Steps for setting up classification

Last published : Apr 17, 2026
Table: Process for setting up classification provides the steps for setting up classification of emails that are ingested into Arctera Insight Archiving, using the Arctera Insight Classification.
Related information

Table: Process for setting up classification

Step Description Further Information
Step 1 Ensure that the Arctera Insight Classification service is enabled for your company in Arctera Insight Archiving. To enable your organization for classification, contact Arctera Services & Support .
Step 2 Set up the required account access to the Arctera Insight Classification. Assign the classification administrator role to the required accounts.
See About Role Management .
Step 3 Access the Arctera Insight Classification. You can access the Arctera Insight Classification directly from Arctera Insight Management Console.
See Accessing the Arctera Insight Classification .
Step 4 Decide on the classification policies you require, and enable those policies. See the Arctera Insight Classification help.
You can create custom policies if required. See Arctera Insight Archiving item properties for use in custom classification policies .