Setting Up Smart Classification

If you have not enabled Solr, enable it, and index your content before completing the following steps.

To set up Smart Classification:

  1. If you have not set up  metadata for tagging your Smart Classification content, set it up.
  2. If you plan to use the ICAP DLP classifier, configure ICAP DLP integration in FileCloud.
  3. If you plan to use the AI Classifier, configure AI Integration in FileCloud.
  4. Smart Classification has several predefined regex patterns that you can use in your rules. In addition, you may create and save regex patterns. 
    For help creating your own regex patterns, see Adding Smart Classification Regex Patterns.
  5. To put your smart classification regex patterns into groups, so you can refer to multiple patterns at once, see Creating Smart Classification Regex Pattern Groups.
  6. Create and Test Smart Classification Rules
  7. Schedule automatic running of Smart Classification Rules.
    See Setting Up a Cron Job or Scheduled Task for help.