New Policy Wizard

A policy is a way to specify data leak detection criteria for the application and configure its actions on leak detection. A policy contains a set of application settings for monitoring SharePoint sites for leaks of data belonging to a certain category. Initial configuration of policy settings is performed with the help of the Policy Wizard.

To launch the Policy Wizard:

  1. Open Management Console.
  2. In the tree of nodes of Management Console, select the Categories and policies node.
  3. Select the data category for which you want to configure a policy.
  4. Click the New policy button.

The application starts the Policy Wizard.

The interface of the Policy Wizard consists of a sequence of windows (steps). Use the Back and Next buttons to navigate the windows of the Wizard. To close the Wizard after it finishes, click the Finish button. To exit the Wizard at any step, click the Cancel button.

Steps of the Wizard

Step 1. Policy rationale and status

Step 2. Configuring permissions to transfer files

Step 3. Selecting protected SharePoint sites

Step 4. Actions on policy violation

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