Create Policy with RMS Protection
Once you have created an AIP connection, you can create or update a policy to include RMS protection for your documents. Perform the following steps to create a policy for RMS protection.
- Create a policy.
- Enter a name and a description for the policy.
- Select content and context rules for the policy.
- Under Actions, select RMS Protect.
- Select a notification type and template.
- Select an RMS template for the policy.The template you select applies specific protections to the documents. Examples of predefined templates include those listed here. You can create additional templates as needed.
- Confidential \ All Employees -- Confidential data that requires protection, which allows all employees full permissions. Data owners can track and revoke content.
- Highly Confidential \ All Employees -- Highly confidential data that allows employees view, edit, and reply permissions. Data owners can track and revoke content.
- General -- Business data that is not intended for public consumption but that can be shared with external partners as required. Examples include a company internal telephone directory, organizational charts, internal standards, and most internal communication.
- Confidential -- Sensitive business data that could cause damage to the business if shared with unauthorized people. Examples include contracts, security reports, forecast summaries, and sales account data.
- Confirm the policy information and save the policy.
When users open a protected document, the policy will apply the protections specified in the RMS protection action.
