Action plans

Use the Action plans dialog to define how the system responds when various breaches are discovered.

The following action plans are provided by default.
Note: It is possible now to edit predefined Actions plans.
Table 1.
Name Description
Audit Only

(Default) Permit all activity on all channels, and log incidents in the audit log.

This action plan is designed for mild breaches.
Block All

Block all incidents on all channels, audit them.

This action plan is designed for severe breaches.
Note: It is now possible to Save a predefined resources (i.e. change their configurations) or Save as – i.e. create a new, similar resource. When Save is selected, the policies that use the predefined resources will be affected, while when Save as is selected, only policies that will use the new resource will be affected. Also, once a predefined resource is saved, there is an option to Reset it to the original, predefined settings.

Complete the following steps to add an action plan:

Steps

  1. Navigate to Policy > Policy Elements > Resources > Action plans. The Action plans dialog opens.
  2. Click the plus symbol.
  3. Enter the Name and Description of the action plan.
  4. On the Data Loss Prevention widget, select the possible actions for the following:
    • Endpoint channels
    • Email channels
    • Web channels
    • CASB channels
    Table 2. Endpoint channels
    Endpoint channels Description
    Email

    Select an action to take when a breach is discovered on endpoint email.
    HTTP/HTTPS

    Select an action to take when a breach is discovered on an endpoint device over HTTP or secure HTTP.
    Printing Select an action to take when a breach is discovered on a local or network printer that is connected to an endpoint.
    Application control

    Select an action to take when a breach is discovered on an endpoint application such as Word.
    Removable media

    Select an action to take when a breach is discovered on an endpoint device such as a thumb drive.
    LAN

    Select an action to take when a breach is discovered on an endpoint LAN, such as when a user copies sensitive data from a workstation to a laptop.
    Table 3. Email channel
    Email channels Description
    Email

    Select an action to take when a breach is discovered on network email channels.
    Table 4. Web channels
    Web channel Description
    FTP

    Select an action to take when a breach is discovered over FTP.
    HTTP/HTTPS

    Select an action to take when a breach is discovered over HTTP or secure HTTP.

    CASB channels

    Table 5. Inline
    Channel Description
    File uploading/attaching Uploading/attaching a file to a cloud transaction.
    File downloading Downloading a file from the cloud
    Table 6. API
    Channel Description
    File creation/modification File is created or modified on the cloud.
    File downloading File is downloaded from the cloud.
    Public file sharing File is shared with a link.
    External file sharing File is shared with external users.
    Internal file sharing File is shared with internal users.

    The actions available in an action plan depend on the channel being configured.

    Possible actions include:

    Action Description
    Permit Allow the action to proceed based on your selection; for example, allow it to be printed or posted to a website.
    Block

    Deny or block data from being printed, posted, or emailed, depending on your selection.
    Confirm

    Display a confirmation message, such as the following when a security threat is detected:

    Endpoint has detected that you are trying to copy sensitive data to a removable drive, which appears to violate of corporate policy. Do You want to continue?

    Users can continue if they enter a business reason for the operation, or they can cancel. If they cancel or wait too long, the default action is taken.
    Quarantine Quarantine email messages containing sensitive data.
    Quarantine and encrypt Quarantine email messages containing sensitive data. Network email can be encrypted before it’s released.
    Drop attachments Drops email attachments that are in breach of policy.
    Drop attachments and encrypt If an attachment has been dropped, this option reattaches it and encrypts both the body and attachment before releasing the message.
    Safe copy Keep a copy of the file in the cloud archive that is accessible only to administrators.
    Quarantine with note Quarantine email messages containing sensitive data and provide a note to the user in place of the message.
    Unshare external Remove sharing permissions for any external addresses.
    Unshare all Remove all sharing permissions from the file.
  5. Set the toggle button on Audit Alerts to Enable or Disable reporting of audit incidents.
  6. Click the Save button, which will appear in your action plan list.