To enable the incident review process, Apex Central administrators need to complete some prerequisite tasks. The following table lists the required tasks and references:

Administrator Tasks

Task
References
Set up manager information in Active Directory.
Set up Active Directory integration to obtain user information.
Create user accounts specific for DLP incident investigation.
You can assign the following user roles to grant permission to review DLP incidents:
  • Administrator and DLP Compliance Officer
  • DLP Compliance Officer
  • DLP Incident Reviewer
Note
Note
The DLP Compliance Officer and DLP Incident Reviewer roles are only available to Active Directory users.
Set up the Scheduled incident summary and Incident details updated notifications.
Export DLP logs for auditing purposes.