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Deploy Automatic File Classification (Demonstration Steps)

Published: February 29, 2012

Updated: May 31, 2012

Applies To: Windows Server 2012



This topic explains how to enable resource properties in Active Directory, create classification rules on the file server, and then assign values to the resource properties for files on the file server. For this example, the following classification rules are created:

  • A content classification rule that searches a set of files for the string “Contoso Confidential.” If the string is found in a file, the Impact resource property is set to High on the file.

  • A content classification rule that searches a set of files for a regular expression that matches a social security number at least 10 times in one file. If the pattern is found, the file is classified as having personally identifiable information and the Personally Identifiable Information resource property is set to High.

In this document

noteNote
This topic includes sample Windows PowerShell cmdlets that you can use to automate some of the procedures described. For more information, see Using Cmdlets.

The Impact and Personally Identifiable Information resource properties are enabled so that File Classification Infrastructure can use these resource properties to tag the files that are scanned on a network shared folder.

Do this step using Windows PowerShell

  1. On the domain controller, sign in to the server as a member of the Domain Admins security group.

  2. Open Active Directory Administrative Center. In Server Manager, click Tools, and then click Active Directory Administrative Center.

  3. Expand Dynamic Access Control, and then click Resource Properties.

  4. Right-click Impact, and then click Enable.

  5. Right-click Personally Identifiable Information, and then click Enable.

PowerShell Logo Windows PowerShell equivalent commands

The following Windows PowerShell cmdlet or cmdlets perform the same function as the preceding procedure. Enter each cmdlet on a single line, even though they may appear word-wrapped across several lines here because of formatting constraints.

Set-ADResourceProperty –Enabled:$true –Identity:”CN=Impact_MS,CN=Resource Properties,CN=Claims Configuration,CN=Services,CN=Configuration,DC=contoso,DC=com” 
Set-ADResourceProperty –Enabled:$true –Identity:”CN=PII_MS,CN=Resource Properties,CN=Claims Configuration,CN=Services,CN=Configuration,DC=contoso,DC=com”

A string content classification rule scans a file for a specific string. If the string is found, the value of a resource property can be configured. In this example, we will scan each file on a network shared folder and look for the string “Contoso Confidential.” If the string is found, the associated file is classified as having high business impact.

Do this step using Windows PowerShell

  1. Log on to the file server as a member of the Administrators security group.

  2. From the Windows PowerShell command prompt, type Update-FsrmClassificationPropertyDefinition and then press ENTER. This will synchronize the property definitions created on the domain controller to the file server.

  3. Open File Server Resource Manager. In Server Manager, click Tools, and then click File Server Resource Manager.

  4. Expand Classification Management, right-click Classification Rules, and then click Configure Classification Schedule.

  5. Select the Enable fixed schedule check box, select the Allow continuous classification for new files check box, choose a day of the week to run the classification, and then click OK.

  6. Right-click Classification Rules, and then click Create Classification Rule.

  7. On the General tab, in the Rule name box, type a rule name such as Contoso Confidential.

  8. On the Scope tab, click Add, and choose the folders that should be included in this rule, such as D:\Finance Documents.

    noteNote
    You can also choose a dynamic name space for the scope. For more information about dynamic name spaces for classification rules, see What's New in File Server Resource Manager in Windows Server 2012.

  9. On the Classification tab, configure the following:

    • In the Choose a method to assign a property to files box, ensure that Content Classifier is selected.

    • In the Choose a property to assign to files box, click Impact.

    • In the Specify a value box, click High.

  10. Under the Parameters heading, click Configure.

  11. In the Expression Type column, select String.

  12. In the Expression column, type Contoso Confidential, and then click OK.

  13. On the Evaluation Type tab, select the Re-evaluate existing property values check box, click Overwrite the existing value, and then click OK.

