About configuring custom properties

Read this chapter to find out:

How to include in Enterprise Vault indexes additional properties on an item, for example, properties that have been added to messages by third-party applications.
How to configure the browser search to enable users to search on these indexed properties.
How to configure content categories.

The custom properties feature is an extension to custom filtering that enables Enterprise Vault to access and index additional Domino server properties, that have been added to messages by a third-party application, when archiving items.

Content categories are groups of settings to be applied to messages as they are archived. Settings can include a retention category to be applied, an archive to be used and particular message properties to be indexed. You can configure Enterprise Vault to apply a content category on all messages archived by particular archiving tasks. Alternatively, by using custom filtering together with custom properties, you can configure Enterprise Vault to apply a content category on selected messages only.

You define custom properties and content categories in the XML file, Custom Properties.xml, which must be located in the folder Enterprise Vault\Custom Filter Rules. Additional entries in this file enable you to make the indexed properties available to other applications, for example, the Enterprise Vault browser search. Users can then include the custom properties in archive search criteria. An example of the custom properties file,Example Custom Properties.xml, is installed in the Custom Filter Rules folder.

An API is available to enable third-party applications to access the custom properties.

If you have special filtering requirements for your archiving system, Symantec Corporation can supply the appropriate custom filters.

To configure custom properties or content categories

Ensure that the custom filtering registry settings for the required archiving tasks are configured. These need to be set, even if you want to implement custom properties or content categories, without filtering.

See Configuring registry settings for Domino server journal filtering.
Create the XML file, Custom Properties.xml. Place this file in the folder Enterprise Vault\Custom Filter Rules.
The entries in this file enable you to do the following:
- Index custom properties on messages.
- Define required content categories.
- Display custom properties and content categories in Web search applications, so that users can include them in search criteria.
To configure Enterprise Vault to index specific custom properties on all messages, without performing any filtering, create a Custom Properties.xml file but no ruleset file. The Custom Properties.xml file must include definitions of the custom properties and a default content category. The default content category will be applied to all messages and defines which properties Enterprise Vault is to index. This behavior can be altered using the IGNORENODEFAULT registry setting.
If you want to index the properties on selected messages or apply content categories to selected messages, create the required filter rules and actions in XML ruleset files. These are held in one or more XML ruleset files, which must also be placed in the folder, Enterprise Vault\Custom Filter Rules.
Restart the archiving tasks that have custom properties and filters enabled.