On the left menu, click Data Protection > Policy. The Data Protection screen appears.
From the Data Protection screen, click the policy name link you want to edit. The Data Protection: Edit Policy screen appears.
Select or clear the Enable this policy checkbox to enable or disable the policy.
Edit the following as required:
Policy name
Description
Click the Target tab.
Select the compliance template(s) you want to add from the list of Available compliance templates and click Add >>. Remove compliance templates by first selecting and then clicking << Remove.
Press and hold the Ctrl key to select multiple compliance templates.
You can import a compliance template from a text file (.txt) clicking the Import button.
To add a compliance template to the list of available compliance templates:
Click the Add button, which is located next to the Import button. The Add Compliance Template screen appears.
Type a name for the new template in the Compliance template name field.
Type an optional description for the new template in the Description field.
To define a compliance template, select from the following:
If you select Expressions...
Choose an expression from the list (US SSN, Credit Card Number, Phone Number, and so on)
Type the number of occurrences required to trigger the policy in the Occurrences field.
Click the “+” to add additional compliance template(s)
Select the appropriate operator And/Or
Repeat the previous process by choosing Expressions and select one of the available expressions from the list.
Type the number of occurrences required to trigger the policy in the Occurrences field.
If you select Keywords...
Choose one of the keywords from the list of available keywords.
Click “+” to add additional compliance template(s)
Select the appropriate operator And/Or
Repeat the previous process by choosing Keywords and select one of the available keywords from the list.
After you finish adding your compliance template(s), click Add, then click Save. The Data Protection: Edit Policy > Target tab appears.
Click the Exceptions tab and add or edit any exceptions as required.
Click the Action tab and choose from the following:
Block
Pass
Notify
Do not notify
Click the Notification tab, and choose the appropriate settings.
Click Save.