Create new Document Rule Templates
- Click the Document Rule Template tab and click New.
- Enter a Rule Name (required) and a Description (optional).
- To include Optical Character Recognition (OCR) for email and API access policies, click the Optical Character Recognition toggle.
- Click Next.
- Enter or select the following information as needed for your template.For each information type to include, click the toggle to enable it.
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File Metadata - Enter a range of file sizes to include. Then select file information from the default data types provided with the product, or any data types you created in the Data Types tab.
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File Size Range - Enter a range of file sizes to include in scanning.
DLP and malware scanning are not performed on files larger than 50 MB. To be sure that DLP and malware scanning are available, enter range sizes of 49 MB or smaller in both fields.
- File Type - Select a file type (for example, XML). This option is disabled when minimum and maximum file sizes are 50 MB or larger.
- File Extension - Select a file extension (for example, .png).
- File Name - Select File Name to specify the exact file name, or select Regex Pattern to select a regular expression. In either case, use the prompt menu to select the value for the policy to find and scan. This may be a predefined data type, or one that you created on the Data Types tab.
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Data Classification
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Select a classification label - Microsoft AIP or Titus. Then, enter a label name.
- (Optional) Click the + sign at the right to include both classification labels.
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Watermark
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Enter text for a watermark.
For OneDrive and SharePoint applications, watermarks are not locked and users can remove them.
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Content Matching Rule
- Select a DLP rule type from the list.
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- Click Next and review the summary information.
- Click Save to confirm the template, or Previous to make any corrections.The template can now be applied to policies you create.
