We recommend following these steps to ensure all requirements for setting up DLP are met, protecting sensitive data, and maintaining compliance with your organization's standards.
Step | Details | See More |
|---|---|---|
Step 1. Install the DLP browser extension | Install the DLP browser extension on your endpoint. This extension works with the DLP agent to monitor and enforce security policies on web-based activities. | |
Step 2. Check permissions for user roles | Refer to "Users and Roles" and verify that the settings for Data Security Admin are set up to create, manage, and remove data-in-motion rules. | |
Step 3. Add applications | Add local and web applications that can be added to the application group when selecting source and destination in the data-in-motion rule. | |
Step 4. Add application groups | Create application groups for the source and destination in the data-in-motion rule. | |
Step 5. Define DLP rules | Rules that control sensitive data transfers based on context, such as source, destination, and data classification. They enforce actions like block, allow, or report. | |
Step 6. Configure endpoint DLP settings | Configure your endpoint DLP settings to define the DLP setup for your organization. | |
Step 7. DLP status in all endpoints | View the installation of the extension status and the DLP status on each endpoint. | |
Step 8. Review threats | Track and investigate the issues triggered when a data-in-motion rule is violated |