How to set up a sample DLP rule
This is a guide on how to configure a simple DLP rule in Safetica. Follow these steps to test DLP and learn the configuration workflow. You will need Safetica Console and at least one Safetica client.
  1. Create folder “C:\test”.
  2. Create new documents in this folder, or copy some of your existing documents. The files must be larger than 0 kb. 
  3. Open Safetica Console.
  4. Go to DLP, and then select the PC or user in the user tree in the left part of the window.
  5. Go to File tagging - New on demand file tagging task - enter a name for the task (e.g. "test"). Click Next.
  6. Click New rule, click Next, and then click Add path. Type "C:\test", press Enter, and then click Finish.
  7. Click Next, and then click New data category. Name the category (e.g. "test category"), and then click OK.
  8. Click Finish to save all changes. You will see the new tagging rule and it's status in the list. Click the checkmark icon in the upper right corner to apply the settings.
  9. Go to DLP rules, and then click New rule.
  10. Select the data category ("test category") from the list, and then click Next.
  11. Click Select security policy, and then click New security policy.
  12. Make sure the Policy type is set to Data policy, select a name for the policy (e.g. "Testing policy"), and then click Next.
  13. Here, you can select what restrictions do you want to apply to the files that are governed by this security policy. To test DLP, you can simply set External devices, Screenshots and Clipboard to Deny. Feel free to edit the Security Policy later from the DLP rules screen and discover what are the options and effects of each setting.
  14. When done, click Next, set the Policy mode to Restrictive, and then click Finish.
  15. You will see the new DLP rule in the list of rules. Click the checkmark icon in the upper right corner to apply the settings.
Please allow ~10 minutes for the policy to be transferred to the client before testing the policy. If you followed the guide above, you can try to copy text from the document, take a screenshot or copy it to an external device. All these actions will be blocked and you will receive a Safetica pop-up informing you about the restriction.