Data
Loss Prevention templates define an organization's sensitive data using keyword lists
and
expressions. Define templates to use in Data Loss Prevention policies and protect
sensitive
information that is company-specific. For more information on Data Loss Prevention
Templates, see
About Data Loss Prevention Templates.
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NoteAdministrators cannot modify a pre-packaged template. To use a pre-packaged template
as the basis
for a new template, select the check box beside the template name and click
Copy in the Data Loss Prevention Template toolbar. This creates a new
template with the suffix "Copy" at the end.
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Procedure
- On the left navigation bar, click . A list of templates appears.
- Choose to create or modify a Data Loss Prevention Template.
-
To create a template, on the Data Loss Prevention Templates toolbar, click Add.
-
To modify a template, click the template name.
-
- Type the Name of the template.
- (Optional) Type a Description of the template.
- From the drop-down box under Condition Statement, beside the (
) control,
select the criteria Expressions or Keyword
Lists. - Select an expression or keyword list from the drop-down box beside the selected criteria.
- When adding Expressions criteria,
type the number of Occurrences necessary
for the template to trigger. This value designates the number of
times an expression must be present in an email message before IM Security triggers an
action.
Note
The Occurrences amount is a required value. The value cannot be zero (0) or blank. - Add additional criteria by clicking the () control. Remove criteria by clicking the
(
) control. - When adding more than one template definition, select the And or Or operator from the drop-down box beside the condition in the Condition Statement list.
- Click Add to add the condition to the Template Definition list or click Clear to clear the condition statement.
- When adding more than one condition, select the And or Or operator from the drop-down box beside the template definition in the Template Definition list.
- To remove a definition from the Template Definition list,
click the delete icon (
) to the
right of the definition. - Click Save. The Data Loss Prevention Templates screen appears with the new template at the bottom of the Data Loss Prevention templates list.