DLP policies and rules

Rule View

View Rules in the system enables full management of policies and rules that define triggers and actions within the IT infrastructure. Below is a detailed description of the elements visible on the screen.

Top menu and tabs

• New rule tabs: When you create or edit a rule, a new tab opens at the top of the view. You can have multiple rule tabs open simultaneously. However, keep in mind that at any given time you can create only one new rule — before starting another, the currently edited draft must be saved. The main tab Rules remains always active.

• Closing tabs: Clicking the X in the top-right corner of the tab closes the active tabs. After closing all tabs the user returns to the main policies view.

Policy update

1. Policy update:

   • Button Update policies allows manually sending the latest configurations to agents on endpoints. This function becomes available only after changes have been made to a given policy. If the policy has not been modified since the last push, the button remains inactive (grayed out), preventing re-sending the same data.

   

   • Date of last update: Under the button information about the last date and time of policy synchronization is displayed.

Policy updates operate based on the agent's connectivity with the server. If the agent on a given endpoint is offline, it will operate based on the last updated policy until it reconnects and downloads changes.

Policies table

The table in the main view contains all available automation policies and information about their configuration.

Table headers:

• Policy: Name of the DLP policy (group of rules).

• Rules: Number of rules assigned to the given policy.

• Tags: Tags assigned to the policy.

• Objects: Number of devices assigned to the policy.

• Users: List of users assigned to the policy.

• Excluded users: List of users excluded from the policy's effect.

• Active: Information about the policy's activity (enabled/disabled).

• Modified by: The user who made the last change to the policy.

• Policy description: Additional information about the policy's purpose.

• Creation date: Date and time the policy was created.

• Modification date: Date and time of the policy's last modification.

• Created by: The user who created the policy.

Table interactions:

• Filtering: You can filter the list of policies based on any column to easily find the policies of interest.

• Expanding rows: Clicking the policy name expands its details, such as the list of assigned rules.

Actions for policies and rules

1. Editing a policy: Clicking the pencil icon allows editing policy details such as name, description, assigned devices and users.

2. Deleting a policy: Deleting a policy requires confirmation. After deletion, all rules assigned to it will also be removed.

3. Rules:

   • Editing a rule: Clicking the edit icon next to a rule opens its details in a new tab where triggers, actions and notifications can be modified.

   • Copying a rule:

     • After clicking the copy icon two options are available:

       • Copy: Creates a copy of the rule in another policy.

       • Move: Moves the rule to another policy, removing it from the current one.

     • Selecting the target policy: The administrator must indicate the policy to which the rule will be assigned.

   • Deleting a rule: Requires confirmation.

Policy update

• Configuring policies and rules in the system does not have an immediate effect on agents' behavior until an update is performed by pressing Update policies.

• Agents that are offline remain applying the last updated policy until they reconnect to the server.