads data on the data file system. During basic classification, the Kazeon Information Server extracts file system metadata. During deep classification, it extracts custom metadata and assigns files to policy groups.

Data-MountThe NFS file system that is accessed by the Kazeon Information Server to parse data and extract metadata.

Data ServerThe file server that exports an NFS or CIFS file system so that the Kazeon Information Server can classify data on the file system to create metadata.


Glossary

Data-ShareThe CIFS file system to be accessed by the Kazeon Information Server to extract metadata.

Enterprise VaultsSymantec repository for archived email.

Extended AttributesUser-defined keywords that are extracted during data classification.

Extraction RuleExtracts user-defined keywords (custom metadata) to add to the metadata file.

FilerA file server that exports its file systems using NFS or CIFS protocol.

Kazeon EVAgentA Kazeon service installed on the Enterprise Vault server.

Kaz-mountThe NFS file system that is the Kazeon metadata repository. on which the Kazeon Information Server stores metadata.

Kaz-serverThe file server where the metadata repository is located.

Kaz-shareThe CIFS file system on which the Kazeon Information Server stores metadata.

Logging ruleLogging rules audit user actions on files such as file access, creation, modification, and deletion.

MetadataData about data. Metadata is used to search for information and to create reports. Metadata can be file system or custom metadata that the Kazeon Information Server extracts from files during classification. file system metadata includes file type, and file path extracted during basic classification. Custom metadata is generated during deep classification.

NodeA single Kazeon Information Server appliance.

Policy GroupAssociates one or more authorization rule and logging rule with one or more files to protect information and audit user actions on files.


Index

Aassignment rules

definition 23authentication

definition 23authorization rules

definition 23

CCASID

definition 23classification rule

definition 23clusters

definition 23customer support vi

Ddata

definition 23data classification

definition 23data server

definition 23data-mount

definition 23data-share

definition 24

EEnterprise Vaults 24extended attributes

definition 24extraction rules

definition 24

Ffiler

definition 24

KKazeon EVAgent 24kaz-mount

definition 24kaz-server

definition 24kaz-share

definition 24

Llogging rule

definition 24

Mmetadata

definition 24

Nnodes

definition 24

Ppolicy groups

definition 24

Ssnapshot

Registering File Systems with Snap-shots 15


Index


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