Procedure

1. On the left menu, click Data Loss Prevention → Policy.
   The Data Loss Prevention screen appears.
2. From the Data Loss Prevention screen, click the policy name link you want to edit.
   The Data Loss Prevention: Edit Policy screen appears.
3. Select or clear the Enable this policy checkbox to enable or disable the policy.
4. Edit the following as required:
   • Policy name
   • Description
5. Click the Target tab.
6. Select the DLP template(s) you want to add from the list of Available DLP templates and click Add >>. Remove DLP templates by first selecting and then clicking << Remove.

   Note Press and hold the Ctrl key to select multiple DLP templates. You can import a DLP template from a text file (.txt) clicking the Import button.

7. To add a DLP template to the list of available DLP templates:
   1. Click the Add button, which is located next to the Import button.
      The Add DLP Template screen appears.
   2. Type a name for the new template in the DLP template name field.
   3. Type an optional description for the new template in the Description field.
8. To define a DLP template, select from the following:
   1. If you select Expressions...
      Choose an expression from the list, for example, US: SSN (Social Security Number), All: Credit Card Number, or US: Phone Number.
   2. Type the number of occurrences required to trigger the policy in the Occurrences field.
   3. Click the "+" to add additional DLP template(s).
      1. Select the appropriate operator And/Or.
      2. Repeat the previous process by choosing Expressions and select one of the available expressions from the list.
      3. Type the number of occurrences required to trigger the policy in the Occurrences field.
   4. If you select Keywords...
      1. Choose one of the keywords from the list of available keywords.
      2. Click the "+" to add additional DLP template(s).
      3. Select the appropriate operator And/Or.
      4. Repeat the previous process by choosing Keywords and select one of the available keywords from the list.
9. After you finish adding your DLP template(s), click Add, then click Save.
   The Data Loss Prevention: Edit Policy > Target tab appears.
10. Click the Exceptions tab and add or edit any exceptions as required.
    See Step 2. Data Loss Prevention: Add Policy > Step 2: Exceptions for more information.
11. Click the Action tab and choose from the following:
    • Block
    • Pass
    • Notify
    • Do not notify
12. Click the Notification tab, and choose the appropriate settings.
    See Step 4. Data Loss Prevention: Add Policy > Specify Notification for more information.
13. Click Save.