PowerShell Logo Windows PowerShell equivalent commands

The following Windows PowerShell cmdlet or cmdlets perform the same function as the preceding procedure. Enter each cmdlet on a single line, even though they may appear word-wrapped across several lines here because of formatting constraints.

$date = Get-Date
$AutomaticClassificationScheduledTask = New-FsrmScheduledTask -Time $date -Weekly @(3, 2, 4, 5,1,6,0) -RunDuration 0;$AutomaticClassificationScheduledTask
Set-FsrmClassification -Continuous -schedule $AutomaticClassificationScheduledTask
New-FSRMClassificationRule -Name “Contoso Confidential” -Property "Impact_MS" -PropertyValue "3000" -Namespace @(“D:\Finance Documents”) -ClassificationMechanism "Content Classifier" -Parameters @("StringEx=Min=1;Expr=Contoso Confidential") -ReevaluateProperty Overwrite

A regular expression classification rule scans a file for a pattern that matches the regular expression. If a string that matches the regular expression is found, the value of a resource property can be configured. In this example, we will scan each file on a network shared folder and look for a string that matches the pattern of a social security number (XXX-XX-XXXX). If the pattern is found, the associated file is classified as having personally identifiable information.

Do this step using Windows PowerShell

  1. Sign in to the file server as a member of the Administrators security group.

  2. From the Windows PowerShell command prompt, type Update-FsrmClassificationPropertyDefinition, and then press ENTER. This will synchronize the property definitions that are created on the domain controller to the file server.

  3. Open File Server Resource Manager. In Server Manager, click Tools, and then click File Server Resource Manager.

  4. Right-click Classification Rules, and then click Create Classification Rule.

  5. On the General tab, in the Rule name box, type a name for the classification rule, such as PII Rule.

  6. On the Scope tab, click Add, and then choose the folders that should be included in this rule, such as D:\Finance Documents.

  7. On the Classification tab, configure the following:

    • In the Choose a method to assign a property to files box, ensure that Content Classifier is selected.

    • In the Choose a property to assign to files box, click Personally Identifiable Information.

    • In the Specify a value box, click High.

  8. Under the Parameters heading, click Configure.

  9. In the Expression Type column, select Regular expression.

  10. In the Expression column, type ^(?!000)([0-7]\d{2}|7([0-7]\d|7[012]))([ -]?)(?!00)\d\d\3(?!0000)\d{4}$

  11. In the Minimum Occurrences column, type 10, and then click OK.

  12. On the Evaluation Type tab, select the Re-evaluate existing property values check box, click Overwrite the existing value, and then click OK.

PowerShell Logo Windows PowerShell equivalent commands

The following Windows PowerShell cmdlet or cmdlets perform the same function as the preceding procedure. Enter each cmdlet on a single line, even though they may appear word-wrapped across several lines here because of formatting constraints.

New-FSRMClassificationRule -Name "PII Rule" -Property "PII_MS" -PropertyValue "5000" -Namespace @(“D:\Finance Documents”) -ClassificationMechanism "Content Classifier" -Parameters @("RegularExpressionEx=Min=10;Expr=^(?!000)([0-7]\d{2}|7([0-7]\d|7[012]))([ -]?)(?!00)\d\d\3(?!0000)\d{4}$") -ReevaluateProperty Overwrite

You can verify that the files are properly classified by viewing the properties of a file that was created in the folder specified in the classification rules.

  1. On the file server, run the classification rules by using File Server Resource Manager.

    1. Click Classification Management, right-click Classification Rules, and then click Run Classification With All Rules Now.

    2. Click the Wait for classification to complete option, and then click OK.

    3. Close the Automatic Classification Report.

    4. You can do this by using Windows PowerShell with the following command: Start-FSRMClassification –RunDuration 0 -Confirm:$false

  2. Navigate to the folder that was specified in the classification rules, such as D:\Finance Documents.

  3. Right-click a file in that folder, and then click Properties.

  4. Click the Classification tab, and verify that the file is classified correctly.

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