Classifying content with document properties or file information

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Document property definitions classify content by predefined metadata values. File information definitions classify content by file metadata.

Document properties

Document properties can be retrieved from any Microsoft Office document or .pdf file, and can be used in classification definitions. Partial matching is supported using the Contains comparison.

There are three types of document properties:

  • Predefined properties— Standard properties such as author and title.

  • Custom properties — Some applications, such as Microsoft Word, allow custom properties to be added to the document metadata. A custom property can also reference a standard document property that is not on the predefined properties list, but cannot duplicate a property that is on the list.

  • Any property— Allows defining a property by value alone. This feature is useful in cases where the keyword has been entered in the wrong property parameter or when the property name is unknown. For example, adding the value Secret to theAny propertyparameter classifies all documents that have the word Secret in at least one property.

File information

File information definitions are used in data protection and discovery rules, and in classifications, to increase granularity. File information includes date created, date modified, file owner, and file size. The date properties have both exact (before, after, between) and relative (in last X days, weeks, years) date options. File Type (extensions only) is a predefined, extensible list of file extensions.

Note

The Date Accessed, Date Created, Date Modified, and File Owner file conditions are not embedded in the file so they cannot be detected. The conditions are lost when the file is in-motion or uploaded to the cloud or a website.