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Record action name - Enter a logical name for the action that is taken on the file that is marked as a record. For example, Archive. The action name that you configure is displayed in the Select Action drop-down on the Self-Service portal.
When a file is marked as a record, it is archived for the configured retention period, if you choose to use Veritas Enterprise Vault™ for archiving and automatic action is enabled when you configure the workflow.
You must create a mappings.csv file which maps the file classification policies to the retention category. The retention categories determine how long the archived data is stored before it is deleted from the storage device.
Data Insight uses the sensitive file classification policy to retention category mapping to ensure that a file that violates a certain DLP policy is retained for the period configured for the mapped retention category
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Ensure that mappings.csv is saved in the data directory at $datadir\conf\workflow\steps\ev\mappings.csv. A sample mappings.csv file is available for download on the workflow template page. |
Non-record action name - Enter a logical name for the action that is taken on the file that is marked as non-record. For example, Do not archive.
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Select the Use Enterprise Vault for archiving check box if your organization uses Veritas Enterprise Vault to archive and maintain data stored on network shares.
Enterprise Vault post-processing action - From the drop-down select the action you want to apply to the file.
For more information about what each post-processing action listed in the drop-down means, see the Veritas Data Insight User's Guide.
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Select the check boxes for the file attributes that you want to display on the Self-Service Portal. The displayed attributes include information about the suggested owner and Data Loss Prevention (DLP) or other file classification policy name.
The file owner information may not reflect the responsible party. The
responsible party or data owner can be a line manager in the
business unit, the head of a department, or an information security
officer. Data Insight provides information to tie the most
active user of a file to a manager or responsible party for
remediation steps.
Select Allow delegation, if you want to let the custodians delegate the workflow to any other custodian.
