This section describes the steps and settings required to add or edit a data loss prevention (DLP) template.
Add: Click to add and configure a new DLP template
Copy: Select the existing DLP template(s) you want to copy, and click Copy.
Delete: Select the existing DLP template(s) you want to delete, and click Delete.
You cannot delete a default template, or a template that has a policy associated with it.
Import: Click to import a DLP template from an external file.
Export: Click to export a selected DLP template(s) to an external file
Click Data Loss Prevention > DLP Templates. The Data Loss Prevention Templates main screen appears.
Click Add. The Add Data Loss Prevention Template screen appears.
Type a name for the new template in the Name field.
Type an optional description for the new template in the Description field.
To define a DLP 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 DLP 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 the ”+” to add additional data loss prevention definition(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 data loss prevention definition(s), click Add, then click Save.
The Data Loss Prevention Templates main screen appears.