Configuring Scheduled Scan: Data Loss Prevention Parent topic

This section describes the steps required to configure Data Loss Prevention for Scheduled Scan.
For detailed background information on how to configure data loss prevention, refer to:

Procedure

  1. On the left menu, click Scheduled Scan.
    The Scheduled Scan screen appears.
  2. Click Add.
    The Scheduled Scan: Add Scan Task screen appears.
  3. Type a new task name in the Scan task name field.
    Note
    Note
    As a prerequisite, be sure to configure the options as described in Configuring a Scheduled Scan.
  4. Under Select the scan type, select whether to perform data loss prevention for the following:
    • Data loss prevention for document
    • Data loss prevention for Web content
  5. Click the Data loss prevention link.
    The Scheduled Scan: Data Loss Prevention screen appears.
  6. Click Add to create a new policy.
    The Scheduled Scan: Data Loss Prevention: Add Policy > Step 1: Specify Rules screen appears.
Related information

Step 1. Scheduled Scan: Data Loss Prevention: Add Policy > Specify Rules

Procedure

  1. Configure as described in Adding a Data Loss Prevention Policy.
  2. Click Next>.
    The Scheduled Scan: Data Loss Prevention: Add Policy screen appears.

Step 2. Scheduled Scan: Data Loss Prevention: Add Policy > Specify Sites to be Excluded

Procedure

  1. Refer to Step 2. Data Loss Prevention: Add Policy > Step 2: Exceptions for details on how to configure this screen.
  2. After completing any exceptions, click Next>.
    The Scheduled Scan: Data Loss Prevention: Add Policy > Step 3: Specify Action screen appears.

Step 3. Scheduled Scan: Data Loss Prevention: Add Policy > Specify Action

Procedure

  1. Select action and notification options. See Step 3. Data Loss Prevention: Add Policy > Specify Action for details on how to configure this screen.
  2. Click Next>.
    The Scheduled Scan: Data Loss Prevention: Add Policy > Step 4: Specify Notification screen appears.

Step 4. Scheduled Scan: Data Loss Prevention: Add Policy > Specify Notification

Procedure

  1. Select from the available options. See Step 4. Data Loss Prevention: Add Policy > Specify Notification for details on how to configure this screen.
  2. Click Next>.
    The Scheduled Scan: Data Loss Prevention: Add Policy > Step 5: Name and Priority screen appears.

Step 5. Scheduled Scan: Data Loss Prevention: Add Policy > Name and Priority

Procedure

  1. Configure the available options. See Step 5. Data Loss Prevention: Add Policy > Name and Priority for details on how to configure this screen.
  2. Click Finish.
    The Scheduled Scan: Data Loss Prevention screen appears with the new policy you just created.
  3. Click Save.