Complete the Guided Setup for Case Manager

Use the guided setup to perform the configurations necessary to start using Activate for Case Manager.

Procedure

1. In the navigation pane, go to Guided setup.

2. On the Activate tab, click Case Manager.

3. On the Create a data classification plan tab, complete the following steps:

   1. In the Plan name box, enter a unique name for the plan.

   2. Create an index server or use an existing index server:

      • To create an index server, click the plus button .

        To use a server as a node for the Index Server, the node must have the Index Store package installed.

      • To use an existing index server, from the Index server list, select the index server.

4. Click Next.

5. To customize what is content indexed and analyzed for entity detection, do the following:

   • To include file types for content indexing and entity detection, under Include file types, enter the extension in the Enter file extension box using the format *.ext, and then click Add.

   • To exclude directories from content indexing and entity detection, under Exclude paths, enter the path in the Enter folder path or pattern box, and then click Add.

     You can include wildcard expressions in the directory path. For example, to exclude all the files in a temporary directory, enter */temp.

6. To specify the range of file sizes that are content indexed, under File size, enter the minimum file size and the maximum file size in megabytes.

7. To search for email messages by exact keyword matching, under Content indexing, move the Exact search toggle to the right.

8. To include scanned documents in content indexing and entity detection, select the Extract text from image check box.

9. Click Save.