Procedure

1. On the left menu, click Data Loss Prevention → Policy.
   The Data Loss Prevention screen appears.
2. Click Add.
   The Data Loss Prevention: Add Policy> Step 1: Specify Rules screen appears.
3. 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 an XML file by clicking the Import button.

4. 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.
5. 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.
6. After you finish adding your DLP template(s), click Add, then click Save.
   The Data Loss Prevention: Add Policy > Step 1: Specify Rules screen appears.
7. Click Next >.
   The Data Loss Prevention: Add Policy > Step 2: Exceptions screen appears.