Procedure

1. Go to one of the following:
   • File Transfer Scan → DLP Policies → Add
   • Instant Message Scan → DLP Policies → Add
   The Contact screen appears.
2. Select the user, users, group, or groups affected by the rule.
   • Anyone: This option applies the rule to all IM traffic (internal and external) passing through the Lync Server. The rule does not apply to user(s) or group(s) specified in the Exceptions list.
   • Specific user(s)/member(s) of a group: Instructs IM Security to monitor rule violation from users within a specific group (for example, the financial controller or Finance group).
   • Session between user(s)/group(s): Instructs IM Security to monitor rule matches when a user from one group communicates to a user from another group (for example, users from Security Group 1 and Security Group 2).
   • Exceptions: Click to specify users or group members to exclude from this rule.

     Note Ensure that you configure the exceptions for the user, users, group, or groups affected by the rule. IM Security does not apply exception lists configured for the other contact types to the rule.

3. Select specific users or groups to apply this rule to or exclude from this rule on the Select Contact screen.
   • To manually add a user or domain:
     1. Select Type an address or domain from the drop-down.
     2. Type the sip address or domain to add.
     3. Click Add >.
     4. Click Save.
   • To search for users or groups:
     1. Select Search for users or groups from the drop-down.
     2. Type the user or group you want to search for and click Search.
     3. Click a user or group in the search results list.
     4. Click Add >.
     5. Click Save.

   Tip To remove a user or group from the selected contacts list, click the remove icon.

4. Click Next >.