--- title: DLP Policy Creation Procedure description: This admin procedure will provide background information on creating a DLP rule that will apply to email or a data repository like SharePoint. --- [Skip to content](https://knowledge.sittadel.com/dlp-policy-creation-procedure#main-content) [![Sittadel-Logo-Icon-Slim-Large-Square-Green-Transparent copy](https://knowledge.sittadel.com/hs-fs/hubfs/Sittadel-Logo-Icon-Slim-Large-Square-Green-Transparent%20copy.png?width=55&height=55&name=Sittadel-Logo-Icon-Slim-Large-Square-Green-Transparent%20copy.png)](https://sittadel.com/) - [About Sittadel](https://sittadel.com/about/) - [Capabilities](https://sittadel.com/capabilities/microsoft-office365-azure-security/) Show submenu for Capabilities - [Microsoft Security Architecture](https://sittadel.com/capabilities/microsoft-office365-azure-security/) - [Detection & Response](https://sittadel.com/capabilities/managed-detection-and-response/) - [Employee Training](https://sittadel.com/capabilities/security-awareness-training/) - [Security Risk Advisors](https://sittadel.com/capabilities/virtual-information-security-officer/) - [Resources](https://sittadel.com/resources/) - [Knowledge Base](https://knowledge.sittadel.com/) Open main navigation Close main navigation - [About Sittadel](https://sittadel.com/about/) - [Capabilities](https://sittadel.com/capabilities/microsoft-office365-azure-security/) Show submenu for Capabilities - [Microsoft Security Architecture](https://sittadel.com/capabilities/microsoft-office365-azure-security/) - [Detection & Response](https://sittadel.com/capabilities/managed-detection-and-response/) - [Employee Training](https://sittadel.com/capabilities/security-awareness-training/) - [Security Risk Advisors](https://sittadel.com/capabilities/virtual-information-security-officer/) - [Resources](https://sittadel.com/resources/) - [Knowledge Base](https://knowledge.sittadel.com/) - [Get Sittadel](https://sittadel.com/start/) [Get Sittadel](https://sittadel.com/start/) Find answers to your security questions. - There are no suggestions because the search field is empty. 1. [Sittadel Knowledge Base](https://knowledge.sittadel.com/?hsLang=en) 2. [Azure Portals](https://knowledge.sittadel.com/azure-portals?hsLang=en) 3. [Purview](https://knowledge.sittadel.com/azure-portals?hsLang=en#purview) # DLP Policy Creation Procedure ## This admin procedure will provide background information on creating a DLP rule that will apply to email or a data repository like SharePoint. ### **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-19-2024-04-04-16-2156-PM.png?width=125&height=133&name=image-png-Jan-19-2024-04-04-16-2156-PM.png)Role Requirements** Procedure Scope: **Administrators** Required Group Membership: **Admin.Security** **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-19-2024-04-29-09-3760-PM.png?width=670&height=5&name=image-png-Jan-19-2024-04-29-09-3760-PM.png)** **Creating a DLP Policy** 1. Navigate to [DLP Policies – Purview](https://purview.microsoft.com/datalossprevention/policies) portal, locate and select **Create Policy**. **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-03-35-07-6272-PM.png?width=670&height=356&name=image-png-Jan-21-2025-03-35-07-6272-PM.png)** 2. Select a DLP Template or Custom Policy option under **Categories** to start the creation process. Select **Next** to continue. **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-03-36-06-7711-PM.png?width=670&height=329&name=image-png-Jan-21-2025-03-36-06-7711-PM.png)** 3. Provide the policy with basic information such as name and description, select **Next** to proceed. **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-03-36-13-7016-PM.png?width=670&height=329&name=image-png-Jan-21-2025-03-36-13-7016-PM.png)** 4. Choose the scope that this policy will apply to, subsequently you will be able to specify user groups as well as create an exclusion if necessary. Select **Next** to continue. **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-03-36-20-2085-PM.png?width=670&height=329&name=image-png-Jan-21-2025-03-36-20-2085-PM.png)** 5. Next you will be able to create or customize policy settings to fit the scope of the content scanning process. Select **Next** to start outline the rule parameters. **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-03-36-26-4598-PM.png?width=670&height=329&name=image-png-Jan-21-2025-03-36-26-4598-PM.png)** 6. Select **Create Rule,** a pop up will be displayed that will allow you to outline the configuration settings of the rule from conditions that need to be met in message context for the rule to apply, to the actions that will be enforced on the message that was flagged. Once the rule is fully configured, select **Save** to continue. **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-03-36-34-4815-PM.png?width=670&height=304&name=image-png-Jan-21-2025-03-36-34-4815-PM.png)**![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-03-37-48-1380-PM.png?width=670&height=256&name=image-png-Jan-21-2025-03-37-48-1380-PM.png)**![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-03-37-47-8971-PM.png?width=670&height=191&name=image-png-Jan-21-2025-03-37-47-8971-PM.png)** 7. Once the rule has been created, it will be displayed. Select **Next** to continue. **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-04-12-47-5121-PM.png?width=670&height=328&name=image-png-Jan-21-2025-04-12-47-5121-PM.png)** 8. Next you will be able to select deployment of the policy to end users. Select **Next** to proceed to revisions to finalize the creation process. **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-04-12-52-3589-PM.png?width=670&height=329&name=image-png-Jan-21-2025-04-12-52-3589-PM.png)** 9. At the revisions page, if you detect a discrepancy select the **Edit **button below the section that contains the incorrect information. If everything checks out, select **Submit **to finalize the creation process. **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-04-14-08-3675-PM.png?width=670&height=329&name=image-png-Jan-21-2025-04-14-08-3675-PM.png)** 10. A final prompt will be displayed detailing that the policy has been created. Select **Done** to finalize the creation process. **![](https://knowledge.sittadel.com/hs-fs/hubfs/image-png-Jan-21-2025-04-14-16-7837-PM.png?width=670&height=328&name=image-png-Jan-21-2025-04-14-16-7837-PM.png)** ### Need Assistance? 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