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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.