Setting up custom properties

As the custom properties feature provides extended functionality to custom filtering, it is enabled with custom filtering and shares custom filtering configuration.

To configure custom properties

  1. Enable custom filtering by configuring the required registry settings for each type of archiving that you want to filter.

  2. Define the required custom properties and content categories in an XML file called custom properties.xml in the Custom Filter Rules folder in the Enterprise Vault installation folder (typically C:\Program Files\Enterprise Vault).

    This file contains the following information:

    • The content categories available. A content category is a group of settings that are to be applied to an archived item. This can include a list of the additional properties that are to be indexed by Enterprise Vault.

    • The custom properties available. This is where the additional properties are defined for Enterprise Vault.

    • The presentation fields available. These define how external applications, such as the Enterprise Vault browser search, can access content categories and custom properties.

  3. 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.

    To configure Enterprise Vault to filter messages and only assign content categories to specific messages that match filter rules, you create both a custom properties.xml file and also suitable ruleset files. The custom properties and content categories are defined in custom properties.xml and the filtering rules and actions are defined in the ruleset files.

  4. When the required XML files have been created, restart the archiving tasks that have custom filtering applied.

    The presence of ruleset files and content categories (in custom properties.xml) enables you to control whether Enterprise Vault implements custom property indexing or custom filtering or both.

More Information

Control of default settings