Data protection

Data protection comes with a rich set of predefined policies that cover the data requirements for a wide variety of organizations. Policies can be customized to meet an organization's specific needs, ensuring that sensitive data is always protected from unauthorized access, use, and disclosure.

This dashboard displays the following:

1

Search: Use the search option to search the policy by its name.

2

All Policies: Displays the list of all policies in a tree view structure in alphabetical order. Use the expander arrow to expand the branches in the tree to display the items relevant to that component. Under policies, there are rules. Select a policy or rule to view descriptive information in the details panel. If a rule is selected in the Policy tree, the view is updated to show the selected rule and related exceptions. If a policy is selected in the policy tree, the view is updated to show the selected policy and related rules.

3

All Policies Rules: Displays every rule from every policy in a single grid, with a Policy Name column, so you can review rules across your entire policy set and bulk-edit or bulk-delete them. For more information, see Bulk Policy and Rule Operations.

4

Policy name: Displays the name of the policy.

5

Description: Displays the description entered for the policy.

6

Status: Indicates whether the policy is enabled or disabled.

7

Tags: Displays the tag(s) assigned to the policy. Use tags to group related policies and filter the All Policies view by tag. For more information, see Policy Tags.

8

DLP Policy Advisor: Click the advisor icon to launch an assistant that recommends predefined policies based on your industry, region, or the problem you describe. For more information, see DLP Policy Advisor.

9

Manage Policy Levels: Click the icon to open the Manage policy levels window, showing available policy levels from highest to lowest priority. For more information, see Policy Levels.

10

Policy Elements: Opens the Policy Elements page, where you can access resources and classifiers. For more information, see Policy Elements.

11

Add: Click to add a new policy. Choose New policy to create a custom policy that meets your organization's specific needs, or Predefined Policy to add a policy from the rich set of predefined policies covering a wide variety of organizations' data requirements. For more information, see Using a predefined policy and Create policy.

12

Column Selector: Click the "…" icon to open the column picker for the policy list. Select or clear the checkboxes to show or hide the Policy name, Description, Status, and Tags columns, and use the drag handles to reorder them. Click Reset to restore the default columns and order.

13

Pending Changes: When you add, edit, or delete a policy, rule, or exception, the changes are not applied immediately. The Pending Changes button shows the number of unapplied changes. Click Pending Changes and then Deploy to make the changes effective.

14

Agent: Download the latest Windows or macOS endpoint agent, or an older supported version. For more information, see Getting Started.

15

Notifications: Click the bell icon to view recent notifications, such as new Data Protection policy updates. Click the link in a notification (for example, View Data Protection policy) to go directly to the related policy.

16

Info: Click the info icon to open a menu with two options:

Tenant information: Displays your Customer name, Tenant ID, and Region, along with license type and validity for each licensed module (for example, DPS Cloud Web, DPS Cloud OCR, DPS Cloud Apps).
What's new: Displays release notes highlights for the current cloud version, grouped under What's new and Bug fixes, with a link to the full release notes.

17

Global settings: Manage global settings that apply to all Data protection policies. For more information, see Global settings.

18

Policy Import: This feature will be available in future.

19

Policy Level Tree: In the All Policies tree, policies are grouped by policy level and shown from highest to lowest priority, with the Default Level always at the bottom. For more information, see Policy Levels.